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.
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.
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.
Nvidia & Nebius – The GW Game.
Has Nebius cracked the compute business model?