Microsoft will end up with OpenAI one way or another. The best solution to the hot mess that is OpenAI is to put everything back in its place but with...
Looks to have been a fight over profit The absurd goings-on at OpenAI this weekend look to me to have come down to disagreements about money, but the implosion of...
Apple won’t be able to pick a fight in 2026. As I have long suspected, Apple is really struggling to make a high-quality 5G radio chip meaning that Qualcomm could...
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...
Cruise gets real. Cruise has doubled down on its commitment to safety by effectively putting the whole company in a holding pattern as well as the secondment of the Head...
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...
Recreation is really expensive. Deteriorating financial performance and large capital raises are the flavour of the day in the Chinese semiconductor sector as manufacturing at low yields and recreating technology...
Turns the corner but no one is listening. Ouster reported good results and strongly signalled that it has turned the corner, but the uninhabited conference call gave a strong impression...
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...
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.
China vs. USA – Tit for tat pt. II
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...