Baidu – ERNIE 1.0
The real ERNIE 1.0. Baidu rolled out the latest version of its ERNIE chatbot which is a great improvement over previous versions and in my...
USA vs. China – No loophole
Nanoimprint lithography unlikely to solve anyone’s problems. Canon has announced that it will begin selling an alternative technology for advanced semiconductors that I suspect is...
Short pause – Cost of business travel.
RFM has contracted a mild illness from the last three weeks of travel. RFM Intends to return on Monday, October 16th.
Samsung Q3 2023 – Bottom canary pt. II.
More results to support the notion of a bottom. Samsung’s preliminary results came in better than expected adding weight to the possibility that the inventory...
Artificial Intelligence – Regulatory debate pt. III.
Regulation will be better if targeted at people, not machines. Governments and regulators are moving to impose regulations on Artificial Intelligence but a lack of...
TSMC – Bottom canary.
TSMC Q3 23 revenue signals a potential bottom. TSMC reported its monthly sales for September implying that Q3 2023 revenues have declined by less than...
Google – Chronic affliction.
Google still hides its light under a bush. Google held its Made by Google 2023 event where it once again demonstrated some great innovation which...
Meta Platforms – Priced to fail.
Meta doesn’t expect anyone to pay for Instagram. Meta’s proposal to charge $10.5 per month for Instagram looks deliberately priced to fail creating a strong...
Apple, Google & Microsoft – Always searching.
No solution to Google Search. Court documents confirm that while Apple would love to become self-sufficient in a number of core technologies, there are a...
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. III