FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 378 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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fundaai.substack.comLatest Issues
Research|LITE: CEO Remarks Further Prove that Optics Players Have a Supply Problem, not Demand
Lumentum CEO Michael Hurlston’s comments at the Mizuho conference further strengthen our view on the optics cycle.
Lumentum CEO Michael Hurlston’s comments at the Mizuho conference further strengthen our view on the optics cycle. The marke...
Research|Commentary on Recent Discussion on CPO/800V HVDC Delay
CPO - Concerns Likely Overblown; NPO Acceleration a Key Highlight
CPO - Concerns Likely Overblown; NPO Acceleration a Key Highlight
Weekly|Hightened Volatility, Coherent Lite + OCS, NVL576 NPO Optics Doubling, Glasswing Reshapes the Cyber Value Chain, Kioxia NAND Supercycle, PANW, PL, MRVL
It’s an understatement to call the past week eventful.
It’s an understatement to call the past week eventful. As Computex unwrapped in Taiwan, AI semi continued its relentless rally, and market participants kept demonstrating extreme bulli...
Deep|Glasswing/Mythos: AI-Native Cyber Capability Drives a Reshaping of the Cybersecurity Value Chain and Sector Divergence
Executive Summary
Executive Summary
Deep|Coherent Lite Reshapes AI Optical Interconnects
Market is underestimating the upside
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