UAE 50th Jubilee – Back Monday 6th December
Radio Free Mobile’s home country, the UAE, is celebrating 50 years since its founding. Normal service will resume Monday 6th December.
Ford & Rivian – EV independence
Ford can make it alone. The ending of the partnership is a sign that expectations for Rivian are now so high that it thinks...
Epic Games & the Metaverse – The biggest hurdle
Technology is the least of the problems. Epic Games remains the largest advocate for interoperability across platforms in gaming, but its stance will be sorely...
Xiaomi – Cars, cars and cars.
Xiaomi could become a car company. Xiaomi appears to be planning to make at least 300,000 EVs per year which if successful could see EV...
China vs. USA – The first cracks pt. II
China and US regulators further damage Chinese technology. Both the US and Chinese regulators have been busy this week and although they are on opposite...
Crypto – Another outlaw
India forgoes a great opportunity. The Indian state’s desire to control its currency is so great that it is willing to forgo the huge opportunity...
Zoom Q2 2021 – No prisoners
Zoom gets punished for a tiny slip again. Zoom again demonstrates that when the multiples are very high, any tiny slip compared to expectations will...
Alibaba FQ2 2022– Zero COVID.
Macro and competition temper outlook Alibaba reported disappointing results and cut full-year guidance as China’s restrictive Zero COVID strategy is slowing demand and its competitors...
Alibaba & Nvidia – Government hassles.
Alibaba: a bail-out to win favour? The fact that news of an Alibaba-led consortium being the lead contender to bail out failed chipmaker Tsinghua Unigroup...
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.
Nvidia & Arm – The unthinkable pt. XI.