Fed vs. Economy – First blood
The Fed claims its first victim. A combination of aggressive Federal Reserve policy and poor management has led to the collapse of Silicon Valley Bank...
Google – Headless chicken pt. II
Google needs to calm down and do what it is best at. Microsoft has finally managed to get under Google’s skin and the level of...
Semiconductors – More cash please!
Geopolitics and subsidies in the driving seat. Intel is asking Germany to increase the level of subsidy that it is providing to incentivize leading-edge manufacturing...
Meta Platforms – Give and take
Zuckerberg giveth and he taketh away. Meta Platforms is giving to its investors with further job cuts likely but at the same time taking it...
Artificial Intelligence – The madness of crowds
Generative AI has bubble written all over it. The signs are everywhere from ridiculous valuations to outlandish use cases and every man and his dog...
MWC 2023 Day 3 – Fair nightmare
Subsidising failure is a bad idea. The most recent debate doing the rounds at MWC is the idea that Big Tech should pay some of...
MWC 2023 Day 2 – Always frowning
Floor report – No smiles here. The buzz on the floor is back but the halls of power seem to be filled with doom and...
MWC 2023 Day 1 – Back in business
Floor report – China returns Mobile World Congress 2023 is finally pretty much back where we left it in 2019 and, although footfall and exhibitors...
MWC 2023 Day 0 – Party pooper
Ericsson – Blowing sentiment Mobile World Congress 2023 is about to start, but Ericsson has gotten things off to a bad start with a further...
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.
USA vs. China – The Netherlands