Scaling has pretty much run its course.
Adobe Q1 26 – Unnecessary uncertainty Cambricon – A rounding error.
Has Nebius cracked the compute business model?
Revenue is not the problem.
OpenClaw will be a victim of its own success.
SK Hynix and Samsung make the first cut. Business model wobbles.
15th 5-year plan will not solve the AI problem.
Broadcom FQ1 26 – Better bargains elsewhere Meta Platforms – Custom free-for-all.
AI rollout will determine the outcome.
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.
GTC 2026 Day 1 – Requiring Inference
A keynote that needs human inference to fully understand.