FundaAI
@FundaBottom
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FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data. https://t.co/tbqWWvUA5z
Los Angeles, CA
Joined November 2012
Deep|OpenAI: Can OpenAI Deliver on Its $1.4 Trillion CapEx Commitment? DAU, ARR, AI Narrative, AI Mode and Gemini Over the past two months, we’ve seen way too much AI bubble talk, and the market has clearly been pricing in AI bubble concerns during this period. You can see it
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@FundaBottom does some of the most interesting and unique fundamental work on the street in Tech. Worth a follow and a sub.
Deep|OpenAI: Can OpenAI Deliver on Its $1.4 Trillion CapEx Commitment? DAU, ARR, AI Narrative, AI Mode and Gemini Over the past two months, we’ve seen way too much AI bubble talk, and the market has clearly been pricing in AI bubble concerns during this period. You can see it
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Review|Tencent 3Q25: Strong Fundamentals, Lower Capex, and Clear AI Roadmap Overall, Tencent delivered a solid set of results. The market’s primary focus this quarter was the sequential and year-over-year decline in Capex. Below is a consolidated summary of the most frequently
Preview| $Tencent 3Q25: Solid Overall Performance, with New Executives from OAI Driving Positive Changes Gaming: Momentum solid. Flagship domestic titles resilient; overseas growth still outpacing domestic and likely to continue. Advertising: Growth tracking above prior run-rate
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Preview|Alibaba Cloud CY3Q25: Alibaba Cloud: Continued Acceleration With Structural Tailwinds From Self-developed AI Chip $BABA Today’s most notable development for Alibaba is its plan to update the existing “Tongyi” app on iOS and Android and rebrand it as “Qianwen,” aligning
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We're still far behind @SemiAnalysis_ - they're clearly doing the best work out there. But your encouragement means a lot to us.
@FundaBottom Great respect for you and SemiAnalysis, two best technology analysts in the world.
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I seriously wonder if there's anyone else in this world who takes every AI bubble discussion as seriously as I do - collecting this much data and building my own models to run calculations. Be a fundamental guy.
Deep|OpenAI: Can OpenAI Deliver on Its $1.4 Trillion CapEx Commitment? DAU, ARR, AI Narrative, AI Mode and Gemini Over the past two months, we’ve seen way too much AI bubble talk, and the market has clearly been pricing in AI bubble concerns during this period. You can see it
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Participating in the AI bubble debate is exhausting - it's basically like talking past each other, and there's absolutely no consensus. I'll just stick to closely monitoring supply chain data, MEGA earnings, and software channel checks.
Deep|OpenAI: Can OpenAI Deliver on Its $1.4 Trillion CapEx Commitment? DAU, ARR, AI Narrative, AI Mode and Gemini Over the past two months, we’ve seen way too much AI bubble talk, and the market has clearly been pricing in AI bubble concerns during this period. You can see it
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If I want to buy something in US markets that tracks the Korean index or SK Hynix, what's a good option? I feel $EWY's upside is too small.
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This morning we heard from many Japanese and Korean friends that ChatGPT Group Chat is really fun. Unlike the US, Japan and Korea have very well-established group chat habits.
Deep|OpenAI: Can OpenAI Deliver on Its $1.4 Trillion CapEx Commitment? DAU, ARR, AI Narrative, AI Mode and Gemini Over the past two months, we’ve seen way too much AI bubble talk, and the market has clearly been pricing in AI bubble concerns during this period. You can see it
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Who's to blame for this long government shutdown - Democrats or Republicans?
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So what the OpenAI CFO is essentially saying is that they proactively limited user time-on-platform. Once adult users complete verification, they’ll lift the time limits for those users. And as more adult content opens up, usage hours should ramp quickly in December.
OpenAI’s CFO mentioned that since August they’ve added more restrictions—for example, prompting users who’ve been on for too long to take a break. In December, they’ll ease limits for users who verify their age with adult ID, which should drive an increase in usage time. Alex
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OpenAI’s CFO mentioned that since August they’ve added more restrictions—for example, prompting users who’ve been on for too long to take a break. In December, they’ll ease limits for users who verify their age with adult ID, which should drive an increase in usage time. Alex
Sources: During a recent private call, OpenAI's investors asked about external signs that ChatGPT's growth is slowing. CFO Sarah Friar said time spent was down since "content restrictions" were added in Q3, but that the trend is expected to "reverse"
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Software- what was the catalyst for the SW complex majority getting sold? $DDOG $NET $PLTR
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Preview| $Tencent 3Q25: Solid Overall Performance, with New Executives from OAI Driving Positive Changes Gaming: Momentum solid. Flagship domestic titles resilient; overseas growth still outpacing domestic and likely to continue. Advertising: Growth tracking above prior run-rate
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What is $MSTR ’s current premium over its $BTC holdings? What impact could this have on Bitcoin’s future price trend?
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Deep| $LITE: At the Center of the Optical Communications Revolution The Name That Benefits the Most From the TPU Over the past two months, we’ve discussed how TPU remain highly constrained—demand far outstrips supply—even as volumes rise, and how over the next year they could
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Apple can absorb this the best. Android phones are relatively less able to handle it. As a result, iPhone’s share will increase next year. $AAPL
Infinite money bridge daily routine: 1)Wake up 3am check dram/nand spot prices 2) buy some $sndk pre mkt 3) read some threads on why memory is all that matters in life 4) look at my sndk 2026 estimates and realize they too low and take them up 5% from the day before 5) sell
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We’ve been continually updating on GEM. GEM made a noticeable contribution in 2Q25, but its revenue contribution in 3Q25 is limited. $META
$META We're entering Generative Recommender Model 2.0 faster than anticipated, even before Blackwell's deployment. 3Q25 may mark the first time we see watch time and CPM improvements from deeper neural network algorithms. Generative Recommender Model 1.0 = More
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You can look up all of these data points on AWS.
After discussing the Yipit data yesterday, we pulled together some notes based on AWS North Virginia spot prices -B200 ramped overall in October, so spot prices were low; volumes dried up quickly in November, so spot prices have started rising this month. -There’s no new supply
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