Consumer is in trouble. Zoom reported results that show that the pandemic boom is well and truly over and while the valuation has returned to levels that one could consider...
Best case valuation is almost zero. The gap between Faraday Future’s spin in its press releases and the reality of its SEC filings has never been larger, but even in...
Hubris once again found wanting. The failure of Meta’s scientific language model to survive for more than three days online is just another sign that when it comes to AI,...
The turn depends on Covid Zero policy. Alibaba reported reasonable results where e-commerce remained flattish but an increase of share buybacks to $40bn to the end of 2025 provided much-needed...
Two tech segments worlds apart. Nvidia and Cisco managed to reassure the market with reasonable results pointing to steady enterprise spending but Micron, Amazon, and Meta Platforms all point to...
Another investor without a leg to stand on. Another investor has come out of the woodwork to criticise Alphabet’s expenses and its hiring practices but once again, this investor has...
Apple must address the Metaverse but not yet. According to the media chatter, Apple was supposed to release a Metaverse device this year, but I continue to think that this...
AI can’t rescue this one. The general malaise in advertising is by no means limited to the big names as even TikTok which has gained a lot of market share...
Zuckerberg throws his gadflies a bone. If Mr Zuckerberg really intends to cater to the interests of minority investors he should immediately realign his voting interest in the company with...
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 services – Backward business
Users are not going to subscribe to hardware. RFM has long predicted that automotive digital services are the solution to the problem of lower vehicle sales, but Mercedes and BMW...