Anthropic Q3 26 – The Tokenmax Effect
Price cuts put Anthropic back in the red.
Apple FQ2 26 – Slow but steady
Apple struggles to justify its multiple.
Kioxia FQ2 27 – Canary?
Kioxia’s issues are Kioxia specific.
Amazon and Intel Q3 26 – Another Bad Night
Results so far are not inspiring the AI trade Amazon Q3 26 – A cannonball to cash flow Intel Q3 26 – Double Whammy
Tech Newsround – A Volatile Night
Alphabet Q3 26: GCP almost saves the day. Microsoft FQ1 27 – The one steady report ServiceNow Q3 26 – SaaSpocalypse zombie awakens! Oracle...
SK Hynix Q3 26 – Spotty Leopard
The memory leopard will not change its spots.
Anthropic IPO – Game On!
The Good, the Bad and the Disingenuous.
Robotics – Worse, Slower & More Expensive
Mr Wang gets over his skis.
GTC Berlin & Meta – All About Confidence
GTC Berlin Day 2 – A Very Civilised Affair Meta Platforms Q3 26 – Not what was hoped
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.
Qualcomm FQ4 & Arm FQ2 27– Horrible Handsets