Nvidia FQ1 24 – A party of picks and shovels
Nvidia is the enabler of the modern-day gold rush. Nvidia reported stellar results as the intensifying mania around generative AI is driving unprecedented demand for...
Technology Newsround – Zoom, Cars & AR
Zoom – Hybrid work. Zoom reported good results as pandemic customers are sticking with the service which allowed the company to raise its estimates resulting...
USA vs. China – The tell
China reveals its hand. China has banned Micron’s products from critical infrastructure in a move that clearly demonstrates just how weak its hand is in...
Alibaba FQ4 23 – Doldrums pt. II
So much to fix. The full spin-out of its cloud business failed to direct investors’ attention away from a very dull set of results which...
Tencent Q1 2023 & China Tech – Doldrums
Tepid resumption of consumption Tencent reported a return to YoY growth in Q1 in a sign that some consumer activity is coming back in China,...
Artificial Intelligence – Regulatory debate
Regulation should target humans not machines. The recent Congressional hearings greatly increase the prospect of some form of regulation of the AI industry, but this...
Amazon – Alexa me too
Alexa is the obvious place for generative AI at Amazon Amazon is jumping on the generative AI bandwagon with the intention to use it to...
Automotive ecosystems – All in pain.
Cariad – execution or strategy? Cariad has reshuffled its executive team again in an attempt to get its vehicle software program back on track, but...
Research Publication – Artificial Intelligence – Pandora’s bots – Radio Free Mobile
May 12th 2023: RFM deepens its coverage of Artificial Intelligence with the publication of Artificial Intelligence – Pandora’s bots. RFM research subscribers will receive their...
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.
Microsoft – Dependency Build