Didi – Desperate times pt. II
Listing in Hong Kong will not help much. Didi has begun its preparations to relocate its listing to Hong Kong but this is unlikely to...
Google Deep Mind – Inching forward
Deep Mind chips away at the big challenges. Deep Mind has released new research on language models which is an attempt to address 2 of...
China Technology – Silver clouds.
Legitimacy is the silver lining to the latest cloud. It looks like China is going to tighten the rules around how Chinese companies access foreign...
Intel – Sage seller
Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core...
Nvidia & Arm – The unthinkable pt. XI.
The FTC drops the hammer. The FTC is unique in being the only regulator so far to actively come out against the deal which I...
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...
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.
SenseTime – Prudence calls.