Reality undermines the restrict strategy. China has resumed exports of Gallium and Germanium in another sign that unless one controls the reserves, restricting access to a mineral is a poor...
Almost perfect with a valuation to match. Nvidia reported another stellar set of results, but it will need to increase its bookings at TSMC in 2024 if it wants to...
Cisco serves as a warning to everyone else. Cisco’s efforts to reduce revenue volatility have come unstuck as a normalisation of client activity in hardware after a period of real...
Nvidia makes the moat even bigger. Nvidia has launched an update to the H100 which offers mostly incremental improvements, but the cadence of new products combined with the power of...
The next 2-3 years look pretty good. Arm reported good results but the variation in the timing of deals closing being recognised as revenue meant that guidance for the next...
Qualcomm signals the worst is over. Qualcomm reported good results signalling that the worst is over leaving a flat short-term outlook and a longer term that is full of...
Qualcomm throws down the gauntlet to both Apple and Intel. Qualcomm is mounting a bold challenge to both Apple and Intel in PCs with the launch of the Snapdragon X...
Taiwanese politics and Apple. Long-term collaborator and colleague Alastair Newton from Alavan Independent joins Radio Free Mobile in authoring today’s commentary concerning China, Foxconn, Taiwan and Apple. China has launched...
More results to support the notion of a bottom. Samsung’s preliminary results came in better than expected adding weight to the possibility that the inventory correction is coming to an...
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.
Qualcomm vs. Apple – Black Magic pt. II
Apple fails to graduate from Hogwarts. It looks like Apple is giving up on its attempts to design an in-house 5G modem which is a big benefit to Qualcomm not...