Apple – Asking for suits
Digital advertising is not worth the risk. Apple is building up its advertising business which I think is very likely to attract a raft of...
USA vs. China – Semiconductor debate
Evolution means China will never catch up. The USA’s clampdown on AI silicon sales to China has reignited the debate as to whether China can...
USA vs. China – Turn of the screw
USA increases pressure on China. Restrictions are being placed on the export of advanced AI chips for the data centre to China and Russia which...
Arm vs. Qualcomm – Trouble in paradise
RISC-V is the only beneficiary of civil war. Arm has launched a strange-looking lawsuit against Qualcomm that looks like an attempt to earn higher royalties...
Snap – Macro maelstrom
Snap has further to fall. Snap is laying off 20% of its workforce in order to stem the negative cash flow in a sure sign...
China vs USA – War of numbers
US delistings now very unlikely. The impasse over audit inspections by US regulators of US-listed Chinese companies seems to have been resolved in a clear...
Nvidia FQ2 2023 – The hangover
Crypto gives Nvidia a big headache. Nvidia reported difficult results and soft guidance as the hangover from the crypto party continues to be a big...
Summer break – Back August 29th
RFM has decided to exchange sunshine and warmth for the pouring rain, low clouds and greenery of Scotland. Normal service will resume on August 29th.
WeRide – Txai hailing
WeRide has a long way to go. WeRide is running a test service in the United Arab Emirates but despite a pretty high placing 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.
Digital Ecosystems – Hardware season