Intel / Samsung Q4 21 – Two cities
Intel Q4 21 – Hard place. Intel reported reasonable results but pressure on gross margins revealed just how hard Intel is finding life at the...
Tech Newsround – MSFT FQ2 / Arm & Nvidia / Meta
Microsoft FQ2 2022 – skittish investors. Microsoft’s results demonstrated just how edgy the market is with the numbers causing the shares to fall 5% followed...
Crypto – Outlaw No. 3 – Russian Roulette
Russia’s excuses are exactly the same as China’s Russia is considering following China (see here) and India (see here) down the road of banning cryptocurrencies...
Netflix & Peloton – Pummelled by normality
Netflix & Peloton pay the price for nose-bleed multiples Netflix Q4 21 – Virtual to reality As the world’s virtual reality of being stuck at...
China vs USA – Another own goal
China strikes another blow benefitting Team USA. It looks like further draconian measures are coming which will cause the largest source of capital for technology...
Microsoft / Activision – 2nd time lucky
Microsoft has a 2nd shot at the consumer ecosystem. Microsoft’s acquisition of Activision is a sure sign that the gold rush for the Metaverse is...
Wayve – Moonshot
Wayve seeks to upend an entire industry. Wayve is the outsider in the autonomous driving industry as it has a unique approach to the problem,...
Autonomous Autos – Trucks first.
Autonomous driving is still far away. Waymo is a relative newcomer to the world of autonomous trucks but it already has a customer in another...
TSMC / Semiconductors– Supercycle pt. III
TSMC’s commentary has all the hallmarks of peak cycle. With $38bn in cash, $40bn in operating cash flow (before Capex), TSMC can afford to take...
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 FQ1 22 – Good to be the king