Intel – Anywhere to Go?
Mr Tan’s options already seem very limited. The recruitment of Lip-Bu Tan as the new CEO of Intel should come with an expectation of a...
AI Robotics – Moravec is Alive!
The domestic house bot is still a pipe dream. I do not doubt that there is a very large market opportunity to sell robots that...
Nvidia & Meta – Safe for Now
Nvidia is not close to danger yet. The worst-kept secret in tech is that Nvidia’s customers are all trying to reduce their dependence on...
Apple – AI Breakdown
AI is not needed to sell iPhones yet. Apple’s run of trouble with AI is continuing as a good proportion of the much-hyped Apple Intelligence...
Manus AI – Music Maker
Monica demonstrates an advance in orchestration, not AGI. Manus AI is the latest AI story out of China but once the hype has died down,...
Alibaba QwQ – 32bn Questions
More questions than answers. Alibaba has produced a model that performs pretty well, but it is so small that China is once again challenging the...
China vs. USA – Taiwan buys Insurance
A $165bn insurance policy The more TSMC invests in the USA, the more secure Taiwan becomes because if Taiwan, for some reason, goes offline then...
Tencent – A Must Win
Tencent has to become the agent of choice on Chinese smartphones Tencent has passed a crucial milestone in ensuring the durability of the ecosystem it...
Research Publication – Reality Bytes – Clash of the Titans Vol. VIII – DeepSeek
4th March 2025: RFM and Alavan Independent update their long running coverage of the USA-China technology war with the publication of Reality Bytes – Clash...
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.
Baidu AI – Keeping Up Appearances