Notas do episódio
George and Ian catch up on the jumble of news, both good and bad, for UK-listed tech.
Pinewood.AI and Raspberry Pi deliver – although inventory build at Raspberry Pi is an issue that must be monitored.
BIG Technologies and the broken small and mid-cap due diligence stack. Whilst there’s still an interesting business, there is a far more interesting story that highlights how share-based remuneration can be a useful pointer into the heart of a company and its management.
And Alphawave Semi which has had Qualcomm come sniffing. Could the market be just as confused on Alphawave’s departure as…
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