More like Qualcomm than Nvidia. SoftBank has made public the F-1 for the IPO or Arm which is a fair appraisal of the company, but it does not read like...
One of the trickiest IPOs for many years. SoftBank’s difficulties are increasing after the Chinese economy has hammered the valuation at which it could exit Alibaba and the knock-on...
For once, Apple and Qualcomm are on the same page. Amongst a difficult set of results, there are signs of a number of trends that put the company in a...
Apple FQ3 23 – Eating Android. Apple reported a difficult set of results but weakness in the smartphone market was offset by a strong performance from services and the incremental...
Huawei is not coming back in 5G. Huawei is reportedly planning a 5G comeback in smartphones but while there is no reason why it can’t make 5G devices, they will...
Apple makes lemons from lemonade. The master of marketing will be at work drumming up excitement via increased scarcity for a product that has no long-term future in this iteration...
Micron – Collateral damage In an attempt to overturn the ban that China has placed on its chips, Micron has committed to invest $602m in its chip-packaging plant in China...
Apple plants its flag in The Metaverse. Apple has announced its play for The Metaverse but by going at least 3 years early, it has been forced to make some...
The generative AI elephant is likely to be ignored. All of the attention will be on Apple this week where it is almost certain to make a play for the...
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.
Nvidia & Peloton – Chalk and cheese
Two very different sets of results. Nvidia Q2 2023 – As good as it gets. Despite results that substantially beat expectations, the shares jumped much less than they did last...