Qualcomm FQ2 23 & AMD Q1 23 – Cycle hurts
Down cycle sinks all boats. Qualcomm FQ2 23 – Well positioned Qualcomm reported results that demonstrated its ability to manage its business but was forced...
Artificial Intelligence – Man not machine
Humans are at risk from humans, not machines. The exit of Geoffrey Hinton from Google has caused a stir and has reignited the AI safety/Armageddon...
Pinterest Q1 2023 – Lip Service
Bill Ready looks out of his depth. The outlook for this company now completely depends on cost-cutting as OPEX remains ridiculously bloated and I have...
Amazon Q1 2023 and Intel Q1 2023– Dog day
Amazon – Darling has a dog day. Amazon reported good results but then went on to warn that cloud growth would slow which reversed a...
Meta Platforms Q1 2023 – The phoenix
Meta continues to rise from the ashes of 2022. Meta Platforms roared back to life with an excellent set of earnings which give it a...
Google & Microsoft – Offence & defence
Two sides of the same story in search. Google and Microsoft both reported good results but took very different lines on what AI is doing...
Microsoft – Dream Team
Good luck and good timing give great results. Microsoft is backing away from bundling Teams with Office 365 which I expect will have no impact...
Arm vs. Qualcomm – Preamble
A situation that makes little sense. The dispute between Arm and Qualcomm is one of the more bizarre that I have seen in my time,...
TSMC Q1 2023 – Yin and Yang.
Inventory correction offset by China. TSMC reported weak Q1 2023 results and guided down expectations, but this had been anticipated which combined with some initial...
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.
Apple FQ2 2023 – Top dog.