Apple loses very little with the Vision Pro. It looks like Apple is going to miss its 1m target for the Apple Vision Pro with commentary from suppliers indicating volumes...
2 hits, one miss Alphabet: AI everywhere Alphabet reported strong results and spent its conference call reminding everyone that it is the best AI company even if it does a...
Zuck returns to a bad habit. Meta reported reasonable results but Meta’s habitual tendency to spend resurfaced spooking the market which sent the shares down 15% which I can understand...
TikTok: The ball is in China’s court. The chances of a ban on TikTok have increased substantially meaning that Beijing will now have to choose between the global expansion of...
New chip. New phone. Same story Huawei’s new Pura 70 Ultra smartphone sports some interesting satellite functions and uses a new applications processor but even a modicum of scrutiny reveals...
ASML really does not want to talk about China. ASML reported disappointing Q1 results as bookings dropped and there is clearly a difference of opinion over why China is such...
The industry is inching towards a bloodbath. All of the larger players who intend to offer robotaxis services are inching towards commerciality but when they finally get there, they...
I am not sure anyone knows what an AI laptop is. Such is the magic of AI that it can add over $100bn to the value of a company...
Cruise makes a cautious return. It looks like Cruise is about to resume testing its robotaxis service which makes sense because the penalties that it incurred were more a result...
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.
Automotive Ecosystems – Play Suspended
Mercedes bails on Apple CarPlay 2.0. Mercedes Benz has confirmed that it has no plans to support the next generation of CarPlay as it has realised that letting Apple take...