Google Q2 26 – Valuation supported by hot air rather than water. ServiceNow Q2 26 – On the nose.
Hype tells one story. The stock market tells the opposite.
Going behind the meter should solve a lot of problems.
This is not a long-term opportunity
Chip smuggling is pretty irrelevant.
TSMC: Good but in line. China: Inference at the edge.
Make hay while the sun shines.
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.
Intel & AMD – Credibility Stretch
Intel and AMD both require a stretch of the imagination Intel Q2 26 – Breathing space. AMD – The Big Leagues.