Crypto gives Nvidia a big headache. Nvidia reported difficult results and soft guidance as the hangover from the crypto party continues to be a big headache. FQ2 2023 revenues /...
Peloton is cheap but Unity is not. Bad results from both companies caused further share price declines but Peloton is moving into deep value territory whereas Unity by any measure...
All change at games? There has been chatter for some time that Amazon’s new CEO will put his stamp upon the company by cutting back on some of its stranger...
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...
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...
Microsoft has a 2nd shot at the consumer ecosystem. Microsoft’s acquisition of Activision is a sure sign that the gold rush for the Metaverse is now in full swing which...
Tencent goes for the Metaverse? Tencent looks to be about to begin its quest to enter the Metaverse but how an almost unknown device manufacturer (Black Shark) will help Tencent...
Technology is the least of the problems. Epic Games remains the largest advocate for interoperability across platforms in gaming, but its stance will be sorely tested when players want to...
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.
Tech newsround – Merge and acquisitions
Crypto – The Merge pt. II Ethermine, the world’s biggest mining services provider for Ethereum miners will close its servers over the next 24 hours rendering $10bn of hardware useless...