The US hardware advantage dwarfs all else.
28th September 2026: RFM updates its in-depth coverage of Artificial Intelligence. RFM subscribers will receive their copy by email.
Qualcomm hints at Apple’s Nemesis
China – AI Detent? Meta – Muse Agent
Huawei is already active in Malaysia but not in AI.
A rapid tour found themes other than Humain. Startups appear capital constrained China Robots – Dancing to the controller Huawei – Data Centre Update
Buying Huawei makes no sense unless they are almost free.
Nvidia & OpenAI – Cost leadership. CXMT – IPO Bounce.
Hype tells one story. The stock market tells the opposite.
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 & Reflection – Health Insurance pt. II
Another move to secure its future.