Samsung Q1 23 – Supercycle pt. X
Samsung semi goes into the red. Samsung reported preliminary results where profit fell by 95% as semiconductors in all probability has become loss-making which in...
Google vs. Nvidia – Lightspeed
Google fails to dent Nvidia. Google’s claims of superior performance for its AI chips is somewhat misleading as it looks like the performance difference is...
Artificial Intelligence – Reality baseline
2 good use cases for LLMs Bloomberg’s implementation of a chatbot using its own data and my own assessment of Bard, ChatGPT, Bing and so...
Apple & the Metaverse – Mixed signals
Will he or won’t he? Tim Cook’s change of tone combined with endless leaks suggest that a Metaverse device is imminent however it still makes...
China vs. USA – Japan and Micron
Japan: the samurai strikes. Japan has entered the fray and put in place restrictions on semiconductor exports that are more draconian than the USA and...
Autonomous driving – The FOMO signal
When FOMO bails, it is time to consider buying. Ford’s signalling of its intention to exit autonomous driving marks a point of capitulation for the...
Microsoft – Advertisements for all
Turns out this stuff is expensive. Microsoft is moving to add advertising to its Bing GPT-4-powered chat service in a clear indication that large language...
Alibaba – The empire breaks up
State oversight is the driver. Shareholder value has little to do with Alibaba’s decision to reorganize and much more to do with providing the state...
Lyft – Founder flounder
New CEO looks wrong for the job. Lyft’s founders have stepped back from running their company and have appointed a new CEO who, on the...
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.
MoviePass 3.0 – Night of the living dead