The lack of profit is getting on investors’ nerves Palantir picked a bad day to slightly disappoint as the general risk-off sentiment around Ukraine greatly amplified Palantir’s punishment potentially creating...
The sky-high valuation outweighs all the good fundamentals. Nvidia rallied from its loss of the Arm acquisition by reporting good Q4 21 results and by winning a landmark partnership with...
Roblox suffers a big hangover from the COVID party. Another Metaverse darling is struggling with slower growth underlining that the Metaverse is many years away making it un-investible for all...
Sea is in for further rough weather. Sea has taken a big hit as India has banned its most popular game, Free Fire, creating the concern that the growth of...
MoviePass is back with another hare-brained wheeze. MoviePass has returned to life under its original founder with an idea to create a token-based marketplace for cinema coupons but how it...
Twitter Q4 2021 – Social graph. Twitter has managed to avoid the depredation of Apple’s privacy features underlining that while Twitter is a niche offering, it executes on that niche...
The streaming war is far from over. Disney reported good FQ1 22 results as Disney+ is continuing to add subscribers demonstrating that in the streaming wars, content remains as important...
8th February 2022 – RFM extends its coverage of the digital ecosystem to include the Metaverse with the publication of Digital Ecosystems – The Metaverse Vol. I – There can...
An unthinkable transaction remains exactly that. It looks like Nvidia has thrown in the towel on the transaction to acquire Arm with the likely result now a relisting of Arm...
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.
The Metaverse – Chinese walls.
The first example of “build the wall”. With the strategic rivalry between the West and China rapidly evolving into an ideological struggle (see here), new technologies that emerge are likely...