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.
Google vs. OpenAI – The Hits Keep Coming