Artificial Intelligence – Bubble Scenario pt. II
The present is rhyming more with the past.
Computex 2026 Day 3 – Wintel
More convincing needed Intel – A temporary breathing space Microsoft – Bad timing
Computex 2026 Day 2 – All about the edge
AI will run at the edge wherever possible Qualcomm – More datacentre, please. Arm – Sweet spot.
Computex 2026 Day 1 – GTC Taiwan or Computex?
Jensen sets the agenda for Computex 2026
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
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.
Broadcom FQ2 26 – Beat, No Raise