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
+1.37
hit rate
50%
mean α
+1.16%
signals 14d
20
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: 50% hit rate, +1.16% mean alpha, trader score +1.37. Their last-14d mentions, direction-adjusted, have moved -4.7% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @FundaAI | · | Survey research finds enterprise AI spending growing and shifting toward APIs and production. | · | tweet ↗ |
| 2026-08-27 | NBIS | @FundaAI | +0.65 | Deep research argues 2027 AI-data-center demand will exceed deliverable power supply. | -4.3% | tweet ↗ |
| 2026-08-27 | IREN | @FundaAI | +0.70 | Deep research argues 2027 AI-data-center demand will exceed deliverable power supply. | -12.5% | tweet ↗ |
| 2026-08-27 | CRWV | @FundaAI | +0.25 | Deep research argues 2027 AI-data-center demand will exceed deliverable power supply. | -3.0% | tweet ↗ |
| 2026-08-24 | · | @FundaAI | · | Research finds enterprise AI spending shifting from seats toward APIs, agents, and production workflows. | · | tweet ↗ |
| 2026-08-23 | NVDA | @FundaAI | +0.40 | Research finds growing enterprise AI spend and a potential fourfold increase in optical content per Google TPU. | +1.3% | tweet ↗ |
| 2026-08-23 | AVGO | @FundaAI | +0.40 | Research finds growing enterprise AI spend and a potential fourfold increase in optical content per Google TPU. | +0.1% | tweet ↗ |
| 2026-08-23 | CRM | @FundaAI | +0.10 | Research finds growing enterprise AI spend and a potential fourfold increase in optical content per Google TPU. | +22.4% | tweet ↗ |
| 2026-08-23 | GOOGL | @FundaAI | +0.40 | Research finds growing enterprise AI spend and a potential fourfold increase in optical content per Google TPU. | +0.5% | tweet ↗ |
| 2026-08-19 | GOOGL | @FundaAI | +0.25 | Research argues a rumored 6D TPU torus could lift optical content per TPU more than fourfold by 2027-28. | +0.5% | tweet ↗ |
| 2026-08-17 | NVDA | @FundaAI | +0.20 | Conference research argues optics and redesigned power delivery are structural AI trends. | -3.3% | tweet ↗ |
| 2026-08-17 | AVGO | @FundaAI | +0.20 | Conference research argues optics and redesigned power delivery are structural AI trends. | -6.0% | tweet ↗ |
| 2026-08-17 | NBIS | @FundaAI | +0.70 | Multi-company research argues capacity constraints support AI infrastructure and memory. | -22.2% | tweet ↗ |
| 2026-08-17 | AMAT | @FundaAI | +0.55 | Multi-company research argues capacity constraints support AI infrastructure and memory. | -13.8% | tweet ↗ |
| 2026-08-17 | LITE | @FundaAI | +0.65 | Multi-company research argues capacity constraints support AI infrastructure and memory. | -7.6% | 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.