Nvidia builds barriers to entry. Nvidia is enhancing its claim to be the picks and shovels of the Metaverse and AI with the launch of its next-generation chips and services,...
Accounting gives GM an instant paper profit. General Motors is buying SoftBank out of its stake in Cruise in what will end as a good investment for SoftBank, but I...
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 amplified Palantir’s punishment potentially creating...
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 winning a landmark partnership with...
Wayve seeks to upend an entire industry. Wayve is the outsider in the autonomous driving industry as it has a unique approach to the problem, but it is one I...
Omicron pandemonium – Silver lining Despite the best efforts of the CTA, the advent of the hyper-contagious SARS-Cov2 variant means that CES 2022 is going to be a subdued affair....
Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing...
Deep Mind chips away at the big challenges. Deep Mind has released new research on language models which is an attempt to address 2 of the big problems with deep...
Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core part of Intel, it makes...
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.
Meta Platforms – Trouble in paradise
Metaverse will not save Meta from TikTok. There are signs that Meta’s push back against TikTok is flagging in a rare example of where a Chinese company is using technology...