Robotaxis: Yet another player. AI Rollout: Still going strong.
Apple surprised me somewhat.
The doomers are wrong, but not as much as the cool-aid crowd.
Apple – Fatal Flaw. AI – The Magic Money Tree
Waiver cancellations won’t change very much.
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.
OpenAI and Microsoft – Microsoft on Top
The water becomes much clearer.