AI increasingly looks reset-ready
The business model of compute needs an urgent fix.
Nvidia moves to preserve its dominance
Credibility is the real win for Cerebras Systems.
Once again, China is the agent of US policy.
Apple does a deal with the devil.
Agility Robotics – Actually making sales. SoundHound – All the right boxes. ProtoArc – Mixing travel and health. Healthcare – Many claims. Zero delivery so far. Biggest disappointment – Food...
China is back in full force Smart Glasses – Almost as popular as robots
Floor report – Still pretty calm Robotics – Behind every bot is a human Samsung Q4 2025 – Mojo Returns
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.
Intel Q4 2025 –No Light in the Tunnel
Intel looks like it is doing a Lucent.