Its hero not zero MWC emerges from the dark tunnel of the pandemic and its attendees are happy to see the sunlight once again. I think the GSMA will be...
Zero or Hero Mobile World Congress returns in earnest in 2022 which will prove to be a real test of how much damage the lockdown and video conferencing has done...
Priced for stagnation Alibaba reported reasonable results but heavy investments, competition and China’s restrictive zero COVID policy are hurting both growth and profitability in the short term. I think that...
Chinese regulators come out swinging for round 2. It looks as if another round of crackdowns is about to be launched upon the Chinese technology sector and it is Tencent...
Intel turns its hand to disruption. The first signs of Intel’s new identity are beginning to emerge with the launch of a new product that aims to challenge Chinese dominance...
The clue is in the name. I have been sceptical on many companies and projects (and been proven wrong in many cases) but the technology and the company I am...
The first example of “build the wall”. With the strategic rivalry between the West and China rapidly evolving into an ideological struggle (see here), new technologies that emerge are likely...
The lack of profit is getting on investors’ nerves Palantir picked a bad day to slightly disappoint as the general risk-off sentiment around Ukraine greatly amplified Palantir’s punishment potentially creating...
The sky-high valuation outweighs all the good fundamentals. Nvidia rallied from its loss of the Arm acquisition by reporting good Q4 21 results and by winning a landmark partnership with...
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.
MWC 2022 Day 2 – Absent is good.
5G non-entity 5G is missing in action at its own show but in many ways, this is a good thing. It means that there is no real controversy, problem or...