Chip to token accelerated.
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.
Oracle FQ1 27 – Still B+ Adobe FQ3 26 – Upfront investment
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.
Artificial Intelligence – Critical Test
Q3 26 results and GTC are going to be crucial.