USA vs. China – The Grind
Pressure is making life very hard for Chinese semiconductors. SMIC reported difficult results as the cash machine that is supposed to be lagging edge is...
Automotive Ecosystems – GM’s Big Bet.
Good, but it needs to be better. A large proportion of the automotive industry thinks that GM has taken leave of its senses by ditching...
Arm FQ4 24 – Volatile Visibility.
The story will remain v9 for some time. Arm reported good results where it made good on its FY24 forecasts, but the shares fell as...
Apple – Feeling the squeeze.
Apple ups its cadence as competition heats up. Apple appears to be taking a leaf out of Nvidia’s book in launching a new chip just...
Autonomous Driving – Brains not brawn
End-to-end machine learning is not the answer. SoftBank, Nvidia and Microsoft are pouring $1bn into a system that relies entirely on machine learning to drive...
Lidar – Last Man Standing
The only thing that matters is cash. The weakening of EV demand and the failure of the industry to produce autonomy has slowed demand for...
Apple & Peloton – Opposites
Fat middle age versus fighting for survival. Apple FQ2 24: Bounces off the bottom. Apple reported reasonable results and predicted a better FQ3 as the...
Qualcomm FQ2 24 – Steady Sailing.
Stable quarter and guidance raised. A steady quarter devoid of fireworks but where the fundamentals are beginning to come together creates a foundation for more...
Amazon Q1 24 – Picks and shovels.
All roads lead to Nvidia. Amazon reported good results that were led by AWS as appending on AI has reignited growth, but capex is growing...
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.
AI Ecosystem – Opening Salvo