FundaAI
FundaAI, JiajiaFundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 323 | Subscribers | Read | fundaai.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Review|MU: Results and Guidance Crushes Expectations; Persistent Undersupply to Drive Further Memory ASP Hikes; SNDK EPS Update
We previewed MU's earnings in our Weekly Report, and mentioned that 'We actually believe that by the third quarter of this year, we could see an $80 run-rate EPS.' . Now MU guided $20EPS.
Weekly|OFC Preview, Hock’s CPO View, MU Preview, META Layoff, FundaAI's Coding Agent in Practice, HIMX, New Consortium, RBRK, APP
While the market’s focus remains on crude oil prices and geopolitical tensions, this has been a week of optics for us on the research side, arguably the most debated sector in AI, with some names defying market gravity.
Review|RBRK FY4Q26: Net New ARR Accelerates Into FY27; Identity S-Curve Inflection Confirmed
Growth momentum remains intact. Net new subscription ARR of $115M marked a post-IPO quarterly record, accelerating sequentially on a $1.46B base, with no signs of end-market demand softening.
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FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data.
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