1/ Every Stock Has a Story
We are strong believers that AI will define the next decade in investing, forcing every company to adapt to the new era.
Beyond providing research reports to our subscribers, we believe we should also equip our subscribers with more AI-powered research tools.
Right now, most AI investment tools are not designed by professional stock investors. AI engineers and product managers have built many expensive but useless features, with no optimization for individual stock data.
Yet as an investor, when I open a stock chart, it feels like each stock is telling me its own story.
They all want to speak—each hourly move hints at marginal changes in information.
Some are passionate youths.
Some are tech geniuses.
Some are prodigal sons making a comeback.
Some are industry giants seeking a strategic pivot.
AppLovin reminds me of a mathematical prodigy — navigating a competitive landscape, capturing market share in mediation and MMP by slashing take rates during industry downturns, and then leveraging the data flywheel to expand into e-commerce. Every strategic move seems calculated to perfection. If you're a PUBG player, AppLovin is that unexpected contender who makes it to the final circle.
META is the classic tech giant in transition. Historically, META is always the most aggressive on CAPEX in every tech cycle. When the AI wave hit, META was briefly caught off guard, but quickly found its footing by scaling up its recommendation systems. The real game-changer, however, is META AI Search, now embedded across all their products — allowing META to generate sales leads in verticals (like used cars, insurance, credit cards) that were previously exclusive to Google Search.
DataDog?Datadog is like an underappreciated PhD in the AI revolution. DataDog provide the world's best monitoring product, with almost no flaw other than price. In the AI era, DataDog is a clear winner: AI agents generate 10-100x more processes than humans, and AI's inherent hallucinations make APM (Application Performance Monitoring) vastly more complex, driving DDOG usage for AI-native companies up by 10x. But its largest customer, OpenAI, is always looking to optimize. Once that optimization/new usage curve stabilizes, we expect DataDog to emerge as a true leader.
To us, every stock has a unique and compelling story.
We want our Agent product to tell these stories — not just cold earnings numbers or DCF models.
2/ Community-Built AI Agents
FundamentalBottom Substack was launched at the end of last year.
In just eight months, we've published over 150 research notes, built an in-house research framework, and now provide quarterly deep dives on more than 20 stocks, plus real-time updates on AI algorithms, hardware, and applications.
Our growth wouldn't be possible without our subscribers. You give feedback on every report, spark invaluable discussions in the chat, and share your best investment ideas.
Our research solution is shaped by subscriber needs.
We don't have a rigid roadmap, nor do we run like mechanical factory gears.
We want to be like LEGO—assembling to solve your top priorities.
Our core feature will be a Deep Research Agent optimized for popular tickers, and we'll soon roll out more AI functions.
We invite you to share your requests in the community. Every week, we'll prioritize and add them to our pipeline.
Rather than building a tool that ignores its users, we want to be a content platform that serves the community—helping you reduce your research costs.
3/ Beta Testing Begins
We're excited to announce the official launch of our beta test today.
We invite you to be among the first to experience and shape our latest innovation.
Due to server constraints, this beta is limited to 50 spots and is only open to paid Substack subscribers.
Your feedback is invaluable — it helps us improve and build products that genuinely meet your needs.
By joining the beta, you'll get early access to FundamentalBottom AI, and your ideas will directly influence its evolution.
If you're already a paid subscriber to our Substack, this product is completely free for you.
Click here to join the Beta Testing.
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