Google Q2 26 – Valuation supported by hot air rather than water. ServiceNow Q2 26 – On the nose.
Going behind the meter should solve a lot of problems.
TSMC: Good but in line. China: Inference at the edge.
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.
China Tech – Black and White
Hype tells one story. The stock market tells the opposite.