AI Ecosystem – Yet Another Contender
Amazon makes a play for the AI ecosystem. Amazon has launched a new family of foundation models that I suspect are based on Anthropic’s technology...
Intel – Nightmare on Mission College Blvd
The rot runs deep. The “ouster” of Pat Gelsinger means that Intel will almost certainly be split up and could be absorbed into other companies...
China vs. USA – The Screw pt. V
China does not have much of an answer. The outgoing administration will leave its mark with a further significant tightening of export rules and with...
Eid al Etihad – Back Wednesday December 3rd
UAE celebrates its 53rd birthday. RFM has gone skiing and will return on Wednesday 3rd December.
Pony AI IPO – A Question of Time
Timing of autonomous driving remains very uncertain. Pony AI has gone public on the back of revenues generated from engineering, but real growth will come...
Samsung Electronics – Efficient Market
Priced for a Nokia. The case for Samsung Electronics is purely based on recovery in semiconductors because if things stay the way they are, there...
USA vs. China – Build the Wall!
The first bricks go up. Huawei’s migration of its smartphone business to its home-grown Harmony OS is the first concrete sign that our long-predicted Balkanisation...
AI Ecosystem – Battle Lines
The reset will start the battle. Amazon has upped its investment in Anthropic which virtually guarantees that when the money runs out, Anthropic will be...
PDD & Baidu – Bargains for the Brave
Rotten earnings point towards a state in deep depression. Poor results from both Baidu and PDD point directly to the moribund Chinese economy underpinning the...
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.
Apple vs. Qualcomm – Black Magic pt. III