GlobalFoundries Q3 25 – Ready to Go
Revenue growth is all that is missing.
AI Newsround – SoftBank and Meta Platforms
SoftBank – Storm in a teacup. Meta Platforms – Commercial Pressure.
CoreWeave & Intel – Have and Have Not
CoreWeave Q3 2025 – Have. Intel – Have not.
USA vs. China – No Contest pt. II
Leading and winning are two very different things.
Artificial Intelligence – Bubble Debate pt. II
Mr Altman sounds more like the leader of a religion than a company CEO.
Arm FQ2 26 – The Power Game
Power constraints play to Arm’s advantage.
Qualcomm FQ4 & FY 2025 – Elephant Watching
Data centre is the elephant the market is ignoring.
AMD and Ouster – Q3 2025
AMD Q3 25: Market timing Ouster Q3 25: Narrative in charge.
Artificial Intelligence – The Middle East pt. III
Microsoft gets a licence for less than 1% of what the region needs in 2026 alone
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.
Artificial Intelligence – Agent Debate