Artificial Intelligence – Galactic fail.
Hubris once again found wanting. The failure of Meta’s scientific language model to survive for more than three days online is just another sign that...
Alibaba FQ2 23 – Recovery in waiting
The turn depends on Covid Zero policy. Alibaba reported reasonable results where e-commerce remained flattish but an increase of share buybacks to $40bn to the...
Nvidia, Cisco & Micron – Tale of two cities
Two tech segments worlds apart. Nvidia and Cisco managed to reassure the market with reasonable results pointing to steady enterprise spending but Micron, Amazon, and...
Corporate Governance – Caveat emptor pt. III
Another investor without a leg to stand on. Another investor has come out of the woodwork to criticise Alphabet’s expenses and its hiring practices but...
Apple Metaverse – No choice.
Apple must address the Metaverse but not yet. According to the media chatter, Apple was supposed to release a Metaverse device this year, but I...
TikTok – No immunity.
AI can’t rescue this one. The general malaise in advertising is by no means limited to the big names as even TikTok which has gained...
Meta Platforms – Token gesture.
Zuckerberg throws his gadflies a bone. If Mr Zuckerberg really intends to cater to the interests of minority investors he should immediately realign his voting...
Crypto – Coin crunch pt. III.
The crash continues The collapse of FTX is doing further damage to the now very fragile crypto proposition but I have no doubt that once...
Renault, Qualcomm & Google – More GAS.
Renault finally lets Google off the leash. Renault has announced its new long-term strategy and for EVs, it is deepening its partnership with Google &...
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.
Faraday Future – Dilution effect