Nvidia & Nebius – The GW Game.
Has Nebius cracked the compute business model?
Oracle FQ3 26 – Outlook Overstated.
Revenue is not the problem.
Artificial Intelligence – Closed Claw
OpenClaw will be a victim of its own success.
AI Newsround – Memory, OpenAI & Oracle
SK Hynix and Samsung make the first cut. Business model wobbles.
USA vs. China – More of Same
15th 5-year plan will not solve the AI problem.
AI Newsround – Broadcom & Meta
Broadcom FQ1 26 – Better bargains elsewhere Meta Platforms – Custom free-for-all.
MWC 2025 Day 2 – 6G: Love of Even Numbers
AI rollout will determine the outcome.
MWC 2025 Day 1 – Mobile goes AI
Nokia doubles down on Nvidia.
USA vs. China – The DeepSeek Effect
DeepSeek: 1, OpenAI: 5, Anthropic 4, Gemini: 9.
About Me
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.
Technology Newsround – Adobe & Cambricon