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 from ride-sharing fares and when...
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 is little to no upside...
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 of the Internet has begun...
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 acquired and become the AI...
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 view that nothing will improve...
Low-balled numbers still give good growth. Qualcomm used its 2024 investor day to focus on the areas outside of smartphones where the diversification strategy that was laid out in 2021...
Google: A badly thought-through remedy. The US Department of Justice is recommending that Google be forced to sell Chrome as a remedy for its illegal monopolisation of the search market...
Alibaba remains captive to China’s poor economy. The performance and outlook at Alibaba are a strong indication that in reality, the Chinese economy remains moribund and that a lot more...
Inference at the edge remains a no-brainer. Now that LLMs are starting to show the limits of their performance, attention is likely to turn to use cases where RFM research...
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.
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 the moribund state of its...