ByteDance tries to avoid harsh treatment. The Chinese government clamp-down on the technology industry is continuing as the CCP now owns a 1% holding in ByteDance giving it a board...
Telcos will try to break the inevitable cycle Telecom operators are once again trying to avoid becoming commodity bit pipes and this time they are trying their hand at virtual...
Amazon Q2 2021 – Whoops $127bn. Amazon reported good results but shed $127bn (7%) in value as Q3 2021 forecasts failed to live up to voracious expectations, underlying once again...
Semis looks better than Internet at the moment. Facebook Q2 2021 – Better lucky than good. Facebook reported excellent results but the adpocalypse is going to hurt in Q3 leaving...
Great numbers are already reflected in valuations. Alphabet Q2 2021 – No adpocalypse Alphabet reported excellent Q2 2021 results, and it looks as if Apple’s adpocalyspe is not going to...
Fundamentals and valuation remain divorced. Tesla reported excellent results that begin to establish its long-term credentials as a player in this market but the notion that it is worth...
China does the USA another favour. China’s potential crackdown on its education industry is likely to have the opposite impact of that which is desired holding back the next generation...
Jio and Google fragment the Android platform. Jio Platforms is redoubling its efforts to capture the Indian market for new digital services while ceding the traditional ecosystem to Google and...
Texas Instruments raises questions on the supercycle. Texas Instruments bucked the semiconductor super cycle narrative in its Q2 2021 results with a forecast that has led some to question whether...
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.
Intel IDM 2.0 – The name game.
The end of silicon is now on the distant horizon. As part of its IDM2.0 strategy, Intel is changing its manufacturing node naming system which will bring it more into...