Cisco FQ1 24 – The hangover
Cisco serves as a warning to everyone else. Cisco’s efforts to reduce revenue volatility have come unstuck as a normalisation of client activity in hardware...
Autonomous Autos – Cruise Control pt. II
Cruise gets real. Cruise has doubled down on its commitment to safety by effectively putting the whole company in a holding pattern as well as...
Nvidia – The moat
Nvidia makes the moat even bigger. Nvidia has launched an update to the H100 which offers mostly incremental improvements, but the cadence of new products...
China vs. USA – Capital Call
Recreation is really expensive. Deteriorating financial performance and large capital raises are the flavour of the day in the Chinese semiconductor sector as manufacturing at...
Ouster Q3 23 – The corner.
Turns the corner but no one is listening. Ouster reported good results and strongly signalled that it has turned the corner, but the uninhabited conference...
Arm FQ2 24 – Pretty plain sailing
The next 2-3 years look pretty good. Arm reported good results but the variation in the timing of deals closing being recognised as revenue meant...
Research Publication – Artificial Intelligence – Bubble Economics – Radio Free Mobile
November 8th 2023: RFM deepens its coverage of generative AI with the publication of Artificial Intelligence – Bubble Economics. RFM research subscribers will receive their...
OpenAI & Microsoft – Ecosystem game
OpenAI makes its play for the AI ecosystem OpenAI is seeking to capitalise on its early lead in AI and change a chatbot into a...
Artificial Intelligence – Lifecycle of a bubble pt. II
Bubble valuations but real use cases. As more and more models are released by companies, start-ups and open source, the harder they will have to...
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 vs Apple – Black Magic