Amazon & AI – A Question of Time
No one is going to dislodge Nvidia yet. Amazon is readying the next version of its in-house AI training and inference chips but until CUDA...
Artificial Intelligence – Scaling Debate
Scaling laws appear to be dying. There are more signs that the “scaling laws” that have underpinned the AI explosion (and all of the hype...
China & Semis – No Score Draw
China and semiconductors are unlikely to change much. A change of administration is likely to mean that there is more noise and bluster but no...
Qualcomm FQ4 & ARM FQ2 – Story of Two Halves
Qualcomm FQ4 24 – Top Gear. Qualcomm reported good results that beat expectations as a result of a strong performance in automotive, providing the first...
Google vs. OpenAI – The Hits Keep Coming
Google on the back foot. Open AI has launched a competitor to Google which performs reasonably well in a strong indication that the barriers to...
Palantir Q3 24– Icarus Ascending
There is no fundamental support here. Another set of good results drove Palantir shares to new highs, but this was not the sort of blow-out...
Samsung – The Chips are Down?
Most upside for MediaTek Samsung is having trouble with more than just high bandwidth memory (HBM) as it appears that it is considering not using...
Apple & Amazon – Mixed Bag
Apple FQ4 24 – Intelligence upgrades. Apple reported good results as the promise of Apple Intelligence has generated a mini-upgrade cycle, but it was not...
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.
Apple – Bottom of the Barrel.