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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.

OpenAI – Show me the Money!

Atlas is an attempt to monetise the 700m.

USA vs China – Wrong Villain

I think China is responsible for almost all of Nvidia’s China issues.

Open AI – Outrageous Fortune…

…and sloppy fact-checking.

GITEX 2025 – A Glorious Scrummage

GITEX has become a proper trade show.

Arm & Meta – Balancing Act pt. III

More Intel than Nvidia

Tech Newsround – Samsung and Wayve

Samsung: The best is ahead?   Wayve: The wrong tree  

OpenAI & Broadcom – Transistor to Token

A bold bet with yet another frame order.  

Artificial Intelligence – Circularity Debate

Bubble hunters float a hot new topic.

China vs. USA – Helping Hand

CAC executes US trade policy