Apple & the Metaverse – Mixed signals
Will he or won’t he? Tim Cook’s change of tone combined with endless leaks suggest that a Metaverse device is imminent however it still makes...
China vs. USA – Japan and Micron
Japan: the samurai strikes. Japan has entered the fray and put in place restrictions on semiconductor exports that are more draconian than the USA and...
Autonomous driving – The FOMO signal
When FOMO bails, it is time to consider buying. Ford’s signalling of its intention to exit autonomous driving marks a point of capitulation for the...
Microsoft – Advertisements for all
Turns out this stuff is expensive. Microsoft is moving to add advertising to its Bing GPT-4-powered chat service in a clear indication that large language...
Alibaba – The empire breaks up
State oversight is the driver. Shareholder value has little to do with Alibaba’s decision to reorganize and much more to do with providing the state...
Lyft – Founder flounder
New CEO looks wrong for the job. Lyft’s founders have stepped back from running their company and have appointed a new CEO who, on the...
Apple & the Metaverse – Too many Cooks?
Metaverse now is a risky proposition. It looks like Apple has caved to pressure and is going to press ahead with the launch of a...
TikTok – Chewed up.
Judged guilty before proceedings started. TikTok has been eviscerated by both sides of the house in what was a pretty unfair hearing that looks likely...
Tencent Q4 2022 – Somewhat green
Chinese tech remains hostage to the economy. Tencent reported mediocre results and said that it was well positioned for an economic recovery but signs of...
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.
Artificial Intelligence – Reality baseline