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FUNDA
1,894 posts
FUNDA
@FundaAI
Joined November 2012
- FUNDA reposted
Retail, Substack, Reddit and most of all @X accounts are increasingly the most important forces in the stock market and yet there is no way for them to connect directly with the management teams of the companies they are writing about and investing in. And they have almost no 
We published our $MU preview for institutional clients last week. The EPS guidance MU announced today was almost exactly in line with our preview. Memory supercycle: AI-driven demand is shifting negotiating power toward memory vendors, with CSP customers appearing more passive
- Deep|LLM: 26H1 Update (Part 2): Frontier Labs, Chinese Model Vendors & the Compute Bottleneck Anthropic–OpenAI duopoly: Model-layer revenue is concentrating fast, with Anthropic ARR moving from $1B at end-2024 to above $47B by May 2026, versus OpenAI at roughly $33B on public /
- Deep|LLM: 26H1 Update: Agent Scaling Law, Token Maxxing to ROI Discipline (Part 1) The defining change in the AI sector in H1 2026 is not a step-up in any single model’s raw capability, but that agent systems have begun to enter a phase of self-iteration. In our view, software
- FUNDA reposted
This is what I've been most excited about - Funda has launched its expert product. Led by the same people who write the reports, we aim to do 100 calls a month. Clients receive a weekly email summarising the calls completed that week. What I enjoyed most about my last job was
- Weekly|Anthropic ARR Nowcast, Transceiver Overbuild ≠ Reality, Anthropic Restriction & China LLM Wave, UMC Initiation, MU Preview, Chinese Laser Supply Concern Overdone The week was mostly fueled by various bearish chatter on AI, including China’s model wave hollowing out the
- Deep| $UMC : UTR Climbing QoQ; Entering Advanced Nodes and SiPho Manufacturing Over the past two years, mature processes have been squeezed by weak demand for consumer electronics and aggressive capacity expansion in mainland China, leaving capacity utilization and foundry
- Deep|Optics: Addressing Optical Transceivers Oversupply Concern Recently, we have been receiving an increasing number of investor questions on the potential overbuild in transceivers, which has partially weighed on the shares of US-listed optics names. In short, the argument is
