Talking Tech - Episode 18
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
Episode 813 of the PIWORLD Investor Podcasts podcast, hosted by piworld, titled "Talking Tech - Episode 18" was published on April 8, 2025 and runs 20 minutes.
April 8, 2025 ·20m · PIWORLD Investor Podcasts
Summary
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 it was on Alphawave’s arrival?
Episode Description
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 it was on Alphawave’s arrival?
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