Nvidia FQ2 27 – Party Extension
Nvidia extends the party another 12 months.
OpenAI – Spicy Chilli
Jalapeno is hot.
Anthropic – The issue of price
The cure for high prices is high prices.
Datacentre Update – Still Adrift
Q3 2026 needs to be amazing.
Gone wine tasting – Back August 24th
Radio Free Mobile has departed on a tour of the wineries of the Loire Valley and will return on August 24th.
Amazon & Apple – AI opposites
Amazon Q2 26 – Reassuring commentary Apple FQ3 26 – Dent from memory and supply
Qualcomm, Arm, Meta and Microsoft – Results Rush
Qualcomm FQ3 26 – Legacy Issue. Meta FQ2 26 – Zuck stares down the gift horse. Arm FQ1 27 – Same Legacy Issue. Microsoft FQ4...
SK Hynix Q2 26 – Greed and Fear
A question of who you believe.
Tech Newsround – Nvidia, OpenAI & CXMT
Nvidia & OpenAI – Cost leadership. CXMT – IPO Bounce.
About Me
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.
Salesforce FQ2 27 – SaaSpocalypse Never!