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Meta Platforms – Change of the guard

The cash register retires. Meta Platform’s most important executive has decided to retire leaving some very big shoes to fill by Javier Olivan who has been responsible for building the...

India Tech – Unicorns and canaries

Indian unicorns sing like canaries. India is a few months ahead of the USA when it comes to dealing with the fall-out of easy money as its once highly sought...

Sony – Car sense

Sony finally makes sense When Sony launched its prototype Vision-S EV at CES 2022 it looked like a bad case of FOMO (fear of missing out) but it has become...

Alibaba FQ4 2022 – Zero-fun Covid

Half out of the woods Alibaba reported good FQ4 2022 results and ended the worst year in its history on a high note but then went on to suspend its...

Nvidia & Snowflake – Multiple compression

Small misses pressure multiples again Nvidia reported good FQ1 2023 results but the market is so sensitive to high-multiple stocks that the shares fell 10% due to weak guidance that...

Microsoft Build 2022 – Metaverse placeholder

Microsoft goes back to basics. Microsoft is taking its developer conference back to its roots and focusing its time on things that actually matter to developers rather than using it...

Snap – Oh snap!

Crunch looks to be limited to Snap. Snap has warned that growth will be slower than expected when it gave its Q2 2022 guidance just one month ago highlighting internal...

Apple – Nokia moment?

Apple will be hoping that the Metaverse goes nowhere. Apple has no choice but to go all-in on the Metaverse because if the Metaverse does replace the smartphone and Apple...

Tencent & Cisco – Chinese spanner

China throws a spanner in the works of both Tencent and Cisco. Tencent Q1 2022 Tencent reported weak results as growth evaporated leaving the company waiting for both the end...

Twitter – The price of free speech pt. V.

The mercurial Mr Musk takes the story on a rollercoaster. The acquisition of Twitter was never going to be straightforward, but Mr Musk is taking the story on a rollercoaster...