China vs USA – Rounding Error
Huawei will produce a tiny fraction of global compute.
Apple FQ2 26 – Mini Cycle.
Silly gimmicks still sell phones.
Hyperscaler Day – The Big Splurge
Splurge of results and another splurge of capex.
Qualcomm FQ2 26 – The Long Game
Finally, the market seems to get it.
Tech Newsround – China & OpenAI
USA vs China – Counterproductive. OpenAI and Microsoft – Free at last.
OpenAI – What IPO?
IPO hopes are receding.
USA vs. China – The DeepSeek Effect
V4 shows the impact of US export restrictions.
Tech Newsround – Intel Q1 & Meta
Intel Q1 26 – Meme stock territory Meta – Zuck the Knife
SK Hynix & Software – AI Impact
SK Hynix Q1 26 – All cylinders Software: ServiceNow Q1 26 & IBM.
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 – Whoops Apocalypse!