Artificial Intelligence – The Money Waterfall
Be at the bottom, not the top.
Nvidia and Meta – Intel Killer
Deal opens up the CPU market for everyone else.
Global Foundries Q4 25 – Good Timing
GlobalFoundries may have turned a corner.
Open AI – Achilles Heel
OpenAI is hostage to its fundraising.
Software & Services – Falling Knife
There are gems in the wreckage.
Artificial Intelligence – Reasoning Debate pt. V
It is still the simple stuff that causes all the problems.
Artificial Intelligence – Debt Debate
Buying AI Infrastructure with debt is a bad idea.
Samsung Electronics – Confirmation
The shares are still attractive
Arm FQ3 26 & Amazon Q4 25 – Different Takes.
Arm FQ3 2026 – Smartphone proof Amazon Q4 25 – A crazy battle of one-upsmanship
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.
AI Impact Summit – India’s Chance