ASML Q3 24 – The Inevitable
The Chinese are no longer stockpiling. The combination of economic-related delays and China realising that stockpiling ASML equipment ahead of further bans might not...
Artificial Intelligence – Power problem.
AI is the icing on the cake for nuclear and geothermal. The huge build-out of data centres to train and run AI algorithms is raising...
Artificial Intelligence – Reasoning Debate pt. III
Still no sign of reasoning. Apple has stuck the knife into the idea that large language models (LLMs) can reason with a research paper demonstrating...
Tesla We Robot – Nothingburger!
Great visuals, no content. When the highlight of the show is wondering if it was a Cybercab malfunction that caused Mr Musk to start the...
OpenAI – Unpalatable Confection.
OpenAI wants to have its cake and eat it. What was going to become a for-profit entity subject to all the forces that hone...
Google – The Long Game
Things might look very different in 3-4 years. However the legal games play out, Google is not going to be broken up any time soon...
Samsung Q3 24 – A Note 7 Moment.
Problems look temporary and create an opportunity Samsung has reported good results but made a rare apology to investors for its continued inability to catch...
Google – The back foot
Google is on the defensive. E-marketer expects that Google’s market share in US search advertising will drop below 50% in 2025 mainly as others properly...
Microsoft Copilot – Risk adverse
A very cautious update. Microsoft has launched an updated version of Copilot and while Microsoft remains extremely risk-adverse, I think Microsoft has produced a better...
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.
Research Publication – Automotive Ecosystems – Sitting Ducks – CarPlay 3.0