Qualcomm, Meta & Microsoft – 2 out of 3
Qualcomm FQ2 25 – Unreasonable punishment Qualcomm reported good results, but a slightly weaker-than-expected revenue forecast caused the market, already nervous about tariffs, to send...
Meta Platforms – LlamaCon I.
F8 is resurrected to shoot at OpenAI & Co. Meta Platform’s cancelled F8 developer conference has been resurrected as LlamaCon where Meta spent most of...
Alibaba AI – The Edge Game
Inference at the edge moves forward. Alibaba has added to the ever-increasing deluge of AI models with the release of Qwen3 which it claims is...
Huawei vs. Nvidia – Huawei Ascending?
Chinese models will be more expensive It looks like Huawei will produce 2 versions of its data centre chip this year, but this sudden acceleration...
Google and Intel – Two Stories
Google Q1 25 – Search remains untouchable Google reported good results as Search continues to contemptuously brush off the generative AI threat, giving it time...
Artificial Intelligence – Argument to Authority
A deeply misleading industry practice. Open AI’s latest model has been demonstrated falling short once again, highlighting that the practice of dressing up product launch...
Google Glass 2 – Buying TED
More about Gemini than Metaverse. Google clearly paid the organisers of TED Talks to demo its developments for the Metaverse, but to be fair to...
TSMC Q1 25– No Wobbles
AI freight train is still rolling. The threat of tariffs, trade war, China restrictions and stock market volatility have been unable to dent TSMC, which...
Tech Newsround – ASML, AMD & Global Foundries
ASML Q1 25: The tariff effect. ASML reported reasonable Q1 25 results, but its order book was way adrift of expectations, which I take as...
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.
Apple and Amazon – AI Laggards