Easter Break – Back Tuesday April 2nd
RFM is taking a short break for the Easter holiday and will return on the 2nd April.
Apple AI – From Zero
Almost anything will be an improvement. The scene is set for WWDC to be the launchpad for Apple’s ambitions in AI and given its history...
Electric Vehicles – Last man Standing
Lucid likely to be the survivor. The combination of economic pressure on consumers and brutal competition from China makes it very clear that the EV...
China vs. USA – Economics is Everything
China blocks the USA with no viable alternative. China has moved to remove Intel and AMD from its data centres but with Huawei and the...
USA vs. Apple – Legal Eagle.
There is a case to answer but it will be hard to prove. There is little doubt in my mind that over the years Apple...
Google & Apple – Desperate bedfellow
Discussions do not mean a deal. A deal with Google to provide generative AI services for the Apple ecosystem would be a desperate move because...
Nvidia GTC 2024 Day 2 – Picks and shovels
An exhibition of where the real money will be made. The exhibition floor of GTC is all about bringing products and services (all powered by...
Nvidia GTC 2024 Day 1 – Entrenchment
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its...
China vs. USA – Tit for Tat pt. III.
Tit for tat battle spreads to automotive. A switch by Chinese OEMs to Chinese semiconductor suppliers in the Chinese automotive industry is unlikely to have...
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.
Artificial Intelligence – Magic Money Tree