Arm FQ4 26 – RSI curse. CoreWeave Q1 26 – Revenue per GW bomb
OEMs learn to love petrol once again.
Claude makes the case for ServiceNow, Salesforce & Co.
Huawei will produce a tiny fraction of global compute.
Silly gimmicks still sell phones.
Splurge of results and another splurge of capex.
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.
China AI – Capacity Problem
Almost as big as the technology problem.