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• FUNDA

  FUNDA provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI

  10 posts · theirs

Lately

• Deep|Optics: 6D Torus Points to a 4x Uplift in Optical Content per TPU

  FUNDA · 2026-08-19

• Research|Optics & Power: OCP APAC Summit Takeaways

  FUNDA · 2026-08-17

• Weekly|Scale-Across, Capacity Constraint Everywhere We Look, Memory ASP Normalization Is Healthy, GOOG Consolidation Over Brain Drain, LITE & COHR, NBIS, AMAT, AMD, SMTC, FUNDA Product Day

  FUNDA · 2026-08-17

• Research|SNDK Investor Day 2026: Focus Shifts to Earnings Sustainability

  FUNDA · 2026-08-14

• FUNDA Product Day

  FUNDA · 2026-08-14

• Review|NBIS 26Q2: Vineland Risk Eases; Demand and Pricing Remain Strong

  FUNDA · 2026-08-13

• Deep|Optics: The Scale-Across TAM Is Taking Shape

  FUNDA · 2026-08-12

• Research|Takeaways from the Future of Memory and Storage Conference 2026

  FUNDA · 2026-08-11

• Research|GOOG: The Market Sees Brain Drain; We See a Long-Overdue Organizational Consolidation

  FUNDA · 2026-08-10

• 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

  FUNDA · 2026-08-09

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