The next 2-3 years look pretty good. Arm reported good results but the variation in the timing of deals closing being recognised as revenue meant that guidance for the next...
OpenAI makes its play for the AI ecosystem OpenAI is seeking to capitalise on its early lead in AI and change a chatbot into a digital environment where developers go...
Bubble valuations but real use cases. As more and more models are released by companies, start-ups and open source, the harder they will have to work to attract users meaning...
M3 does not wipe the floor with Elite X. Apple launched its next series of M-chips but even though they will all be made on the new 3nm TSMC process,...
Qualcomm throws down the gauntlet to both Apple and Intel. Qualcomm is mounting a bold challenge to both Apple and Intel in PCs with the launch of the Snapdragon X...
Good numbers but both have problems. Both Intel and Amazon reported good results, but both have some fundamental problems that are hurting current performance and will take some time to...
Microsoft is really getting under Google’s skin. Microsoft continues to leverage OpenAI to get under Google’s skin and this quarter one can see some impact of this in the numbers....
The USA still has the upper hand. In the face of further restrictions on its ability to develop AI algorithms, China is threatening to restrict the export of graphite in...
An unattractive proposition. It looks increasingly like it will be Cruise rather than Tesla or Waymo that gets to market first with robotaxis giving it the best opportunity to be...
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.
Amazon AWS re:Invent – Show stolen.
I would like to pay tribute to Charlie Munger who passed away last night. His acerbic wit and common sense had a profound impact on the way I analyse companies,...