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.
Apple AI – One Way Out
Acquisition is the only way out.
Snapdragon Summit Day 3 – Tales from the Kingdom
Humain tells only half of the story.
Snapdragon Summit Day 2 – The “How”
Day 2 – Chips that are ready for AI when it comes.
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.
OpenAI – Tale of Two Cities