Browsing Category

Market Commentary

  • Home
  • Market Commentary

Microsoft Build 2022 – Metaverse placeholder

Microsoft goes back to basics. Microsoft is taking its developer conference back to its roots and focusing its time on things that actually matter to developers rather than using it...

Snap – Oh snap!

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 – Nokia moment?

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...

Tencent & Cisco – Chinese spanner

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...

Twitter – The price of free speech pt. V.

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...

EV SPACs – No bottom here.

The real pain is yet to come. The problem of selling shares at overinflated prices is that raising more money is extremely difficult which can lead to bankruptcy and forced...

Crypto & Coinbase – Coin crunch

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 I/O 2022 – Babel fish

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 vs. Unity – Tale of two crashes

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...

Palantir Q1 22 – Knock knock!

Getting close to interesting territory. Palantir joins the list of companies that report a slight miss that causes a big sell-off in the shares that has another high-flying technology stock...