Microsoft gets a licence for less than 1% of what the region needs in 2026 alone
No one cares until it is too late
Still not much AI going on. Amazon Q3 25 – Still behind. Apple FQ4 25 – Short-term bounce
Still space for major problems.
Qualcomm bets against high-bandwidth memory
GM is not as stupid as it sounds.
No real progress other than on bloat.
More fun at half the price
Atlas is an attempt to monetise the 700m.
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 and Ouster – Q3 2025
AMD Q3 25: Market timing Ouster Q3 25: Narrative in charge.