Christmas Break – Back for CES 2026
Radio Free Mobile wishes its readers a happy Christmas and new year. RFM will return for CES 2026
Oracle FQ2 26 – Reversal of Fortune
The business model does not quite work.
USA vs China – Export Debate
Argument for exports is weaker.
USA vs China – Wrong Villain pt. III
Compared to Xi, Trump is a pushover.
Meta Platforms – Cash not Limitless
Looks like an acqui-hire
The Metaverse – Resource Allocation
More realignment and less cancellation
USA vs. China – Wrong Villain pt. II
China is the roadblock, not the White House.
Open AI – Code Red
The technology battle is over. The battle for the user begins
Short Break – Back December 3rd
To mark the occasion of the UAE’s 54th birthday, RFM is taking a short break and will return on Wedesday December 3rd.
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.
USA vs. China – All about Economics