Three segments. Three stories. Shopify and Cisco reported wildly differing results which combined with economic stimulus sets up 3 divergent themes for the technology sector in 2023. Shopify reported Q4...
A schizophrenic OS that no one will want to use The new Indian OS for smartphones doesn’t really know what it wants to be, but I think it will appeal...
Microsoft goes back to square one. Microsoft has shut down its enterprise Metaverse strategy in a move that can only mean that what it had was going nowhere and that...
The inevitable trend begins to emerge. Lyft reported weak results and guided badly in strong contrast to Uber which is a sign that Uber’s superior size and network effect are...
Google trips over its own feet as a result of its panic. Google is in such a blind panic that it is rushing to market with products and events that...
Look for the picks and shovels of this latest bubble. Google is rushing to market with a competitor for ChatGPT triggering an arms race which will end with huge losses...
Bad numbers for expensive stocks Apple, Amazon and Alphabet all reported disappointing results and promptly gave up the gain they enjoyed yesterday thanks to the Fed’s more dovish tone...
There is still lots of fat to cut. Meta reported results that were better than feared, announced an efficiency drive as well as a $40bn share buyback which was...
Twitter sets a nasty precedent for fat companies. Rotten results highlight that many social media companies are structurally unable to make money because they are massively overstaffed as the benchmark...
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.
Artificial Intelligence – Arms race of stupid pt. II
Sydney behaves like a sociopath and will make a horrible business. Underneath the hype is a growing thread of incidents that point to a singular weakness in AI that no...