Author
@FundaAI FundaAI
Institutional AI-infrastructure research brand mapping compute shifts to optics and semi winners
Publishes deep thematic research on the AI-infrastructure va
trader score
-1.01
hit rate
45%
mean α
-0.62%
signals 14d
54
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 45% hit rate, -0.62% mean alpha, trader score -1.01. Their last-14d mentions, direction-adjusted, have moved -8.9% since posting (mean over 40 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | SMTC | @FundaAI | +0.35 | Views management and technical execution positively despite conservative long-range growth guidance | -8.5% | tweet ↗ |
| 2026-10-15 | TSM | @FundaAI | +0.50 | Reports TSMC revenue guidance beating expectations amid strong advanced-node AI demand | -0.9% | tweet ↗ |
| 2026-10-15 | ASML | @FundaAI | +0.50 | Reports margin and guidance beats plus raised full-year margin guidance and EPS forecasts | -5.2% | tweet ↗ |
| 2026-10-15 | AMZN | @FundaAI | -0.15 | Documents sharply widening CDS and bond spreads that imply rising AI-capex credit risk | -2.7% | tweet ↗ |
| 2026-10-15 | META | @FundaAI | -0.15 | Documents sharply widening CDS and bond spreads that imply rising AI-capex credit risk | -12.8% | tweet ↗ |
| 2026-10-15 | GOOGL | @FundaAI | -0.15 | Documents sharply widening CDS and bond spreads that imply rising AI-capex credit risk | -8.3% | tweet ↗ |
| 2026-10-15 | ORCL | @FundaAI | -0.55 | Documents sharply widening CDS and bond spreads that imply rising AI-capex credit risk | -6.2% | tweet ↗ |
| 2026-10-15 | CRWV | @FundaAI | -0.70 | Documents sharply widening CDS and bond spreads that imply rising AI-capex credit risk | -22.2% | tweet ↗ |
| 2026-10-15 | NVDA | @FundaAI | -0.15 | Documents sharply widening CDS and bond spreads that imply rising AI-capex credit risk | -2.9% | tweet ↗ |
| 2026-10-14 | · | @FundaAI | · | Argues frontier labs remain far from becoming full security platforms. | · | tweet ↗ |
| 2026-10-14 | · | @FundaAI | · | Reports increased security hiring by AI labs since late March. | · | tweet ↗ |
| 2026-10-14 | · | @FundaAI | · | Explains why AI labs face barriers to broader security-platform expansion. | · | tweet ↗ |
| 2026-10-14 | · | @FundaAI | · | Raises impartiality concerns when an AI vendor also secures its customers. | · | tweet ↗ |
| 2026-10-14 | RPD | @FundaAI | -0.35 | Warns elevated expectations could amplify downside from AI-lab competition. | +20.4% | tweet ↗ |
| 2026-10-14 | QLYS | @FundaAI | -0.35 | Warns elevated expectations could amplify downside from AI-lab competition. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.