This cycle is going to be bigger than normal. The balance between supply and demand in semiconductors has always been tricky to get right, but the pandemic has made the...
Another good company bad stock scenario. In the grand scheme of things, Palantir reported excellent results but because the company trades at 2021 EV/Sales of 32.5x, nothing less than a...
Still a very long way to go. The lead changes once again as Baidu does not feature in this year’s data, but it is now very tight at the top...
IPO may end up being the best way forward. The latest revelations with regard to NVIDIA’s acquisition of Arm from SoftBank again increases the probability that the acquisition fails, resulting...
The ride-sharing market remains in difficulty Uber Q4 2020 – Sheep in FedEx clothes? Uber is fortunate that it has had a delivery business to help it weather the pandemic,...
8K pricing seems to be falling off a cliff. If CES and Samsung are anything to go by, the 8K product cycle looks set to be a financial disaster as...
Twitter Q4 2020 – User issues. Twitter reported good Q4 2020 results, but it has run out of road when it comes to user metrics. Q4 2020 revenues / EPS...
Intel throws down the gauntlet. Intel has put up a comparison of its latest chip against the M1 that it says tells a very different story but the tests are...
This acquisition is becoming increasingly problematic. NVIDIA’s acquisition of Arm is becoming increasingly problematic with in-depth investigations being launched by both the UK and the EU competition authorities and 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.
Ant Group – Master and commander pt. II
Life gets more real for online finance in China. Changes to the banking rules mean that the nimble online lending sector will become much more capital intensive which will incentivise...