Some semis are value stocks. Samsung fleshed out its preliminary report by reporting another very good quarter supported by strong chip pricing thanks to the current shortage. Despite signs that...
Facebook puts its money where its mouth is. Users are still not deserting Facebook despite all of the bad press but the real story here is that Facebook is going...
Intel Q3 2021 – The price of progress. Intel reported excellent Q3 2021 results and reasonable 2021 guidance, but it turns out that investments have to be paid for...
Magic Leap is back and has a seat at the table. Magic Leap is back in contention with a new device and a funding round, but the company has not...
Rivian is not a growth company. It is a start-up. It looks like Rivian has a great product on its hands which combined with its relationship with Amazon puts...
Surface gets experimental. Alongside a series of expected and needed upgrades was one of the wackiest ideas I have seen for a portable computer but missing was a folding screen...
Apple takes no risks with its launches. The event is back to its usual time but while the production quality of the event was better than ever, the products themselves...
South Korea sets a painful precedent. South Korea’s legislation to force Apple and Google to open their app stores to third-party payment options sets a dangerous precedent for the rest...
More peak cycle signals. Following on from its strong Q2 2021 results, Samsung has announced that it will be investing an eye-watering KRW240tn or $215bn over the next three years...
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 (Facebook) – All-in on Meta.
Zuckerberg bets his company on the Metaverse. Mark Zuckerberg is betting his company on the Metaverse, and while it is making the right noises, it is clear that this was...