Autonomous driving enters the capitulation stage Autonomous driving continues to have a torrid time as its devotees adjust to the reality that has been obvious for quite some time. Argo...
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 really doing in the Metaverse...
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 industry which marks a departure...
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 slowed and how low its...
New clothes do not make Alexa any better. Amazon launched a plethora of devices that aim to strengthen its grip on the smart home, home and small office security, wellness...
Volvo’s safety drive accelerates the Lidar cost curve. Volvo’s intention to include Lidar on all of its vehicles for safety reasons is likely to accelerate the cost reduction of Lidar...
Ada Lovelace emerges from history in Nvidia silicon. Nvidia has announced its 3rd generation RTX architecture as well as a series of solid but not revolutionary updates to the platforms...
I am not panicking yet. Terrifying claims made in a scientific article in AI Magazine last month predict a high likelihood that the machines will turn against their makers but...
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 Congress happy at the same...
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.
Palantir Q3 2022 – Value punishment
Palantir is punished for its high revenue multiple. Palantir reported reasonable results but a small FX-related adjustment to guidance sent the shares down 11% in an indication of just how...