Exiting miners hammer Nvidia’s numbers Nvidia issued a warning on its Q3 2022 performance as the crypto crash and subsequent winter have hammered demand for graphics cards that are used...
Recovery is completely tied to the economy. A depressing set of results met with relief by the market is a sign that all of the downside is priced into the...
Negative gross margins must be fixed at all costs. Lucid Motors reported awful Q2 2022 results as it suffers from negative gross margins and remains unable to fulfil the demand...
Airbnb Q2 2022 – Great company, bad stock. Airbnb reported good results and cash flow but concerns around growth hit sentiment which has obviously prompted the company to announce a...
AlphaFold almost fulfils its promise. DeepMind has expanded a crucial biological database by 200x confirming that an entire branch of scientific enquiry is now virtually obsolete. AlphaFold is DeepMind’s algorithm...
Amazon Q2 2022 – Good. Amazon reported good results and guidance as AWS and its on-site advertising business supported softness in its biggest business and are expected to enhance e-commerce...
Alphabet Q2 2022 – Taken share. Alphabet reported weaker than expected results but crucially they were not as bad as feared and the company spoke reasonably optimistically about its outlook....
FF’s future lies in Chapter 7 or 11. Faraday Future gave a glimpse of its inevitable future with yet another delay of its vehicle that was first expected to hit...
Snap Q2 2022: Out of road. Snap’s growth has ground to a halt as a result of the recession and greater competition meaning that the focus needs to be on...
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.
Autonomous Autos – Sleight of hand
Baidu’s vehicles are not really driverless. Baidu, like Waymo and Cruise, has received a license to operate “driverless” vehicles on Chinese roads but the reality is that just because there...