Huawei – 5G non-starter.
Huawei is not coming back in 5G. Huawei is reportedly planning a 5G comeback in smartphones but while there is no reason why it can’t...
Nvidia & Arm – Price maximisation.
Strategic investors will pay more. SoftBank is engaging in a strategy to maximise the price at which it can sell Arm with the hope that...
Artificial Intelligence – Regulatory debate pt. II.
An impossible problem. China is pressing ahead with AI regulation which is going to be so problematic that it could end up destroying development in...
Ant Group – Off the naughty step
Ant Group’s nightmare is finally over. Ant Group is buying back some of its shares in a move that indicates that the evisceration inflicted upon...
Samsung Q2 2023 – Supercycle pt. XII
Samsung echoes Micron. Samsung reported the worst set of preliminary results for many years but critically, they were slightly better than expectations and show a...
Musk vs Zuck – Virtual cage fight
I think Musk wins this cage fight. Meta Platforms is releasing an alternative to Twitter which will give all those who say they want to...
China vs. USA – No leverage
History looks set to repeat itself. China’s limitations on Gallium and Germanium will cause some short-term disruption but it will not deliver negotiating leverage and...
Apple – Slow roller
Apple makes lemons from lemonade. The master of marketing will be at work drumming up excitement via increased scarcity for a product that has no...
Artificial Intelligence – Countdown to winter
Irrational exuberance is in full swing. As surely as autumn and winter follow summer, the current exuberance around AI is not going to last simply...
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.
Artificial Intelligence – Platform wars