USA vs. China – No Contest pt. II
Leading and winning are two very different things.
Artificial Intelligence – Bubble Debate pt. II
Mr Altman sounds more like the leader of a religion than a company CEO.
Arm FQ2 26 – The Power Game
Power constraints play to Arm’s advantage.
Qualcomm FQ4 & FY 2025 – Elephant Watching
Data centre is the elephant the market is ignoring.
AMD and Ouster – Q3 2025
AMD Q3 25: Market timing Ouster Q3 25: Narrative in charge.
Artificial Intelligence – The Middle East pt. III
Microsoft gets a licence for less than 1% of what the region needs in 2026 alone
Artificial Intelligence – Finance Debate
No one cares until it is too late
AI Laggards Q3 25 – Bounce but no Recovery
Still not much AI going on. Amazon Q3 25 – Still behind. Apple FQ4 25 – Short-term bounce
AI Monsters Q3 25 – Drunken Sailors
Spending on AI grabs all the attention from this mixed bag Microsoft FQ1 26 – Spitting distance to AWS. Meta Platforms Q3 25 – Other...
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.
CoreWeave & Intel – Have and Have Not