Alphabet Q4 2023 – Corporate waffle
Google fails to blow its own trumpet. Alphabet reported good results but one tiny miss combined with vague and non-specific answers to easy questions on...
AI Ecosystem – Capital Bloom.
Nvidia can sleep well for now. Competing with Nvidia is currently focused on building better chips but this is ignoring Nvidia’s two key differentiators which...
Digital Automotive – Radio wars
A very American dispute. The issue of AM radio in vehicles sold in the USA has been debated for many years, but electrical vehicles (EVs)bring...
Intel Q4 2023 – Too risky
A series of unfortunate events. Intel reported good results but guided badly as inventory corrections and market dynamics in several of Intel’s segments added together...
Apple AI – Back of the pack
There is a little activity behind the curtain. It would be foolish to think that Apple is not trying to do something about AI but...
Mobileye – No go
Inventory correction is in full swing. Weak numbers from Texas Instruments echo what Mobileye highlighted a few weeks ago underlining that industrial semiconductors are now...
Electric Vehicles – Silver lining
Slowdown actually helps OEMs. The realities of electric vehicles are starting to come home as the early adopters now all have an EV while...
Open AI – The Stranglehold
All about Nvidia Sam Altman is once again capitalising on the intense popularity of generative AI by looking to raise money for a new chip...
TSMC – All about AI
50% inventory, 50% AI. TSMC has signalled better times ahead for the semiconductor industry, but I suspect that things will only be really rosy if...
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.
Qualcomm FQ1 24 – On the up