Apple FQ2 25 – AI not a problem yet, but tariffs bite. Apple reported good results, but then guided weakly as it warned of a $900m tariff impact that sent...
Qualcomm FQ2 25 – Unreasonable punishment Qualcomm reported good results, but a slightly weaker-than-expected revenue forecast caused the market, already nervous about tariffs, to send the shares down 6%, creating...
Google Q1 25 – Search remains untouchable Google reported good results as Search continues to contemptuously brush off the generative AI threat, giving it time to ensure that it is...
Another $40bn found down the back of the sofa. Another $40bn to spend on compute will ensure that OpenAI does not have to become efficient like its Chinese competitors meaning...
Samsung’s fate is bound up with Nvidia GTC Update: Nvidia Dynamo – the most critical launch of 2025. GTC 2025 is in full swing and as more details emerge about...
Nvidia is spreading its bets wide and early. Another confident keynote from Jensen Huang where technical slip-ups were part of the show and where the best was saved for...
Nvidia is not close to danger yet. The worst-kept secret in tech is that Nvidia’s customers are all trying to reduce their dependence on Nvidia by building their own...
Competition heats up even more. Amazon has finally announced the new version of Alexa but at the same time, OpenAI has released its new model GPT-4.5 to compete with the...
Not too little, not too much, just right. Nvidia reported results that confirmed that the AI spending spree remains on track, but this growth is now captured in the estimates...
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.
AMD Q1 25– Party Pooper
USA / China spoils the party. AMD’s excellent results show that it is taking share from Intel in PCs as well as gaining share in the data centre as inference...