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Ant Group – Off the naughty step

Ant Group’s nightmare is finally over. Ant Group is buying back some of its shares in a move that indicates that the evisceration inflicted upon it as a result of...

Artificial Intelligence – Countdown to winter

Irrational exuberance is in full swing. As surely as autumn and winter follow summer, the current exuberance around AI is not going to last simply because the machines remain incapable...

Tesla & EVs – Unexpected bonus

Tesla is becoming a standard in charging. Tesla is becoming a standard in-vehicle charging but even if it were to take over the entire world for chargers, this would be...

Nvidia FQ1 24 – A party of picks and shovels

Nvidia is the enabler of the modern-day gold rush. Nvidia reported stellar results as the intensifying mania around generative AI is driving unprecedented demand for its products which has driven...

Apple & the Metaverse – Too many Cooks?

Metaverse now is a risky proposition. It looks like Apple has caved to pressure and is going to press ahead with the launch of a Metaverse device this year and...

Fed vs. Economy – First blood

The Fed claims its first victim.  A combination of aggressive Federal Reserve policy and poor management has led to the collapse of Silicon Valley Bank causing all sorts of problems...

Meta Platforms – Give and take

Zuckerberg giveth and he taketh away. Meta Platforms is giving to its investors with further job cuts likely but at the same time taking it away by cutting the price...

Artificial Intelligence – Still no Scroogled.

Microsoft lobotomizes Sydney. Rather than take a risk on challenging Google in search, Microsoft has chosen to lobotomize Sydney effectively reducing it to another version of the already second-rate Bing....

Airbnb & GlobalFoundries Q4 22 – Good showing

Airbnb Q4 2022 – Unrivalled. Airbnb reported results that were in line with expectations but the recovery in travel, especially in China, allowed the company to guide ahead of expectations...

Intel Q4 2022 – Code red.

The sirens are wailing in Santa Clara. It may be the CEO of Rolls Royce who is evoking the “burning platform” meme from Nokia in 2011 (see here) but it...