Google vs. OpenAI – The Hits Keep Coming
Google on the back foot. Open AI has launched a competitor to Google which performs reasonably well in a strong indication that the barriers to...
Palantir Q3 24– Icarus Ascending
There is no fundamental support here. Another set of good results drove Palantir shares to new highs, but this was not the sort of blow-out...
Samsung – The Chips are Down?
Most upside for MediaTek Samsung is having trouble with more than just high bandwidth memory (HBM) as it appears that it is considering not using...
Apple & Amazon – Mixed Bag
Apple FQ4 24 – Intelligence upgrades. Apple reported good results as the promise of Apple Intelligence has generated a mini-upgrade cycle, but it was not...
Meta & Microsoft – Everything AI
Meta Platforms Q3 24 – Boondoggle? Meta reported good results but the continued heavy investments into AI and The Metaverse from which returns are hard...
Meta vs. Everyone – Independence Day
Meta pushes harder for independence. Meta’s difficult experience with Android and iOS has left it so determined to be self-reliant that in addition to AI,...
Apple & Google – Scrappled & Scroogled?
Apple would be in less danger than Google. The advent of LLMs potentially creates a dislocation in the market that has many start-ups and every...
Tesla Q3 24 – Irrational Exuberance
By its own standard, the shares should be falling. Tesla reported excellent results and guidance but given the valuation of the shares and how the...
Arm vs. Qualcomm – Noisy Crickets
More noise than bang. Arm has served Qualcomm with a notice that cancels its contract to sell Arm IP in its products, but because the...
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.
Qualcomm FQ4 & ARM FQ2 – Story of Two Halves