Electric Vehicles – Unready for Reality
EVs have run out of well-heeled early adopters. While the long-term proposition of electrical vehicles remains unchanged, the realities of delivering on that proposition are...
Artificial Intelligence – The business
Pressure is mounting to generate revenue. The early signs of pressure are appearing in the AI industry which looks like a precursor to price erosion...
Easter Break – Back Tuesday April 2nd
RFM is taking a short break for the Easter holiday and will return on the 2nd April.
Artificial Intelligence – Magic Money Tree
Money grows on trees until it doesn’t. Capital continues to pour into the AI sector with very little attention being paid to company fundamentals in...
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...
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 AI – Penny Pincher