No FOMO here. Alibaba reported good results as it continued to benefit from the same trends that have driven Amazon during the pandemic. Alibaba sells far more stuff than Amazon...
Brute force is not the answer. NVIDIA reported excellent results as it is the main supplier to an industry where difficulties in evolving its technology have forced it to rely...
The US Department of Commerce gets serious. The US Department of Commerce has announced a tightening of sanctions on Huawei which at face value effectively mean that no one can...
The tech war heats up. The White House has ratcheted up the pressure on China with the issuance of two executive orders that in Tencent’s case makes far more noise...
Z fold 2 looks like Z Flip. Samsung released a good slate of new products but potential shortcomings with the new Fold and pricing marred what was generally a good...
Has Samsung seen the light? Google and Samsung are in discussions that could see Google take over more of the core software functionality on Samsung devices making them more attractive...
Google has an opportunity that I don’t think it will take. Google has opened up a new front in the battle with Amazon by forming a partnership with ADT in...
This looks like an opportunistic investment for Microsoft. Microsoft is in talks to acquire TikTok that I suspect is more about an investment opportunity than a sudden newfound desire to...
Qualcomm FQ3 2020 – Huawei joins the fold. Qualcomm reported good FQ3 2020 results as its original outlook has proved to be too pessimistic and 5G in China has picked...
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.
Epic vs. Apple – A right Battle Royale pt. II
Apple is somewhat on the backfoot. Apple and Epic have both upped the ante in their fight over app store fees, but there are signs that Apple is somewhat on...