Radio Free Mobile

Radio Free Mobile is a freely available blog that covers the Digital Ecosystem, EV, AI, Metaverse and digital automotive sectors

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Broadcom FQ2 26 – Beat, No Raise ----- A blip and a warning. ----- A blip and a warning. ----- https://t.co/HTcVuiO3Uj #AVGO #AI #Broadcom

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Artificial Intelligence – Bubble Scenario pt. II ----- The present is rhyming more with the past. ----- https://t.co/kqSm5g86fT #AI #AIBubble

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Computex 2026 Day 3 – Wintel ----- More convincing needed ----- Intel – A temporary breathing space ----- Microsoft – Bad timing ----- https://t.co/EDWhZCWsAd #Computex #Intel #Build2026 #microsoft

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Computex 2026 Day 2 – All about the edge ----- Qualcomm – More datacentre, please ----- Arm – Sweet spot. ----- https://t.co/eMmqifvZqy #Computex #Arm #Qualcomm

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Computex 2026 Day 1 – GTC Taiwan or Computex? ----- Jensen sets the agenda for Computex 2026 ----- https://t.co/9YG1vcO1kr #Computex #Nvidia #AI

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Short Break – Back June 1st ----- RFM is taking a short break and a road trip. RFM will return on Monday, June 1st.

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Nvidia FQ1 27 – Efficient Market ----- The market has a very good grip on the outlook ----- https://t.co/DTBcpIHvUV

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Google I/O 2026 – Blocking and Tackling ----- A solid, if unexciting outing. ----- https://t.co/1bjpoAcAZJ #AI #Google #IO

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AI Newsround – OpenAI & Google ----- Open AI vs. Musk – Cop out. ----- Google & Blackstone – All about economics ----- https://t.co/h80A7ztIwu #OpenAI #Google

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AI Newsround – Causality and China ----- Causality again! ----- China’s real edge ----- https://t.co/4xskBxaQhQ

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Artificial Intelligence – Debt Debate pt. III ----- Excessive leverage usually ends in tears ----- https://t.co/xLhx6t0G2o #AI #Debt

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Cerebras Systems – Perfect Timing ----- Cerebras times the market perfectly. ----- https://t.co/DCaSIJ1sz6 #Cerebras #AI

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China AI – Capacity Problem ----- Almost as big as the technology problem. ----- https://t.co/Sy2XjjvULC #AI #China

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Smart Glasses – China’s Advantage ----- Alibaba plays to its strengths. ----- https://t.co/YtTyukA3nf #Alibaba #Qwen #AI

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The AI Trade – Gold Debate ----- The AI trade looks similar to precious metals. ----- https://t.co/Ayayk5ovIj #AI #Gold #Silver

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Arm FQ4 & CoreWeave Q1 – Rocky Road ----- Arm FQ4 26 – RSI curse. ----- CoreWeave Q1 26 – Revenue per GW bomb ----- https://t.co/6MTjXuYXbJ #Arm #CoreWeave

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AMD Q1 26 – Money for Nothing ----- Money for nothing and your chips for free. ----- https://t.co/yI0YakQFVv #AMD #OpenAI #Meta

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VECS 2026 – The Big Comeback ----- OEMs learn to love petrol once again. ----- https://t.co/MYU5sXeGgp

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Artificial Intelligence – Whoops Apocalypse! ----- Claude makes the case for ServiceNow, Salesforce & Co. ----- https://t.co/EnKuyGB4Uk #pocketOS #AI #NOW

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China vs USA – Rounding Error ----- Huawei will produce a tiny fraction of global compute. ----- https://t.co/BS2QXkG74e #Huawei #Nvidia #AI