China vs. USA – No Difference
Chinese AI chip makers make no difference to Nvidia et al.
Samsung Q2 26 – Canary?
A question of demand
Meta Platforms – Jackpot!
Better lucky than good.
Meta & AI Compute – Money Factory?
Meta becomes interesting.
AI Silicon – The Inference Game
The time for niche offerings is now.
OpenAI – The Elusive Trillion
OpenAI could be the dark horse of the AI industry.
China vs USA – Economic Illusion
GLM-5.2 can only be competitive on non-Chinese silicon.
Micron FQ3 26 – Peak Power
Micron trades for stability.
Qualcomm Investor Day – Pick and Mix
4 hyperscalers in the bag.
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.
Anthropic – Not Quite Plain Sailing