Arm vs. Qualcomm – Preamble
A situation that makes little sense. The dispute between Arm and Qualcomm is one of the more bizarre that I have seen in my time,...
TSMC Q1 2023 – Yin and Yang.
Inventory correction offset by China. TSMC reported weak Q1 2023 results and guided down expectations, but this had been anticipated which combined with some initial...
Tesla Q1 23 – Normalisation.
A promise that will never come true. The promise of fantastically profitable robotaxis will never come true meaning that lower margins as Tesla falls into...
Artificial Intelligence – The wall.
Now the real work begins. OpenAI has admitted that the limitations of massive compute and massive data may have already been reached meaning that to...
Google vs. ChatGPT – Scroogled again? pt. II
Bing chat is not ChatGPT. Samsung is weighing up a switch to Bing on the basis that its GPT-generated search results are better than Google’s...
GM – The Fourth Estate
GM’s biggest problem is the media. GMs decision to end support for Apple CarPlay and Android Auto has sparked a negative reaction from the Apple-loving...
Semiconductors – Game of subsidies
No one is thinking about economics at the moment. It looks like Intel’s requests for more subsidies to build leading-edge fabs in Germany will pay...
Ouster – Dire Straits.
Money for nothing and company for free. Falling long-term estimates and substantial dilution have materially damaged the long-term outlook for the share price but the...
Alibaba – ChatCCP
CCP hurts the bug, not the feature. AI proponents will look at the immediate clampdown on large language model (LLM) chatbots by the CCP with...
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 – Dream Team