Amazon Q1 2023 and Intel Q1 2023– Dog day
Amazon – Darling has a dog day. Amazon reported good results but then went on to warn that cloud growth would slow which reversed a...
Meta Platforms Q1 2023 – The phoenix
Meta continues to rise from the ashes of 2022. Meta Platforms roared back to life with an excellent set of earnings which give it a...
Google & Microsoft – Offence & defence
Two sides of the same story in search. Google and Microsoft both reported good results but took very different lines on what AI is doing...
Microsoft – Dream Team
Good luck and good timing give great results. Microsoft is backing away from bundling Teams with Office 365 which I expect will have no impact...
Arm vs. Qualcomm – Preamble
A situation that makes little sense. The dispute between Arm and Qualcomm is one of the more bizarre that I have seen in my time,...
TSMC Q1 2023 – Yin and Yang.
Inventory correction offset by China. TSMC reported weak Q1 2023 results and guided down expectations, but this had been anticipated which combined with some initial...
Tesla Q1 23 – Normalisation.
A promise that will never come true. The promise of fantastically profitable robotaxis will never come true meaning that lower margins as Tesla falls into...
Artificial Intelligence – The wall.
Now the real work begins. OpenAI has admitted that the limitations of massive compute and massive data may have already been reached meaning that to...
Google vs. ChatGPT – Scroogled again? pt. II
Bing chat is not ChatGPT. Samsung is weighing up a switch to Bing on the basis that its GPT-generated search results are better than Google’s...
About Me
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.
Pinterest Q1 2023 – Lip Service