Qualcomm answers the M-series challenge. Qualcomm has worked out how to challenge Apple’s current advantage in Arm-based CPUs but the fact that it will be 2023 before it hits the...
Interoperability between these two is the easy bit. Interoperability between Microsoft and Meta Platforms is an important step to ensuring the success of the Metaverse, but this one was an...
A deeper investigation was always expected. It looks like the UK Government is going to order a phase II investigation into Nvidia’s purchase of Arm from Softbank which is going...
I am not a big believer in simulation. GM Cruise is one of the leaders in autonomous driving, but I suspect that its use of simulation as opposed to the...
Regulatory overhang remains. A slow down in growth at Tencent was mitigated somewhat by international expansion but could hide the fact that the regulatory spectre still looms large over...
Dreams trump arithmetic for now. Rivian is coming to market at $78 a share giving it a valuation of $77bn despite not having sold a single vehicle. Furthermore, no one...
Roblox confirms that it is not Peloton. Roblox has exited the pandemic in good shape despite its users getting out and about again confirming that it is a proper contender...
Meta’s trip around the Digital Life Pie begins. Hot on the heels of its name change, Meta has begun to do exactly what I suspected which is to acquire both...
Peloton is under assault on all fronts. Peloton is a warning to anyone who has invested in narrative-driven stocks that when the story breaks and the fundamentals start to matter...
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 & Nvidia – Government hassles.
Alibaba: a bail-out to win favour? The fact that news of an Alibaba-led consortium being the lead contender to bail out failed chipmaker Tsinghua Unigroup sent the shares down 5%...