Rivian IPO – The contortionist.
At $70bn+, expect valuation gymnastics. How an electric car company that has not yet shipped a single vehicle is worth more than Ford or GM...
Samsung & Intel – Supercycle pt. II
More peak cycle signals. Following on from its strong Q2 2021 results, Samsung has announced that it will be investing an eye-watering KRW240tn or $215bn...
Xiaomi Q2 21 – The hoover
Xiaomi is cleaning up. Xiaomi reported cracking Q2 2021 results underpinned by the ongoing collapse of Huawei, but it still does not make anything like...
China vs. USA – The first cracks.
The CCP does what the USA cannot. Didi is a great example of the long-term negative effects of overregulating an industry can have and hands...
Tesla – The reality gap.
Musk’s effervescence may now have consequences. It appears that crashing into emergency vehicles is one mistake too far for the NHTSA which is now investigating...
Arm & NVIDIA – The unthinkable pt. VIII
NVIDIA has some explaining to do. The UK competition authority clearly has more concerns than expected with regard to NVIDIA’s purchase of Arm, meaning that...
Tencent Q2 2021 & Co. – Big trouble in big China.
Tencent remains the most exposed to the sanctions of the state. Tencent reported regulation-blighted results and warned that there is more to come highlighting the...
Intel IDM 2.0 – The name game.
The end of silicon is now on the distant horizon. As part of its IDM2.0 strategy, Intel is changing its manufacturing node naming system which...
ByteDance – Eyes and ears.
ByteDance tries to avoid harsh treatment. The Chinese government clamp-down on the technology industry is continuing as the CCP now owns a 1% holding 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.
Tencent – The hammer.