CES 2023 preview – Catch up
CES 2023 should be back to its usual mayhem. CES 2023 is shaping up to be a car show once again as this remains the...
China vs. USA – The Long arm of the USA
The first non-US company falls in. The USA’s mission to isolate China technologically has taken a further turn with Arm deciding that some of its...
China Tech – Covid Infinity
Exit from Covid agony becomes clear. Hidden deep in the new regulations lies the key that will allow China to back away from its disastrous...
USA vs. China – Digital iron curtain
Balkanisation of the Internet is bad for everyone. Now that 5G is starting to mature, attention is turning to 6G and here it is clear...
Nvidia GTC 2022 v2.0 – RTX v3.0
Ada Lovelace emerges from history in Nvidia silicon. Nvidia has announced its 3rd generation RTX architecture as well as a series of solid but not...
The Metaverse – Chinese walls.
The first example of “build the wall”. With the strategic rivalry between the West and China rapidly evolving into an ideological struggle (see here), new...
SenseTime – Prudence calls.
Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move...
China vs. USA – The first cracks pt. II
China and US regulators further damage Chinese technology. Both the US and Chinese regulators have been busy this week and although they are on opposite...
China Technology – The turn?
Meituan follows Alibaba and sends a signal. Meituan has emerged from regulatory scrutiny almost completely unscathed implying that as long as everybody toes the line...
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.
USA vs. China – The screw pt. II