Artificial Intelligence– Spray and Pray
Irrational exuberance is still with us. The valuations being attributed to certain AI start-ups who have no products and talk like they don’t care about...
Huawei – The Yield Game
I remain sceptical about these claims. Huawei is making some bold claims with regard to the yield that it is achieving on the AI chips...
Artificial Intelligence – The Asymptote pt. III
Perplexity starts a race to the bottom with deep research. In the space of a month, pretty much everyone now has or will soon have...
Alibaba FQ3 25 – Mo Comes To China
AI momentum finally makes it to China. Alibaba reported good results where a jump in cloud revenues allowed the company to justify large investments in...
iPhone 16e – Pugilistic Intent
New modem needs to succeed to re-open hostilities. Apple has finally launched a phone that uses its own in-house 5G modem, but the real test...
Grok 3 – Spoilt for Choice
The count of equally good models continues to rise xAI has released the latest version of its Grok model and, while it scores very well...
China Technology – The Turn Pt. II
Private sector comes in from the cold Not only did President Xi turn up but he also made comments which indicate that, while he may...
China Technology – The Turn?
Jack Ma may again be the turning point. Jack Ma’s potential meeting with President Xi is a sign that after 4 ½ years, the Chinese...
Arm – Balancing Act
Arm will need a major charm offensive. It turns out that Arm may be looking to make its own chips after all in a move...
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.
Nvidia FQ4 25 – On the Nose