Meta Platforms Q3 23 – Bad habits
Meta may be returning to its bad habits. Meta Platforms delivered another set of excellent results but wiped out enthusiasm by guiding weakly for Q4...
Google & Microsoft – Scroogled again
Microsoft is really getting under Google’s skin. Microsoft continues to leverage OpenAI to get under Google’s skin and this quarter one can see some impact...
USA vs. China – Head scratcher
Taiwanese politics and Apple. Long-term collaborator and colleague Alastair Newton from Alavan Independent joins Radio Free Mobile in authoring today’s commentary concerning China, Foxconn, Taiwan...
USA vs. China – Tit for tat
The USA still has the upper hand. In the face of further restrictions on its ability to develop AI algorithms, China is threatening to restrict...
Autonomous driving – Bloody economics
An unattractive proposition. It looks increasingly like it will be Cruise rather than Tesla or Waymo that gets to market first with robotaxis giving it...
Qualcomm & Google – Starting low
Low volume, low value. Qualcomm and Google have announced that Android Wear OS will be supported on RISC-V processors opening the way for the first...
USA vs. China – The screw pt. III
Existing rules made more effective. The tightening of restrictions on chip exports to China aims to close a series of loopholes that allowed China to...
Baidu – ERNIE 1.0
The real ERNIE 1.0. Baidu rolled out the latest version of its ERNIE chatbot which is a great improvement over previous versions and in my...
USA vs. China – No loophole
Nanoimprint lithography unlikely to solve anyone’s problems. Canon has announced that it will begin selling an alternative technology for advanced semiconductors that I suspect is...
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.
Intel and Amazon – Game of numbers.