The end of the road is v10.
Meta claims the frontier (again).
Another move to secure its future.
Firmus management shoots itself in the foot.
Things are moving again.
$40bn is just the beginning.
PIF is Lucid’s one lifeline.
The US hardware advantage dwarfs all else.
Micron promises more of same.
Google needs to launch an agent.
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.
Meta Platforms– Reinvention
Meta claims the frontier (again).