AI still driving the numbers Broadcom FQ3 26 – Fairly well anticipated. Snowflake FQ3 26 – SaaSpocalypse dying
A rapid tour found themes other than Humain. Startups appear capital constrained China Robots – Dancing to the controller Huawei – Data Centre Update
Buying Huawei makes no sense unless they are almost free.
Another nail in the coffin of the SaaSpocalypse theory.
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 & Hugging Face – Health Insurance
Nvidia invests to keep its share and margins in rude health.