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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.

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.

RESEARCH PUBLICATION – Artificial Intelligence – AI Ecosystem part II – OpenAI

28th November 2025: RFM updates its coverage of Artificial Intelligence with the publication of Artificial Intelligence – AI Ecosystem part II – OpenAI. RFM Subscribers...

Alibaba FQ2 26 – Investment Phase

Qwen moves out front

Nvidia – Short Attack

A lot of the mutterings don’t hold water.