Microsoft & OpenAI – Fluff ’n’ stuff
OpenAI is a long way from challenging Google. The hubris around OpenAI following the popularity of ChatGPT continues to grow but the nature of ChatGPT...
Apple & Semis – Integration game
Qualcomm helps Broadcom for once. Although Apple is intending to design Broadcom out of its iPhones in favour of an in-house solution, I suspect that...
CES 2023 – Dark horses of Vegas
China. China stands out in that although being mostly absent from the show this year, China is the most likely to surprise this year. This...
CES 2023 Day 1 – Foot and mouth
CES 2023 – Almost normal Despite a lot of hype, the footfall at CES 2023 is below pre-pandemic levels. There are a number of mitigating...
CES 2023 Day 0 – Cars, cars & more cars
EV, not Auto – Soggy reality. Making electric cars is not nearly as exciting as vehicles that drive themselves, but the fact that they are...
RFM 2023 Top 5 – Sombre but sober
China Technology – The last shoe The worsening Covid situation in China continues to hurt sentiment towards Chinese technology but this looks to me like...
Merry Xmas from the desert
Radio Free Mobile will return on the 4th of January 2023. RFM would like to wish all of its readers a happy Xmas and a...
Semiconductors – Supercycle pt. IX
Micron pays the piper. Micron is cutting its expectations and spending for 2023 in order to deal with weak demand, but the impact of supply...
CES 2023 preview – Catch up
CES 2023 should be back to its usual mayhem. CES 2023 is shaping up to be a car show once again as this remains 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.
China vs. USA – False dawn.