Lucid – Cautionary Tale
PIF is Lucid’s one lifeline.
USA vs. China – All about hardware
The US hardware advantage dwarfs all else.
Micron FQ4 26 – Bottleneck Continues
Micron promises more of same.
Google – Wrong Product.
Google needs to launch an agent.
OpenAI Developer Day – Tanks on Grass
Sam parks his tanks on Sundar and Mark’s lawn.
Meta Platforms – Sunshine pt. III
Meta makes hay while the sun shines.
Research Publication – Artificial Intelligence – Economics, Causality, Ecosystem & China
28th September 2026: RFM updates its in-depth coverage of Artificial Intelligence. RFM subscribers will receive their copy by email.
Apple, Qualcomm and Summit Day 3 – Peace Declared
Qualcomm vs. Apple – Armistice Summit Day 3: The themes (almost) brought to life through demos.
Snapdragon Summit Day 2 – Break Free
Smartphone obsolescence is no longer unthinkable.
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.
SpaceX – Spending Binge