Ant Group – Off the naughty step
Ant Group’s nightmare is finally over. Ant Group is buying back some of its shares in a move that indicates that the evisceration inflicted upon...
Musk vs Zuck – Virtual cage fight
I think Musk wins this cage fight. Meta Platforms is releasing an alternative to Twitter which will give all those who say they want to...
China vs. USA – No leverage
History looks set to repeat itself. China’s limitations on Gallium and Germanium will cause some short-term disruption but it will not deliver negotiating leverage and...
Apple – Slow roller
Apple makes lemons from lemonade. The master of marketing will be at work drumming up excitement via increased scarcity for a product that has no...
Artificial Intelligence – Countdown to winter
Irrational exuberance is in full swing. As surely as autumn and winter follow summer, the current exuberance around AI is not going to last simply...
Micron – Supercycle pt. XI
Bottoming out? Micron reported lower-than-expected losses and guided better for the coming quarter as the company thinks that the worst is over in terms of...
USA vs. China – The screw
USA looks to tighten further. The US Department of Commerce is looking to tighten restrictions on China still further by again lowering the performance bar...
Baidu & AI – ChatCCP pt. II
Baidu highlights the CCP’s conundrum. Baidu’s latest model release claims to be better than ChatGPT but raises more questions than answers with opaque testing and...
Alibaba – Jack’s back
Eddie and Jack can only do so much. After a string of failed strategies to ignite interest in the company and its stock, Jack Ma...
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.
Samsung Q2 2023 – Supercycle pt. XII