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...
Qualcomm, Meta & Microsoft – 2 out of 3
Qualcomm FQ2 25 – Unreasonable punishment Qualcomm reported good results, but a slightly weaker-than-expected revenue forecast caused the market, already nervous about tariffs, to send...
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 Long Game