Tech Newsround – Meta & Semis.
Meta Platforms Q1 22 – Short squeeze Meta Platforms reported good results and has returned to low user growth, but the current tough outlook leads...
Google & Microsoft – Tale of two cities.
Microsoft FQ3 22 – Enterprise offers inflation haven. Microsoft reported excellent results as Azure fought off competitive threats and the enterprise demand remained immune to...
Twitter – The price of free speech pt. IV
The board caves to shareholder pressure. Twitter’s board has grudgingly accepted Mr Musk’s offer to acquire Twitter which I suspect is going to involve a...
Twitter – The price of free speech pt. III
Musk gains the upper hand but at a price. Elon Musk is getting closer to acquiring Twitter but he still needs to deal with the...
Snap Q1 2022 – Tik Tok? What TikTok?
Snap survives TikTok. Snap reported good Q1 2022 results that were more impacted by Russia than they were by TikTok raising the possibility that TikTok’s...
Tesla Q1 2022 – Unbelievable robotics.
Hubris mars credibility. Tesla reported great results but then marred its improving credibility by making unrealistic predictions about robotaxis that it has no real hope...
Netflix – The inflation effect
Netflix pays the price for its high multiple. Netflix reported its first subscriber decline as the cost of living crisis is forcing users to tighten...
Twitter – Price of free speech pt. II
Poison pill is a lawsuit waiting to happen. Twitter’s board has adopted a poison pill in an attempt to block a take-over by Elon Musk...
Twitter – The price of free speech
It becomes clear why Mr Musk refused a board seat. Elon Musk’s bid for Twitter appears to be more about his definition of free speech...
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.
Apple, Amazon, Intel – Three strikes.