When FOMO bails, it is time to consider buying. Ford’s signalling of its intention to exit autonomous driving marks a point of capitulation for the momentum tourists implying that only...
Turns out this stuff is expensive. Microsoft is moving to add advertising to its Bing GPT-4-powered chat service in a clear indication that large language models (LLMs) are very expensive...
State oversight is the driver. Shareholder value has little to do with Alibaba’s decision to reorganize and much more to do with providing the state with better visibility and control...
New CEO looks wrong for the job. Lyft’s founders have stepped back from running their company and have appointed a new CEO who, on the surface, appears to be wholly...
Judged guilty before proceedings started. TikTok has been eviscerated by both sides of the house in what was a pretty unfair hearing that looks likely to end in an outright...
Chinese tech remains hostage to the economy. Tencent reported mediocre results and said that it was well positioned for an economic recovery but signs of this recovery and action from...
Jensen executes perfect timing. With perfect timing, Nvidia has launched some new products and services that would have barely caused a ripple a year ago but in this environment, Nvidia...
Nvidia: early signals of pick-up. The current AI craze is already bearing fruit for lead supplier Nvidia as it appears to have turned the taps back on at TSMC as...
Yet another black eye for its floundering hardware business. Google has identified 18 zero-day vulnerabilities related to Samsung Exynos modems the four most serious of which would allow a hacker...
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.
China vs. USA – Japan and Micron
Japan: the samurai strikes. Japan has entered the fray and put in place restrictions on semiconductor exports that are more draconian than the USA and where the Japanese state has...