Google vs. DeepSeek – Trading Silver Bullets
Another set of unsubstantiated claims Google has come out swinging against DeepSeek claiming that Gemini is more efficient in both training and inference, but its...
Amazon Q4 24 – Capex, Capex & Capex.
AI is expensive or is it? Amazon reported good results but its inability to accelerate growth at AWS and its $100bn capex bill for 2025...
Qualcomm FQ1 25 and Arm FQ3 25 – Red Herrings
The red herrings of Microsoft, Google and AMD spoil good results. Both Qualcomm and Arm reported good results, but the weaknesses seen at Microsoft Google...
Google & AMD Q4 24 – AI Wobble?
Google Q4 24 – Core business still sound. Alphabet reported disappointing sales as, like Microsoft, it could not keep up with demand for its cloud...
DeepSeek – The $6m question.
The big question is why China has allowed R1 to be exported. DeepSeek is quickly becoming infamous as Western companies, institutions and governments ban the...
OpenAI – Deep Research
OpenAI tries to put RFM out of business. OpenAI’s new Deep Research offers a new functionality that takes the grunt work out of conducting research...
Samsung Q4 24 & Apple FQ1 25– 2 AI Problems
No growth and no confidence. Apple FQ1 25 – Still no growth. Apple reported good results despite weakness in China but credited Apple Intelligence for...
Microsoft & Meta – Headline With AI
Both relatively immune from the DeepSeek effect. Microsoft FQ2 25 – DeepSeek on the menu Microsoft disappointed the market with the growth of its cloud...
The Metaverse – Mean Reversion
Meta has returned to seeding the market. Meta’s Reality Labs has had a good 2024 from a sales perspective but this is because Meta has...
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.
Alibaba & Apple – Incompatible with China