CES 2023 – Almost normal Despite a lot of hype, the footfall at CES 2023 is below pre-pandemic levels. There are a number of mitigating factors: First, China, which is...
EV, not Auto – Soggy reality. Making electric cars is not nearly as exciting as vehicles that drive themselves, but the fact that they are here now as opposed to...
China Technology – The last shoe The worsening Covid situation in China continues to hurt sentiment towards Chinese technology but this looks to me like the other shoe dropping and...
Micron pays the piper. Micron is cutting its expectations and spending for 2023 in order to deal with weak demand, but the impact of supply has yet to be felt...
CES 2023 should be back to its usual mayhem. CES 2023 is shaping up to be a car show once again as this remains the category where there is the...
Meta Platforms – double down Meta is doubling down on its commitment to the Metaverse by, voicing its intention to allocate 20% of its expenses to the Metaverse in a...
Sophistry is ChatGPT’s greatest skill. ChatGPT’s great skill is in its ability to make nonsense and falsehoods sound convincing which is really the only threat that it represents and does...
The enterprise is where the immediate action will be. With both device sales and gaming revenues likely to decline this year, the consumer Metaverse theme remains uninvestible, leaving only the...
The first non-US company falls in. The USA’s mission to isolate China technologically has taken a further turn with Arm deciding that some of its chips wont get licences which...
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.
CES 2023 – Dark horses of Vegas
China. China stands out in that although being mostly absent from the show this year, China is the most likely to surprise this year. This is because almost everyone in...