Tech Newsround – Intel Q1 & Meta
Intel Q1 26 – Meme stock territory Meta – Zuck the Knife
SK Hynix & Software – AI Impact
SK Hynix Q1 26 – All cylinders Software: ServiceNow Q1 26 & IBM.
SpaceX & xAI – Space Debate
It is not as crazy as it sounds.
Apple – At the Crossroads
The new cook is confirmed.
Automotive Ecosystems – The $100bn Pitch
Rivian will have to stop making cars.
Anthropic vs. Figma – Question of Focus
Anthropic needs focus.
USA vs China – Distillation of Opinion
The IP theft argument is pretty weak
Tech Newsround – Memory and ASML Q1 26
Memory: the cycle is here to stay ASML Q1 26: Jam tomorrow
Research Publication – Reality Bytes – AI – The Economics of Compute
14th April 2026: Radio Free Mobile extends its AI coverage with an examination of the economics of AI compute. RFM subscribers will receive their copy...
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.
USA vs. China – The DeepSeek Effect