FUNDA

@FundaAI

The full-stack research platform for public equity investors. funda.ai [email protected]

substack.com/@fundaai

Joined November 2012

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FUNDA
@FundaAI
18h
Excited to be part of @TomorrowXSummit in Austin on November 17 and 18, 2026! Great to see independent creators and the companies shaping AI coming together. Thanks to @GavinSBaker , @Atreidesmgmt , @rbiscardi and @iconnections_io for making it happen! FUNDA will also take the
TomorrowX Summit
@TomorrowXSummit
20h
Welcome @FundaAI to TomorrowX Summit. FUNDA is an AI-native, full-stack research platform for public equity investors — bringing together deep research, primary insights, and a network of 50,000+ vetted experts.
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FUNDA
@FundaAI
49m
We commented on this in our latest $INTC update: TSMC advanced nodes are fully booked, leaving Intel 18A as the most pragmatic base die partner for $SKHY & $MU.
Irrational Analysis
@insane_analyst
3h
Bullish Intel. N5 and below booked. SK N12 base die apparently still problematic. Micron... you all know what I think of thier internal base die. **Intel 18A-P is SK and Micron only option.** N7 and Intel 3 not viable for HBM4 base die IMO.
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FUNDA
@FundaAI
4h
Anthropic is facing its toughest competitive pressure right now, so it is not surprising that they are no longer in a rush to IPO in September or October. The best time would be after the release of Fable 5.2 / 5.5. At the current pace, Gemini 4, Fable 5.2, and GPT 6 SOL could
leo 🐾
@synthwavedd
18h
🚨 SCOOP: OpenAI are in the final stages of preparations for the launch of GPT-6 Sol and Luna, and the Terra tier is being discontinued. Anthropic are also working on a version bump with Fable, Opus, and Sonnet 5.5. Opus 5.5 is shipping imminently at discounted pricing, and Haiku
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FUNDA
@FundaAI
17h
Someone asked what “recover unclaimed funds” means. When a company or institution owes someone money but can’t reach them and their account has been inactive for years, it generally has to turn the funds over to the state for safekeeping. Common examples include utility deposits
FUNDA
@FundaAI
21h
Deep| $META : Could Muse be the Inflection Point Market Looking for? Insights from 654 Muse Use Cases and Our Advertising Agency Interview Muse use cases: FUNDA reviewed 654 Muse cases 12 days after launch. Savings, refunds and personal finance remained the largest category at
FUNDA
@FundaAI
17h
Jev looks useful. We think the investment significance is being overstated. Plenty of software tasks need a label, a score or a yes/no answer. Jev handles those without generating text, at a very low price. There’s a market for that. The evidence supports a narrower claim than
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