USA vs. China – Build the Wall!
The first bricks go up. Huawei’s migration of its smartphone business to its home-grown Harmony OS is the first concrete sign that our long-predicted Balkanisation...
AI Ecosystem – Battle Lines
The reset will start the battle. Amazon has upped its investment in Anthropic which virtually guarantees that when the money runs out, Anthropic will be...
PDD & Baidu – Bargains for the Brave
Rotten earnings point towards a state in deep depression. Poor results from both Baidu and PDD point directly to the moribund Chinese economy underpinning the...
Nvidia FQ3 25 – Valuation Support
Reasonable multiple prevents a crash. Nvidia reported excellent results as the AI boom remains on track, but it failed to raise guidance which caused some...
Qualcomm – Confident Outing
Low-balled numbers still give good growth. Qualcomm used its 2024 investor day to focus on the areas outside of smartphones where the diversification strategy that...
Tech Newsround – Google & Xiaomi
Google: A badly thought-through remedy. The US Department of Justice is recommending that Google be forced to sell Chrome as a remedy for its illegal...
Alibaba FQ3 25 – Unhappy Hostage.
Alibaba remains captive to China’s poor economy. The performance and outlook at Alibaba are a strong indication that in reality, the Chinese economy remains moribund...
Artificial Intelligence – Edge Debate.
Inference at the edge remains a no-brainer. Now that LLMs are starting to show the limits of their performance, attention is likely to turn to...
Apple – Bottom of the Barrel.
Apple looks like it has run out of ideas. It looks like growth is becoming a real problem at Apple as it is considering entering...
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.
Samsung Electronics – Efficient Market