Samsung Q3 2021 & Semis – Cycle economics
Some semis are value stocks. Samsung fleshed out its preliminary report by reporting another very good quarter supported by strong chip pricing thanks to the...
Google & Microsoft – Technology does it again
Alphabet Q3 2021 – Very little Apple effect. Alphabet reported excellent results but weakness at YouTube, Google Cloud, and a muted share price response continue...
Facebook Q3 2021 – Talking cash
Facebook puts its money where its mouth is. Users are still not deserting Facebook despite all of the bad press but the real story here...
Intel & Snap – Lemons and lemons
Intel Q3 2021 – The price of progress. Intel reported excellent Q3 2021 results and reasonable 2021 guidance, but it turns out that investments...
Short intermission – Back Monday October 25th
Radio Free Mobile is taking a short break and will return on Monday 25th October.
Apple Auto – The camel’s nose.
Apple tries to get its nose under the OEM’s tent. Apple is working on ways to enable users to access vehicle functions such as seats...
Google vs. Epic – Precedent not cash.
This is not about money. I think that Google is hoping to use the parts of the previous ruling that were favourable to Apple in...
Arm & NVIDIA – The unthinkable pt. IX
An EU investigation was expected. The EU is extremely likely to opt for a deeper investigation into the acquisition of Arm by NVIDIA in a...
Magic Leap – Second life
Magic Leap is back and has a seat at the table. Magic Leap is back in contention with a new device and a funding round,...
About Me
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.
Apple FQ4 21 and Amazon Q3 21 – FAANG Slip