Darktrace makes the right choice. Instead of pulling the IPO, Darktrace dealt with the issues by cutting its valuation significantly and was rewarded with a first-day bounce that will go...
Good results but different reactions imply that valuation in big-cap tech is starting to matter again. Alphabet Q1 2021 – Approaching the range. Google reported good Q1 2021 results as...
The Biden administration makes its first clear move on China The Biden administration has made its first move against China in what looks like a warning shot rather than any...
D-Wave makes a real(ish) world demonstration. D-Wave has demonstrated that its quantum computer can solve a “real-world” problem and in the process found that it completed the task somewhere between...
Zoom is growing on the back of a declining asset. Zoom reported another great set of results but its success and the ability of its customers to manage through the...
Another good company bad stock scenario. In the grand scheme of things, Palantir reported excellent results but because the company trades at 2021 EV/Sales of 32.5x, nothing less than a...
Intel Q4 2020 – The hard road. Intel reported good results and guidance but the new CEO’s commitment to manufacturing sent skittish investors running for the hills. Q4 2020 revenues...
Salesforce picks off a weaker player. Salesforce is paying $45.52 per share (at Salesforce’s December 1st close) to acquire Slack, in a move that values the company just 18% above...
The foundation shakes Intel followed IBM in reporting weakness in the cloud which was more than offset by the PC market, but this was not enough to calm the market...
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.
Anthropic & Open AI – Mission impossible
Breakaway start-up has an impossible mission. Anthropic is a new breakaway start-up from Open AI but its approach remains pretty much the same meaning that its focus on “reliable, interpretable...