Peloton is under assault on all fronts. Peloton is a warning to anyone who has invested in narrative-driven stocks that when the story breaks and the fundamentals start to matter...
Qualcomm is the exception to shortages. Qualcomm reported good results and guided well which I think demonstrated more about the company’s ability to execute as opposed to sending a signal...
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...
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...
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.
Microsoft & Meta – Low hanging fruit
Interoperability between these two is the easy bit. Interoperability between Microsoft and Meta Platforms is an important step to ensuring the success of the Metaverse, but this one was an...