Meta – Misplaced message
Missed the connection. Meta headlined its Connect 2022 event with its new pro-headset but its real message was completely lost meaning that what Meta is...
Huawei – Window dressing pt. II
No way back. The repercussions of the latest US restrictions (see here) are likely to go both far and wide through the Chinese technology industry...
Twitter – X marks the spot?
X is the only place to go. Much has been made of Mr Musk’s plans to create a super app called ‘X’ with Twitter as...
Semiconductors – Supercycle pt. VIII
Samsung and AMD join the chorus. Weak results from Samsung and a profit warning from AMD are more signs that demand is weakening which in...
USA vs China – Turn of the screw pt. II
The USA goes beyond semis in its war on Chinese technology. The USA is about to ramp up the pressure still further on China’s semiconductor...
Twitter – The price of free speech pt. VIII.
Musk caves. Elon Musk has realised that he is very likely to lose his court case against Twitter meaning that he has again offered to...
Semiconductors – Politics not economics.
Geopolitics is firmly in the driving seat. Samsung has announced its intentions to triple its foundry business from 2021 as well as migrate from 5nm...
Mobileye IPO – Tough sell.
Intel is a committed seller. Mobileye has filed its S-1 with the SEC announcing its intention to relist but looking at how much growth has...
Tech sector Q4 22 – Hatches battened
China may be the dark horse in Q4 2022. The technology sector is battening down the hatches for a rough Q4 2022 with the only...
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.
Smart Home – A Matter of detail.