Snap Q3 2022 – Revaluation
Snap is heading towards value territory. Snap reported Q3 2022 results that missed expectations slightly but the resulting crash in the share price is a...
Gone sand skiing – Back October 24th.
RFM has taken a few days off and gone sand skiing. Normal service will resume on October 24th.
China vs. USA – Self censorship
Semi-equipment makers remove China The US and European semiconductor capital equipment industries are self-censoring their business with China in a way that is much more...
Smart Home – A Matter of detail.
Matter only goes so far. The new Matter standard has the potential to end the fragmentation and incompatibility of the smart home but even with...
Meta – Misplaced message
Missed the connection. Meta headlined its Connect 2022 event with its new pro-headset but its real message was completely lost meaning that what Meta is...
Huawei – Window dressing pt. II
No way back. The repercussions of the latest US restrictions (see here) are likely to go both far and wide through the Chinese technology industry...
Twitter – X marks the spot?
X is the only place to go. Much has been made of Mr Musk’s plans to create a super app called ‘X’ with Twitter as...
Semiconductors – Supercycle pt. VIII
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...
USA vs China – Turn of the screw pt. II
The USA goes beyond semis in its war on Chinese technology. The USA is about to ramp up the pressure still further on China’s semiconductor...
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.
Meta Platforms – Knives out