Meta & Microsoft – Spend, Spend, Spend.
Microsoft FQ2 26 – Wobble at the top. Meta Q4 25 – Peak Splurge.
Artificial Intelligence – UAE & MBZUAI
UAE makes a play for open source.
MediaTek – Data Centre? What Data Centre?
MediaTek has been hiding its light under a bushel
Intel Q4 2025 –No Light in the Tunnel
Intel looks like it is doing a Lucent.
Artificial Intelligence – Bubble Scenario
AI increasingly looks reset-ready
Artificial Intelligence – Crazy Economics
The business model of compute needs an urgent fix.
USA vs. China – Pedal to the Metal
Technological independence as fast as possible.
Nvidia & Groq – Peak Preservation
Nvidia moves to preserve its dominance
Cerebras Systems – Anchor Client
Credibility is the real win for Cerebras Systems.
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.
Apple FQ1 26 – The Gimmick Dividend