USA vs. China – X-Ray vision
The US sees through the propaganda. Commentary from the US Department of Commerce indicates that it has not fallen for the propaganda and realised that...
Artificial Intelligence – Whoops Microsoft
Microsoft accidentally makes the case for edge AI. A simple mistake by employees exposed terabytes of Microsoft’s internal data to the world underlining that generative...
Unity – Russian roulette
Unity gambles with its market position and brand. Unity’s financial requirements have led it to alienate its customers which if left unresolved could cause its...
Meta Platforms – Business talks
WhatsApp Business is the only real opportunity. WhatsApp cost $22bn to acquire but has so far delivered very little although the indirect value that it...
Arm – Table debate
SoftBank takes most of the value. At $51 per share, investors are being asked to pay for much of the growth that the company says...
Apple – Nothing burger
A gesture, some silicon and a bit of camera. When the most exciting new feature is a gesture for the Apple Watch, it is clear...
Apple & Qualcomm – Gritted teeth
Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G...
Research Publication – Reality Bytes – Clash of the Titans Vol. V.III
September 11th 2023: Alavan Independent and Radio Free Mobile update their geopolitical view of the current technological and ideological battle being fought between the USA...
China vs. USA – Sucker punch
Apple is at higher risk than Qualcomm. Both Apple and Qualcomm have taken a hit over their exposure to China, but the reality is that...
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.
Amazon – 6 years late