Tech Catch Up – AI & GlobalFoundries
Misunderstood data GlobalFoundries – Location, location, location
Tech Catch Up – GPT-5 & Intel
OpenAI – GPT-5 – What whale? Intel – Money is not enough
Gone Wine Tasting – Back August 18
RFM has gone on a tour of France to sample the vineyards. Normal service will resume on August 18th.
Intel Q2 & SK Hynix Q2 – Story of Two Halves
Intel Q2 25 – No Answers. SK Hynix Q2 25 – Making Hay.
Google Q2 & Tesla Q2 – Yin and Yang
Google Q2 25 – Holding off OpenAI. Tesla – Just another car company?
Amazon – Bee in Its Bonnet
Bee tells the story of Amazon AI.
Stargate & OpenAI – Trouble in Paradise
Stargate struggles with the details.
Robotaxis – Bloodbath Incoming
Tesla will not have this market to itself.
OpenAI – Agent Mode
OpenAI expands its play for the AI Ecosystem
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.
Tech Catch Up – Arm