Microsoft FQ2 26 – Wobble at the top. Meta Q4 25 – Peak Splurge.
UAE makes a play for open source.
MediaTek has been hiding its light under a bushel
Intel looks like it is doing a Lucent.
AI increasingly looks reset-ready
The business model of compute needs an urgent fix.
Technological independence as fast as possible.
Nvidia moves to preserve its dominance
Credibility is the real win for Cerebras Systems.
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.
Apple FQ1 26 – The Gimmick Dividend
Pointless gimmicks are still a crowd pleaser