Spending on AI grabs all the attention from this mixed bag Microsoft FQ1 26 – Spitting distance to AWS. Meta Platforms Q3 25 – Other People’s Money Alphabet Q3 25 – More Justification for spending. Take Home Message – Azure could take leadership.
Still space for major problems.
Qualcomm bets against high-bandwidth memory
No real progress other than on bloat.
Atlas is an attempt to monetise the 700m.
I think China is responsible for almost all of Nvidia’s China issues.
…and sloppy fact-checking.
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.
AI Laggards Q3 25 – Bounce but no Recovery
Still not much AI going on. Amazon Q3 25 – Still behind. Apple FQ4 25 – Short-term bounce