Snap is heading towards value territory. Snap reported Q3 2022 results that missed expectations slightly but the resulting crash in the share price is a clear indication that the valuation...
Semi-equipment makers remove China The US and European semiconductor capital equipment industries are self-censoring their business with China in a way that is much more draconian than I expected and...
Matter only goes so far. The new Matter standard has the potential to end the fragmentation and incompatibility of the smart home but even with all of the big digital...
Missed the connection. Meta headlined its Connect 2022 event with its new pro-headset but its real message was completely lost meaning that what Meta is really doing in the Metaverse...
No way back. The repercussions of the latest US restrictions (see here) are likely to go both far and wide through the Chinese technology industry slowing its development and putting...
X is the only place to go. Much has been made of Mr Musk’s plans to create a super app called ‘X’ with Twitter as its starting point, but the...
Samsung and AMD join the chorus. Weak results from Samsung and a profit warning from AMD are more signs that demand is weakening which in the face of all-time highs...
The USA goes beyond semis in its war on Chinese technology. The USA is about to ramp up the pressure still further on China’s semiconductor industry which marks a departure...
Musk caves. Elon Musk has realised that he is very likely to lose his court case against Twitter meaning that he has again offered to buy the company for $44bn...
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.
Meta Platforms – Knives out
Meta’s corporate governance is becoming an issue. The activists are starting to come out of the woodwork voicing their dissatisfaction with Meta, but the reality is that unless they convince...