FundaAI
Subscribe
Sign in
Home
Notes
Chat
Archive
Leaderboard
About
Weekly|LLM update, Clarifying OpenAI’s “Capex Reduction”, NVDA, CRM, PANW, ASTS
We finally could catch our breath in the shortened week, when indices showed some life.
17 hrs ago
•
FundaAI
6
Latest
Top
Discussions
Research|OpenAI: What Is OpenAI's $600B Compute Spending? Did They Really Cut the $1.4T Investment Commitment?
The Information’s latest report contains this quote: “But it warned it will burn more than twice as much cash through 2030 than previously predicted, as…
Feb 21
•
FundaAI
15
Preview|CRM CY4Q25: Agentforce Remained Slow with Early Sign of Cannibalization
We surveyed 3 CRM experts (2 channel partners, 1 former APAC sales specialist).
Feb 20
•
FundaAI
8
Preview|NVDA CY4Q25: Fundamental Strength Meets a "Show-Me" Market
Market Sentiment: Strong Fundamentals vs.
Feb 19
•
FundaAI
13
3
1
Review|PANW 2Q26: Organic Revenue Guidance Cut by About 1 Percent Plus Dilution Drove the Stock Down
Key Takeaways
Feb 18
•
FundaAI
4
Deep|LLM: Frontier Compute for AGI in the U.S., Cost-Driven Adoption and Video Platforms in China
AI Is Splitting in Two
Feb 17
•
FundaAI
7
Preview|PANW 2Q26: Channel Checks Suggest Sustained Growth Momentum
Hardware Price Hikes Are a Near-term Headwind, but Mix and AI Could Support the Setup
Feb 16
•
FundaAI
6
Weekly|Bifurcation will Continue, AMAT, APP/U, NET, DDOG, Space Launch Market, ALAB
In our last weekly report, we discussed the structural positioning adjustment among big US tech funds/long-only, from their asset-light holdings in…
Feb 16
•
FundaAI
13
5
1
See all
FundaAI
Bottoming out Twitter@FundaBottom
Subscribe
Recommendations
View all 22
Accrued Interest
Simeon McMillan
Multibagger Insights
The T-shaped Investor
Citrini Research
Citrini
Irrational Analysis
Irrational Analysis
The Options Oracle
Edward Corona
FundaAI
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
