Desperation makes dangerous bedfellows.
The have-not is hurting
Misunderstood data GlobalFoundries – Location, location, location
OpenAI – GPT-5 – What whale? Intel – Money is not enough
RFM has gone on a tour of France to sample the vineyards. Normal service will resume on August 18th.
Intel Q2 25 – No Answers. SK Hynix Q2 25 – Making Hay.
Google Q2 25 – Holding off OpenAI. Tesla – Just another car company?
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 Newsround – AI Semiconductors
Samsung – Crunch time. Cambricon – A rapidly growing speck.