Apple & Qualcomm– Rare agreement
For once, Apple and Qualcomm are on the same page. Amongst a difficult set of results, there are signs of a number of trends that...
Amazon and Apple – Holding steady
Apple FQ3 23 – Eating Android. Apple reported a difficult set of results but weakness in the smartphone market was offset by a strong performance...
Digital Ecosystems – Easier compares
All about cost-cutting. Meta, Google and Microsoft have all painted a rosy picture of recovery but sifting through the details reveals a reality which is...
Semiconductors Q2 2023 – Supercycle pt. XIII
AI cannot offset the general malaise. The contrast between TSMC and the rest of the semiconductor industry is a result of AI not being big...
Gone chateau touring – Back August 2nd
Radio Free Mobile has departed on a tour of the chateaux and wineries of the Loire Valley and will return on August 2nd.
Artificial Intelligence – Platform wars
The fight for the next platform begins. Meta’s decision to release commercial versions of its generative AI models as well as the supposed “leak” of...
Huawei – 5G non-starter.
Huawei is not coming back in 5G. Huawei is reportedly planning a 5G comeback in smartphones but while there is no reason why it can’t...
Nvidia & Arm – Price maximisation.
Strategic investors will pay more. SoftBank is engaging in a strategy to maximise the price at which it can sell Arm with the hope that...
Artificial Intelligence – Regulatory debate pt. II.
An impossible problem. China is pressing ahead with AI regulation which is going to be so problematic that it could end up destroying development in...
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.
Palantir & Lucid – Knife edge