Nvidia Q3 2022 – Crypto crunch
Exiting miners hammer Nvidia’s numbers Nvidia issued a warning on its Q3 2022 performance as the crypto crash and subsequent winter have hammered demand for...
Autonomous Autos – Sleight of hand
Baidu’s vehicles are not really driverless. Baidu, like Waymo and Cruise, has received a license to operate “driverless” vehicles on Chinese roads but the reality...
Alibaba FQ1 2022 – Bottom bumble
Recovery is completely tied to the economy. A depressing set of results met with relief by the market is a sign that all of the...
Lucid Motors Q2 2022 – a gross problem.
Negative gross margins must be fixed at all costs. Lucid Motors reported awful Q2 2022 results as it suffers from negative gross margins and remains...
Airbnb & Uber – Tale of two marketplaces.
Airbnb Q2 2022 – Great company, bad stock. Airbnb reported good results and cash flow but concerns around growth hit sentiment which has obviously prompted...
China vs USA – Tit for tat.
Storm in a teacup. The SEC has added Alibaba to its list of Chinese companies that will be delisted in 2024 in a move that...
Artificial Intelligence – Generic origami pt. III
AlphaFold almost fulfils its promise. DeepMind has expanded a crucial biological database by 200x confirming that an entire branch of scientific enquiry is now virtually...
Amazon, Apple & Intel – Good, average & bad
Amazon Q2 2022 – Good. Amazon reported good results and guidance as AWS and its on-site advertising business supported softness in its biggest business and...
Meta & Qualcomm – Macro not micro
Meta Platforms Q2 2022 – Slows the Metaverse. Meta Platforms reported soft numbers and increased the price for the Oculus VR headset in a sign...
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.
Unity – Love triangle