Tesla – The reality gap.
Musk’s effervescence may now have consequences. It appears that crashing into emergency vehicles is one mistake too far for the NHTSA which is now investigating...
Arm & NVIDIA – The unthinkable pt. VIII
NVIDIA has some explaining to do. The UK competition authority clearly has more concerns than expected with regard to NVIDIA’s purchase of Arm, meaning that...
Tencent Q2 2021 & Co. – Big trouble in big China.
Tencent remains the most exposed to the sanctions of the state. Tencent reported regulation-blighted results and warned that there is more to come highlighting the...
Intel IDM 2.0 – The name game.
The end of silicon is now on the distant horizon. As part of its IDM2.0 strategy, Intel is changing its manufacturing node naming system which...
ByteDance – Eyes and ears.
ByteDance tries to avoid harsh treatment. The Chinese government clamp-down on the technology industry is continuing as the CCP now owns a 1% holding in...
The Metaverse – Repeated history?
Telcos will try to break the inevitable cycle Telecom operators are once again trying to avoid becoming commodity bit pipes and this time they are...
Road Trip – Back August 16th
RFM is taking a road trip to visit all 7 emirates of the UAE and will return on August 16th.
Tech Newsround – AMZN / TWTR / LYFT / HERE
Amazon Q2 2021 – Whoops $127bn. Amazon reported good results but shed $127bn (7%) in value as Q3 2021 forecasts failed to live up to...
FB / QCOM results – More big hitting.
Semis looks better than Internet at the moment. Facebook Q2 2021 – Better lucky than good. Facebook reported excellent results but the adpocalypse is going...
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.
China vs. USA – The first cracks.