Alphabet Q4 21 – Plain sailing.
Alphabet on track for a good 2022 Alphabet reported very solid results as seasonality augmented the secular shift to digital advertising and the potential headwinds...
Tech Newsround – Report week
Semis should fare the best this week. Most of the big tech names will report their results over the next four days and while I...
EVs – The babies and the bathwater.
Reality and interest rates trigger a rout. While the current price correction is likely to mean the end of the road for many of the...
Apple FQ1 22 – Good to be the king
Apple’s scale helps it to get the supply it needs. Apple reported good results as its scale and its excellence in supply chain management ensured...
Intel / Samsung Q4 21 – Two cities
Intel Q4 21 – Hard place. Intel reported reasonable results but pressure on gross margins revealed just how hard Intel is finding life at the...
Tech Newsround – MSFT FQ2 / Arm & Nvidia / Meta
Microsoft FQ2 2022 – skittish investors. Microsoft’s results demonstrated just how edgy the market is with the numbers causing the shares to fall 5% followed...
Crypto – Outlaw No. 3 – Russian Roulette
Russia’s excuses are exactly the same as China’s Russia is considering following China (see here) and India (see here) down the road of banning cryptocurrencies...
Netflix & Peloton – Pummelled by normality
Netflix & Peloton pay the price for nose-bleed multiples Netflix Q4 21 – Virtual to reality As the world’s virtual reality of being stuck at...
China vs USA – Another own goal
China strikes another blow benefitting Team USA. It looks like further draconian measures are coming which will cause the largest source of capital for technology...
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 Q4 21 – The SNAP Strategy