Samsung triggers a relief rally. Samsung reported results that broadly met expectations and I suspect that Samsung will be taking share in the coming quarters which would begin to explain...
Things look much better for Alibaba. While demand is softening all over the world, Alibaba has pretty much priced in a pessimistic outlook but is starting to see a turn...
I don’t think Geely is interested in smartphones. Chinese car maker Geely has acquired a majority stake in Chinese smartphone maker, Meizu, not to become a powerhouse in smartphones but...
Klarna accepts reality. Klarna is raising $600m at $6.5bn in another clear example of the agonising problems that occur when one needs to raise money in a downturn when one...
Micron joins the canaries. Micron reported good FQ3 2022 results but guided badly blaming a sudden softening in demand that has forced it to slow its expansion sending the most...
Developers want to have their cake and eat it. The notion that Meta Platforms is treating developers unfairly when it is on course to lose billions of dollars from subsidising...
Ready for recovery? Pinterest is changing its CEO with its founder moving aside to make room for new blood from Google that will undoubtedly start to shake things up which...
AutoX takes a questionable lead. Waymo, Baidu (Apollo) and Zoox have fallen way down in the ratings leading me to question whether the analysis of the California DMV data as...
Delay is increasingly the best option. The discussion over which exchange Arm is going to re-list on is increasingly irrelevant as the far more pressing issue is how SoftBank is...
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 Driving – Pie in the sky pt. III
The pie has crashed back to earth. Another autonomous driving upstart is cutting back staff in order to preserve dwindling cash as revenues remain years away and current conditions will...