Nvidia extends the party another 12 months.
The cure for high prices is high prices.
Q3 2026 needs to be amazing.
Radio Free Mobile has departed on a tour of the wineries of the Loire Valley and will return on August 24th.
Amazon Q2 26 – Reassuring commentary Apple FQ3 26 – Dent from memory and supply
Qualcomm FQ3 26 – Legacy Issue. Meta FQ2 26 – Zuck stares down the gift horse. Arm FQ1 27 – Same Legacy Issue. Microsoft FQ4 26 – Sleight of Hand.
A question of who you believe.
Nvidia & OpenAI – Cost leadership. CXMT – IPO Bounce.
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.
Salesforce FQ2 27 – SaaSpocalypse Never!
Another nail in the coffin of the SaaSpocalypse theory.