Arm FQ4 26 – RSI curse. CoreWeave Q1 26 – Revenue per GW bomb
Claude makes the case for ServiceNow, Salesforce & Co.
Huawei will produce a tiny fraction of global compute.
Splurge of results and another splurge of capex.
USA vs China – Counterproductive. OpenAI and Microsoft – Free at last.
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.
The AI Trade – Gold Debate
The AI trade looks similar to precious metals.