China vs. USA – Chips for Free?

Buying Huawei makes no sense unless they are almost free.

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Salesforce FQ2 27 – SaaSpocalypse Never!

Another nail in the coffin of the SaaSpocalypse theory.

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Nvidia FQ2 27 – Party Extension

Nvidia extends the party another 12 months.

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OpenAI – Spicy Chilli

Jalapeno is hot.

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Anthropic – The issue of price

The cure for high prices is high prices.

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Datacentre Update – Still Adrift

Q3 2026 needs to be amazing.

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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. 

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Amazon & Apple – AI opposites

Amazon Q2 26 – Reassuring commentary Apple FQ3 26 – Dent from memory and supply

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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 26 – Sleight of Hand.

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SK Hynix Q2 26 – Greed and Fear

A question of who you believe.

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