USA vs. China – The screw
USA looks to tighten further. The US Department of Commerce is looking to tighten restrictions on China still further by again lowering the performance bar...
Baidu & AI – ChatCCP pt. II
Baidu highlights the CCP’s conundrum. Baidu’s latest model release claims to be better than ChatGPT but raises more questions than answers with opaque testing and...
Alibaba – Jack’s back
Eddie and Jack can only do so much. After a string of failed strategies to ignite interest in the company and its stock, Jack Ma...
China vs. USA – Inconsequential acceleration
Dutch restrictions do not make much difference. The Netherlands is moving far faster than anyone expected in increasing restrictions on exports to China but restrictions...
Google Automotive – Out of GAS?
Nanny regulator comes to the rescue. It is no coincidence that it is the German regulatory authority that is taking issue with Google’s automotive business...
Tesla & EVs – Unexpected bonus
Tesla is becoming a standard in charging. Tesla is becoming a standard in-vehicle charging but even if it were to take over the entire world...
Tech Newsround – Semis and China
Intel – Germany 1. Intel 1. Intel has announced that it will nearly double its investments in Germany in return for a 47% increase in...
Mercedes & ChatGPT – CarGPT
AI needs to reside in the vehicle to work well. Mercedes is exploring enabling ChatGPT in the vehicle but I think it should be looking...
Semiconductors – China and subsidies
Micron – Collateral damage In an attempt to overturn the ban that China has placed on its chips, Micron has committed to invest $602m in...
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.
Micron – Supercycle pt. XI