SK Hynix Q1 26 – All cylinders Software: ServiceNow Q1 26 & IBM.
Rivian will have to stop making cars.
Anthropic needs focus.
The IP theft argument is pretty weak
Memory: the cycle is here to stay ASML Q1 26: Jam tomorrow
Regular software has a role to play in advanced AI.
Everything depends on revenue per GW.
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.
Tech Newsround – Intel Q1 & Meta
Intel Q1 26 – Meme stock territory Meta – Zuck the Knife