Crypto – The Merge
Good for payments. Bad for Nvidia / AMD. The Ethereum Blockchain will attempt to change the way it operates this week which will make it...
Peloton – Spring cleaned
Barry completes the clean-out. Barry McCarthy has completed the clean-out of Peloton meaning that the turnaround can begin in earnest but this remains a risky...
Apple & YMTC – Insurance backfire
Apple likely to drop its insurance policy. Apple is demonstrating just how difficult it is to keep both the Chinese Communist Party and the US...
Faraday Future – Death throes
Chapter 11 or 7 is but months away A recent test drive of Faraday Future’s FF91 vehicle reveals that it is very far from being...
Apple – Form over substance
Apple launches more of same. When the most exciting product launch is aimed at a tiny minority of the user base it becomes clear that...
Digital Ecosystems – Hardware season
Very little to excite consumers. The autumn hardware launch season kicks off today with Apple followed by Google and Meta the main theme of which...
Apple – Asking for suits
Digital advertising is not worth the risk. Apple is building up its advertising business which I think is very likely to attract a raft of...
USA vs. China – Semiconductor debate
Evolution means China will never catch up. The USA’s clampdown on AI silicon sales to China has reignited the debate as to whether China can...
USA vs. China – Turn of the screw
USA increases pressure on China. Restrictions are being placed on the export of advanced AI chips for the data centre to China and Russia which...
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.
Tech newsround – Merge and acquisitions