AI Newsround – OpenAI & Google
Open AI vs. Musk – Cop out. Google & Blackstone – All about economics
Artificial Intelligence – Debt Debate pt. III
Excessive leverage usually ends in tears
Cerebras Systems – Perfect Timing
Cerebras times the market perfectly.
China AI – Capacity Problem
Almost as big as the technology problem.
Smart Glasses – China’s Advantage
Alibaba plays to its strengths.
The AI Trade – Gold Debate
The AI trade looks similar to precious metals.
Arm FQ4 & CoreWeave Q1 – Rocky Road
Arm FQ4 26 – RSI curse. CoreWeave Q1 26 – Revenue per GW bomb
AMD Q1 26 – Money for Nothing
Money for nothing and your chips for free.
VECS 2026 – The Big Comeback
OEMs learn to love petrol once again.
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.
AI Newsround – Causality and China