Sitemap - 2026 - FUNDA

Research|LITE: CEO Remarks Further Prove that Optics Players Have a Supply Problem, not Demand

Research|Commentary on Recent Discussion on CPO/800V HVDC Delay

Weekly|Hightened Volatility, Coherent Lite + OCS, NVL576 NPO Optics Doubling, Glasswing Reshapes the Cyber Value Chain, Kioxia NAND Supercycle, PANW, PL, MRVL

Deep|Glasswing/Mythos: AI-Native Cyber Capability Drives a Reshaping of the Cybersecurity Value Chain and Sector Divergence

Deep|Coherent Lite Reshapes AI Optical Interconnects

Weekly|Welcome Fabian Onboard, SNOW Cortex Code Inflection, MRVL Optical Raise, SMTC Beat, MDB, PANW, Next LLM Upgrades

Review|SNOW 1Q26: Cortex Code Driving Acceleration, Reconfirmed

Review|MRVL FY1Q27: Long term outlook remains strong; FY28 DC guidance appears conservative

Preview|MRVL 1QFY27: Positioned For A Raise

Preview|SNOW 1Q26: Cortex Code Drives Accelerating Growth

Weekly|QCOM and SMTC Presentation, SpaceX S-1, NVDA, Kioxia, CRM, Anthropic

Review|NVDA FY1Q27: CPU Injects Revenue Momentum; Upward Revision of Revenue and Earnings Guidance

Deep|SPCX: S-1 Analysis

Preview|NVDA FY1Q27: Rubin’s Slight Delay due to Thermal Issues; 2027 CoWoS Upside Revision

Weekly|QCOM CPU and AI ASIC Opportunities, LITE Re-Rating, TSEM, AMAT, Kioxia, ASTS, TPU v9 Networking Topology

Deep|QCOM: Better Late Than Never – Massive CPU TAM Growth Sufficient to Accommodate New Entrants

Research|LITE: From Cyclical Optical Name to AI Datacenter Bottleneck

Weekly|Why Memory / CPU Rally Accelerated and Outperformed Optics, SMTC & AMD Deep Dive, DDOG, APP, LITE, COHR, PLTR, NET, RKLB, RDW

Review|RDW 1Q26: Headline Miss, Clean Margins, Prime Optionality

Review|DDOG 1Q26: Big Guidance Upside Surprise, No Growth Cliff Concern anymore

Review|APP 1Q26: Management Guides E-commerce to ~20% of U.S. Revenue, +25% QoQ

Preview|DDOG 1Q26: Stable Core, OpenAI Migration Pushed Out, Bits AI Contribution Still Early

Preview|APP 1Q26: No META Impact Observed; E-Commerce Reaccelerating After 1Q26 QoQ Decline; Gaming Growth Robust

Weekly|Cloud Acceleration Confirmed, CSP Capex Raised, DeepSeek V4 Triggers NAND Inflection, Tiktok, LITE & COHR, TPU CoWoS Raised, RKLB, PLTR, AXTI

Review|GOOG/MSFT/AWS: CapEx Raised — 2026 Finally Becomes the Year of Cloud Acceleration

Deep|DeepSeek V4: The Inflection Point for Large-Scale NAND-Based KV Cache

Preview|MSFT 1Q26: GPU Pricing Stabilizing, Azure Begins Anthropic Partnership, but Copilot Competition Remains Intense

Deep|TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet

Deep|DeepSeek V4: The First Model Custom-Built for Non-NVIDIA Chips, Optimized for Cost

Weekly|NVDA Moat Stress Test, DeepSeek V4 Benchmark, AGI at the Door, NOW Disappoints, SpaceX Part 3, TPU 8t/8i Optics Win, Meta & AWS Preview, and More

Deep|DeepSeek V4 vs Claude vs GPT-5.4: A 38-Task Benchmark Across Coding, Reasoning, and Financial Research

Deep|NVDA: Rethinking NVIDIA's Moat in the AI Stack

Review|NOW 1Q26: Becoming CRM-ish?

Research|TPU 8t/8i and Virgo Network: the biggest networking upgrade since TPU v4 — and another major win for optics (one we called early)

Deep|SpaceX Deep Dive: Part 3 — When Launch Costs Approach Zero, Where Does the Imagination End?

Preview|NOW 1Q26: Growth Largely In Line as Macro Stays Choppy; AI Control Tower Emerges as New Narrative

Research|ASTS: BlueBird-7 Launch Failure Event Analysis and Investment Implications

Deep|AGI at the Door: Claude Opus 4.6 Is the ChatGPT Moment for Agents

Weekly|AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMTB AMA Next Monday, PLTR, AMZN Acquiring GSAT

Review|TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged

Review|ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supply Shortage

Deep|SpaceX Deep Dive: Part2 - The Fundamentals and Risk Matrix Behind a $2 Trillion IPO Valuation

Deep|AI Infra 2026: Shifting from "Brain Power" Competition to "Whole-Body" Evolution

Preview|ASML 1Q26: Demand Remains Strong; The Only Headwind is ASML’s Capacity

Weekly|Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos

Deep|Kioxia: Not a Flash in the Pan

Preview|TSMC 1Q26: Continued Front-end and Back-end Capacity Shortages; Upward Revision of 2027 CoWoS Forecast

Weekly|Funda AI Agent Platform Launched, Memory LTAs, SpaceX, and more

Deep|Memory: Sustaining the Supercycle – AI-Driven Necessity and Formidable LTAs

Deep|SpaceX Deep Dive: Part 1 — From Falcon to Starship

Seven Days of Alignment: Analyst Minds, Agent Minds

Deep|MU: TurboQuant Is Not Another DeepSeek Moment

Weekly|TSEM Rally, LITE/COHR OFC Takeaways, MU Crushes, PL Profitability Inflection, AI RIF, Space Sector

Review|PL: Verification of the Profitability Inflection Point in the Commercial Earth Observation Sector

Deep|COHR: Mapping the Incremental Opportunity Post OFC 2026

Review|MU: Results and Guidance Crushes Expectations; Persistent Undersupply to Drive Further Memory ASP Hikes; SNDK EPS Update

Deep|LITE: Long-Term Upside Potential as a Core Player in AI Optical Interconnects

Weekly|OFC Preview, Hock’s CPO View, MU Preview, META Layoff, FundaAI's Coding Agent in Practice, HIMX, New Consortium, RBRK, APP

Review|RBRK FY4Q26: Net New ARR Accelerates Into FY27; Identity S-Curve Inflection Confirmed

Preview|RBRK FY4Q26: AI Threat Not Yet Material; Pricing Environment Favors Legacy Displacement; Peer Convergence and Hyperscaler Competition Warrant Monitoring

Research|HIMX: TFC Outpaces FOCI-Himax Ecosystem in Commercial CPO Ramp

Deep|OFC 2026 Preview: 400G per Lane — The Next Major Inflection in Optical Interconnects

Research|Comment on Hock Tan’s View on CPO: Copper isn’t Dead Yet— But Optics is Inevitable

Weekly|Unwiiiiiiiiiind, OpenAI/ORCL, GTC preview, TSEM deep dive, MDB/CRWD/ASTS earnings, CPO debate

Review|CRWD FY4Q26: NNARR Expansion Alleviates Narrative Overhang

Deep|TSEM: SiPho Capacity Inflection Drives Multi-Fold Growth Cycle

Review|ASTS 4Q25: Transition from a Pure Concept Name to an Early-stage Commercial Company

Review|MDB FY4Q26: Sales Strategy Transformation Introduces Uncertainty

Deep|GTC 2026 Preview: NVIDIA is Rewriting the AI Factory Playbook

Preview|CRWD FY4Q26: Beating the Quarter Is Not Hard—Beating the AI Narrative Is Harder

Weekly|Less Pessimistic than Citrini, NVDA, LLMs, Optics, Software and Space stocks earnings

Review|RKLB 4Q25: Earnings Priced In, Caution on Neutron Delays, but Strategic M&A Warrants Long-Term Optimism

Preview|MDB FY4Q26: LLMs Migrating to NoSQL

Review|RDW 4Q25: A Frantic Transition Period Between Hemorrhaging Cash and Printing Stock

Review|SNOW 4Q25: Strong Margin Guidance Clears Last Quarter's Concerns, Implying YoY Acceleration in the Last Three Quarters of CY26

Review|CRM CY4Q25: Underwhelming “Show Me” Story

Review|NVDA CY4Q25: Results and Outlook Exceeding Elevated Expectations

Deep|LLM: The U.S.–China AI Model Race Is Not Zero-Sum

Preview|RDW 4Q25: Assessing Execution Efficiency and 2026 Growth Trajectory Under MDA SHIELD

Deep|Heterogeneous Integration and Chiplets: The Defining Trends from ISSCC 2026

Preview|SNOW 4Q25: AI-Driven Acceleration in 4Q25, but Sustainability of the Trend Remains Uncertain

Weekly|LLM update, Clarifying OpenAI’s “Capex Reduction”, NVDA, CRM, PANW, ASTS

Research|OpenAI: What Is OpenAI's $600B Compute Spending? Did They Really Cut the $1.4T Investment Commitment?

Preview|CRM CY4Q25: Agentforce Remained Slow with Early Sign of Cannibalization

Preview|NVDA CY4Q25: Fundamental Strength Meets a "Show-Me" Market

Review|PANW 2Q26: Organic Revenue Guidance Cut by About 1 Percent Plus Dilution Drove the Stock Down

Deep|LLM: Frontier Compute for AGI in the U.S., Cost-Driven Adoption and Video Platforms in China

Preview|PANW 2Q26: Channel Checks Suggest Sustained Growth Momentum

Weekly|Bifurcation will Continue, AMAT, APP/U, NET, DDOG, Space Launch Market, ALAB

Review|AMAT 4Q25: Strong AI Demand Translating into Equipment Revenue

Deep|Global Space Launch Market In-Depth Research Report (2026): From Combustion Propulsion to the Orbital Economy

Review|APP&Unity: Strong Gaming Ad Trends, But Not Enough to Offset Other Factors

Review|NET 4Q25: Q4 Revenue Growth and FY26 Guidance Exceed Expectations, Reinforcing Market Confidence in the Company's Positioning as a Key AI Agent Beneficiary

Review|DDOG 4Q25: Core Business Continues to Accelerate, 2026 Revenue Guidance Better Than Feared

Preview|APP&U 4Q25: 2026 Is the Year of Gaming

Weekly|Momentum Unwind with Investors Switching Mindset, Optical results, Gaming Names, Software, Memory, INTC, and more

Preview|NET 4Q25: Minimal Impact From Outages in Q4; FY26 Growth Trajectory Likely to Keep

Review|COHR 4Q25: Optical Bottleneck Thesis Intact; Scale-Up Optical TAM Explicitly Confirmed

Preview|DDOG 4Q25: Change in OpenAI Spending Trend, Again

Preview|AWS 4Q25: Anthropic Brings Incremental Growth for 2026

Review|LITE 4Q25: At the Center of the Optical Communications Revolution, Deeply Aligned with Both Google and Nvidia

Deep|INTC: Intel’s "Capacity Reallocation Logic" Amid Supply Constraints

Review|PLTR 4Q25: Another Accelerating Quarter, Alleviating Prior Concerns Around Competitive Pressure

Prevew|LITE&COHR 4Q25: Why Optics Is One of the Primary Beneficiaries of AI Infrastructure Upgrades?

Preview|GOOG 4Q25: Agentic Commerce and Gemini Enterprise Drive New Growth

Deep|U&APP&TTWO&RBLX: Why Game Engine’s Role in World Models Is More Like the CPU’s Role in Agentic AI

Research|OCS and DRAM Pooling Expand the Memory Stack, Not Replace HBM

Weekly|LLM update, RDW, Moltbot, World model and games, Key Earnings Reviews and more

Deep|RDW: Selling Shovels in the Space Gold Rush

Review|SNDK 4Q25: Gross Margin Expansion Continues

Preview|PLTR 4Q25: Continue to Accelerate, but Competition Concerns Intensify

Review|ASML 4Q25: Record-High Bookings Confirm 2027 Growth Trajectory

Review|NOW 4Q25: Healthy but not Enough

Review|META 4Q25: Drivers of 1Q26 Accelerating Growth

Deep|LLM 2026: From the Illusion of Model Development Stagnation to Large-Scale Real-World Agent Deployment

Preview|MSFT FY2Q26: Can Copilot Studio Change the Narrative That Microsoft's Software Business Will Be Disrupted by LLMs?

Research|NET: Why Cloudflare Benefits From Clawdbot?

Preview|META 4Q25: 4Q25 Mixed, 1Q26 May Accelerate

Weekly|Space Primer, INTC Results, ASML Deep Dive, NOW Preview, APP Short Sell Report and more

Preview|NOW 4Q25: Solid Results Driven by Year-End Budget Flush, But would it Matter?

Review|INTC 4Q25: Q1 Marks the Supply Trough, with Margins and Revenue Expected to Recover by Q2

Deep|ASML: Upside from TSMC Expansion, China Demand Resilience, and Intel/Samsung Recovery

Deep|2026: The Space Breakout

Preview|INTC 4Q25: Supply Bottlenecks Drive ASP Uplift; 18A Yields and Restructuring Fuel Margin Expansion

Weekly|TSMC Blowout, AXTI Update, GCP Landmark Deal, China AI Development and More, APP Update

Research|AXTI: Indium Phosphide (InP), Export Controls, and the Optical Communications Value Chain

Review|TSMC 4Q25: AI Demand Confirmed; Future Three-Year CapEx to Significantly Exceed Sum of Past Three Years

Research|Alibaba, ByteDance, and Tencent Intensify AI Competition into Lunar New Year

Preview|TSMC 4Q25: AI Anchors a Multi-Year Supercycle; 2nm Momentum & Capex Upside to Drive 2026 Continued Revenue Growth

Research|GOOG: Google Gemini May Become the "Next-Generation Siri" Foundation - A Landmark Moment for Google Cloud

Weekly|Extraordinary Start of the Year! Addressing Key Debate in Optics, INTC, Memory and Semicap, OpenAI's New Training Cluster and APP Traffic

Research|AXTI: New Rare-Earth Export Restrictions Have a Very Limited Impact on the Global Optical Communications Industry

Deep|INTC: Agentic AI and Supply Bottlenecks Drive Server CPU Structural Shortage

Deep|Why DRAM and SSD Could Become Two Primary Themes in the AI Infrastructure Cycle

Deep|LITE: Google’s Newly Introduced In-rack Switch Tray is Actually a Positive for OCS and Optics

Deep|AMAT: Structural Capital Intensity Shift to Materials Engineering

Weekly|FundaAI’s 2025, NVDA Acquiring Groq, META Acquiring Manus, Deepseek, TPU Volume, SNOW