RFM has gone on a tour of France to sample the vineyards. Normal service will resume on August 18th.
Google Q2 25 – Holding off OpenAI. Tesla – Just another car company?
Bee tells the story of Amazon AI.
Stargate struggles with the details.
Tesla will not have this market to itself.
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.
Intel Q2 & SK Hynix Q2 – Story of Two Halves
Intel Q2 25 – No Answers. SK Hynix Q2 25 – Making Hay.