FUNDA provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 479 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
Read this Newsletter
fundaai.substack.comLatest Issues
Column|Anthropic: What the New 3Q Numbers Mean
Anthropic disclosed 3Q26 revenue of $16.8Bn during its just-completed pre-IPO investor day.
Anthropic disclosed 3Q26 revenue of $16.8Bn during its just-completed pre-IPO investor day. The company had previously disclosed 2Q26 revenue of $1...
Review|TSMC 26Q3: Revenue Guidance Beats Expectations as Expansion Weighs on Margins
Agentic AI is broadening chip demand beyond accelerators, with server CPUs adding growth outside existing AI forecast
TSMC expressed confidence in advanced-node and long-term AI demand during its earnings call. Management said that, alongs...
Review|ASML 26Q3: Upgrades Lift Gross Margin; Capacity Expansion Awaits Further Clarity
Customer prepayments surge as demand signals extend into 2030
Summary
Research|META: Muse Wonder Returns Meta to the Frontier as Compute Tightens
Personal agents expand Meta’s opportunity as training and inference demand put more pressure on compute capacity
On October 12, Meta Superintelligence Labs (MSL) released Muse Wonder and Muse Wonder Full, the models previously referred to...
Deep|Physical AI: From the Robot-Data Race to a Second Demand Curve for Compute
Robot-data investment is driving more training, simulation and compute demand ahead of deployment at scale
Executive Summary
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for FUNDA.
| Subscribers | Engagement | 81 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where FUNDA ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 440 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #132 | |
| #9 |
Authors
The writers behind this newsletter.
The full-stack research platform for public equity investors.
Frequently Asked Questions
How can I access the email archive for FUNDA?
You can find recent issues that have been published by FUNDA on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does FUNDA have?
To see how many people subscribe to FUNDA, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in FUNDA?
Newsletter advertising can be extremely effective when it's done right. Before you pitch FUNDA as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like FUNDA?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact FUNDA using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to FUNDA?
Scroll up to where it says Related Newsletters to see other publications like FUNDA. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact FUNDA?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.