Chinese Technology – Selective reprieve
The regulatory shadow mostly passes. China has moved to end the uncertainty that has been plaguing its technology sector with a statement that promises an...
Semiconductor cycle – The splurge
Spending splurge in full swing. Intel has announced that it will spend at least $33bn on leading-edge capacity in Europe in yet another sign that...
Arm vs RISC-V – Peak appeal
The appeal of RISC-V has peaked. SiFive, the RISC-V chip designer is selling its OpenFive services business including some of its designs to Alphawave IP...
Chinese Technology – The vice
Crushed by both USA and China. The Chinese technology sector is being crushed by both the American and Chinese regulators which may leave some like...
Rivian Q4 21 – Under the rug
Rivian makes excuses for its inexperience. Rivian reported bad Q4 21 results and went on to halve its production targets and blame it on the...
Amazon – Smoke and mirrors
Buybacks only work when the shares are cancelled. Amazon has launched an initiative to bolster its share price, but value is only returned to shareholders...
Apple – Ultra expensive.
Apple smacks Intel, AMD and Nvidia across the chops. Apple held its “peek performance” event where the star of the show was a Mac Mini...
Ericsson – The bugbear is back.
After 20 years, corporate governance is once again a problem. 18 years ago, Ericsson’s corporate governance went from awful to not great but now with...
4YFN 2022 – Treasure hunt.
Diamonds in the rough? Part of the MWC trade show is the 4YFN (four years from now) section where all the start-ups are to be...
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.
Magic Leap – Second life pt. II