# FundaAI

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

- **Platform:** substack
- **Category:** AI
- **Subscribers:** 17K
- **Paid subscribers:** 510
- **Weekly growth:** +3.4%
- **Monthly growth:** +5.5%
- **Last updated:** 2026-10-14
- **URL:** https://fundaai.substack.com
- **Profile:** https://newsletterinsights.io/newsletter/fundaai

## Recent Posts

- [Seven Days of Alignment: Analyst Minds, Agent Minds](https://fundaai.substack.com/p/seven-days-of-alignment-analyst-minds)
- [Join FUNDA at Tomorrow X Summit ](https://fundaai.substack.com/p/join-funda-at-tomorrow-x-summit)
- [Preview|APP 2Q26: E-commerce Growth Moderates After a Sharp Acceleration](https://fundaai.substack.com/p/previewapp-2q26-e-commerce-growth)
- [Deep|LLM: Kimi K3's KV Cache Is Smaller - Why That May Actually Be Positive for DRAM/NAND](https://fundaai.substack.com/p/deepllm-kimi-k3s-kv-cache-is-smaller)
- [Weekly|Kimi K3 "DeepSeek Moment" Jitters, TSM and ASML Beat-and-Raise, ATI & the Starship Supply Chain, INTC, AXTI, NBIS](https://fundaai.substack.com/p/weeklykimi-k3-deepseek-moment-jitters)
- [Deep|UMC: UTR Climbing QoQ; Entering Advanced Nodes and SiPho Manufacturing](https://fundaai.substack.com/p/deepumc-utr-climbing-qoq-entering)
- [Preview|MRVL 1QFY27: Positioned For A Raise](https://fundaai.substack.com/p/previewmrvl-1qfy27-positioned-for)
- [Preview|ASML 2Q26: Raising EUV Shipment Expectations](https://fundaai.substack.com/p/previewasml-2q26-raising-euv-shipment)
- [Research|Commentary on Recent Discussion on CPO/800V HVDC Delay](https://fundaai.substack.com/p/researchcommentary-on-recent-discussion)
- [Review|RBRK FY4Q26: Net New ARR Accelerates Into FY27; Identity S-Curve Inflection Confirmed](https://fundaai.substack.com/p/reviewrbrk-fy4q26-net-new-arr-accelerates)