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      • A Big Market – China’s Smartphone OEMs

De-coding sell side research sources

July 5, 2022by D/D Advisors Leave a comment

In which we examine the ways that good analysts gather data.

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Analyst Decoder Ring, Apple

Is Apple Failing at Modems?

June 30, 2022by D/D Advisors Leave a comment

There are a lot of reasons why Apple’s cellular modem may be failing, most of them just come down to the fact that modems are different and hard.

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Analyst Decoder Ring, Apple, Qualcomm, Silicon, Wireless

Buy the Dip? A good time to invest in something Deep Tech

June 29, 2022by D/D Advisors Leave a comment

Growth stocks are a good place to be at point of maximum market fear. However, this time around, we think the decades long trend will reverse and when we come out of this downturn hardware will outperform software.

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Analyst Decoder Ring, Silicon, Stocks, The Street

Will someone else buy Arm?

June 28, 2022by D/D Advisors 2 Comments

There seems to be some momentum for Arm to sell itself to some sort of consortium of major licensees. In theory, this could be a good outcome, but in practice would be very complex.

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Wireless, Strategy, Analyst Decoder Ring, M&A, Qualcomm

Trillion, with a T

June 22, 2022by D/D Advisors 2 Comments

IoT is both much slower to develop and also much, much bigger than we originally imagined.

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IoT

Signals to Crypto Ratio

June 21, 2022by D/D Advisors Leave a comment

49% of crypto projects are science projects with no commercial prospects. Another 49% are outright frauds. Both are worthless. That being said, the remaining 2% will some day be worth a lot of money. It is a very challenging signals to noise ratio.

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blockchain, Cryptoassets, The Street

The SPAC-tacle of it all

June 17, 2022by D/D Advisors Leave a comment

There are a lot of SPAC companies out there now – we have some suggestions for how they can dig themselves out of the whole the market has dug for them.

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Analyst Decoder Ring, IPO

What has Broadcom Become?

June 15, 2022by D/D Advisors 3 Comments

Our readership is split, roughly evenly, between finance people and technology people. We are reminded of this whenever the topic of Broadcom comes up. Broadcom was once a leading semiconductor […]

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Analyst Decoder Ring, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy

Thanks to China we now see how awesome Starlink can be

June 14, 2022by D/D Advisors Leave a comment

China’s defense apparatus demonstrates how Starlink has become a commercially viable consumer satellite offering.

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China, Wireless

Is Qualcomm Going Back into the Data Center?

June 3, 2022by D/D Advisors Leave a comment

We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.

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Analyst Decoder Ring, Components, Enterprise Electronics, Google, Qualcomm, Roll Your Own, The Cloud

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Recent Posts

  • De-coding sell side research sources
  • Is Apple Failing at Modems?
  • Buy the Dip? A good time to invest in something Deep Tech
  • Will someone else buy Arm?
  • Trillion, with a T

Analyst Decoder Ring Android Appconomy Apple Autonomous Vehicles blockchain Business Model China Components Enterprise Electronics eSports Google Home Networking iOS IoT IPO M&A Management Mobile OS Mobile Web MWC Networking Qualcomm Silicon Stocks Strategy The Cloud The Street The Valley Wireless

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