Microsoft – Advertisements for all
Turns out this stuff is expensive. Microsoft is moving to add advertising to its Bing GPT-4-powered chat service in a clear indication that large language...
Alibaba – The empire breaks up
State oversight is the driver. Shareholder value has little to do with Alibaba’s decision to reorganize and much more to do with providing the state...
Lyft – Founder flounder
New CEO looks wrong for the job. Lyft’s founders have stepped back from running their company and have appointed a new CEO who, on the...
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...
TikTok – Chewed up.
Judged guilty before proceedings started. TikTok has been eviscerated by both sides of the house in what was a pretty unfair hearing that looks likely...
Tencent Q4 2022 – Somewhat green
Chinese tech remains hostage to the economy. Tencent reported mediocre results and said that it was well positioned for an economic recovery but signs of...
Nvidia GTC– Flavour of the month
Jensen executes perfect timing. With perfect timing, Nvidia has launched some new products and services that would have barely caused a ripple a year ago...
Tech Newsround– Nvidia & Microsoft
Nvidia: early signals of pick-up. The current AI craze is already bearing fruit for lead supplier Nvidia as it appears to have turned the taps...
Google Hardware– The hits keep on coming
Yet another black eye for its floundering hardware business. Google has identified 18 zero-day vulnerabilities related to Samsung Exynos modems the four most serious of...
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.
Autonomous driving – The FOMO signal