Ouster – Dire Straits.
Money for nothing and company for free. Falling long-term estimates and substantial dilution have materially damaged the long-term outlook for the share price but the...
Alibaba – ChatCCP
CCP hurts the bug, not the feature. AI proponents will look at the immediate clampdown on large language model (LLM) chatbots by the CCP with...
MoviePass 3.0 – Night of the living dead
Here we go again. MoviePass has emerged from Chapter 11 bankruptcy with yet another crack at the cinema subscription market after two failed attempts and...
Samsung Q1 23 – Supercycle pt. X
Samsung semi goes into the red. Samsung reported preliminary results where profit fell by 95% as semiconductors in all probability has become loss-making which in...
Google vs. Nvidia – Lightspeed
Google fails to dent Nvidia. Google’s claims of superior performance for its AI chips is somewhat misleading as it looks like the performance difference is...
Artificial Intelligence – Reality baseline
2 good use cases for LLMs Bloomberg’s implementation of a chatbot using its own data and my own assessment of Bard, ChatGPT, Bing and so...
Apple & the Metaverse – Mixed signals
Will he or won’t he? Tim Cook’s change of tone combined with endless leaks suggest that a Metaverse device is imminent however it still makes...
China vs. USA – Japan and Micron
Japan: the samurai strikes. Japan has entered the fray and put in place restrictions on semiconductor exports that are more draconian than the USA and...
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.
Semiconductors – Game of subsidies