Broadcom FQ1 26 – Better bargains elsewhere Meta Platforms – Custom free-for-all.
AI rollout will determine the outcome.
Nokia doubles down on Nvidia.
DeepSeek: 1, OpenAI: 5, Anthropic 4, Gemini: 9.
Adobe and ServiceNow are at bargain prices. AI Scare Trade Slicing and dicing the sector Stock Selection. AI Hedge.
India must act to avoid Europe’s disappointment
Be at the bottom, not the top.
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 – More of Same
15th 5-year plan will not solve the AI problem.