FUNDA provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 422 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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fundaai.substack.comLatest Issues
Review|NBIS 26Q2: Vineland Risk Eases; Demand and Pricing Remain Strong
Key Takeaways
Key Takeaways
Deep|Optics: The Scale-Across TAM Is Taking Shape
Scale-across moved into design wins, order books, and TAM guidance this earnings season.
Scale-across moved into design wins, order books, and TAM guidance this earnings season. We review what Arista, Cisco, Ciena, Nokia, MACOM, VIAVI, and...
Research|Takeaways from the Future of Memory and Storage Conference 2026
We attended the Future of Memory and Storage conference (FMS) last week.
We attended the Future of Memory and Storage conference (FMS) last week. This note sets out our top-level takeaways.
Research|GOOG: The Market Sees Brain Drain; We See a Long-Overdue Organizational Consolidation
Our read on the Google AI leadership changes is a bit different from the market’s initial reaction.
Our read on the Google AI leadership changes is a bit different from the market’s initial reaction.
Weekly|RSI Is the Real AI Variable, FCC Optics Curbs, APP & U Divergence, PLTR Crushes, NET Beat-and-Raise vs DDOG’s Expectations Reset, AXTI & ATI Records, SPCX First Print
After a week that broke momentum, this one sorted the tape by delivery.
After a week that broke momentum, this one sorted the tape by delivery. The names that put numbers behind the AI story got paid, and the names that were merely fine go...
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