Amazon Q4 21 – AWS to the rescue, again. Amazon reported good results in the face of rising costs, but it was the combination of the price increase for...
A further derating is on the cards. Meta reported good Q4 21 results but a flatlining of subscriber numbers raised fears that users are at last beginning to vote with...
Alphabet on track for a good 2022 Alphabet reported very solid results as seasonality augmented the secular shift to digital advertising and the potential headwinds caused by Apple privacy issues...
Semis should fare the best this week. Most of the big tech names will report their results over the next four days and while I expect most to have had...
Reality and interest rates trigger a rout. While the current price correction is likely to mean the end of the road for many of the EV upstarts and the supply...
Apple’s scale helps it to get the supply it needs. Apple reported good results as its scale and its excellence in supply chain management ensured that it was able to...
Intel Q4 21 – Hard place. Intel reported reasonable results but pressure on gross margins revealed just how hard Intel is finding life at the moment as in a shortage,...
Microsoft FQ2 2022 – skittish investors. Microsoft’s results demonstrated just how edgy the market is with the numbers causing the shares to fall 5% followed by reassuring comments on the...
Russia’s excuses are exactly the same as China’s Russia is considering following China (see here) and India (see here) down the road of banning cryptocurrencies using the excuse of sound...
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.
Peloton – Beauty Parade
Peloton goes on the block. Amazon, Nike, Apple and so on are thought to be considering a purchase of Peloton, which while it has a pretty good fitness brand,...