Research Publication – Reality Bytes – Clash of the Titans III
February 18th 2021: RFM & Alavan Independent update their coverage of the USA / China technology war with the publication of Reality Bytes – Clash...
Palantir Q4 2020 – Rollercoaster
Another good company bad stock scenario. In the grand scheme of things, Palantir reported excellent results but because the company trades at 2021 EV/Sales of...
Autonomous Autos 2020 – The grind
Still a very long way to go. The lead changes once again as Baidu does not feature in this year’s data, but it is now...
Arm & NVIDIA– The unthinkable pt. IV
IPO may end up being the best way forward. The latest revelations with regard to NVIDIA’s acquisition of Arm from SoftBank again increases the probability...
Uber & Lyft – No good news.
The ride-sharing market remains in difficulty Uber Q4 2020 – Sheep in FedEx clothes? Uber is fortunate that it has had a delivery business to...
8K – The steepening slope
8K pricing seems to be falling off a cliff. If CES and Samsung are anything to go by, the 8K product cycle looks set to...
Huawei & Twitter – Results and politics.
Twitter Q4 2020 – User issues. Twitter reported good Q4 2020 results, but it has run out of road when it comes to user metrics....
Microsoft Viva – Digital watercooler
A solution that we may never really need. Microsoft Viva is a platform that aims to digitally recreate the work environment down to the chatting...
Intel vs. M1 – The empire strikes back
Intel throws down the gauntlet. Intel has put up a comparison of its latest chip against the M1 that it says tells a very different...
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.
Semiconductor shortage – Super size me.