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...
SoftBank leaves no stone unturned in the hunt for $64bn. The latest transaction between SoftBank and Vision Fund I is an attempt to put a market value down for a...
GM’s biggest problem is the media. GMs decision to end support for Apple CarPlay and Android Auto has sparked a negative reaction from the Apple-loving technology press that seems to...
Money for nothing and company for free. Falling long-term estimates and substantial dilution have materially damaged the long-term outlook for the share price but the shares have fallen so much...
Matter only goes so far. The new Matter standard has the potential to end the fragmentation and incompatibility of the smart home but even with all of the big digital...
The Holy Grail of blood pressure is delayed. It looks as if Apple is delaying its plans to include blood pressure monitoring in the Apple Watch for two or three...
Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core part of Intel, it makes...
The FTC drops the hammer. The FTC is unique in being the only regulator so far to actively come out against the deal which I think represents the biggest setback...
NVIDIA has some explaining to do. The UK competition authority clearly has more concerns than expected with regard to NVIDIA’s purchase of Arm, meaning that NVIDIA is going to have...
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.
Ouster Q3 23 – The corner.
Turns the corner but no one is listening. Ouster reported good results and strongly signalled that it has turned the corner, but the uninhabited conference call gave a strong impression...