Peloton – The inexorable erosion.
Peloton postpones the inevitable. Peloton reported excellent FQ1 2020 results as new lockdowns have triggered another surge in buying but this company is still mostly...
Arm and NVIDIA – The unthinkable pt. II.
RISC-V has a second lease of life. While there is no sign that NVIDIA will be unable to maintain Arm’s crucial independence, just the mere...
Qualcomm FQ4 2020 – Happy wave.
Finally, a wave to be pleased about. Qualcomm reported excellent results as the combination of Apple and China is driving a rapid roll-out of 5G...
Ant Group – Whoops apocalypse.
Jack Ma has made someone very cross. The Chinese regulator has forced both the Shanghai Stock Exchange and the Hong Kong Stock Exchange to suspend...
Tesla – Sleight of hand.
Tesla is still bad at autonomous driving. Tesla’s latest pronouncement on the performance of Autopilot suggests that Autopilot is safer than humans, but the reality...
Huawei – Nowhere to run pt. XXIV.
Re-inventing the silicon wheel makes no sense. Huawei appears to be planning on building its own semiconductor fab that is independent of US technology in...
Big Tech Q3 2020 – Pandemic powered.
Big tech is being driven by deficit spending. Big Tech continued to benefit from the huge increases in government spending during Q3 2020 but the...
Huawei – Nowhere to run pt XXIII.
Another reprieve in name only. Allowing Huawei to buy non-5G components offers very little reprieve for either the infrastructure business or the handset business and...
Facebook Gaming – Apple picking.
Facebook gaming lays bare another dispute with Apple. Facebook has launched its gaming service and by going last it is avoiding the blunders of its...
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.
Epic vs. Apple – A right Battle Royale pt. V.