Nvidia FQ4 26 – Clockwork
The steady rhythm continues.
AMD & Meta – Carbon Copy
Good deal. Bad Sign.
Research Publication – Reality Bytes – Clash of the Titans Vol. IX. Nvidia vs. Huawei
February 23rd 2026: Radio Free Mobile and Alavan Independent update their Clash of Titans series with the publication of Reality Bytes – Clash of the...
AI Impact Summit – India’s Chance
India must act to avoid Europe’s disappointment
Artificial Intelligence – The Money Waterfall
Be at the bottom, not the top.
Nvidia and Meta – Intel Killer
Deal opens up the CPU market for everyone else.
Global Foundries Q4 25 – Good Timing
GlobalFoundries may have turned a corner.
Open AI – Achilles Heel
OpenAI is hostage to its fundraising.
Software & Services – Falling Knife
There are gems in the wreckage.
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.
Software and Services – Bottom Fishing