Amazon Q1 24 – Picks and shovels.
All roads lead to Nvidia. Amazon reported good results that were led by AWS as appending on AI has reignited growth, but capex is growing...
Automotive Ecosystems – Play Suspended
Mercedes bails on Apple CarPlay 2.0. Mercedes Benz has confirmed that it has no plans to support the next generation of CarPlay as it has...
Apple Vision Pro – Too Much, Too Early.
Apple loses very little with the Vision Pro. It looks like Apple is going to miss its 1m target for the Apple Vision Pro with...
Tech Newsround – GOOG, MSFT & INTC
2 hits, one miss Alphabet: AI everywhere Alphabet reported strong results and spent its conference call reminding everyone that it is the best AI company...
Meta Platforms Q1 24 – Bad habits
Zuck returns to a bad habit. Meta reported reasonable results but Meta’s habitual tendency to spend resurfaced spooking the market which sent the shares down...
Tech Newsround – TikTok & Tesla
TikTok: The ball is in China’s court. The chances of a ban on TikTok have increased substantially meaning that Beijing will now have to choose...
The Metaverse – Android II
Meta will need to stop making hardware. Meta has decided to open its VR software to 3rd party manufacturers in a sign that Meta is...
Huawei – Slow Slippage
New chip. New phone. Same story Huawei’s new Pura 70 Ultra smartphone sports some interesting satellite functions and uses a new applications processor but even...
Meta Platforms & AI – Size Does Matter
Meta Platforms is implying its models are the most efficient. In the ever-expanding, world of huge AI models, Meta is hinting that it is going...
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.
Qualcomm FQ2 24 – Steady Sailing.