Amazon & Twitter – Risk off!
One good, one bad exemplifies how unbalanced risk is in big tech. Amazon – Permanent pandemic Amazon reported excellent results as the shift towards online...
Apple & Facebook – Out of the park.
Both Apple and Facebook smash expectations. Apple FQ2 2021 – the last of the stay at home Apple reported FQ2 2021 results that blasted through...
Alphabet & Microsoft– Different shares
Good results but different reactions imply that valuation in big-cap tech is starting to matter again. Alphabet Q1 2021 – Approaching the range. Google reported...
Lyft & Robotaxis– Short-term gain
Lyft sells its differentiation. Lyft may have sold a struggling asset but in a world of robotaxis, this asset was the one chance Lyft had...
Mapbox – SPAC Dash
Mapbox claims a navigation niche. Hot on the heels of announcing a new CEO and a new strategy (see here), Mapbox has announced a navigation...
Huawei – Nowhere to run pt XXIX
The US Administration launches its first EV. Despite three years of saying there is nowhere to run (see here), Huawei is seeking refuge in the...
Tech Newsround – Apple & Netflix
Netflix – Stuck in the doldrums Netflix has paid the price for its pandemic bump with a disappointing set of results that will keep the...
Arm & NVIDIA – The unthinkable pt. V
An IPO of Arm beckons. The risk to NVIDIA’s acquisition of Arm from Softbank continues to increase as the problems with its China unit seem...
Electric Vehicles – Internet Bubble 2.0
Go away and come back another day. While I think that EV’s will take over the entire vehicle industry, the amount of capital chasing this...
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.
Darktrace– Cheaper is cheerful.