Amazon – Hardware bonanza
New clothes do not make Alexa any better. Amazon launched a plethora of devices that aim to strengthen its grip on the smart home, home...
Intel – The bandage
Intel puts AMD in its box. Intel has finally launched new products that have a shot at putting AMD back in its box but the...
Faraday Future – Sleight of hand
Faraday Future only tells half the story. In my opinion, Faraday Future is playing fast and loose with investors by issuing a press release regarding...
Qualcomm – Cars-R-Us.
Picks and shovels of the digital vehicle. Qualcomm is showing signs of executing on its automotive ambitions with a 57% increase in its design win...
Netflix– Blood in the water.
Inflation undermines users’ willingness to pay. It looks like up to 25% of US subscribers to Netflix are considering leaving the service not to join...
Autonomous driving – Laser seat belt.
Volvo’s safety drive accelerates the Lidar cost curve. Volvo’s intention to include Lidar on all of its vehicles for safety reasons is likely to accelerate...
Nvidia GTC 2022 v2.0 – RTX v3.0
Ada Lovelace emerges from history in Nvidia silicon. Nvidia has announced its 3rd generation RTX architecture as well as a series of solid but not...
Research Publication – China vs. USA – Clash of the Titans IV v1.5
RFM & Alavan Independent update their coverage of the USA / China political and technology war with the publication of China vs. USA – Clash...
Crypto – The Merge pt. III
Unprofitable miners are getting ready to dump their equipment. Crypto miners that were rendered homeless by the Merge are struggling to find economic uses for...
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.
Tech sector Q4 22 – Hatches battened