Memory: the cycle is here to stay ASML Q1 26: Jam tomorrow
Regular software has a role to play in advanced AI.
Everything depends on revenue per GW.
Mythos will be released pretty soon.
Samsung Q1 26 – Memory Monster OpenAI – The sin of spread
Microsoft’s AI is mediocre, and there is no visible fix yet.
There is not much on the table for public market investors.
Europe remains a rounding error.
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.
USA vs China – Distillation of Opinion
The IP theft argument is pretty weak