Computex 2026 Day 2 – All about the edge
AI will run at the edge wherever possible Qualcomm – More datacentre, please. Arm – Sweet spot.
Short Break – Back June 1st
RFM is taking a short break and a road trip. RFM will return on Monday, June 1st.
Nvidia FQ1 27 – Efficient Market
The market has a very good grip on the outlook
Google I/O 2026 – Blocking and Tackling
A solid, if unexciting outing.
AI Newsround – OpenAI & Google
Open AI vs. Musk – Cop out. Google & Blackstone – All about economics
AI Newsround – Causality and China
Causality again! China’s real edge
Artificial Intelligence – Debt Debate pt. III
Excessive leverage usually ends in tears
Cerebras Systems – Perfect Timing
Cerebras times the market perfectly.
China AI – Capacity Problem
Almost as big as the technology problem.
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.
Computex 2026 Day 1 – GTC Taiwan or Computex?