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RICHARD WINDSOR

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RICHARD WINDSOR

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.

CES 2026 – Day 0 – C is for Consumer

Little attention is paid to the consumer at its own show Jensen sets the tone. AMD – A nod to the consumer Consumer AI– Samsung...

CES 2026 – Day Negative One – Preview

AI will be everywhere this year, unlike 2025. Artificial Intelligence Robotics Smart glasses

Christmas Break – Back for CES 2026

Radio Free Mobile wishes its readers a happy Christmas and new year. RFM will return for CES 2026

USA vs. China – All about Economics

New node is less economic than the old one.

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.