China vs. USA – Helping Hand
CAC executes US trade policy
Artificial Intelligence – The Middle East pt. II
0.5m chips are a drop in the ocean
OpenAI – Tale of Two Cities
Sam builds while the EU fiddles.
OpenAI & AMD – Power Dynamic
2nd largest frame order in history.
Artificial Intelligence – Bubble Debate
Doomsayers and cool-aid drinkers are both wrong.
Apple Metaverse – Short-Sighted
Zuck has the last laugh. Qualcomm vs. Arm – Short but Sharp pt. IV – ERRATUM.
Qualcomm vs. Arm – Short but Sharp pt. IV
Qualcomm closes out the win.
Amazon AI – Alexa 2.0
Amazon badly needs material improvement.
Intel & Nvidia – Landscape Gardening
Partnership does not materially change the landscape.
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 – Circularity Debate