Huawei – Nowhere to run pt. XX
The US Department of Commerce gets serious. The US Department of Commerce has announced a tightening of sanctions on Huawei which at face value effectively...
Epic vs. Apple & Google – A right Battle Royale
Epic is spoiling for a fight. Epic Games clearly thinks it has a winning case against Apple as the events of last week were clearly...
Research Publication – Reality Bytes: AI – Old school
August 17th 2020: RFM updates its coverage of AI with the publication of Reality Bytes – AI: Old school. RFM subcribers will receive their own copy...
Gone camel racing – Back Aug 17th
RFM has gone camel racing but will return to active duty on Aug 17th.
China vs. USA – Pressure cooker
The tech war heats up. The White House has ratcheted up the pressure on China with the issuance of two executive orders that in Tencent’s...
Samsung – Glass is plastic?
Z fold 2 looks like Z Flip. Samsung released a good slate of new products but potential shortcomings with the new Fold and pricing marred...
Google and Samsung – Engineering disease pt. III
Has Samsung seen the light? Google and Samsung are in discussions that could see Google take over more of the core software functionality on Samsung...
Google vs. Amazon – Battle for the smart home pt XV
Google has an opportunity that I don’t think it will take. Google has opened up a new front in the battle with Amazon by forming...
Microsoft & TikTok – The Opportunist
This looks like an opportunistic investment for Microsoft. Microsoft is in talks to acquire TikTok that I suspect is more about an investment opportunity than...
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.
NVIDIA FQ2 2020 – The wrong AI