Epic vs. Apple – A right Battle Royale pt. II
Apple is somewhat on the backfoot. Apple and Epic have both upped the ante in their fight over app store fees, but there are signs...
Alibaba FQ1 2021 – Poor man’s Amazon
No FOMO here. Alibaba reported good results as it continued to benefit from the same trends that have driven Amazon during the pandemic. Alibaba sells...
NVIDIA FQ2 2020 – The wrong AI
Brute force is not the answer. NVIDIA reported excellent results as it is the main supplier to an industry where difficulties in evolving its technology...
Huawei – Nowhere to run pt. XX
The US Department of Commerce gets serious. The US Department of Commerce has announced a tightening of sanctions on Huawei which at face value effectively...
Epic vs. Apple & Google – A right Battle Royale
Epic is spoiling for a fight. Epic Games clearly thinks it has a winning case against Apple as the events of last week were clearly...
Research Publication – Reality Bytes: AI – Old school
August 17th 2020: RFM updates its coverage of AI with the publication of Reality Bytes – AI: Old school. RFM subcribers will receive their own copy...
Gone camel racing – Back Aug 17th
RFM has gone camel racing but will return to active duty on Aug 17th.
China vs. USA – Pressure cooker
The tech war heats up. The White House has ratcheted up the pressure on China with the issuance of two executive orders that in Tencent’s...
Samsung – Glass is plastic?
Z fold 2 looks like Z Flip. Samsung released a good slate of new products but potential shortcomings with the new Fold and pricing marred...
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.
The IPO Signal – FAANGs out.