Huawei – 5G non-starter pt. II
No 5G here. Huawei has released its latest flagship product but its hesitancy to disclose the details of the components that it is using highlights...
OpenAI – ChatGPT Enterprise
The feature is the bug. ChatGPT Enterprise looks like a marketing gimmick to make money rather than a serious attempt to offer generative AI services...
The Metaverse – Business as usual
The Metaverse is chugging along. 12 months is a long time in the technology sector, and while no one is interested in the Metaverse anymore,...
Nvidia & Peloton – Chalk and cheese
Two very different sets of results. Nvidia Q2 2023 – As good as it gets. Despite results that substantially beat expectations, the shares jumped much...
Artificial Intelligence – Broken business
The business model is already broken. Generative AI start-ups are busily raising money at ludicrous valuations based on the idea that they will be able...
SoftBank & Arm – All the stops pt. II
More like Qualcomm than Nvidia. SoftBank has made public the F-1 for the IPO or Arm which is a fair appraisal of the company, but...
SoftBank & Arm – All the stops.
SoftBank leaves no stone unturned in the hunt for $64bn. The latest transaction between SoftBank and Vision Fund I is an attempt to put a...
Peloton – 3rd time lucky?
Peloton is not for the faint of heart. Peloton is a fallen angel whose shares I resoundingly hated (see here) when it was flying high...
Tencent and China – Dog days.
China is now a deeply contrarian investment. Disappointing results from Tencent combined with the worsening economic outlook and disappearing data make China a deeply...
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.
Chatbots – Galloping obsolescence