A series of unfortunate events. Intel reported good results but guided badly as inventory corrections and market dynamics in several of Intel’s segments added together caused weak guidance which triggered...
M3 does not wipe the floor with Elite X. Apple launched its next series of M-chips but even though they will all be made on the new 3nm TSMC process,...
Qualcomm throws down the gauntlet to both Apple and Intel. Qualcomm is mounting a bold challenge to both Apple and Intel in PCs with the launch of the Snapdragon X...
Amazon – Darling has a dog day. Amazon reported good results but then went on to warn that cloud growth would slow which reversed a 12% rally to a 2%...
Amazon Q3 2022 – Humble pie Amazon reported good results, but the traditional holiday season is going to be weaker than expected further reinforcing the view that Amazon has expanded...
The pandemic bill comes due. The technology sector is feeling the pinch as consumers and businesses have less money to spend as a result of everyone paying for the pandemic...
Samsung and AMD join the chorus. Weak results from Samsung and a profit warning from AMD are more signs that demand is weakening which in the face of all-time highs...
Apple smacks Intel, AMD and Nvidia across the chops. Apple held its “peek performance” event where the star of the show was a Mac Mini on steroids with a hefty...
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...
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.
Arm vs. x86 – The Gauntlet pt. II.
This time Qualcomm is serious. While the technology world continues to jump up and down over generative AI, the most consequential challenge to Intel and AMD’s dominance in laptop processors...