Tech Sector – The madness of crowds.
The sector’s “Semper Augustus” moment may not be far away. The current frenzy gripping the technology sector has nothing to do with the quality or...
Facebook – Microsoft on steroids.
The consequences could be serious indeed. If the FTC wins its case and forces Facebook to be broken up, the consequences for Facebook will be...
Artificial Intelligence – Genetic origami pt. II
Deep Mind puts a branch of science out of business. Deep Mind has crossed a milestone with the demonstration that its ability to predict protein...
Uber and Aurora – Outsourced future.
Uber’s autonomous driving technology finally goes in the bin. Aurora signals the end of the road for Uber’s woeful autonomous offering in a deal where...
Quantum computing – Under starter’s orders.
And so the next big race begins. A group of Chinese scientists is claiming to have reached quantum supremacy which while it means very little...
Huawei – Nowhere to run pt. XXVI
The UK hardens its stance still further. A new bill passing through the UK parliament that bans the installation of Huawei equipment from September 2021...
Salesforce & Slack – Opportunistic strike.
Salesforce picks off a weaker player. Salesforce is paying $45.52 per share (at Salesforce’s December 1st close) to acquire Slack, in a move that values...
Zoom FQ3 2020 – Great company, terrible stock pt. II.
Great results but uncertain outlook. Zoom produced excellent Q3 2021 results but the burden of free users has finally hit profitability which together with an...
Facebook Libra – Well populated graveyard pt. II
Libra has been neutered by its opponents. Libra is expected to finally launch early in 2021 but Facebook is having to make so many concessions...
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.
Amazon Zoox – Much ado about nothing.