Airbnb & GlobalFoundries Q4 22 – Good showing
Airbnb Q4 2022 – Unrivalled. Airbnb reported results that were in line with expectations but the recovery in travel, especially in China, allowed the company...
Microsoft Metaverse – End of life
Microsoft goes back to square one. Microsoft has shut down its enterprise Metaverse strategy in a move that can only mean that what it had...
Uber vs. Lyft Q4 2022 – Chalk and cheese
The inevitable trend begins to emerge. Lyft reported weak results and guided badly in strong contrast to Uber which is a sign that Uber’s superior...
Google AI event – Headless chicken
Google trips over its own feet as a result of its panic. Google is in such a blind panic that it is rushing to market...
Arm FQ3 FY22 – More questions than answers
STOP PRESS Updates below with more details on adjusted EBITDA vs. Pre-tax profit. Buried on page 24 of the earnings statement from SoftBank are details...
Artificial Intelligence – Arms race of stupid
Look for the picks and shovels of this latest bubble. Google is rushing to market with a competitor for ChatGPT triggering an arms race which...
Research Publication – Reality Bytes – Clash of the Titans Vol. V.I
Radio Free Mobile and Alavan Independent update their view on China and Technology with the publication of Reality Bytes – Clash of the Titans Vol....
Apple, Amazon, Alphabet – A is for awful
Bad numbers for expensive stocks Apple, Amazon and Alphabet all reported disappointing results and promptly gave up the gain they enjoyed yesterday thanks to...
Meta Platforms Q4 2022 – No diet.
There is still lots of fat to cut. Meta reported results that were better than feared, announced an efficiency drive as well as a...
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.
BharOS – The Bollysystem 3.0