CES 2022 Day O – Waiting for 2023
Omicron pandemonium – Silver lining Despite the best efforts of the CTA, the advent of the hyper-contagious SARS-Cov2 variant means that CES 2022 is going...
Christmas Break – Back for CES 2022 – Radio Free Mobile
Radio Free Mobile wishes its readers a happy Christmas and new year. RFM will return for CES 2022.
Meta Platforms – Mark of intent.
Meta hasn’t given up on Fintech Meta’s purchase of trademarks is a clear sign that it has not given up on financial services, but the...
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...
Didi – Desperate times pt. II
Listing in Hong Kong will not help much. Didi has begun its preparations to relocate its listing to Hong Kong but this is unlikely to...
Google Deep Mind – Inching forward
Deep Mind chips away at the big challenges. Deep Mind has released new research on language models which is an attempt to address 2 of...
China Technology – Silver clouds.
Legitimacy is the silver lining to the latest cloud. It looks like China is going to tighten the rules around how Chinese companies access foreign...
Intel – Sage seller
Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core...
Nvidia & Arm – The unthinkable pt. XI.
The FTC drops the hammer. The FTC is unique in being the only regulator so far to actively come out against the deal which I...
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.
CES 2022 Day 1 – The EV cycle