FundaAI
@FundaBottom
Followers
3K
Following
281
Media
384
Statuses
943
FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data.
Los Angeles, CA
Joined November 2012
Calling All Subscribers - Help Us Shape the Future of Our AI Agent! I've been writing an article recently comparing the similarities between Multi-Agent systems and recommendation algorithms. They're actually quite similar. I used to work as a product manager for recommendation
0
0
1
Why did $ORCL pull back after its earnings surge? Is there any negative narrative driving this?
0
0
0
Review| $RBRK 2Q25: A Slightly Conservative Implied NNARR Guidance, But the Actual Outlook May Remain Optimistic The stock fell 18%. The market’s primary focus remains ARR growth. Although the company raised full-year ARR guidance by 2% this quarter, implied H2 NNARR suggests a
1
1
3
Who is $Open's new CEO? What impact will this have on the stock price?
0
0
2
Why NVIDIA Rubin could be a tailwind for Tower ( $TSEM ): Rubin-era racks drive two big step-ups—optical bandwidth and power delivery—and Tower’s specialty processes sit right behind both. Optics step-function → more SiPh wafers. Example: under Blackwell, a GPU typically rode a
0
3
18
What did $AVGO management say today? Why is the stock up so much?
1
4
12
Calling All Subscribers - Help Us Shape the Future of Our AI Agent! It's incredibly rare to see a large-cap stock like $ORCL jump 30%... Let me break down the ORCL thesis. When OpenAI raised at $100B (3Q24), $300B (1Q25), and $500B (3Q25) valuations, they consistently increased
0
0
2
$ALAB: Management clearly stated at the Sept 4 Citi conference that Scorpio X+Ualink targets over $1,000 per chip value "now we're seeing on these P-Series platforms, multiple hundreds of dollars of content opportunity on a per accelerated basis. The next step then becomes with
Deep| $ALAB:Scale-up, Gearbox, AWS, AMD, MSFT Initially, the company's core business consisted of products such as Retimers, AECs, CXL, and GPU-to-CPU switches, with a product line focused on solving connectivity and memory bottleneck issues related to AI in data centers:
1
2
7
Bull case: AWS + AMD + Microsoft In the bull case scenario, we increase the shipment volumes for AWS TR2/2.5 and TR3 to 300k and 1,500k units in 2026, and for TR3 and TR4 to 300k and 1,500k units in 2027. We also consider the shipment volumes for AMD MI4xx series GPUs and MSFT
Deep| $ALAB:Scale-up, Gearbox, AWS, AMD, MSFT Initially, the company's core business consisted of products such as Retimers, AECs, CXL, and GPU-to-CPU switches, with a product line focused on solving connectivity and memory bottleneck issues related to AI in data centers:
1
2
6
Deep| $ALAB:Scale-up, Gearbox, AWS, AMD, MSFT Initially, the company's core business consisted of products such as Retimers, AECs, CXL, and GPU-to-CPU switches, with a product line focused on solving connectivity and memory bottleneck issues related to AI in data centers:
1
1
5
Preview| $RBRK 2Q25:Channel Feedback Sees Good Q2 Momentum and Healthy H2 Pipeline, With Expanding Pipeline of Large Deals From the perspective of quarterly channel feedback, Rubrik’s overall growth trend remains strong. The company continues to show resilience with only a
0
0
4