China vs. USA – Insurance Policy
Higher costs are a necessary insurance policy. The announcement of $11.6bn in government assistance for TSMC is not really new news but it does...
Xiaomi – Silver lining
Xiaomi’s love of low margins makes an EV viable. Xiaomi can succeed where Apple failed because its hardware is already very unprofitable meaning that adding...
Samsung Q1 24 – AI side effect
2024 starts with a predictable bang. Samsung reported results that beat expectations confirming that the boom in demand for AI is affecting more than just...
Google AI – Penny Pincher
Gen AI is clearly very expensive to operate. Google is toying with the idea of putting new features of its flagship search service behind a...
Electric Vehicles – Unready for Reality
EVs have run out of well-heeled early adopters. While the long-term proposition of electrical vehicles remains unchanged, the realities of delivering on that proposition are...
Artificial Intelligence – The business
Pressure is mounting to generate revenue. The early signs of pressure are appearing in the AI industry which looks like a precursor to price erosion...
Easter Break – Back Tuesday April 2nd
RFM is taking a short break for the Easter holiday and will return on the 2nd April.
Artificial Intelligence – Magic Money Tree
Money grows on trees until it doesn’t. Capital continues to pour into the AI sector with very little attention being paid to company fundamentals in...
Apple AI – From Zero
Almost anything will be an improvement. The scene is set for WWDC to be the launchpad for Apple’s ambitions in AI and given its history...
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.
Artificial Intelligence – Missing Link