Apple surprised me somewhat.
Apple – Fatal Flaw. AI – The Magic Money Tree
$20 per share is a bad deal.
Indirect competition
Bee tells the story of Amazon AI.
ASML Q2 25 – China bites Nvidia vs. Intel vs. Qualcomm – Advantage Qualcomm
Apple runs home to Momma. In the absence of AI, Apple did what it does best, which was to revamp the look and feel of its user experience in the...
Welcome rebrand and more chip questions. While the rebrand of Arm’s portfolio brings much better understanding to its offering, the real question doing the rounds is whether Arm is going...
The technological wall continues to grow. The ban on software design tools will hurt China in the short term, and while the domestic industry will undoubtedly find a way around...
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.
The Metaverse – Meta: Two Steps Back
Meta takes a step forward and two back.