Crypto – Another outlaw
India forgoes a great opportunity. The Indian state’s desire to control its currency is so great that it is willing to forgo the huge opportunity...
Zoom Q2 2021 – No prisoners
Zoom gets punished for a tiny slip again. Zoom again demonstrates that when the multiples are very high, any tiny slip compared to expectations will...
Alibaba FQ2 2022– Zero COVID.
Macro and competition temper outlook Alibaba reported disappointing results and cut full-year guidance as China’s restrictive Zero COVID strategy is slowing demand and its competitors...
Alibaba & Nvidia – Government hassles.
Alibaba: a bail-out to win favour? The fact that news of an Alibaba-led consortium being the lead contender to bail out failed chipmaker Tsinghua Unigroup...
Qualcomm & Semis – Barmy army.
Qualcomm answers the M-series challenge. Qualcomm has worked out how to challenge Apple’s current advantage in Arm-based CPUs but the fact that it will be...
Microsoft & Meta – Low hanging fruit
Interoperability between these two is the easy bit. Interoperability between Microsoft and Meta Platforms is an important step to ensuring the success of the Metaverse,...
Nvidia & Arm – The unthinkable pt. X
A deeper investigation was always expected. It looks like the UK Government is going to order a phase II investigation into Nvidia’s purchase of Arm...
GM Cruise – Sim city
I am not a big believer in simulation. GM Cruise is one of the leaders in autonomous driving, but I suspect that its use of...
Tencent Q3 2021 – The overhang
Regulatory overhang remains. A slow down in growth at Tencent was mitigated somewhat by international expansion but could hide the fact that the regulatory...
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.
China vs. USA – The first cracks pt. II