FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 367 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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fundaai.substack.comLatest Issues
Review|NVDA FY1Q27: CPU Injects Revenue Momentum; Upward Revision of Revenue and Earnings Guidance
NVDA’s FY1Q27 revenue came in at $81.6 billion, slightly higher than FundaAI’s estimate of $80.6 billion and also beating the buy-side market expectation of $81.0 billion; gross margin was 75%, slightly lower than FundaAI’s estimate of 75.2...
Deep|SPCX: S-1 Analysis
Executive Summary
Executive Summary
Preview|NVDA FY1Q27: Rubin’s Slight Delay due to Thermal Issues; 2027 CoWoS Upside Revision
Thermal Design Changes Lead to Slight Delay for Rubin
Thermal Design Changes Lead to Slight Delay for Rubin
Weekly|QCOM CPU and AI ASIC Opportunities, LITE Re-Rating, TSEM, AMAT, Kioxia, ASTS, TPU v9 Networking Topology
In our last Weekly edition, we discussed why memory and CPU names have been relentlessly bid over the past couple of weeks and highlighted that near-term buying demand may be exhausting in these most heated segments.
In our last Weekly edi...
Deep|QCOM: Better Late Than Never – Massive CPU TAM Growth Sufficient to Accommodate New Entrants
Changes in CPU-to-GPU Ratios and TAM Forecast
Changes in CPU-to-GPU Ratios and TAM Forecast
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FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data.
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