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
OpenAI becomes an Nvidia shop.
Smart glasses are a sign of potential
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.
