Huawei Connect 2026 – Still No Contest
Huawei fixes the bits that it can.
OpenAI – Stalking Horse
OpenAI may come from behind in 2027.
Artificial Intelligence – Regulatory Capture
Industry leaders cry wolf again
Oracle FQ1 and Adobe FQ3 – B Grade
Oracle FQ1 27 – Still B+ Adobe FQ3 26 – Upfront investment
Apple – Master of UX
Apple gets the fold right.
Qualcomm & Amazon – Out of the closet
Amazon announces it’s a customer.
USA vs. China – No Contest pt. III
Huawei is already active in Malaysia but not in AI.
OpenAI GPT-6 – Back on Pole
OpenAI retakes the lead.
Nvidia & Hugging Face – Health Insurance
Nvidia invests to keep its share and margins in rude health.
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.
Artificial Intelligence – Doomsday Debate