Samsung Q3 21 – Supercycle.
Samsung sets the tone for the supercycle. Samsung’s strong results herald a super cycle in semiconductors that will look fantastic on the way up but...
ByteDance – The crown jewels.
ByteDance is not selling the crown jewels. While it would appear that ByteDance is making its crown jewels available to all and sundry, a...
USA vs. China – The authoritarian moment.
China shoots itself in the foot. China is moving to punish Chinese companies that are listed overseas or have large foreign shareholders in a...
Autonomous Autos – The heavy hand.
NHTSA takes aim at Tesla. The NHTSA (US vehicle safety authority) has ordered that all crashes that involve vehicles that are equipped with Level 2...
Microsoft – Break with history?
Microsoft tries to break with its relentless history. Microsoft is attempting to break with a new version of Windows that delivers a new look and...
Facebook – Saved by the model
The government needs to do better. The dismissal of the two anti-trust cases against Facebook is not the end of the story as the US...
MWC 2021 Days 0-4 – Missing in action.
All eyes turn to CES 2022. Mobile World Congress (MWC) is in full swing but a dearth of news flow and footfall at the event...
Arm & NVIDIA – The unthinkable pt. VII.
NVIDIA wins major support. NVIDIA got a big boost for its acquisition of Arm with MediaTek, Broadcom & Marvell all publicly supporting the deal which...
USA vs. China – The unproductive edges.
The first battle is lost but the war has just begun. China is having a very hard time in its struggle to become technologically independent...
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.
Digital Ecosystems – Not so skewed.