AI Monsters Q3 25 – Drunken Sailors
Spending on AI grabs all the attention from this mixed bag Microsoft FQ1 26 – Spitting distance to AWS. Meta Platforms Q3 25 – Other...
Microsoft & OpenAI – Fudge Pie
Still space for major problems.
Qualcomm & AI – 4th-Time Lucky
Qualcomm bets against high-bandwidth memory
Digital Automotive – A Defence of “Crazy”
GM is not as stupid as it sounds.
Intel Q3 24 – Breathing Space
No real progress other than on bloat.
Android XR – Halo Device
More fun at half the price
OpenAI – Show me the Money!
Atlas is an attempt to monetise the 700m.
USA vs China – Wrong Villain
I think China is responsible for almost all of Nvidia’s China issues.
Open AI – Outrageous Fortune…
…and sloppy fact-checking.
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.
AI Laggards Q3 25 – Bounce but no Recovery