Uber and Lyft go in different directions. Lyft and Uber go in different directions as Uber’s food business and its much larger size allow it to deal with the difficult...
Didi is a classic value trap Didi is undoubtedly one of the cheapest technology companies currently available for investment, but the prospect of being unlisted and untradeable as well as...
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 poison pill and the level...
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 of fulfilling. Q1 2022 revenues...
Tesla is set up to lose the autonomous race. Tesla’s removal of radar from its models shipping to Europe and the Middle East is the right choice based on its...
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...
Crushed by both USA and China. The Chinese technology sector is being crushed by both the American and Chinese regulators which may leave some like Didi, with nowhere to go....
Rivian makes excuses for its inexperience. Rivian reported bad Q4 21 results and went on to halve its production targets and blame it on the war in Ukraine which is...
5G non-entity 5G is missing in action at its own show but in many ways, this is a good thing. It means that there is no real controversy, problem or...
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.
EV SPACs – No bottom here.
The real pain is yet to come. The problem of selling shares at overinflated prices is that raising more money is extremely difficult which can lead to bankruptcy and forced...