The Metaverse – The halo effect
Meta is back on top as Apple reignites interest. Meta has correctly positioned the Quest 3 for the market that is available today, but it...
USA vs. China – The screw pt. IV.
USA restrictions are biting. China is making the best of a difficult situation but there is no getting around the fact that the USA is...
Meta vs. Google – Spurned proposal
Meta jilts Google for good reasons. Meta’s decision not to partner with Google to create a Metaverse platform makes complete sense confirming my view that...
Apple Automotive – A Titanic End
Infotainment is now the only option. Apple has finally admitted what has been obvious for many years and closed down its efforts to build a...
MWC 2024 Day 3 – The AI effect
AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it...
MWC 2024 Day 2 – Qualcomm & Jolla
Qualcomm – Nvidia at the edge There is very little that can touch Nvidia at the moment and Qualcomm has wisely decided that if you...
MWC 2024 Day 1 – Back in business
Geopolitics is everywhere. After a very slow 2021, 2022 and some recovery in 2023, Mobile World Congress in 2024 is finally back in business. The...
Apple CarPlay – Small stones
Small stones can set off an avalanche. The latest upgrade for Apple CarPlay may seem to be small, but I suspect that it is merely...
Nvidia FQ4 24 – The Rollercoaster
A great ride but there is no way to get off. Another set of excellent results confirms that for as long as the AI rollercoaster...
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.
Microsoft – Unnecessary risk