To mark the occasion of the UAE’s 54th birthday, RFM is taking a short break and will return on Wedesday December 3rd.
Spending on AI grabs all the attention from this mixed bag Microsoft FQ1 26 – Spitting distance to AWS. Meta Platforms Q3 25 – Other People’s Money Alphabet Q3 25...
More Intel than Nvidia
Doomsayers and cool-aid drinkers are both wrong.
Qualcomm closes out the win.
Amazon badly needs material improvement.
Acquisition is the only way out.
Day 2 – Chips that are ready for AI when it comes.
Day 1 – Why the opportunity is worth pursuing
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.
Arm FQ2 26 – The Power Game
Power constraints play to Arm’s advantage.