FUNDA
Substack newsletter · by FUNDA · English
FUNDA provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI
- Audience
- 17K subscribers
- Shown publicly on Substack
- Publishing
- Weekly
- 18 posts indexed in the last 90 days
- Last post
- Oct 12, 2026
- 17 days ago
- Likely audience
- AI infrastructure investors
- Inferred from post content
FUNDA is a Substack newsletter by FUNDA covering financial forecasting, AI infrastructure and Semiconductor Supply Chain. NewsletterFIT indexed 18 posts from it in the last 90 days, most recently on Oct 12, 2026. Shown publicly on Substack: 17K subscribers.
Topics
- financial forecasting
- AI infrastructure
- Semiconductor Supply Chain
- Robotics AI
- LLM Training Compute
Recent posts
- Deep|Physical AI:…
- Weekly|AI4S, Gemini…
- Column|LLM: Going…
- Research|META: Muse…
- Preview|TSM 26Q3:…
- Research|MRVL: Investor…
Sponsors detected
No sponsored posts detected in the last 180 days of indexed posts.
Detected automatically from posts marked as sponsored. Detection can miss or misread placements.
See the full picture on FUNDA
Subscriber momentum over time, every detected sponsor with the source post, companies and people it mentions, guests, and an alert when any of it changes.
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Compiled from public pages · refreshed Oct 12, 2026 · How NewsletterFIT collects and labels data