India must act to avoid Europe’s disappointment
Be at the bottom, not the top.
Deal opens up the CPU market for everyone else.
GlobalFoundries may have turned a corner.
OpenAI is hostage to its fundraising.
There are gems in the wreckage.
It is still the simple stuff that causes all the problems.
Buying AI Infrastructure with debt is a bad idea.
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.
Nvidia FQ4 26 – Clockwork
The steady rhythm continues.