Artificial Intelligence – Dirty Laundry
I don’t expect this fight to last long.
Technology Newsround – OpenAI & Adobe
OpenAI – Price cuts will be catastrophic Adobe FQ26 – Unnecessary uncertainty pt. II
Oracle FQ4 26 – B+
Oracle gets a provisional B+ for AI Infrastructure
China vs. USA – The Problem of Scale
China cannot build enough compute
Apple WWDC 26 – Second time lucky?
Sniping from the back of the pack.
OpenAI – Another Scramble
OpenAI pivots yet again.
Broadcom FQ2 26 – Beat, No Raise
A blip and a warning.
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
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.
SpaceX (xAI) – Position of Strength