MWC 2021 Days 0-4 – Missing in action.
All eyes turn to CES 2022. Mobile World Congress (MWC) is in full swing but a dearth of news flow and footfall at the event...
Arm & NVIDIA – The unthinkable pt. VII.
NVIDIA wins major support. NVIDIA got a big boost for its acquisition of Arm with MediaTek, Broadcom & Marvell all publicly supporting the deal which...
USA vs. China – The unproductive edges.
The first battle is lost but the war has just begun. China is having a very hard time in its struggle to become technologically independent...
Tencent & Fintech – Hot collar.
Tencent is the acid test of CCP intent. While Alibaba, Ant Group, Meituan, and so on have all felt the wrath of the regulator (i.e....
Arm vs. RISC-V – Heel nipping
RISC-V wins blue-chip backing. In announcing some higher-end RISC-V-based processors and winning support from Intel, SiFive has improved the credibility of RISC-V when it comes...
Facebook VR – Wii the second.
Oculus should not need advertisements The rapid push back against the idea of advertisements in VR is a clear signal that this monetisation model will...
Arm & NVIDIA – The unthinkable pt. VI.
Simon and Jensen make their case. Arm and NVIDIA have made a good case as to how the technology industry (excluding Intel and AMD) will...
ByteDance – Fundamental break.
ByteDance’s business model has a fundamental problem. ByteDance had its best year ever last year in terms of revenue, but because it employs over a...
Waymo – All guns blazing
Waymo is racing to market. Waymo has raised more money clearly indicating that Waymo’s technological edge has been eroded as the data suggests and that...
About Me
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.
Facebook – Saved by the model