Musk caves. Elon Musk has realised that he is very likely to lose his court case against Twitter meaning that he has again offered to buy the company for $44bn...
China may be the dark horse in Q4 2022. The technology sector is battening down the hatches for a rough Q4 2022 with the only bright spot potentially being the...
Inflation undermines users’ willingness to pay. It looks like up to 25% of US subscribers to Netflix are considering leaving the service not to join a competitor but mostly because...
Ada Lovelace emerges from history in Nvidia silicon. Nvidia has announced its 3rd generation RTX architecture as well as a series of solid but not revolutionary updates to the platforms...
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...
Good for payments. Bad for Nvidia / AMD. The Ethereum Blockchain will attempt to change the way it operates this week which will make it much cheaper to operate (good...
Barry completes the clean-out. Barry McCarthy has completed the clean-out of Peloton meaning that the turnaround can begin in earnest but this remains a risky proposition and there are plenty...
Apple launches more of same. When the most exciting product launch is aimed at a tiny minority of the user base it becomes clear that Apple is struggling to find...
Very little to excite consumers. The autumn hardware launch season kicks off today with Apple followed by Google and Meta the main theme of which is going to be how...
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.
USA vs China – Turn of the screw pt. II
The USA goes beyond semis in its war on Chinese technology. The USA is about to ramp up the pressure still further on China’s semiconductor industry which marks a departure...