Small misses pressure multiples again Nvidia reported good FQ1 2023 results but the market is so sensitive to high-multiple stocks that the shares fell 10% due to weak guidance that...
Crunch looks to be limited to Snap. Snap has warned that growth will be slower than expected when it gave its Q2 2022 guidance just one month ago highlighting internal...
Apple will be hoping that the Metaverse goes nowhere. Apple has no choice but to go all-in on the Metaverse because if the Metaverse does replace the smartphone and Apple...
China throws a spanner in the works of both Tencent and Cisco. Tencent Q1 2022 Tencent reported weak results as growth evaporated leaving the company waiting for both the end...
The mercurial Mr Musk takes the story on a rollercoaster. The acquisition of Twitter was never going to be straightforward, but Mr Musk is taking the story on a rollercoaster...
Coinbase is a low-risk bank that is very unlikely to go bust. The current scare surrounding Coinbase is entirely valid in terms of proper risk disclosure but I agree with...
Google puts a placeholder on the Metaverse with a Babel fish. The all-important Google I/O keynote was a fairly humdrum affair with the exception of the soft launch of its...
Peloton is cheap but Unity is not. Bad results from both companies caused further share price declines but Peloton is moving into deep value territory whereas Unity by any measure...
SoftBank & Arm finally get the upper hand. The fight for Arm China that is causing consternation to Arm’s IPO looks to be in its final stages but it has...
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.
Alibaba FQ4 2022 – Zero-fun Covid
Half out of the woods Alibaba reported good FQ4 2022 results and ended the worst year in its history on a high note but then went on to suspend its...