Down cycle sinks all boats. Qualcomm FQ2 23 – Well positioned Qualcomm reported results that demonstrated its ability to manage its business but was forced to guide weakly as the...
Humans are at risk from humans, not machines. The exit of Geoffrey Hinton from Google has caused a stir and has reignited the AI safety/Armageddon debate, but the reality remains...
Bill Ready looks out of his depth. The outlook for this company now completely depends on cost-cutting as OPEX remains ridiculously bloated and I have serious concerns that Bill Ready...
Amazon – Darling has a dog day. Amazon reported good results but then went on to warn that cloud growth would slow which reversed a 12% rally to a 2%...
Meta continues to rise from the ashes of 2022. Meta Platforms roared back to life with an excellent set of earnings which give it a platform to resume investing and,...
Two sides of the same story in search. Google and Microsoft both reported good results but took very different lines on what AI is doing to search with Google saying...
Good luck and good timing give great results. Microsoft is backing away from bundling Teams with Office 365 which I expect will have no impact at all on its use...
Inventory correction offset by China. TSMC reported weak Q1 2023 results and guided down expectations, but this had been anticipated which combined with some initial positive signs on the Chinese...
A promise that will never come true. The promise of fantastically profitable robotaxis will never come true meaning that lower margins as Tesla falls into line with the rest of...
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.
Apple FQ2 2023 – Top dog.
Hardware rocks but AI flops Apple executed a pretty flawless quarter with market share gains in emerging markets offsetting the macro, but it is clear that when it comes to...