Revenue growth is all that is missing.
SoftBank – Storm in a teacup. Meta Platforms – Commercial Pressure.
CoreWeave Q3 2025 – Have. Intel – Have not.
Leading and winning are two very different things.
Mr Altman sounds more like the leader of a religion than a company CEO.
Power constraints play to Arm’s advantage.
Data centre is the elephant the market is ignoring.
AMD Q3 25: Market timing Ouster Q3 25: Narrative in charge.
Microsoft gets a licence for less than 1% of what the region needs in 2026 alone
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 – Agent Debate
Great in some places, not in others