Research Publication – Reality Bytes – Clash of the Titans Vol. VIII – DeepSeek
4th March 2025: RFM and Alavan Independent update their long running coverage of the USA-China technology war with the publication of Reality Bytes – Clash...
DeepSeek – Maths Matters
DeepSeek can’t count. In a bizarre statement made on GitHub over the weekend (see here), DeepSeek has laid claim to 545% profit margins which is...
Alexa + & GPT4.5 – Mad Scramble
Competition heats up even more. Amazon has finally announced the new version of Alexa but at the same time, OpenAI has released its new model...
Nvidia FQ4 25 – On the Nose
Not too little, not too much, just right. Nvidia reported results that confirmed that the AI spending spree remains on track, but this growth is...
Artificial Intelligence– Spray and Pray
Irrational exuberance is still with us. The valuations being attributed to certain AI start-ups who have no products and talk like they don’t care about...
Huawei – The Yield Game
I remain sceptical about these claims. Huawei is making some bold claims with regard to the yield that it is achieving on the AI chips...
Artificial Intelligence – The Asymptote pt. III
Perplexity starts a race to the bottom with deep research. In the space of a month, pretty much everyone now has or will soon have...
Alibaba FQ3 25 – Mo Comes To China
AI momentum finally makes it to China. Alibaba reported good results where a jump in cloud revenues allowed the company to justify large investments in...
iPhone 16e – Pugilistic Intent
New modem needs to succeed to re-open hostilities. Apple has finally launched a phone that uses its own in-house 5G modem, but the real test...
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.
Tencent – A Must Win