Alibaba FQ3 2022 – Nadir of fortunes
Priced for stagnation Alibaba reported reasonable results but heavy investments, competition and China’s restrictive zero COVID policy are hurting both growth and profitability in the...
China vs. China – Round 2
Chinese regulators come out swinging for round 2. It looks as if another round of crackdowns is about to be launched upon the Chinese technology...
Intel / Crypto – Picks and shovels
Intel turns its hand to disruption. The first signs of Intel’s new identity are beginning to emerge with the launch of a new product that...
Virgin Hyperloop – Unreality bubble
The clue is in the name. I have been sceptical on many companies and projects (and been proven wrong in many cases) but the technology...
The Metaverse – Chinese walls.
The first example of “build the wall”. With the strategic rivalry between the West and China rapidly evolving into an ideological struggle (see here), new...
Palantir Q4 21 – On the radar
The lack of profit is getting on investors’ nerves Palantir picked a bad day to slightly disappoint as the general risk-off sentiment around Ukraine greatly...
Nvidia – Not enough cylinders.
The sky-high valuation outweighs all the good fundamentals. Nvidia rallied from its loss of the Arm acquisition by reporting good Q4 21 results and by...
Roblox Q4 21 – The hangover
Roblox suffers a big hangover from the COVID party. Another Metaverse darling is struggling with slower growth underlining that the Metaverse is many years away...
Sea – All at sea
Sea is in for further rough weather. Sea has taken a big hit as India has banned its most popular game, Free Fire, creating the...
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.
MWC 2022 Day 0 – All about the numbers