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Review|SNOW 1Q26: Cortex Code Driving Acceleration, Reconfirmed
This was a Snowflake quarter that genuinely excited me.
May 28
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FundaAI
10
1
Review|MRVL FY1Q27: Long term outlook remains strong; FY28 DC guidance appears conservative
Marvell delivered relatively in-line earnings, supported by the strength of its AI interconnect business.
May 28
12
3
Preview|MRVL 1QFY27: Positioned For A Raise
Marvell reports F1Q27 results after market close on 27 May 2026.
May 26
17
2
Preview|SNOW 1Q26: Cortex Code Drives Accelerating Growth
We spoke with 6 Snowflake Sales Partners this round to gain insights into Snowflake’s sales trends, as well as Cortex Code, the flagship product…
May 25
•
FundaAI
24
1
Weekly|QCOM and SMTC Presentation, SpaceX S-1, NVDA, Kioxia, CRM, Anthropic
Last couple of weeks, we flagged that the FOMO rally in some AI semis looked like it was running on fumes near-term, and we did see a shakeout before…
May 25
13
2
Review|NVDA FY1Q27: CPU Injects Revenue Momentum; Upward Revision of Revenue and Earnings Guidance
NVDA’s FY1Q27 revenue came in at $81.6 billion, slightly higher than FundaAI’s estimate of $80.6 billion and also beating the buy-side market…
May 21
18
Deep|SPCX: S-1 Analysis
Executive Summary
May 21
18
2
Preview|NVDA FY1Q27: Rubin’s Slight Delay due to Thermal Issues; 2027 CoWoS Upside Revision
Thermal Design Changes Lead to Slight Delay for Rubin
May 17
18
1
Weekly|QCOM CPU and AI ASIC Opportunities, LITE Re-Rating, TSEM, AMAT, Kioxia, ASTS, TPU v9 Networking Topology
In our last Weekly edition, we discussed why memory and CPU names have been relentlessly bid over the past couple of weeks and highlighted that…
May 16
25
1
Deep|QCOM: Better Late Than Never – Massive CPU TAM Growth Sufficient to Accommodate New Entrants
Changes in CPU-to-GPU Ratios and TAM Forecast
May 14
38
1
Research|LITE: From Cyclical Optical Name to AI Datacenter Bottleneck
LITE rallied today, and on the surface it looks like passive flows tied to the Nasdaq-100 inclusion.
May 11
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FundaAI
29
Weekly|Why Memory / CPU Rally Accelerated and Outperformed Optics, SMTC & AMD Deep Dive, DDOG, APP, LITE, COHR, PLTR, NET, RKLB, RDW
A week dominated by tons of earnings reports and a relentless rally in AI semis, especially memory and CPU stocks.
May 11
20
1
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