7th November 2022: Radio Free Mobile and Alavan Independent update their coverage of the geopolitical and technological rivalry between the USA and China with the publication of Clash of the...
Coinbase has further to fall. Cryptocurrencies have stabilised around current levels but activity in the space has declined greatly, meaning that exchanges and banks need to make the investment case...
The long-term scale tips in Qualcomm’s favour. A good set of results marred by a difficult outlook for FQ1 & FY 2023 also contained a few medium-term positives which were,...
AMD and Sony beat on company-specific issues. AMD Q3 2022 AMD met expectations and guided better than expected not because there has been a sudden bounce in demand but because...
Meta investors do not have a leg to stand on. Meta investors are starting to whine about the bad corporate governance practices at Meta as Mr Zuckerberg appears to be...
Autonomous driving enters the capitulation stage Autonomous driving continues to have a torrid time as its devotees adjust to the reality that has been obvious for quite some time. Argo...
Amazon Q3 2022 – Humble pie Amazon reported good results, but the traditional holiday season is going to be weaker than expected further reinforcing the view that Amazon has expanded...
Ms Sandberg is already badly missed. The results were bad but engagement with its services has remained steady which is the one saving grace for a company where its investments...
The pandemic bill comes due. The technology sector is feeling the pinch as consumers and businesses have less money to spend as a result of everyone paying for the pandemic...
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.
Renault, Qualcomm & Google – More GAS.
Renault finally lets Google off the leash. Renault has announced its new long-term strategy and for EVs, it is deepening its partnership with Google & Qualcomm which in my opinion...