China vs USA – War of numbers
US delistings now very unlikely. The impasse over audit inspections by US regulators of US-listed Chinese companies seems to have been resolved in a clear...
Nvidia FQ2 2023 – The hangover
Crypto gives Nvidia a big headache. Nvidia reported difficult results and soft guidance as the hangover from the crypto party continues to be a big...
Summer break – Back August 29th
RFM has decided to exchange sunshine and warmth for the pouring rain, low clouds and greenery of Scotland. Normal service will resume on August 29th.
WeRide – Txai hailing
WeRide has a long way to go. WeRide is running a test service in the United Arab Emirates but despite a pretty high placing in...
Unity – Love triangle
Two is a company, three is a crowd. AppLovin, a marketing and monetisation toolkit for app developers has offered to acquire Unity in a deal...
Nvidia Q3 2022 – Crypto crunch
Exiting miners hammer Nvidia’s numbers Nvidia issued a warning on its Q3 2022 performance as the crypto crash and subsequent winter have hammered demand for...
Autonomous Autos – Sleight of hand
Baidu’s vehicles are not really driverless. Baidu, like Waymo and Cruise, has received a license to operate “driverless” vehicles on Chinese roads but the reality...
Alibaba FQ1 2022 – Bottom bumble
Recovery is completely tied to the economy. A depressing set of results met with relief by the market is a sign that all of the...
Lucid Motors Q2 2022 – a gross problem.
Negative gross margins must be fixed at all costs. Lucid Motors reported awful Q2 2022 results as it suffers from negative gross margins and remains...
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.
Snap – Macro maelstrom