Chip to token accelerated.
Q3 26 results and GTC are going to be crucial.
Jensen lends CoreWeave his credibility.
The end of the road is v10.
Micron promises more of same.
Google needs to launch an agent.
Smartphone obsolescence is no longer unthinkable.
Huawei fixes the bits that it can.
OpenAI may come from behind in 2027.
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Kioxia FQ2 27 – Canary?
Kioxia’s issues are Kioxia specific.