Artificial Intelligence – The Middle East
Plenty of space, electricity and money The visit of the US President to the Middle East has intensified the friendly competition between Saudi Arabia and...
Arm FQ4 25 – Mean Reversion
Worries have already evaporated Arm reported good results but guided weakly as a result of trade issues which already look like they will not come...
Google – Code Yellow
The warning lights are flashing yellow Apple claims that it has seen the first sign of generative AI impacting Google’s search traffic, meaning that Q2...
China vs. USA– The Long Game Pt. II
The US Administration is very clever or very lucky. The reassessment of the new rule on chip exports from the USA by luck (or by...
China vs. USA– The Long Game
For once, Jensen is not long-term enough. Jensen has bemoaned the potential loss of the Chinese market which he thinks will be worth $50bn. Even...
AMD Q1 25– Party Pooper
USA / China spoils the party. AMD’s excellent results show that it is taking share from Intel in PCs as well as gaining share in...
OpenAI – Implosion Incoming
The chances of collapse have increased materially. The abandonment of the plan to become a public benefit corporation means that the current unstable and conflicted...
China vs. USA – Build the Wall! Pt. II
Balkanisation gathers pace. China’s efforts to become self-sufficient for technology are gathering pace exactly as we predicted, but this will come at the expense of...
Apple and Amazon – AI Laggards
Apple FQ2 25 – AI not a problem yet, but tariffs bite. Apple reported good results, but then guided weakly as it warned of a...
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.
China vs. USA – The Isolation Game