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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.

SK Hynix & Software – AI Impact

SK Hynix Q1 26 – All cylinders Software: ServiceNow Q1 26 & IBM.

SpaceX & xAI – Space Debate

It is not as crazy as it sounds.

Apple – At the Crossroads

The new cook is confirmed.

Automotive Ecosystems – The $100bn Pitch

Rivian will have to stop making cars.

USA vs China – Distillation of Opinion

The IP theft argument is pretty weak

Tech Newsround – Memory and ASML Q1 26

Memory: the cycle is here to stay ASML Q1 26: Jam tomorrow

Research Publication – Reality Bytes – AI – The Economics of Compute

14th April 2026: Radio Free Mobile extends its AI coverage with an examination of the economics of AI compute. RFM subscribers will receive their copy...

Artificial Intelligence – Neurosymbolic Debate

Regular software has a role to play in advanced AI.

OpenAI – The Numbers Game

Everything depends on revenue per GW.