FUNDA provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 505 | Founded | 2 years ago | Last Issue | 2 days ago |
| Active | |||||
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fundaai.substack.comLatest Issues
Review|APP 26Q3: From Being Caught Off Guard to Responding Effectively
A clean beat and strong guide as AXON upgrades and gaming reacceleration drive upside
I. Results at a glance
Review|DDOG 26Q3: Minimum Commitments and Renewal Pricing Weigh on the 26Q4 Guide
Non-AI growth continues to accelerate, while customer commitments and lower renewal prices complicate the near-term revenue outlook
Executive Summary
Deep|LLM 26Q4: Model Capabilities Advance Rapidly, While Near-Term Monetization Remains Under Pressure
Mismatch between potential long-term upside with short-term visibility
Key Highlights
Deep|INIO: A Gas Engine Leader in the BTM Power Supercycle, with a Long Service Tail
Data center power demand drives equipment growth, while INNIO’s installed base supports a 10–15-year service tail
Executive Summary
Research|AIDC: Texas Permitting Risks Rise After Midterm Elections; 2027 Delivery Forecast Unchanged
Texas policy risk rises as permitting freezes may last longer, threatening 2028 projects and possible delivery cuts
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