Google & ServiceNow – Investment Issues
Google Q2 26 – Valuation supported by hot air rather than water. ServiceNow Q2 26 – On the nose.
China Tech – Black and White
Hype tells one story. The stock market tells the opposite.
AI Energy – Two Birds, One Stone.
Going behind the meter should solve a lot of problems.
Meta Platforms – Sunshine Pt. II.
This is not a long-term opportunity
USA vs. China – Belt and Road 2.0
Everyone says it. No one means it.
IBM – SaaSpocalyspe?
An example of one to have avoided.
USA vs China – Small Time Smuggler
Chip smuggling is pretty irrelevant.
AI Newsround – TSMC & China
TSMC: Good but in line. China: Inference at the edge.
Meta Platforms – Sunshine
Make hay while the sun shines.
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.
Intel & AMD – Credibility Stretch