Nvidia FQ3 24 – As good as it gets
Almost perfect with a valuation to match. Nvidia reported another stellar set of results, but it will need to increase its bookings at TSMC in...
OpenAI & Microsoft – Power Play
Microsoft will end up with OpenAI one way or another. The best solution to the hot mess that is OpenAI is to put everything back...
OpenAI – Hot Mess
Looks to have been a fight over profit The absurd goings-on at OpenAI this weekend look to me to have come down to disagreements about...
Qualcomm vs Apple – Black Magic
Apple won’t be able to pick a fight in 2026. As I have long suspected, Apple is really struggling to make a high-quality 5G radio...
Cisco FQ1 24 – The hangover
Cisco serves as a warning to everyone else. Cisco’s efforts to reduce revenue volatility have come unstuck as a normalisation of client activity in hardware...
Autonomous Autos – Cruise Control pt. II
Cruise gets real. Cruise has doubled down on its commitment to safety by effectively putting the whole company in a holding pattern as well as...
Nvidia – The moat
Nvidia makes the moat even bigger. Nvidia has launched an update to the H100 which offers mostly incremental improvements, but the cadence of new products...
China vs. USA – Capital Call
Recreation is really expensive. Deteriorating financial performance and large capital raises are the flavour of the day in the Chinese semiconductor sector as manufacturing at...
Ouster Q3 23 – The corner.
Turns the corner but no one is listening. Ouster reported good results and strongly signalled that it has turned the corner, but the uninhabited conference...
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.
China vs. USA – Tit for tat pt. II