China does not have much of an answer. The outgoing administration will leave its mark with a further significant tightening of export rules and with the moribund state of its...
Timing of autonomous driving remains very uncertain. Pony AI has gone public on the back of revenues generated from engineering, but real growth will come from ride-sharing fares and when...
Priced for a Nokia. The case for Samsung Electronics is purely based on recovery in semiconductors because if things stay the way they are, there is little to no upside...
The first bricks go up. Huawei’s migration of its smartphone business to its home-grown Harmony OS is the first concrete sign that our long-predicted Balkanisation of the Internet has begun...
The reset will start the battle. Amazon has upped its investment in Anthropic which virtually guarantees that when the money runs out, Anthropic will be acquired and become the AI...
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...
Reasonable multiple prevents a crash. Nvidia reported excellent results as the AI boom remains on track, but it failed to raise guidance which caused some disappointment, but as the valuation...
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...
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 – Nightmare on Mission College Blvd
The rot runs deep. The “ouster” of Pat Gelsinger means that Intel will almost certainly be split up and could be absorbed into other companies meaning that the once all-powerful...