Semiconductors – Politics not economics.
Geopolitics is firmly in the driving seat. Samsung has announced its intentions to triple its foundry business from 2021 as well as migrate from 5nm...
Mobileye IPO – Tough sell.
Intel is a committed seller. Mobileye has filed its S-1 with the SEC announcing its intention to relist but looking at how much growth has...
Tech sector Q4 22 – Hatches battened
China may be the dark horse in Q4 2022. The technology sector is battening down the hatches for a rough Q4 2022 with the only...
Amazon – Hardware bonanza
New clothes do not make Alexa any better. Amazon launched a plethora of devices that aim to strengthen its grip on the smart home, home...
Intel – The bandage
Intel puts AMD in its box. Intel has finally launched new products that have a shot at putting AMD back in its box but the...
Faraday Future – Sleight of hand
Faraday Future only tells half the story. In my opinion, Faraday Future is playing fast and loose with investors by issuing a press release regarding...
Qualcomm – Cars-R-Us.
Picks and shovels of the digital vehicle. Qualcomm is showing signs of executing on its automotive ambitions with a 57% increase in its design win...
Netflix– Blood in the water.
Inflation undermines users’ willingness to pay. It looks like up to 25% of US subscribers to Netflix are considering leaving the service not to join...
Autonomous driving – Laser seat belt.
Volvo’s safety drive accelerates the Lidar cost curve. Volvo’s intention to include Lidar on all of its vehicles for safety reasons is likely to accelerate...
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.
Twitter – The price of free speech pt. VIII.