Artificial Intelligence – Bubble Scenario
AI increasingly looks reset-ready
Artificial Intelligence – Crazy Economics
The business model of compute needs an urgent fix.
USA vs. China – Pedal to the Metal
Technological independence as fast as possible.
Nvidia & Groq – Peak Preservation
Nvidia moves to preserve its dominance
Cerebras Systems – Anchor Client
Credibility is the real win for Cerebras Systems.
USA vs China – Tit for Tat
Once again, China is the agent of US policy.
Apple and Google – Desperate Times
Apple does a deal with the devil.
CES 2026 – Dark Horses of Vegas
Agility Robotics – Actually making sales. SoundHound – All the right boxes. ProtoArc – Mixing travel and health. Healthcare – Many claims. Zero delivery so...
CES 2026 – Day 3 – Back in the Open
China is back in full force Smart Glasses – Almost as popular as robots
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.
Intel Q4 2025 –No Light in the Tunnel