Intel Q1 26 – Meme stock territory Meta – Zuck the Knife
SK Hynix Q1 26 – All cylinders Software: ServiceNow Q1 26 & IBM.
Memory: the cycle is here to stay ASML Q1 26: Jam tomorrow
Regular software has a role to play in advanced AI.
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.
USA vs. China – The DeepSeek Effect
V4 shows the impact of US export restrictions.