Sitemap - 2025 - FundaAI
Deep|The First Year of FundaAI
Deep|Groq: Further Discussion on the Impact of HBM from the Acquisition of Groq
Deep|NVDA: Behind Nvidia’s 20bn Acquisition of Groq
Weekly|COHR at inflection point, shift in TPU competition landscape, Enterprise AI demand, MU
Review|ACN FY1Q26: Enterprise AI Is Approaching the Inflection Point for Scale Deployment
Deep|COHR: Explosion in 800G/1.6T Demand and Transition Into a US Networking Leader
Research|TPU Update: Competitive Dynamics Shift as Google Prioritizes MediaTek Engagement
Research|GPT-5.2: Paving Way for Enterprise Adoption Acceleration
Deep|OpenAI: How Is OpenAI Eating the Enterprise SaaS TAM?
Deep|APP: Black Friday Update - E-Commerce Advertising Progress Shows Meaningful Improvement
Review|CRM FY3Q26: Why Data Cloud Trends Look Misaligned With Agentforce Growth
Review|OKTA FY3Q26: AI Identity Traction vs. The Mismatched Near-Term Guidance
Review|CRWD FY3Q26: Acceleration Delivered, but Expectations Remain a High Bar
Deep|INTC: Turnaround – Server Market Momentum and Potential Major Foundry Wins
Preview|PATH FY3Q26: Channel Checks Indicate Continued Growth Recovery
Review|MDB FY3Q26: New CEO Continues to Drive Atlas Acceleration
Preview|CRM FY3Q26: Narrative Headwinds Outweigh Actual Modest Re-acceleration Trends
Preview|CRWD FY3Q26: AI Products Begin to Drive Early Growth, According to Channel Checks
Preview|SNOW 3Q25: Short-term Headwinds from One-offs, Re-acceleration Expected in 4Q25
Review|BABA CY3Q25: Revenue Growth Accelerates to 34%，Customer Demand Outpaces Supply
Preview|MDB FY3Q26: AI-Driven Acceleration on the Horizon
Research|AI Weekly: GOOG/TPU vs. OpenAI/GPU and Others
Review|NVDA CY3Q25: Results & Guidance Hit Our Targets
Preview|PANW FY1Q26: Cortex-Driven Upside in FYQ1, With Government Revenue Risk to Monitor
Preview|NVDA CY3Q25: Data Center Demand Remains Robust; CY2026 EPS Estimated at $9.5
Deep|OpenAI: Can OpenAI Deliver on Its $1.4 Trillion CapEx Commitment?
Deep|LITE: At the Center of the Optical Communications Revolution
Review|SNDK 3Q25: Further Margin Upside Expected
Review|DDOG 3Q25: What Difference could Two Earnings Calls Make
Review|APP 3Q25: Extremely Bullish 4Q25 Guidance
Preview|DDOG 3Q25: OpenAI Optimization Risk is Easing
Review|PLTR 3Q25: Another Strong Quarter, Fueled by AI and Commercial Expansion
Preview|APP/Unity 3Q25: Difficult Problems
Deep|SHOP: Quantifying the Impact of Agentic Commerce
Review|NET 3Q25: Second Consecutive Quarter of Accelerating Growth Driven by Security and Workers AI
Preview|PLTR 3Q25: The Acceleration Trend Is Likely to Continue This Quarter
Review|MSFT/AWS 3Q25: Who’s Hitting Capacity Constraints?
Review|GOOG 3Q25: A Clearer Path to $100Bn GCP
Review|NOW 3Q25: Steady Performance with AI greenshoots
Review|META 3Q25: Aggressive CapEx Fuels Next‑Year Valuation Debate
Research|NVDA: GTC Washington - Demand Still Structurally Outstrips Supply
Preview|AWS 3Q25: AWS Acceleration Ahead, but TRN3 Remains the Key
Preview|NET 3Q25: Growth Momentum Intact, Story Still Unfolding
Preview|MSFT FY1Q26: Mid-Training Driving Non-AI Growth, Copilot Studio Becoming the Next PLTR
Preview|NOW 3Q25: Solid Core as Usual, so is the Slow AI Ramp
Preview|GOOG 3Q25: GCP's Path to $100Bn ARR
Preview|META 3Q25: What Happens When META Doubles Down on AI Compute
Review|TSM 3Q25: Strong Beat and Raise Driven by AI Strength
Deep|Mid-Training Revolution: Why Every AI Lab is Making 3x Bets
Preview|TSM 3Q25: Outperforming 3Q25 on Strong AI Demand and Favorable FX Rate
Research|OpenAI’s SORA App: The “ChatGPT Moment” for AI Video
Deep|BABA Conference: Clear and Positive Signals for Alibaba Cloud and AI Development
Deep|BABA Cloud: External Customer Momentum and Internal AI Investments Drive Cloud Upside
Deep|GOOG’s Optical Edge: OCS, Gemini 3, Model Progress, and the Coming Storage Crunch
Research|CRWD: Strong Guidance and Expanding AI Narrative Replacing Security Engineers
Deep|META: Evolution of Recommender Model
Deep|ALAB:Scale-up, Gearbox, AWS, AMD, MSFT
Review|CRM 2Q25:Key Focus on Agentforce’s First Scalable Flagship
Deep|FIG 2Q25:Figma Make Could Emerge as the Catalyst for Figma’s AI Growth Story
Deep|C3.AI 2Q25:Preliminary Results Analysis: A True Turning Point Hinges on a New CEO
Review|BABA 2Q25:Alicloud Revenue and Capex Both Surprised to the Upside, Q2 Growth May Approach 30%
Review|NVDA 2Q25:Poised to Re-accelerate
Review|SNOW 2Q25:Continuing to Accelerate
Review|MDB 2Q25: Inflection Quarter as we Called out, at even Stronger pace
Preview|BABA 2Q25:Revenue Acceleration Amid Margin Pressures
Preview|SNOW 2Q25:Snowpark 2.0 on the Horizon
Preview|OKTA 2Q25:Marginal Business Improvement, But Limited Inflection This Quarter
Preview|MDB 2Q25: Mixed Feedback but Early Signs of AI Contribution
Preview|NVDA 2Q25:Demand Remains Robust, Hopper Pricing Stable Despite Blackwell Launch
Review|PANW 2Q25:Platformization Accelerates, AI Security Emerging as a Growth Catalyst
Calling All Subscribers - Help Us Shape the Future of Our AI Agent!
Preview|PANW 2Q25: CyberArk Deal Fears Overstated; Q4 Execution Remains on Track
Deep|LLM 2Q25: Recent Progress of Agentic AI Models
Preview|Tencent 2Q25: Ads Hold Strong, Cloud Accelerates on GPU Leasing, Gaming Faces High Base
Review|APP/U 2Q25:Trends and Upside
Review|DDOG 2Q25: Strong Result as Expected, so is Risk
Preview|MNDY 2Q25:AI Credit and Managed Service
Preview|DDOG 2Q25:LLM Observability, OpenAI and 2Q checks
Review|NET 2Q25:Accelerating Growth and Raised Outlook
Preview|Unity 2Q25:Clear Marginal Improvements
Preview|APP 2Q25: Sacrificing Near-Term Revenue for Long-Term Growth
Preview|PLTR 2Q25:Sustained U.S. Government Momentum, Steady Commercial Growth, and New JEDI
Deep|2Q25 Apple Tax Quarterly Research
Review|META/MSFT 2Q25:Different Evidence of AI Acceleration
DEEP|Figma:Design-to-Development and AI Story
Preview|NET 2Q25:The Default Infrastructure for AI-Native Companies
Preview|AWS 2Q25:Following Azure's Acceleration Playbook
DEEP|NET:Pay-Per-Crawl,New Revenue Stream with Growth Potential
Review|GOOG 2Q25:Fundamental Bottom?
Preview|GOOG 2Q25: Will AI Overview Generate Incremental Revenue for Google?
Preview|NOW 2Q25:A Quarter Not Likely to Steer Away Market Concerns
Preview|META 2Q25:Product Innovation Driving Potential Revenue Acceleration-Part2
Preview|META 2Q25: Product Innovations Drive Potential Revenue Acceleration-Part1
Deep|The Scale AI Halo Effect Updates: INOD May Haved Raised Its Sales Target This Year
Deep|DDOG: BitsAI, A Hidden AI Agent Play?
2Q25 Research Plan & Pre-Earnings Season Insights
Notes|2Q25 Ad Interview Series: CN Agency B
Research|ORCL:Stargate Progress and Oracle's $30Bn Deal
Notes|2Q25 Ad Interview Series: EU Agency A
Notes|2Q25 Ad Interview Series: NA Agency B
Notes|2Q25 Ad Interview Series: NA Agency A
Notes|2Q25 Ad Interview Series: CN Agency A
Research|How Impactful Are the OpenAI Researchers Poached by Meta? And Why Does OpenAI Use TPUs?
Deep|The Scale AI Halo Effect: Will Meta's Investment Lift the Other Boats, or Just the Leader?
Research|META AMM, AppLovin, and META's AI Ambitions
Deep|Coding Agents Are Rising Probably Faster Than You Might Have Thought
Review|1Q25: Our Research Methodology and AI Company Performance - Part 3
Review|1Q25: Our Research Methodology and AI Company Performance - Part 2
Review|1Q25: Our Research Methodology and AI Company Performance - Part 1
Deep|China Robotaxi: Who Will Be the Tesla—or the Waymo?
Deep|TSLA:Robotaxi 2Q25 Update
Deep|GOOG:LLM Narrative Shift, Anthropic vs Gemini, and AI Overview
Review|RBRK 1Q25:Delivers Solid Q1; Positioned to Benefit from AI Adoption
Preview|RBRK 1Q25:Strong Execution Continues—Watch for Buy-Side Expectation Risk
Review|MDB 1Q25:Atlas accelerated as expected, EA and profit margin surprised to the upside
Deep|LLM 1Q25:AI Agents Are Going To Transform The Entire Investment Landscape
Preview|MDB 1Q25:Partner Check Negative, Voyage AI Not Yet Contributing
Review|NVDA 1Q25:Slightly Beat North American Expectations, Gross Margins Resume Upward Trajectory
Review|CRM 1Q25: Modest Raise on FX Tailwinds, Agentforce Still in Early Stages
Preview|CRM 1Q25:Revenue May Inline With Guidance; No Clear Acceleration in AgentForce
Review|OKTA 1Q25:Modest Beat, but Due to Sales Reorg, Guidance Is a Bit Conservative
Preview|C3.AI:May Below Expectations; Future Growth May Overcome Sales Capacity Constraints
Deep|OKTA 1Q25:Modest Beat the Upper-end of Guidance, But Hugh Potential Ahead in AI Agent Era
Review|SNOW 1Q25: From AI Loser 9 Months Ago to Best AI Story Now
Deep|When Jensen Huang Meets the ASIC Wave
Preview|SNOW CY1Q25: Data Engineering and AI Products Are Customers' Top Priorities
Review|Tencent NDR:AI Agents Powered by WeChat’s Mini Program Are Imminent
Review|BABA:FY CAPEX Outlook Uncertain, But FY2026 20% YoY Cloud Growth Achievable
Deep|How Gaming Companies Bypass the Apple Tax
Preview|BABA:Solid AI Demand in China, but Revenue Divergence Persists Among Investors
Preview|Tencent 1Q25:AI Tailwind Starts to Become Visible in Advertising Business
Deep|MNDY 1Q25: A Very Solid Mid-term Growth Story
Deep|China AI: Chinese Fintech more Advanced than US peers in LLM adoption (Part 2)
Review|APP 1Q25:Only the Turnaround of a Good Company Counts as a Real Turnaround
Review|NOW:Analyst Day - AI Revenue Guidance Surprised to the Upside
Review|PLTR 1Q25:Strong Quarterly Performance with a Few Blemishes Prompting Share Pullback
Preview|APP 1Q25:Impact of Tariffs and Apple's Third-Party Payment Policy
Review|Why MSFT and META Performed Better than Feared
Research|AMZN:How Anthropic Will Impact AWS Revenue
Research|We May Witness the ChatGPT Moment for Agent in 2025
Preview|MSFT FY3Q25: Modestly Better Than Fear - Signs Of Stabilization
Deep|Updates on Applovin,TikTok,and GOOG
Preview|META 1Q25: Product Development, CAPEX, Model Update, and ER Setup - Final Part
Preview|META 1Q25: Tariff Case Analysis and SHEIN/TEMU Impact - Part 2
Preview|META 1Q25: Agency Interviews Summary - Part 1
Research|The Rist of Multimodal AI:A Golden Age for Creators and IP
Research|Tencent: Yuanbao and WeChat Agent Update
Research|Estimate of the Impact of Chinese Outbound E-Commerce on US Advertising
Deep| China AI:Chinese Fintech more Advanced than US peers in LLM adoption (Part 1)
Reivew|CRWV:Long-term Holding Hinges on Conviction in GPU Demand.
Deep|China AI:Alibaba Cloud Gains Tailwind from AI Demand
Market View|Market Implications from Ad Spend Trends
Deep|China AI: Who's Committing for the Long Haul?
Deep|1Q25 Ad Research Summary: Tariffs Are Starting To Affect The Ad Industry
Deep|App: Why Can Applovin Retrieve META UUID? Why Can Applovin Do Retargeting?
Deep|APP: What is Fingerprinting and Its Impact
Deep|MSFT: Why Has Microsoft Cut Another 2GW of Data Centers?
Research|Interesting Observations During GTC
Deep|APP: How E-commerce Advertisers View the Short Report
Review|Tencent: Our Perspectives and Insights on Recent NDRs
Market View|Is Trump Put Still There?
Deep|APP: Further Response to the Short Report
Review|SNOW 4Q24: CY2025 Growth Acceleration Possible
Review|C3.AI 4Q24: On the Eve of Dawn vs An Even Longer Night
Review|ZETA 4Q24: The Cheapest AdTech That Can Maintain the Rule of 40
Research|CRM: Salesforce Agentforce Commercialization Progress
Deep|ZETA: A Deep Dive into the AI-Driven Marketing Platform Gaining Traction
Research|Why Microsoft Has Delayed Two Data Centers
Preview|SNOW/MDB: Positive Check
Research|APP: Why the Short Seller Report Gets It Wrong
Deep|Tencent: WeChat Deepseek—The World’s Largest AI Application
Preview|Applovin 4Q24: Beat or Buy the Dip
Deep|NBIS: A Deep Dive into the Next Coreweave in the Making
Research|How DeepSeek's New Model is Changing the Future of AI Industry
Research|Has Deepseek Really Driven GPU Demand?
Review|PLTR: Strong Earnings and Our Reflections
Preview|AMZN 4Q24: The AWS Reacceleration Narrative
Deep|Two Key Beneficiaries: Why We Think 3D Torus Architecture is Critical to ASIC
Research|DeepSeek: This isn’t a 'Sputnik moment' for U.S. AI
Research|Scaling Law: At the Crossroads of Scaling Laws
Preview|PLTR 4Q24: 4Q MISS, Some Headwinds Appear
Preview|MSFT CY4Q24: CY4Q24 In-Line, Risks in CY1Q25 Guidance
Preview|META 4Q24: Intact Fundamentals Could Drive 4Q Beat But Risk In Guidance
Deep|Deep Dive into the Growth Challenges Facing Microsoft's M365 Copilot
Deep|AAOI: Optical Module Industry Returns to the US
Research|New Optical Opportunities Resulting from Changes in Emerging Models such as O1 and O3