Low-balled numbers still give good growth. Qualcomm used its 2024 investor day to focus on the areas outside of smartphones where the diversification strategy that was laid out in 2021...
Google: A badly thought-through remedy. The US Department of Justice is recommending that Google be forced to sell Chrome as a remedy for its illegal monopolisation of the search market...
Alibaba remains captive to China’s poor economy. The performance and outlook at Alibaba are a strong indication that in reality, the Chinese economy remains moribund and that a lot more...
Apple looks like it has run out of ideas. It looks like growth is becoming a real problem at Apple as it is considering entering segments where its competitors have...
Scaling laws appear to be dying. There are more signs that the “scaling laws” that have underpinned the AI explosion (and all of the hype attached to super-intelligent machines) are...
Google on the back foot. Open AI has launched a competitor to Google which performs reasonably well in a strong indication that the barriers to entry in the search business...
Meta pushes harder for independence. Meta’s difficult experience with Android and iOS has left it so determined to be self-reliant that in addition to AI, it is now having a...
A potential benefit of hardship. China’s lack of cutting-edge silicon and limited amounts of cash to spend on compute is forcing it to innovate in ways that may allow it...
Still no sign of reasoning. Apple has stuck the knife into the idea that large language models (LLMs) can reason with a research paper demonstrating LLMs making the sorts of...
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.
PDD & Baidu – Bargains for the Brave
Rotten earnings point towards a state in deep depression. Poor results from both Baidu and PDD point directly to the moribund Chinese economy underpinning the view that nothing will improve...