Arm & NVIDIA – The unthinkable.
Another unthinkable event to add to 2020’s long list. For nearly 20 years I have strongly believed that Arm could not be acquired by another...
Oracle & TikTok – Peak fudge.
ByteDance is playing a dangerous game TikTok’s deal with Oracle may not satisfy the concerns of the US administration meaning that the service ends up...
TikTok – Remote control lobby.
TikTok lobbies for an extension TikTok’s transparency briefing actually explains very little about how the algorithm works and looks to me to be an attempt...
Slack vs. Zoom – The uneven recovery.
Slack is not as essential as its valuation implies Comparing Q2 2020 for both Zoom and Slack is a strong indicator that the recovery is...
Epic vs. Apple – A right Battle Royale pt III.
Epic and Apple both shoot themselves in the foot. Both Apple and Epic have done more damage to themselves than to each other as the...
Ford Sync 4 – Blank Canvas.
Sync 4 is encouraging but there is much more to do. Ford Sync 4 is one of the most promising infotainment experiences I have seen...
USA vs. China – Semi chokehold.
SMIC becomes another political football. The possibility that SMIC is added to the entity list has hammered its share price and it may become another...
App economy – App tracking issues.
The end result should be greater transparency for users. While Apple’s position on app tracking serves to perpetuate the myth that the internet is free,...
App economy – A bearish proposition.
The opposite of that which is intended. A proposal to cut app store fees to 20% in Russia but also force developers to contribute a...
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.
TikTok – Eat my shorts.