Misunderstood data GlobalFoundries – Location, location, location
OpenAI – GPT-5 – What whale? Intel – Money is not enough
Intel Q2 25 – No Answers. SK Hynix Q2 25 – Making Hay.
Google Q2 25 – Holding off OpenAI. Tesla – Just another car company?
Bee tells the story of Amazon AI.
OpenAI expands its play for the AI Ecosystem
TSMC Q2 2025 – Compare and contrast OpenAI – Getting Googled
ASML Q2 25 – China bites Nvidia vs. Intel vs. Qualcomm – Advantage Qualcomm
Nvidia will eventually lose China.
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.
Tech Catch Up – Arm
Indirect competition