AXTI
wolfspeed
NVTS
cavana
【最强 Top 10】
1. AXTI Research 1/16：+537.5%（InP/出口管制）
2. AXTI Research 1/9：+512.6%（稀土出口限制）
3. INTC Deep 1/7：+181.1%（Agentic AI+供给瓶颈）
4. LITE Deep 1/5：+165.2%（Google机架交换机利好光学）
5. INTC Deep 2/4：+146.6%（产能重新分配）
6. MU Deep 3/26：+111.3%（TurboQuant）
7. HIMX Research 3/12：+107.7%（CPO量产）
8. AMAT Deep 1/4：+52.0%（结构资本强度）
9. COHR Deep 3/20：+48.9%（OFC后增量）
10. LITE Deep 3/18：+35.1%（AI光学互联）
Funda AI Reports Published Since January 2026
Organized by timeline, report type, and target / topic
Source: user-provided Funda AI report-list PDF. The list covers January 2026 through May 21, 2026; December 2025 entries on the last pages are excluded. “Weekly” and “Other” are retained separately because the source includes them, although the core report taxonomy is Deep / Research / Preview / Review.
1. Snapshot
Metric Summary
Coverage window Jan 4, 2026 – May 21, 2026
Total reports captured 124
Core types captured Deep: 34, Research: 12, Preview: 25, Review: 33
Other recurring formats Weekly: 19, Other: 1
Monthly distribution 2026-05: 13; 2026-04: 25; 2026-03: 22; 2026-02: 35; 2026-01: 29
2. Timeline by publication date
Date Type Target / Topic Report title Page
2026-05-21 Review NVDA NVDA FY1Q27: CPU Injects Revenue Momentum; Upward Revision of Revenue and Earnings Guidance p. 1
2026-05-21 Deep SPCX SpaceX S-1 Analysis p. 1
2026-05-17 Preview NVDA NVDA FY1Q27: Rubin’s Slight Delay Due to Thermal Issues; 2027 CoWoS Upside Revision p. 1
2026-05-16 Weekly QCOM / CPU / AI ASICs QCOM CPU and AI ASIC Opportunities, LITE Re-Rating, TSM, AMAT, Kioxia, ASTS, TPU p. 1
2026-05-15 Deep QCOM QCOM: Better Late Than Never — Massive CPU TAM Growth Sufficient to Accommodate New Entrants p. 1
2026-05-11 Research LITE LITE: From Cyclical Optical Name to AI Datacenter Bottleneck p. 2
2026-05-11 Weekly Memory / CPU / Optics Why Memory / CPU Rally Accelerates, LITE Re-Rating, STMC & AMD Deep Dive, DDOG, APP, LITE p. 2
2026-05-08 Review RDW RDW 1Q26: Headline Miss, Clean Margins, Prime Optionality p. 2
2026-05-07 Review DDOG DDOG 1Q26: Big Guidance Upside Surprise; No Growth Cliff Concern Anymore p. 2
2026-05-07 Review APP APP 1Q26: Management Guides E-Commerce to ~20% of U.S. Revenue, +25% QoQ p. 2
2026-05-05 Preview DDOG DDOG 1Q26: Stable Core, OpenAI Migration Pushed Out, Bits AI Contribution Still Early p. 3
2026-05-04 Review APP / Unity APP 1Q26: No META Impact Observed; E-Commerce Reaccelerating After 1Q26 QoQ Decline; Gaming Growth... p. 3
2026-05-04 Weekly Cloud / Tiktok / LITE / COHR / TPU Cloud Acceleration Confirmed, CSP CapEx Raised, DeepSeek V4 Triggers NAND Inflation, TikTok, LITE & COHR, TPU... p. 3
2026-04-30 Review GOOG / MSFT / AWS GOOG/MSFT/AWS: CapEx Raised — 2026 Finally Becomes the Year of Cloud Acceleration p. 3
2026-04-29 Deep DeepSeek DeepSeek V4: The Inflection Point for Large-Scale NAND-Based KV Cache p. 3
2026-04-28 Preview MSFT MSFT 1Q26: GPU Pricing Stabilizing, Azure Begins Anthropic Partnership, but Copilot Competition... p. 4
2026-04-27 Deep TikTok TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet p. 4
2026-04-27 Deep DeepSeek DeepSeek V4: The First Model Custom-Built for Non-NVIDIA Chips, Optimized for Cost p. 4
2026-04-26 Weekly NVDA / DeepSeek / AGI / NOW / DSP NVDA Moat Stress Test, DeepSeek V4 Benchmark, AGI at the Door, NOW Disappoints, SpaceX Part 3, TPU 8/Si... p. 4
2026-04-24 Deep DeepSeek DeepSeek V4 vs Claude vs GPT-5: A 38-Task Benchmark Across Coding, Reasoning, and Financial Research p. 4
2026-04-23 Deep NVDA NVDA: Rethinking NVIDIA’s Moat in the AI Stack p. 5
2026-04-23 Review NOW NOW 1Q26: Becoming CRM-ish? p. 5
2026-04-23 Research TPU / Si / Virgo Network TPU 8 / Si and Virgo Network: The Biggest Networking Upgrade Since TPU v4 p. 5
2026-04-22 Deep SpaceX SpaceX Deep Dive Part 3 — When Launch Costs Approach Zero, Where Does the Imagination End? p. 5
2026-04-21 Preview NOW NOW 1Q26: Growth Largely In Line as Macro Story Choppy; AI Control Tower Emerges as New Narrative p. 5
2026-04-20 Research ASTS ASTS: BlueBird-3 Launch Failure Eventually and Investment Implications p. 5
2026-04-20 Deep LLM AGI at the Door: Claude Opus 4.6 Is the ChatGPT Moment for Agents p. 6
2026-04-19 Weekly AI Infra / SpaceX / ASML / TSMC / AMZN AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMT, AMAT Monday, PLTR, AMZN Acquiring GSAT p. 6
2026-04-17 Review TSMC TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged p. 6
2026-04-17 Review ASML ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supportage p. 6
2026-04-15 Deep SpaceX SpaceX Deep Dive Part 2 — The Fundamentals and Risk Matrix Behind a $2 Trillion IPO Valuation p. 6
2026-04-14 Deep AI Infra AI Infra 2026: Shifting from Brain Power Competition to Whole-Body Evolution p. 7
2026-04-13 Preview ASML ASML 1Q26: Demand Remains Strong; The Only Headwind Is ASML’s Capacity p. 7
2026-04-13 Weekly RDDT / Kioxia / TSMC / Meta / AWS Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos p. 7
2026-04-10 Deep Kioxia Kioxia: Not a Flash in the Pan p. 7
2026-04-10 Preview TSMC TSMC 1Q26: Continued Front-end and Back-end Capacity Shortages; Upward Revision of 2027 CoWoS Forecast p. 7
2026-04-05 Weekly Funda AI / Agents / Memory / LTA / SpaceX Funda AI Agent Platform Launched, Memory LTA, SpaceX, and More p. 7
2026-04-01 Deep Memory Memory: Sustaining the Supercycle — AI-Driven Necessity and Formidable LTAs p. 8
2026-03-30 Deep SpaceX SpaceX Deep Dive: Part 1 — From Falcon to Starship p. 8
2026-03-27 Other Funda AI OS Seven Days of Alignment: Analyst Minds, Agent Minds and Simple Guide to Using FundaAI OS p. 8
2026-03-26 Deep MU MU: TurboQuant Is Not Another O2C Moment p. 8
2026-03-23 Weekly TSM / LITE / COHR / OFC / Takeaways TSM Rally, LITE/COHR OFC Takeaways, MU Crush, PL Profitability Inflection, ARIE, Space Sector p. 8
2026-03-20 Review PL PL: Verification of the Profitability Inflection Point in the Commercial Earth Observation Sector p. 9
2026-03-20 Deep COHR COHR: Mapping the Incremental Opportunity Post OFC 2026 p. 9
2026-03-20 Review MU MU: Results and Guidance Crush Expectations; Persistent Undersupply to Drive Further Memory ASP Hikes p. 9
2026-03-18 Deep LITE LITE: Long-Term Upside Potential as a Core Player in AI Optical Interconnects p. 9
2026-03-15 Weekly OFC / Hock Tan / MU / META / COHR / LITE OFC Preview, Hock’s CPO View, MU Preview, META Layoff, FundaAI’s Coding Agent in Practice, HIMX, New Consortium p. 9
2026-03-14 Review RBRK RBRK FY4Q26: Net New ARR Accelerates Into FY27; Identity S-Curve Inflection Confirmed p. 10
2026-03-13 Preview RBRK RBRK FY4Q26: AI Threat Not Yet Material; Pricing Environment Favors Legacy Displacement; Peer Convergence... p. 10
2026-03-12 Research HIMX HIMX: TFC Outpaces FOCI — Himax Ecosystem in Commercial LPO Ramp p. 10
2026-03-11 Deep Optics OFC 2026 Preview: 400G per Lane — The Next Major Inflection in Optical Interconnect p. 10
2026-03-08 Research Optics Comment on Hock Tan’s View on CPO: CPO Isn’t Dead Yet — Optics Is Inevitable p. 10
2026-03-07 Weekly OpenAI / ORCL / TSMC / MDB / CRWD / ASTS / CPO Unwinding, OpenAI/ORCL, GTC Preview, TSM Deep Dive, MDB/CRWD/ASTS Earnings, CPO Debate p. 11
2026-03-05 Review CRWD CRWD FY4Q26: NNARR Expansion Alleviates Narrative Overhang p. 11
2026-03-05 Deep TEM TEM: Sipho Capacity Inflection Drives Multi-Fold Growth Cycle p. 11
2026-03-03 Review ASTS ASTS 4Q25: Transition from a Pure Concept Name to an Early-Stage Commercial Company p. 11
2026-03-03 Review MDB MDB FY4Q26: Sales Strategy Transformation Introduces Uncertainty p. 11
2026-03-02 Deep NVDA / GTC GTC 2026 Preview: NVIDIA Is Rewriting the AI Factory Playbook p. 12
2026-03-02 Preview CRWD CRWD FY4Q26: The Quarter Is Not Hard — Beating the AI Narrative Is Harder p. 12
2026-03-01 Weekly NVDA / LLM / Optics / Software / Space Stocks Less Pessimistic than Citri; NVDA, LLMs, Optics, Software and Space Stocks Earnings p. 12
2026-02-27 Review RKLB RKLB 4Q25: Earnings Priced In; Caution on Neutron Delays, but Strategic M&A Warrants Long-Term Optimism p. 12
2026-02-27 Preview MDB MDB FY4Q26: LLMs Migrating to NoSQL p. 12
2026-02-26 Review RDW RDW 4Q25: A Frantic Transition Between Hemorrhaging Cash and Printing Stock p. 13
2026-02-26 Review SNOW SNOW 4Q25: Strong Margin Guidance Clears Last Quarter’s Concerns, Implying YoY Acceleration in the Last Three... p. 13
2026-02-26 Review CRM CRM CY4Q25: Underwhelming “Show Me” Story p. 13
2026-02-26 Review NVDA NVDA CY4Q25: Results and Outlook Exceeding Elevated Expectations p. 13
2026-02-26 Deep LLM The U.S.–China AI Model Race Is Not Zero-Sum p. 13
2026-02-25 Preview RDW RDW 4Q25: Assessing Execution Efficiency and 2026 Growth Trajectory Under NDA SHIELD p. 13
2026-02-25 Deep LLM / Advanced Packaging Heterogeneous Integration and Chiplets: The Defining Trends from ISSCC 2026 p. 14
2026-02-24 Preview SNOW SNOW 4Q25: AI-Driven Acceleration in 4Q25, but Sustainability of the Trend Remains Uncertain p. 14
2026-02-23 Weekly OpenAI / NVDA / CRM / PANW / ASTS LLM Update, Clarifying OpenAI’s “CapEx Reduction”, NVDA, CRM, PANW, ASTS p. 14
2026-02-21 Research OpenAI OpenAI: What Is OpenAI’s $600B Compute Spend? Did They Really Cut the $1.4T Investment Commitment? p. 14
2026-02-20 Preview CRM CRM CY4Q25: Agentforce Remained Slow with Early Sign of Cannibalization p. 14
2026-02-19 Preview NVDA NVDA CY4Q25: Fundamental Strength Meets a “Show-Me” Market p. 15
2026-02-18 Review PANW PANW 2Q26: Organic Revenue Growth Cut by About 1 Percent Plus Dilution Drove the Stock Down p. 15
2026-02-17 Deep LLM Frontier Compute for AGI in the U.S.: Cost-Driven Adoption and Video Platforms in China p. 15
2026-02-17 Preview PANW PANW 2Q26: Channel Checks Suggest Sustained Growth Momentum p. 15
2026-02-16 Weekly AMAT / APP / NET / DDOG / Semicap Bifurcation Will Continue; AMAT, APP, NET, DDOG; Speed of Agent Market Translating Into Equipment Revenue p. 16
2026-02-13 Deep Space Launch Global Space Launch Market In-Depth Research Report (2026): From Combustion Propulsion to the Orbital Economy p. 16
2026-02-12 Review APP / Unity APP&Unity: Strong Gaming Ad Trends, but Not Enough to Offset Other Factors p. 16
2026-02-12 Review NET NET 4Q25: 4Q Revenue Growth and FY26 Guidance Exceed Expectations; Reinfocing Market Confidence in the... p. 16
2026-02-11 Review DDOG DDOG 4Q25: Core Business Continued Reacceleration; 2026 Revenue Guidance Better Than Feared p. 17
2026-02-09 Weekly Software / Memory / INTC / Gaming Momentum Unwind with Investors Shifting Mindset, Optical Names, Gaming Names, Software, Memory, INTC, and More p. 17
2026-02-08 Preview NET NET 4Q25: Minimal Impact from Outages in Q4; FY26 Growth Trajectory Likely to Keep p. 17
2026-02-06 Review COHR COHR 4Q25: Optical Bottleneck Thesis Intact; Scale-Up Optical TAM Explicitly Confirmed p. 17
2026-02-05 Preview DDOG DDOG 4Q25: Change in OpenAI Spending Trend, Again p. 17
2026-02-05 Preview AWS AWS 4Q25: Anthropic Brings Incremental Growth for 2026 p. 18
2026-02-04 Review LITE LITE 4Q25: At the Center of the Optical Communications Revolution, Deeply Aligned with Both Google and Nvidia p. 18
2026-02-04 Deep INTC Intel’s “Capacity Reallocation Logic” Amid Supply Constraints p. 18
2026-02-04 Review PLTR PLTR 4Q25: Another Accelerating Quarter, Alleviating Prior Concerns Around Competitive Pressure p. 18
2026-02-04 Preview LITE / COHR LITE&COHR 4Q25: Why Optics Is One of the Primary Beneficiaries of AI Infrastructure Upgrades? p. 18
2026-02-03 Preview GOOG GOOG 4Q25: Agentic Commerce and Gemini Enterprise Drive New Growth p. 19
2026-02-02 Deep U / APP / TTWO / RBLX Why Game Engine’s Role in World Models Is More Like the CPU’s Role in Agentic AI p. 19
2026-02-02 Research OCS / DRAM OCS and DRAM Pooling Expand the Memory Stack, Not Replace HBM p. 19
2026-02-02 Weekly LLM / RDW / MLBot / Games LLM Update, RDW, MLBot, World Model and Games, Key Earnings Reviews and More p. 19
2026-01-30 Deep RDW RDW: Selling Shovels in the Space Gold Rush p. 19
2026-01-29 Review SNDK SNDK 4Q25: Gross Margin Expansion Continues p. 20
2026-01-29 Preview PLTR PLTR 4Q25: Continue to Accelerate, but Competition Concerns Intensify p. 20
2026-01-29 Review ASML ASML 4Q25: Record-High Bookings Confirm 2027 Growth Trajectory p. 20
2026-01-29 Review NOW NOW 4Q25: Healthy but Not Enough p. 20
2026-01-29 Review META META 4Q25: Drivers of 1Q26 Accelerating Growth p. 20
2026-01-28 Deep LLM LLM 2026: From the Illusion of Model Development Stagnation to Large-Scale Real-World Agent Deployment p. 20
2026-01-27 Preview MSFT MSFT FY2Q26: Can Copilot Studio Change the Narrative That Microsoft’s Software Business Will Be Disrupted by... p. 21
2026-01-27 Research NET NET: Why Cloudflare Benefits From Clawbot? p. 21
2026-01-26 Preview META META 4Q25: 4Q25 Mixed; 1Q26 May Accelerate p. 21
2026-01-24 Weekly Space / INTC / ASML / NOW / APP Space Primer, INTC Results, ASML Deep Dive, NOW Preview, APP Short Sell Report and More p. 21
2026-01-24 Preview NOW NOW 4Q25: Solid Results Driven by Year-End Budget Flush, but Would It Matter? p. 21
2026-01-22 Review INTC INTC 4Q25: Q1 Marks the Supply Trough, with Margins and Revenue Expected to Recover by Q2 p. 22
2026-01-22 Deep ASML ASML Upside from TSMC Expansion, China Demand Resilience, and Intel/Samsung Recovery p. 22
2026-01-21 Deep Space 2026: The Space Breakout p. 22
2026-01-20 Preview INTC INTC 4Q25: Supply Bottlenecks Drive ASP Uplift; 18A Yields and Restructuring Fuel Margin Expansion p. 22
2026-01-18 Weekly TSMC / AXTI / GCP / OpenAI TSMC Blowout, AXTI Update, GCP Landmark Deal, China AI Development and More p. 22
2026-01-16 Research AXT Indium Phosphide (InP), Export Control, and the Optical Communications Value Chain p. 22
2026-01-15 Review TSMC TSMC 4Q25: AI Demand Confirmed; Future Three-Year CapEx to Significantly Exceed Sum of Past Three Years p. 23
2026-01-14 Research Alibaba / ByteDance / Tencent Alibaba, ByteDance, and Tencent Intensify AI Competition Into Lunar New Year p. 23
2026-01-13 Preview TSMC TSMC 4Q25: AI Anchors a Multi-Year Supercycle; 2nm Momentum & CapEx Upside to Drive 2026 Continued Revenue... p. 23
2026-01-13 Research GOOG GOOG: Google Gemini May Become the “Next-Generation Siri” Foundation — A Landmark Moment for... p. 23
2026-01-09 Weekly Optics / INTC / Memory / Semicap / OpenAI Extraordinary Start of the Year! Addressing Key Debate in Optics, INTC, Memory and Semicap, OpenAI’s New... p. 24
2026-01-09 Research AXTI New Rare-Earth Export Restrictions Have a Very Limited Impact on the Global Optical Communications... p. 24
2026-01-07 Deep INTC INTC: Agentic AI and Supply Bottlenecks Drive Server CPU Structural Shortage p. 24
2026-01-07 Deep DRAM / SSD Why DRAM and SSD Could Become Two Primary Themes in the AI Infrastructure Cycle p. 24
2026-01-05 Deep LITE LITE: Google’s Newly Introduced In-Rack Switch Tray Is Actually a Positive for OCS and Optics p. 24
2026-01-05 Weekly FundaAI / 2025 recap FundaAI’s 2025, NVDA Acquiring Groq, META Acquiring Manus, DeepSeek, TPU Volume, SNOW p. 25
2026-01-04 Deep AMAT AMAT: Structural Capital Intensity Shift to Materials Engineering p. 25
3. Reports grouped by type
Deep reports (34)
Date Target / Topic Report title Page
2026-05-21 SPCX SpaceX S-1 Analysis p. 1
2026-05-15 QCOM QCOM: Better Late Than Never — Massive CPU TAM Growth Sufficient to Accommodate New Entrants p. 1
2026-04-29 DeepSeek DeepSeek V4: The Inflection Point for Large-Scale NAND-Based KV Cache p. 3
2026-04-27 TikTok TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet p. 4
2026-04-27 DeepSeek DeepSeek V4: The First Model Custom-Built for Non-NVIDIA Chips, Optimized for Cost p. 4
2026-04-24 DeepSeek DeepSeek V4 vs Claude vs GPT-5: A 38-Task Benchmark Across Coding, Reasoning, and Financial Research p. 4
2026-04-23 NVDA NVDA: Rethinking NVIDIA’s Moat in the AI Stack p. 5
2026-04-22 SpaceX SpaceX Deep Dive Part 3 — When Launch Costs Approach Zero, Where Does the Imagination End? p. 5
2026-04-20 LLM AGI at the Door: Claude Opus 4.6 Is the ChatGPT Moment for Agents p. 6
2026-04-15 SpaceX SpaceX Deep Dive Part 2 — The Fundamentals and Risk Matrix Behind a $2 Trillion IPO Valuation p. 6
2026-04-14 AI Infra AI Infra 2026: Shifting from Brain Power Competition to Whole-Body Evolution p. 7
2026-04-10 Kioxia Kioxia: Not a Flash in the Pan p. 7
2026-04-01 Memory Memory: Sustaining the Supercycle — AI-Driven Necessity and Formidable LTAs p. 8
2026-03-30 SpaceX SpaceX Deep Dive: Part 1 — From Falcon to Starship p. 8
2026-03-26 MU MU: TurboQuant Is Not Another O2C Moment p. 8
2026-03-20 COHR COHR: Mapping the Incremental Opportunity Post OFC 2026 p. 9
2026-03-18 LITE LITE: Long-Term Upside Potential as a Core Player in AI Optical Interconnects p. 9
2026-03-11 Optics OFC 2026 Preview: 400G per Lane — The Next Major Inflection in Optical Interconnect p. 10
2026-03-05 TEM TEM: Sipho Capacity Inflection Drives Multi-Fold Growth Cycle p. 11
2026-03-02 NVDA / GTC GTC 2026 Preview: NVIDIA Is Rewriting the AI Factory Playbook p. 12
2026-02-26 LLM The U.S.–China AI Model Race Is Not Zero-Sum p. 13
2026-02-25 LLM / Advanced Packaging Heterogeneous Integration and Chiplets: The Defining Trends from ISSCC 2026 p. 14
2026-02-17 LLM Frontier Compute for AGI in the U.S.: Cost-Driven Adoption and Video Platforms in China p. 15
2026-02-13 Space Launch Global Space Launch Market In-Depth Research Report (2026): From Combustion Propulsion to the Orbital Economy p. 16
2026-02-04 INTC Intel’s “Capacity Reallocation Logic” Amid Supply Constraints p. 18
2026-02-02 U / APP / TTWO / RBLX Why Game Engine’s Role in World Models Is More Like the CPU’s Role in Agentic AI p. 19
2026-01-30 RDW RDW: Selling Shovels in the Space Gold Rush p. 19
2026-01-28 LLM LLM 2026: From the Illusion of Model Development Stagnation to Large-Scale Real-World Agent Deployment p. 20
2026-01-22 ASML ASML Upside from TSMC Expansion, China Demand Resilience, and Intel/Samsung Recovery p. 22
2026-01-21 Space 2026: The Space Breakout p. 22
2026-01-07 INTC INTC: Agentic AI and Supply Bottlenecks Drive Server CPU Structural Shortage p. 24
2026-01-07 DRAM / SSD Why DRAM and SSD Could Become Two Primary Themes in the AI Infrastructure Cycle p. 24
2026-01-05 LITE LITE: Google’s Newly Introduced In-Rack Switch Tray Is Actually a Positive for OCS and Optics p. 24
2026-01-04 AMAT AMAT: Structural Capital Intensity Shift to Materials Engineering p. 25
Research reports (12)
Date Target / Topic Report title Page
2026-05-11 LITE LITE: From Cyclical Optical Name to AI Datacenter Bottleneck p. 2
2026-04-23 TPU / Si / Virgo Network TPU 8 / Si and Virgo Network: The Biggest Networking Upgrade Since TPU v4 p. 5
2026-04-20 ASTS ASTS: BlueBird-3 Launch Failure Eventually and Investment Implications p. 5
2026-03-12 HIMX HIMX: TFC Outpaces FOCI — Himax Ecosystem in Commercial LPO Ramp p. 10
2026-03-08 Optics Comment on Hock Tan’s View on CPO: CPO Isn’t Dead Yet — Optics Is Inevitable p. 10
2026-02-21 OpenAI OpenAI: What Is OpenAI’s $600B Compute Spend? Did They Really Cut the $1.4T Investment Commitment? p. 14
2026-02-02 OCS / DRAM OCS and DRAM Pooling Expand the Memory Stack, Not Replace HBM p. 19
2026-01-27 NET NET: Why Cloudflare Benefits From Clawbot? p. 21
2026-01-16 AXT Indium Phosphide (InP), Export Control, and the Optical Communications Value Chain p. 22
2026-01-14 Alibaba / ByteDance / Tencent Alibaba, ByteDance, and Tencent Intensify AI Competition Into Lunar New Year p. 23
2026-01-13 GOOG GOOG: Google Gemini May Become the “Next-Generation Siri” Foundation — A Landmark Moment for... p. 23
2026-01-09 AXTI New Rare-Earth Export Restrictions Have a Very Limited Impact on the Global Optical Communications... p. 24
Preview reports (25)
Date Target / Topic Report title Page
2026-05-17 NVDA NVDA FY1Q27: Rubin’s Slight Delay Due to Thermal Issues; 2027 CoWoS Upside Revision p. 1
2026-05-05 DDOG DDOG 1Q26: Stable Core, OpenAI Migration Pushed Out, Bits AI Contribution Still Early p. 3
2026-04-28 MSFT MSFT 1Q26: GPU Pricing Stabilizing, Azure Begins Anthropic Partnership, but Copilot Competition... p. 4
2026-04-21 NOW NOW 1Q26: Growth Largely In Line as Macro Story Choppy; AI Control Tower Emerges as New Narrative p. 5
2026-04-13 ASML ASML 1Q26: Demand Remains Strong; The Only Headwind Is ASML’s Capacity p. 7
2026-04-10 TSMC TSMC 1Q26: Continued Front-end and Back-end Capacity Shortages; Upward Revision of 2027 CoWoS Forecast p. 7
2026-03-13 RBRK RBRK FY4Q26: AI Threat Not Yet Material; Pricing Environment Favors Legacy Displacement; Peer Convergence... p. 10
2026-03-02 CRWD CRWD FY4Q26: The Quarter Is Not Hard — Beating the AI Narrative Is Harder p. 12
2026-02-27 MDB MDB FY4Q26: LLMs Migrating to NoSQL p. 12
2026-02-25 RDW RDW 4Q25: Assessing Execution Efficiency and 2026 Growth Trajectory Under NDA SHIELD p. 13
2026-02-24 SNOW SNOW 4Q25: AI-Driven Acceleration in 4Q25, but Sustainability of the Trend Remains Uncertain p. 14
2026-02-20 CRM CRM CY4Q25: Agentforce Remained Slow with Early Sign of Cannibalization p. 14
2026-02-19 NVDA NVDA CY4Q25: Fundamental Strength Meets a “Show-Me” Market p. 15
2026-02-17 PANW PANW 2Q26: Channel Checks Suggest Sustained Growth Momentum p. 15
2026-02-08 NET NET 4Q25: Minimal Impact from Outages in Q4; FY26 Growth Trajectory Likely to Keep p. 17
2026-02-05 DDOG DDOG 4Q25: Change in OpenAI Spending Trend, Again p. 17
2026-02-05 AWS AWS 4Q25: Anthropic Brings Incremental Growth for 2026 p. 18
2026-02-04 LITE / COHR LITE&COHR 4Q25: Why Optics Is One of the Primary Beneficiaries of AI Infrastructure Upgrades? p. 18
2026-02-03 GOOG GOOG 4Q25: Agentic Commerce and Gemini Enterprise Drive New Growth p. 19
2026-01-29 PLTR PLTR 4Q25: Continue to Accelerate, but Competition Concerns Intensify p. 20
2026-01-27 MSFT MSFT FY2Q26: Can Copilot Studio Change the Narrative That Microsoft’s Software Business Will Be Disrupted by... p. 21
2026-01-26 META META 4Q25: 4Q25 Mixed; 1Q26 May Accelerate p. 21
2026-01-24 NOW NOW 4Q25: Solid Results Driven by Year-End Budget Flush, but Would It Matter? p. 21
2026-01-20 INTC INTC 4Q25: Supply Bottlenecks Drive ASP Uplift; 18A Yields and Restructuring Fuel Margin Expansion p. 22
2026-01-13 TSMC TSMC 4Q25: AI Anchors a Multi-Year Supercycle; 2nm Momentum & CapEx Upside to Drive 2026 Continued Revenue... p. 23
Review reports (33)
Date Target / Topic Report title Page
2026-05-21 NVDA NVDA FY1Q27: CPU Injects Revenue Momentum; Upward Revision of Revenue and Earnings Guidance p. 1
2026-05-08 RDW RDW 1Q26: Headline Miss, Clean Margins, Prime Optionality p. 2
2026-05-07 DDOG DDOG 1Q26: Big Guidance Upside Surprise; No Growth Cliff Concern Anymore p. 2
2026-05-07 APP APP 1Q26: Management Guides E-Commerce to ~20% of U.S. Revenue, +25% QoQ p. 2
2026-05-04 APP / Unity APP 1Q26: No META Impact Observed; E-Commerce Reaccelerating After 1Q26 QoQ Decline; Gaming Growth... p. 3
2026-04-30 GOOG / MSFT / AWS GOOG/MSFT/AWS: CapEx Raised — 2026 Finally Becomes the Year of Cloud Acceleration p. 3
2026-04-23 NOW NOW 1Q26: Becoming CRM-ish? p. 5
2026-04-17 TSMC TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged p. 6
2026-04-17 ASML ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supportage p. 6
2026-03-20 PL PL: Verification of the Profitability Inflection Point in the Commercial Earth Observation Sector p. 9
2026-03-20 MU MU: Results and Guidance Crush Expectations; Persistent Undersupply to Drive Further Memory ASP Hikes p. 9
2026-03-14 RBRK RBRK FY4Q26: Net New ARR Accelerates Into FY27; Identity S-Curve Inflection Confirmed p. 10
2026-03-05 CRWD CRWD FY4Q26: NNARR Expansion Alleviates Narrative Overhang p. 11
2026-03-03 ASTS ASTS 4Q25: Transition from a Pure Concept Name to an Early-Stage Commercial Company p. 11
2026-03-03 MDB MDB FY4Q26: Sales Strategy Transformation Introduces Uncertainty p. 11
2026-02-27 RKLB RKLB 4Q25: Earnings Priced In; Caution on Neutron Delays, but Strategic M&A Warrants Long-Term Optimism p. 12
2026-02-26 RDW RDW 4Q25: A Frantic Transition Between Hemorrhaging Cash and Printing Stock p. 13
2026-02-26 SNOW SNOW 4Q25: Strong Margin Guidance Clears Last Quarter’s Concerns, Implying YoY Acceleration in the Last Three... p. 13
2026-02-26 CRM CRM CY4Q25: Underwhelming “Show Me” Story p. 13
2026-02-26 NVDA NVDA CY4Q25: Results and Outlook Exceeding Elevated Expectations p. 13
2026-02-18 PANW PANW 2Q26: Organic Revenue Growth Cut by About 1 Percent Plus Dilution Drove the Stock Down p. 15
2026-02-12 APP / Unity APP&Unity: Strong Gaming Ad Trends, but Not Enough to Offset Other Factors p. 16
2026-02-12 NET NET 4Q25: 4Q Revenue Growth and FY26 Guidance Exceed Expectations; Reinfocing Market Confidence in the... p. 16
2026-02-11 DDOG DDOG 4Q25: Core Business Continued Reacceleration; 2026 Revenue Guidance Better Than Feared p. 17
2026-02-06 COHR COHR 4Q25: Optical Bottleneck Thesis Intact; Scale-Up Optical TAM Explicitly Confirmed p. 17
2026-02-04 LITE LITE 4Q25: At the Center of the Optical Communications Revolution, Deeply Aligned with Both Google and Nvidia p. 18
2026-02-04 PLTR PLTR 4Q25: Another Accelerating Quarter, Alleviating Prior Concerns Around Competitive Pressure p. 18
2026-01-29 SNDK SNDK 4Q25: Gross Margin Expansion Continues p. 20
2026-01-29 ASML ASML 4Q25: Record-High Bookings Confirm 2027 Growth Trajectory p. 20
2026-01-29 NOW NOW 4Q25: Healthy but Not Enough p. 20
2026-01-29 META META 4Q25: Drivers of 1Q26 Accelerating Growth p. 20
2026-01-22 INTC INTC 4Q25: Q1 Marks the Supply Trough, with Margins and Revenue Expected to Recover by Q2 p. 22
2026-01-15 TSMC TSMC 4Q25: AI Demand Confirmed; Future Three-Year CapEx to Significantly Exceed Sum of Past Three Years p. 23
Weekly reports (19)
Date Target / Topic Report title Page
2026-05-16 QCOM / CPU / AI ASICs QCOM CPU and AI ASIC Opportunities, LITE Re-Rating, TSM, AMAT, Kioxia, ASTS, TPU p. 1
2026-05-11 Memory / CPU / Optics Why Memory / CPU Rally Accelerates, LITE Re-Rating, STMC & AMD Deep Dive, DDOG, APP, LITE p. 2
2026-05-04 Cloud / Tiktok / LITE / COHR / TPU Cloud Acceleration Confirmed, CSP CapEx Raised, DeepSeek V4 Triggers NAND Inflation, TikTok, LITE & COHR, TPU... p. 3
2026-04-26 NVDA / DeepSeek / AGI / NOW / DSP NVDA Moat Stress Test, DeepSeek V4 Benchmark, AGI at the Door, NOW Disappoints, SpaceX Part 3, TPU 8/Si... p. 4
2026-04-19 AI Infra / SpaceX / ASML / TSMC / AMZN AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMT, AMAT Monday, PLTR, AMZN Acquiring GSAT p. 6
2026-04-13 RDDT / Kioxia / TSMC / Meta / AWS Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos p. 7
2026-04-05 Funda AI / Agents / Memory / LTA / SpaceX Funda AI Agent Platform Launched, Memory LTA, SpaceX, and More p. 7
2026-03-23 TSM / LITE / COHR / OFC / Takeaways TSM Rally, LITE/COHR OFC Takeaways, MU Crush, PL Profitability Inflection, ARIE, Space Sector p. 8
2026-03-15 OFC / Hock Tan / MU / META / COHR / LITE OFC Preview, Hock’s CPO View, MU Preview, META Layoff, FundaAI’s Coding Agent in Practice, HIMX, New Consortium p. 9
2026-03-07 OpenAI / ORCL / TSMC / MDB / CRWD / ASTS / CPO Unwinding, OpenAI/ORCL, GTC Preview, TSM Deep Dive, MDB/CRWD/ASTS Earnings, CPO Debate p. 11
2026-03-01 NVDA / LLM / Optics / Software / Space Stocks Less Pessimistic than Citri; NVDA, LLMs, Optics, Software and Space Stocks Earnings p. 12
2026-02-23 OpenAI / NVDA / CRM / PANW / ASTS LLM Update, Clarifying OpenAI’s “CapEx Reduction”, NVDA, CRM, PANW, ASTS p. 14
2026-02-16 AMAT / APP / NET / DDOG / Semicap Bifurcation Will Continue; AMAT, APP, NET, DDOG; Speed of Agent Market Translating Into Equipment Revenue p. 16
2026-02-09 Software / Memory / INTC / Gaming Momentum Unwind with Investors Shifting Mindset, Optical Names, Gaming Names, Software, Memory, INTC, and More p. 17
2026-02-02 LLM / RDW / MLBot / Games LLM Update, RDW, MLBot, World Model and Games, Key Earnings Reviews and More p. 19
2026-01-24 Space / INTC / ASML / NOW / APP Space Primer, INTC Results, ASML Deep Dive, NOW Preview, APP Short Sell Report and More p. 21
2026-01-18 TSMC / AXTI / GCP / OpenAI TSMC Blowout, AXTI Update, GCP Landmark Deal, China AI Development and More p. 22
2026-01-09 Optics / INTC / Memory / Semicap / OpenAI Extraordinary Start of the Year! Addressing Key Debate in Optics, INTC, Memory and Semicap, OpenAI’s New... p. 24
2026-01-05 FundaAI / 2025 recap FundaAI’s 2025, NVDA Acquiring Groq, META Acquiring Manus, DeepSeek, TPU Volume, SNOW p. 25
Other reports (1)
Date Target / Topic Report title Page
2026-03-27 Funda AI OS Seven Days of Alignment: Analyst Minds, Agent Minds and Simple Guide to Using FundaAI OS p. 8
4. Target / topic index
Target / Topic Count Type mix Dates (MM-DD) Latest / sample report
AI Infra 1 Deep 1 04-14 AI Infra 2026: Shifting from Brain Power Competition to Whole-Body Evolution
AI Infra / SpaceX / ASML / TSMC / AMZN 1 Weekly 1 04-19 AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMT, AMAT Monday, PLTR, AMZN Acquiring GSAT
Alibaba / ByteDance / Tencent 1 Research 1 01-14 Alibaba, ByteDance, and Tencent Intensify AI Competition Into Lunar New Year
AMAT 1 Deep 1 01-04 AMAT: Structural Capital Intensity Shift to Materials Engineering
AMAT / APP / NET / DDOG / Semicap 1 Weekly 1 02-16 Bifurcation Will Continue; AMAT, APP, NET, DDOG; Speed of Agent Market Translating Into Equipment Revenue
APP 1 Review 1 05-07 APP 1Q26: Management Guides E-Commerce to ~20% of U.S. Revenue, +25% QoQ
APP / Unity 2 Review 2 05-04, 02-12 APP 1Q26: No META Impact Observed; E-Commerce Reaccelerating After 1Q26 QoQ Decline; Gaming Growth...
ASML 4 Review 2, Preview 1, Deep 1 04-17, 04-13, 01-29, 01-22 ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supportage
ASTS 2 Research 1, Review 1 04-20, 03-03 ASTS: BlueBird-3 Launch Failure Eventually and Investment Implications
AWS 1 Preview 1 02-05 AWS 4Q25: Anthropic Brings Incremental Growth for 2026
AXT 1 Research 1 01-16 Indium Phosphide (InP), Export Control, and the Optical Communications Value Chain
AXTI 1 Research 1 01-09 New Rare-Earth Export Restrictions Have a Very Limited Impact on the Global Optical Communications...
Cloud / Tiktok / LITE / COHR / TPU 1 Weekly 1 05-04 Cloud Acceleration Confirmed, CSP CapEx Raised, DeepSeek V4 Triggers NAND Inflation, TikTok, LITE & COHR, TPU...
COHR 2 Deep 1, Review 1 03-20, 02-06 COHR: Mapping the Incremental Opportunity Post OFC 2026
CRM 2 Review 1, Preview 1 02-26, 02-20 CRM CY4Q25: Underwhelming “Show Me” Story
CRWD 2 Review 1, Preview 1 03-05, 03-02 CRWD FY4Q26: NNARR Expansion Alleviates Narrative Overhang
DDOG 4 Review 2, Preview 2 05-07, 05-05, 02-11, 02-05 DDOG 1Q26: Big Guidance Upside Surprise; No Growth Cliff Concern Anymore
DeepSeek 3 Deep 3 04-29, 04-27, 04-24 DeepSeek V4: The Inflection Point for Large-Scale NAND-Based KV Cache
DRAM / SSD 1 Deep 1 01-07 Why DRAM and SSD Could Become Two Primary Themes in the AI Infrastructure Cycle
Funda AI / Agents / Memory / LTA / SpaceX 1 Weekly 1 04-05 Funda AI Agent Platform Launched, Memory LTA, SpaceX, and More
Funda AI OS 1 Other 1 03-27 Seven Days of Alignment: Analyst Minds, Agent Minds and Simple Guide to Using FundaAI OS
FundaAI / 2025 recap 1 Weekly 1 01-05 FundaAI’s 2025, NVDA Acquiring Groq, META Acquiring Manus, DeepSeek, TPU Volume, SNOW
GOOG 2 Preview 1, Research 1 02-03, 01-13 GOOG 4Q25: Agentic Commerce and Gemini Enterprise Drive New Growth
GOOG / MSFT / AWS 1 Review 1 04-30 GOOG/MSFT/AWS: CapEx Raised — 2026 Finally Becomes the Year of Cloud Acceleration
HIMX 1 Research 1 03-12 HIMX: TFC Outpaces FOCI — Himax Ecosystem in Commercial LPO Ramp
INTC 4 Deep 2, Review 1, Preview 1 02-04, 01-22, 01-20, 01-07 Intel’s “Capacity Reallocation Logic” Amid Supply Constraints
Kioxia 1 Deep 1 04-10 Kioxia: Not a Flash in the Pan
LITE 4 Research 1, Deep 2, Review 1 05-11, 03-18, 02-04, 01-05 LITE: From Cyclical Optical Name to AI Datacenter Bottleneck
LITE / COHR 1 Preview 1 02-04 LITE&COHR 4Q25: Why Optics Is One of the Primary Beneficiaries of AI Infrastructure Upgrades?
LLM 4 Deep 4 04-20, 02-26, 02-17, 01-28 AGI at the Door: Claude Opus 4.6 Is the ChatGPT Moment for Agents
LLM / Advanced Packaging 1 Deep 1 02-25 Heterogeneous Integration and Chiplets: The Defining Trends from ISSCC 2026
LLM / RDW / MLBot / Games 1 Weekly 1 02-02 LLM Update, RDW, MLBot, World Model and Games, Key Earnings Reviews and More
MDB 2 Review 1, Preview 1 03-03, 02-27 MDB FY4Q26: Sales Strategy Transformation Introduces Uncertainty
Memory 1 Deep 1 04-01 Memory: Sustaining the Supercycle — AI-Driven Necessity and Formidable LTAs
Memory / CPU / Optics 1 Weekly 1 05-11 Why Memory / CPU Rally Accelerates, LITE Re-Rating, STMC & AMD Deep Dive, DDOG, APP, LITE
META 2 Review 1, Preview 1 01-29, 01-26 META 4Q25: Drivers of 1Q26 Accelerating Growth
MSFT 2 Preview 2 04-28, 01-27 MSFT 1Q26: GPU Pricing Stabilizing, Azure Begins Anthropic Partnership, but Copilot Competition...
MU 2 Deep 1, Review 1 03-26, 03-20 MU: TurboQuant Is Not Another O2C Moment
NET 3 Review 1, Preview 1, Research 1 02-12, 02-08, 01-27 NET 4Q25: 4Q Revenue Growth and FY26 Guidance Exceed Expectations; Reinfocing Market Confidence in the...
NOW 4 Review 2, Preview 2 04-23, 04-21, 01-29, 01-24 NOW 1Q26: Becoming CRM-ish?
NVDA 5 Review 2, Preview 2, Deep 1 05-21, 05-17, 04-23, 02-26, 02-19 NVDA FY1Q27: CPU Injects Revenue Momentum; Upward Revision of Revenue and Earnings Guidance
NVDA / DeepSeek / AGI / NOW / DSP 1 Weekly 1 04-26 NVDA Moat Stress Test, DeepSeek V4 Benchmark, AGI at the Door, NOW Disappoints, SpaceX Part 3, TPU 8/Si...
NVDA / GTC 1 Deep 1 03-02 GTC 2026 Preview: NVIDIA Is Rewriting the AI Factory Playbook
NVDA / LLM / Optics / Software / Space Stocks 1 Weekly 1 03-01 Less Pessimistic than Citri; NVDA, LLMs, Optics, Software and Space Stocks Earnings
OCS / DRAM 1 Research 1 02-02 OCS and DRAM Pooling Expand the Memory Stack, Not Replace HBM
OFC / Hock Tan / MU / META / COHR / LITE 1 Weekly 1 03-15 OFC Preview, Hock’s CPO View, MU Preview, META Layoff, FundaAI’s Coding Agent in Practice, HIMX, New Consortium
OpenAI 1 Research 1 02-21 OpenAI: What Is OpenAI’s $600B Compute Spend? Did They Really Cut the $1.4T Investment Commitment?
OpenAI / NVDA / CRM / PANW / ASTS 1 Weekly 1 02-23 LLM Update, Clarifying OpenAI’s “CapEx Reduction”, NVDA, CRM, PANW, ASTS
OpenAI / ORCL / TSMC / MDB / CRWD / ASTS / CPO 1 Weekly 1 03-07 Unwinding, OpenAI/ORCL, GTC Preview, TSM Deep Dive, MDB/CRWD/ASTS Earnings, CPO Debate
Optics 2 Deep 1, Research 1 03-11, 03-08 OFC 2026 Preview: 400G per Lane — The Next Major Inflection in Optical Interconnect
Optics / INTC / Memory / Semicap / OpenAI 1 Weekly 1 01-09 Extraordinary Start of the Year! Addressing Key Debate in Optics, INTC, Memory and Semicap, OpenAI’s New...
PANW 2 Review 1, Preview 1 02-18, 02-17 PANW 2Q26: Organic Revenue Growth Cut by About 1 Percent Plus Dilution Drove the Stock Down
PL 1 Review 1 03-20 PL: Verification of the Profitability Inflection Point in the Commercial Earth Observation Sector
PLTR 2 Review 1, Preview 1 02-04, 01-29 PLTR 4Q25: Another Accelerating Quarter, Alleviating Prior Concerns Around Competitive Pressure
QCOM 1 Deep 1 05-15 QCOM: Better Late Than Never — Massive CPU TAM Growth Sufficient to Accommodate New Entrants
QCOM / CPU / AI ASICs 1 Weekly 1 05-16 QCOM CPU and AI ASIC Opportunities, LITE Re-Rating, TSM, AMAT, Kioxia, ASTS, TPU
RBRK 2 Review 1, Preview 1 03-14, 03-13 RBRK FY4Q26: Net New ARR Accelerates Into FY27; Identity S-Curve Inflection Confirmed
RDDT / Kioxia / TSMC / Meta / AWS 1 Weekly 1 04-13 Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos
RDW 4 Review 2, Preview 1, Deep 1 05-08, 02-26, 02-25, 01-30 RDW 1Q26: Headline Miss, Clean Margins, Prime Optionality
RKLB 1 Review 1 02-27 RKLB 4Q25: Earnings Priced In; Caution on Neutron Delays, but Strategic M&A Warrants Long-Term Optimism
SNDK 1 Review 1 01-29 SNDK 4Q25: Gross Margin Expansion Continues
SNOW 2 Review 1, Preview 1 02-26, 02-24 SNOW 4Q25: Strong Margin Guidance Clears Last Quarter’s Concerns, Implying YoY Acceleration in the Last Three...
Software / Memory / INTC / Gaming 1 Weekly 1 02-09 Momentum Unwind with Investors Shifting Mindset, Optical Names, Gaming Names, Software, Memory, INTC, and More
Space 1 Deep 1 01-21 2026: The Space Breakout
Space / INTC / ASML / NOW / APP 1 Weekly 1 01-24 Space Primer, INTC Results, ASML Deep Dive, NOW Preview, APP Short Sell Report and More
Space Launch 1 Deep 1 02-13 Global Space Launch Market In-Depth Research Report (2026): From Combustion Propulsion to the Orbital Economy
SpaceX 3 Deep 3 04-22, 04-15, 03-30 SpaceX Deep Dive Part 3 — When Launch Costs Approach Zero, Where Does the Imagination End?
SPCX 1 Deep 1 05-21 SpaceX S-1 Analysis
TEM 1 Deep 1 03-05 TEM: Sipho Capacity Inflection Drives Multi-Fold Growth Cycle
TikTok 1 Deep 1 04-27 TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet
TPU / Si / Virgo Network 1 Research 1 04-23 TPU 8 / Si and Virgo Network: The Biggest Networking Upgrade Since TPU v4
TSM / LITE / COHR / OFC / Takeaways 1 Weekly 1 03-23 TSM Rally, LITE/COHR OFC Takeaways, MU Crush, PL Profitability Inflection, ARIE, Space Sector
TSMC 4 Review 2, Preview 2 04-17, 04-10, 01-15, 01-13 TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged
TSMC / AXTI / GCP / OpenAI 1 Weekly 1 01-18 TSMC Blowout, AXTI Update, GCP Landmark Deal, China AI Development and More
U / APP / TTWO / RBLX 1 Deep 1 02-02 Why Game Engine’s Role in World Models Is More Like the CPU’s Role in Agentic AI
帮我分好类，发我
wolfspeed
NVTS
cavana
【最强 Top 10】
1. AXTI Research 1/16：+537.5%（InP/出口管制）
2. AXTI Research 1/9：+512.6%（稀土出口限制）
3. INTC Deep 1/7：+181.1%（Agentic AI+供给瓶颈）
4. LITE Deep 1/5：+165.2%（Google机架交换机利好光学）
5. INTC Deep 2/4：+146.6%（产能重新分配）
6. MU Deep 3/26：+111.3%（TurboQuant）
7. HIMX Research 3/12：+107.7%（CPO量产）
8. AMAT Deep 1/4：+52.0%（结构资本强度）
9. COHR Deep 3/20：+48.9%（OFC后增量）
10. LITE Deep 3/18：+35.1%（AI光学互联）
Funda AI Reports Published Since January 2026
Organized by timeline, report type, and target / topic
Source: user-provided Funda AI report-list PDF. The list covers January 2026 through May 21, 2026; December 2025 entries on the last pages are excluded. “Weekly” and “Other” are retained separately because the source includes them, although the core report taxonomy is Deep / Research / Preview / Review.
1. Snapshot
Metric Summary
Coverage window Jan 4, 2026 – May 21, 2026
Total reports captured 124
Core types captured Deep: 34, Research: 12, Preview: 25, Review: 33
Other recurring formats Weekly: 19, Other: 1
Monthly distribution 2026-05: 13; 2026-04: 25; 2026-03: 22; 2026-02: 35; 2026-01: 29
2. Timeline by publication date
Date Type Target / Topic Report title Page
2026-05-21 Review NVDA NVDA FY1Q27: CPU Injects Revenue Momentum; Upward Revision of Revenue and Earnings Guidance p. 1
2026-05-21 Deep SPCX SpaceX S-1 Analysis p. 1
2026-05-17 Preview NVDA NVDA FY1Q27: Rubin’s Slight Delay Due to Thermal Issues; 2027 CoWoS Upside Revision p. 1
2026-05-16 Weekly QCOM / CPU / AI ASICs QCOM CPU and AI ASIC Opportunities, LITE Re-Rating, TSM, AMAT, Kioxia, ASTS, TPU p. 1
2026-05-15 Deep QCOM QCOM: Better Late Than Never — Massive CPU TAM Growth Sufficient to Accommodate New Entrants p. 1
2026-05-11 Research LITE LITE: From Cyclical Optical Name to AI Datacenter Bottleneck p. 2
2026-05-11 Weekly Memory / CPU / Optics Why Memory / CPU Rally Accelerates, LITE Re-Rating, STMC & AMD Deep Dive, DDOG, APP, LITE p. 2
2026-05-08 Review RDW RDW 1Q26: Headline Miss, Clean Margins, Prime Optionality p. 2
2026-05-07 Review DDOG DDOG 1Q26: Big Guidance Upside Surprise; No Growth Cliff Concern Anymore p. 2
2026-05-07 Review APP APP 1Q26: Management Guides E-Commerce to ~20% of U.S. Revenue, +25% QoQ p. 2
2026-05-05 Preview DDOG DDOG 1Q26: Stable Core, OpenAI Migration Pushed Out, Bits AI Contribution Still Early p. 3
2026-05-04 Review APP / Unity APP 1Q26: No META Impact Observed; E-Commerce Reaccelerating After 1Q26 QoQ Decline; Gaming Growth... p. 3
2026-05-04 Weekly Cloud / Tiktok / LITE / COHR / TPU Cloud Acceleration Confirmed, CSP CapEx Raised, DeepSeek V4 Triggers NAND Inflation, TikTok, LITE & COHR, TPU... p. 3
2026-04-30 Review GOOG / MSFT / AWS GOOG/MSFT/AWS: CapEx Raised — 2026 Finally Becomes the Year of Cloud Acceleration p. 3
2026-04-29 Deep DeepSeek DeepSeek V4: The Inflection Point for Large-Scale NAND-Based KV Cache p. 3
2026-04-28 Preview MSFT MSFT 1Q26: GPU Pricing Stabilizing, Azure Begins Anthropic Partnership, but Copilot Competition... p. 4
2026-04-27 Deep TikTok TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet p. 4
2026-04-27 Deep DeepSeek DeepSeek V4: The First Model Custom-Built for Non-NVIDIA Chips, Optimized for Cost p. 4
2026-04-26 Weekly NVDA / DeepSeek / AGI / NOW / DSP NVDA Moat Stress Test, DeepSeek V4 Benchmark, AGI at the Door, NOW Disappoints, SpaceX Part 3, TPU 8/Si... p. 4
2026-04-24 Deep DeepSeek DeepSeek V4 vs Claude vs GPT-5: A 38-Task Benchmark Across Coding, Reasoning, and Financial Research p. 4
2026-04-23 Deep NVDA NVDA: Rethinking NVIDIA’s Moat in the AI Stack p. 5
2026-04-23 Review NOW NOW 1Q26: Becoming CRM-ish? p. 5
2026-04-23 Research TPU / Si / Virgo Network TPU 8 / Si and Virgo Network: The Biggest Networking Upgrade Since TPU v4 p. 5
2026-04-22 Deep SpaceX SpaceX Deep Dive Part 3 — When Launch Costs Approach Zero, Where Does the Imagination End? p. 5
2026-04-21 Preview NOW NOW 1Q26: Growth Largely In Line as Macro Story Choppy; AI Control Tower Emerges as New Narrative p. 5
2026-04-20 Research ASTS ASTS: BlueBird-3 Launch Failure Eventually and Investment Implications p. 5
2026-04-20 Deep LLM AGI at the Door: Claude Opus 4.6 Is the ChatGPT Moment for Agents p. 6
2026-04-19 Weekly AI Infra / SpaceX / ASML / TSMC / AMZN AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMT, AMAT Monday, PLTR, AMZN Acquiring GSAT p. 6
2026-04-17 Review TSMC TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged p. 6
2026-04-17 Review ASML ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supportage p. 6
2026-04-15 Deep SpaceX SpaceX Deep Dive Part 2 — The Fundamentals and Risk Matrix Behind a $2 Trillion IPO Valuation p. 6
2026-04-14 Deep AI Infra AI Infra 2026: Shifting from Brain Power Competition to Whole-Body Evolution p. 7
2026-04-13 Preview ASML ASML 1Q26: Demand Remains Strong; The Only Headwind Is ASML’s Capacity p. 7
2026-04-13 Weekly RDDT / Kioxia / TSMC / Meta / AWS Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos p. 7
2026-04-10 Deep Kioxia Kioxia: Not a Flash in the Pan p. 7
2026-04-10 Preview TSMC TSMC 1Q26: Continued Front-end and Back-end Capacity Shortages; Upward Revision of 2027 CoWoS Forecast p. 7
2026-04-05 Weekly Funda AI / Agents / Memory / LTA / SpaceX Funda AI Agent Platform Launched, Memory LTA, SpaceX, and More p. 7
2026-04-01 Deep Memory Memory: Sustaining the Supercycle — AI-Driven Necessity and Formidable LTAs p. 8
2026-03-30 Deep SpaceX SpaceX Deep Dive: Part 1 — From Falcon to Starship p. 8
2026-03-27 Other Funda AI OS Seven Days of Alignment: Analyst Minds, Agent Minds and Simple Guide to Using FundaAI OS p. 8
2026-03-26 Deep MU MU: TurboQuant Is Not Another O2C Moment p. 8
2026-03-23 Weekly TSM / LITE / COHR / OFC / Takeaways TSM Rally, LITE/COHR OFC Takeaways, MU Crush, PL Profitability Inflection, ARIE, Space Sector p. 8
2026-03-20 Review PL PL: Verification of the Profitability Inflection Point in the Commercial Earth Observation Sector p. 9
2026-03-20 Deep COHR COHR: Mapping the Incremental Opportunity Post OFC 2026 p. 9
2026-03-20 Review MU MU: Results and Guidance Crush Expectations; Persistent Undersupply to Drive Further Memory ASP Hikes p. 9
2026-03-18 Deep LITE LITE: Long-Term Upside Potential as a Core Player in AI Optical Interconnects p. 9
2026-03-15 Weekly OFC / Hock Tan / MU / META / COHR / LITE OFC Preview, Hock’s CPO View, MU Preview, META Layoff, FundaAI’s Coding Agent in Practice, HIMX, New Consortium p. 9
2026-03-14 Review RBRK RBRK FY4Q26: Net New ARR Accelerates Into FY27; Identity S-Curve Inflection Confirmed p. 10
2026-03-13 Preview RBRK RBRK FY4Q26: AI Threat Not Yet Material; Pricing Environment Favors Legacy Displacement; Peer Convergence... p. 10
2026-03-12 Research HIMX HIMX: TFC Outpaces FOCI — Himax Ecosystem in Commercial LPO Ramp p. 10
2026-03-11 Deep Optics OFC 2026 Preview: 400G per Lane — The Next Major Inflection in Optical Interconnect p. 10
2026-03-08 Research Optics Comment on Hock Tan’s View on CPO: CPO Isn’t Dead Yet — Optics Is Inevitable p. 10
2026-03-07 Weekly OpenAI / ORCL / TSMC / MDB / CRWD / ASTS / CPO Unwinding, OpenAI/ORCL, GTC Preview, TSM Deep Dive, MDB/CRWD/ASTS Earnings, CPO Debate p. 11
2026-03-05 Review CRWD CRWD FY4Q26: NNARR Expansion Alleviates Narrative Overhang p. 11
2026-03-05 Deep TEM TEM: Sipho Capacity Inflection Drives Multi-Fold Growth Cycle p. 11
2026-03-03 Review ASTS ASTS 4Q25: Transition from a Pure Concept Name to an Early-Stage Commercial Company p. 11
2026-03-03 Review MDB MDB FY4Q26: Sales Strategy Transformation Introduces Uncertainty p. 11
2026-03-02 Deep NVDA / GTC GTC 2026 Preview: NVIDIA Is Rewriting the AI Factory Playbook p. 12
2026-03-02 Preview CRWD CRWD FY4Q26: The Quarter Is Not Hard — Beating the AI Narrative Is Harder p. 12
2026-03-01 Weekly NVDA / LLM / Optics / Software / Space Stocks Less Pessimistic than Citri; NVDA, LLMs, Optics, Software and Space Stocks Earnings p. 12
2026-02-27 Review RKLB RKLB 4Q25: Earnings Priced In; Caution on Neutron Delays, but Strategic M&A Warrants Long-Term Optimism p. 12
2026-02-27 Preview MDB MDB FY4Q26: LLMs Migrating to NoSQL p. 12
2026-02-26 Review RDW RDW 4Q25: A Frantic Transition Between Hemorrhaging Cash and Printing Stock p. 13
2026-02-26 Review SNOW SNOW 4Q25: Strong Margin Guidance Clears Last Quarter’s Concerns, Implying YoY Acceleration in the Last Three... p. 13
2026-02-26 Review CRM CRM CY4Q25: Underwhelming “Show Me” Story p. 13
2026-02-26 Review NVDA NVDA CY4Q25: Results and Outlook Exceeding Elevated Expectations p. 13
2026-02-26 Deep LLM The U.S.–China AI Model Race Is Not Zero-Sum p. 13
2026-02-25 Preview RDW RDW 4Q25: Assessing Execution Efficiency and 2026 Growth Trajectory Under NDA SHIELD p. 13
2026-02-25 Deep LLM / Advanced Packaging Heterogeneous Integration and Chiplets: The Defining Trends from ISSCC 2026 p. 14
2026-02-24 Preview SNOW SNOW 4Q25: AI-Driven Acceleration in 4Q25, but Sustainability of the Trend Remains Uncertain p. 14
2026-02-23 Weekly OpenAI / NVDA / CRM / PANW / ASTS LLM Update, Clarifying OpenAI’s “CapEx Reduction”, NVDA, CRM, PANW, ASTS p. 14
2026-02-21 Research OpenAI OpenAI: What Is OpenAI’s $600B Compute Spend? Did They Really Cut the $1.4T Investment Commitment? p. 14
2026-02-20 Preview CRM CRM CY4Q25: Agentforce Remained Slow with Early Sign of Cannibalization p. 14
2026-02-19 Preview NVDA NVDA CY4Q25: Fundamental Strength Meets a “Show-Me” Market p. 15
2026-02-18 Review PANW PANW 2Q26: Organic Revenue Growth Cut by About 1 Percent Plus Dilution Drove the Stock Down p. 15
2026-02-17 Deep LLM Frontier Compute for AGI in the U.S.: Cost-Driven Adoption and Video Platforms in China p. 15
2026-02-17 Preview PANW PANW 2Q26: Channel Checks Suggest Sustained Growth Momentum p. 15
2026-02-16 Weekly AMAT / APP / NET / DDOG / Semicap Bifurcation Will Continue; AMAT, APP, NET, DDOG; Speed of Agent Market Translating Into Equipment Revenue p. 16
2026-02-13 Deep Space Launch Global Space Launch Market In-Depth Research Report (2026): From Combustion Propulsion to the Orbital Economy p. 16
2026-02-12 Review APP / Unity APP&Unity: Strong Gaming Ad Trends, but Not Enough to Offset Other Factors p. 16
2026-02-12 Review NET NET 4Q25: 4Q Revenue Growth and FY26 Guidance Exceed Expectations; Reinfocing Market Confidence in the... p. 16
2026-02-11 Review DDOG DDOG 4Q25: Core Business Continued Reacceleration; 2026 Revenue Guidance Better Than Feared p. 17
2026-02-09 Weekly Software / Memory / INTC / Gaming Momentum Unwind with Investors Shifting Mindset, Optical Names, Gaming Names, Software, Memory, INTC, and More p. 17
2026-02-08 Preview NET NET 4Q25: Minimal Impact from Outages in Q4; FY26 Growth Trajectory Likely to Keep p. 17
2026-02-06 Review COHR COHR 4Q25: Optical Bottleneck Thesis Intact; Scale-Up Optical TAM Explicitly Confirmed p. 17
2026-02-05 Preview DDOG DDOG 4Q25: Change in OpenAI Spending Trend, Again p. 17
2026-02-05 Preview AWS AWS 4Q25: Anthropic Brings Incremental Growth for 2026 p. 18
2026-02-04 Review LITE LITE 4Q25: At the Center of the Optical Communications Revolution, Deeply Aligned with Both Google and Nvidia p. 18
2026-02-04 Deep INTC Intel’s “Capacity Reallocation Logic” Amid Supply Constraints p. 18
2026-02-04 Review PLTR PLTR 4Q25: Another Accelerating Quarter, Alleviating Prior Concerns Around Competitive Pressure p. 18
2026-02-04 Preview LITE / COHR LITE&COHR 4Q25: Why Optics Is One of the Primary Beneficiaries of AI Infrastructure Upgrades? p. 18
2026-02-03 Preview GOOG GOOG 4Q25: Agentic Commerce and Gemini Enterprise Drive New Growth p. 19
2026-02-02 Deep U / APP / TTWO / RBLX Why Game Engine’s Role in World Models Is More Like the CPU’s Role in Agentic AI p. 19
2026-02-02 Research OCS / DRAM OCS and DRAM Pooling Expand the Memory Stack, Not Replace HBM p. 19
2026-02-02 Weekly LLM / RDW / MLBot / Games LLM Update, RDW, MLBot, World Model and Games, Key Earnings Reviews and More p. 19
2026-01-30 Deep RDW RDW: Selling Shovels in the Space Gold Rush p. 19
2026-01-29 Review SNDK SNDK 4Q25: Gross Margin Expansion Continues p. 20
2026-01-29 Preview PLTR PLTR 4Q25: Continue to Accelerate, but Competition Concerns Intensify p. 20
2026-01-29 Review ASML ASML 4Q25: Record-High Bookings Confirm 2027 Growth Trajectory p. 20
2026-01-29 Review NOW NOW 4Q25: Healthy but Not Enough p. 20
2026-01-29 Review META META 4Q25: Drivers of 1Q26 Accelerating Growth p. 20
2026-01-28 Deep LLM LLM 2026: From the Illusion of Model Development Stagnation to Large-Scale Real-World Agent Deployment p. 20
2026-01-27 Preview MSFT MSFT FY2Q26: Can Copilot Studio Change the Narrative That Microsoft’s Software Business Will Be Disrupted by... p. 21
2026-01-27 Research NET NET: Why Cloudflare Benefits From Clawbot? p. 21
2026-01-26 Preview META META 4Q25: 4Q25 Mixed; 1Q26 May Accelerate p. 21
2026-01-24 Weekly Space / INTC / ASML / NOW / APP Space Primer, INTC Results, ASML Deep Dive, NOW Preview, APP Short Sell Report and More p. 21
2026-01-24 Preview NOW NOW 4Q25: Solid Results Driven by Year-End Budget Flush, but Would It Matter? p. 21
2026-01-22 Review INTC INTC 4Q25: Q1 Marks the Supply Trough, with Margins and Revenue Expected to Recover by Q2 p. 22
2026-01-22 Deep ASML ASML Upside from TSMC Expansion, China Demand Resilience, and Intel/Samsung Recovery p. 22
2026-01-21 Deep Space 2026: The Space Breakout p. 22
2026-01-20 Preview INTC INTC 4Q25: Supply Bottlenecks Drive ASP Uplift; 18A Yields and Restructuring Fuel Margin Expansion p. 22
2026-01-18 Weekly TSMC / AXTI / GCP / OpenAI TSMC Blowout, AXTI Update, GCP Landmark Deal, China AI Development and More p. 22
2026-01-16 Research AXT Indium Phosphide (InP), Export Control, and the Optical Communications Value Chain p. 22
2026-01-15 Review TSMC TSMC 4Q25: AI Demand Confirmed; Future Three-Year CapEx to Significantly Exceed Sum of Past Three Years p. 23
2026-01-14 Research Alibaba / ByteDance / Tencent Alibaba, ByteDance, and Tencent Intensify AI Competition Into Lunar New Year p. 23
2026-01-13 Preview TSMC TSMC 4Q25: AI Anchors a Multi-Year Supercycle; 2nm Momentum & CapEx Upside to Drive 2026 Continued Revenue... p. 23
2026-01-13 Research GOOG GOOG: Google Gemini May Become the “Next-Generation Siri” Foundation — A Landmark Moment for... p. 23
2026-01-09 Weekly Optics / INTC / Memory / Semicap / OpenAI Extraordinary Start of the Year! Addressing Key Debate in Optics, INTC, Memory and Semicap, OpenAI’s New... p. 24
2026-01-09 Research AXTI New Rare-Earth Export Restrictions Have a Very Limited Impact on the Global Optical Communications... p. 24
2026-01-07 Deep INTC INTC: Agentic AI and Supply Bottlenecks Drive Server CPU Structural Shortage p. 24
2026-01-07 Deep DRAM / SSD Why DRAM and SSD Could Become Two Primary Themes in the AI Infrastructure Cycle p. 24
2026-01-05 Deep LITE LITE: Google’s Newly Introduced In-Rack Switch Tray Is Actually a Positive for OCS and Optics p. 24
2026-01-05 Weekly FundaAI / 2025 recap FundaAI’s 2025, NVDA Acquiring Groq, META Acquiring Manus, DeepSeek, TPU Volume, SNOW p. 25
2026-01-04 Deep AMAT AMAT: Structural Capital Intensity Shift to Materials Engineering p. 25
3. Reports grouped by type
Deep reports (34)
Date Target / Topic Report title Page
2026-05-21 SPCX SpaceX S-1 Analysis p. 1
2026-05-15 QCOM QCOM: Better Late Than Never — Massive CPU TAM Growth Sufficient to Accommodate New Entrants p. 1
2026-04-29 DeepSeek DeepSeek V4: The Inflection Point for Large-Scale NAND-Based KV Cache p. 3
2026-04-27 TikTok TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet p. 4
2026-04-27 DeepSeek DeepSeek V4: The First Model Custom-Built for Non-NVIDIA Chips, Optimized for Cost p. 4
2026-04-24 DeepSeek DeepSeek V4 vs Claude vs GPT-5: A 38-Task Benchmark Across Coding, Reasoning, and Financial Research p. 4
2026-04-23 NVDA NVDA: Rethinking NVIDIA’s Moat in the AI Stack p. 5
2026-04-22 SpaceX SpaceX Deep Dive Part 3 — When Launch Costs Approach Zero, Where Does the Imagination End? p. 5
2026-04-20 LLM AGI at the Door: Claude Opus 4.6 Is the ChatGPT Moment for Agents p. 6
2026-04-15 SpaceX SpaceX Deep Dive Part 2 — The Fundamentals and Risk Matrix Behind a $2 Trillion IPO Valuation p. 6
2026-04-14 AI Infra AI Infra 2026: Shifting from Brain Power Competition to Whole-Body Evolution p. 7
2026-04-10 Kioxia Kioxia: Not a Flash in the Pan p. 7
2026-04-01 Memory Memory: Sustaining the Supercycle — AI-Driven Necessity and Formidable LTAs p. 8
2026-03-30 SpaceX SpaceX Deep Dive: Part 1 — From Falcon to Starship p. 8
2026-03-26 MU MU: TurboQuant Is Not Another O2C Moment p. 8
2026-03-20 COHR COHR: Mapping the Incremental Opportunity Post OFC 2026 p. 9
2026-03-18 LITE LITE: Long-Term Upside Potential as a Core Player in AI Optical Interconnects p. 9
2026-03-11 Optics OFC 2026 Preview: 400G per Lane — The Next Major Inflection in Optical Interconnect p. 10
2026-03-05 TEM TEM: Sipho Capacity Inflection Drives Multi-Fold Growth Cycle p. 11
2026-03-02 NVDA / GTC GTC 2026 Preview: NVIDIA Is Rewriting the AI Factory Playbook p. 12
2026-02-26 LLM The U.S.–China AI Model Race Is Not Zero-Sum p. 13
2026-02-25 LLM / Advanced Packaging Heterogeneous Integration and Chiplets: The Defining Trends from ISSCC 2026 p. 14
2026-02-17 LLM Frontier Compute for AGI in the U.S.: Cost-Driven Adoption and Video Platforms in China p. 15
2026-02-13 Space Launch Global Space Launch Market In-Depth Research Report (2026): From Combustion Propulsion to the Orbital Economy p. 16
2026-02-04 INTC Intel’s “Capacity Reallocation Logic” Amid Supply Constraints p. 18
2026-02-02 U / APP / TTWO / RBLX Why Game Engine’s Role in World Models Is More Like the CPU’s Role in Agentic AI p. 19
2026-01-30 RDW RDW: Selling Shovels in the Space Gold Rush p. 19
2026-01-28 LLM LLM 2026: From the Illusion of Model Development Stagnation to Large-Scale Real-World Agent Deployment p. 20
2026-01-22 ASML ASML Upside from TSMC Expansion, China Demand Resilience, and Intel/Samsung Recovery p. 22
2026-01-21 Space 2026: The Space Breakout p. 22
2026-01-07 INTC INTC: Agentic AI and Supply Bottlenecks Drive Server CPU Structural Shortage p. 24
2026-01-07 DRAM / SSD Why DRAM and SSD Could Become Two Primary Themes in the AI Infrastructure Cycle p. 24
2026-01-05 LITE LITE: Google’s Newly Introduced In-Rack Switch Tray Is Actually a Positive for OCS and Optics p. 24
2026-01-04 AMAT AMAT: Structural Capital Intensity Shift to Materials Engineering p. 25
Research reports (12)
Date Target / Topic Report title Page
2026-05-11 LITE LITE: From Cyclical Optical Name to AI Datacenter Bottleneck p. 2
2026-04-23 TPU / Si / Virgo Network TPU 8 / Si and Virgo Network: The Biggest Networking Upgrade Since TPU v4 p. 5
2026-04-20 ASTS ASTS: BlueBird-3 Launch Failure Eventually and Investment Implications p. 5
2026-03-12 HIMX HIMX: TFC Outpaces FOCI — Himax Ecosystem in Commercial LPO Ramp p. 10
2026-03-08 Optics Comment on Hock Tan’s View on CPO: CPO Isn’t Dead Yet — Optics Is Inevitable p. 10
2026-02-21 OpenAI OpenAI: What Is OpenAI’s $600B Compute Spend? Did They Really Cut the $1.4T Investment Commitment? p. 14
2026-02-02 OCS / DRAM OCS and DRAM Pooling Expand the Memory Stack, Not Replace HBM p. 19
2026-01-27 NET NET: Why Cloudflare Benefits From Clawbot? p. 21
2026-01-16 AXT Indium Phosphide (InP), Export Control, and the Optical Communications Value Chain p. 22
2026-01-14 Alibaba / ByteDance / Tencent Alibaba, ByteDance, and Tencent Intensify AI Competition Into Lunar New Year p. 23
2026-01-13 GOOG GOOG: Google Gemini May Become the “Next-Generation Siri” Foundation — A Landmark Moment for... p. 23
2026-01-09 AXTI New Rare-Earth Export Restrictions Have a Very Limited Impact on the Global Optical Communications... p. 24
Preview reports (25)
Date Target / Topic Report title Page
2026-05-17 NVDA NVDA FY1Q27: Rubin’s Slight Delay Due to Thermal Issues; 2027 CoWoS Upside Revision p. 1
2026-05-05 DDOG DDOG 1Q26: Stable Core, OpenAI Migration Pushed Out, Bits AI Contribution Still Early p. 3
2026-04-28 MSFT MSFT 1Q26: GPU Pricing Stabilizing, Azure Begins Anthropic Partnership, but Copilot Competition... p. 4
2026-04-21 NOW NOW 1Q26: Growth Largely In Line as Macro Story Choppy; AI Control Tower Emerges as New Narrative p. 5
2026-04-13 ASML ASML 1Q26: Demand Remains Strong; The Only Headwind Is ASML’s Capacity p. 7
2026-04-10 TSMC TSMC 1Q26: Continued Front-end and Back-end Capacity Shortages; Upward Revision of 2027 CoWoS Forecast p. 7
2026-03-13 RBRK RBRK FY4Q26: AI Threat Not Yet Material; Pricing Environment Favors Legacy Displacement; Peer Convergence... p. 10
2026-03-02 CRWD CRWD FY4Q26: The Quarter Is Not Hard — Beating the AI Narrative Is Harder p. 12
2026-02-27 MDB MDB FY4Q26: LLMs Migrating to NoSQL p. 12
2026-02-25 RDW RDW 4Q25: Assessing Execution Efficiency and 2026 Growth Trajectory Under NDA SHIELD p. 13
2026-02-24 SNOW SNOW 4Q25: AI-Driven Acceleration in 4Q25, but Sustainability of the Trend Remains Uncertain p. 14
2026-02-20 CRM CRM CY4Q25: Agentforce Remained Slow with Early Sign of Cannibalization p. 14
2026-02-19 NVDA NVDA CY4Q25: Fundamental Strength Meets a “Show-Me” Market p. 15
2026-02-17 PANW PANW 2Q26: Channel Checks Suggest Sustained Growth Momentum p. 15
2026-02-08 NET NET 4Q25: Minimal Impact from Outages in Q4; FY26 Growth Trajectory Likely to Keep p. 17
2026-02-05 DDOG DDOG 4Q25: Change in OpenAI Spending Trend, Again p. 17
2026-02-05 AWS AWS 4Q25: Anthropic Brings Incremental Growth for 2026 p. 18
2026-02-04 LITE / COHR LITE&COHR 4Q25: Why Optics Is One of the Primary Beneficiaries of AI Infrastructure Upgrades? p. 18
2026-02-03 GOOG GOOG 4Q25: Agentic Commerce and Gemini Enterprise Drive New Growth p. 19
2026-01-29 PLTR PLTR 4Q25: Continue to Accelerate, but Competition Concerns Intensify p. 20
2026-01-27 MSFT MSFT FY2Q26: Can Copilot Studio Change the Narrative That Microsoft’s Software Business Will Be Disrupted by... p. 21
2026-01-26 META META 4Q25: 4Q25 Mixed; 1Q26 May Accelerate p. 21
2026-01-24 NOW NOW 4Q25: Solid Results Driven by Year-End Budget Flush, but Would It Matter? p. 21
2026-01-20 INTC INTC 4Q25: Supply Bottlenecks Drive ASP Uplift; 18A Yields and Restructuring Fuel Margin Expansion p. 22
2026-01-13 TSMC TSMC 4Q25: AI Anchors a Multi-Year Supercycle; 2nm Momentum & CapEx Upside to Drive 2026 Continued Revenue... p. 23
Review reports (33)
Date Target / Topic Report title Page
2026-05-21 NVDA NVDA FY1Q27: CPU Injects Revenue Momentum; Upward Revision of Revenue and Earnings Guidance p. 1
2026-05-08 RDW RDW 1Q26: Headline Miss, Clean Margins, Prime Optionality p. 2
2026-05-07 DDOG DDOG 1Q26: Big Guidance Upside Surprise; No Growth Cliff Concern Anymore p. 2
2026-05-07 APP APP 1Q26: Management Guides E-Commerce to ~20% of U.S. Revenue, +25% QoQ p. 2
2026-05-04 APP / Unity APP 1Q26: No META Impact Observed; E-Commerce Reaccelerating After 1Q26 QoQ Decline; Gaming Growth... p. 3
2026-04-30 GOOG / MSFT / AWS GOOG/MSFT/AWS: CapEx Raised — 2026 Finally Becomes the Year of Cloud Acceleration p. 3
2026-04-23 NOW NOW 1Q26: Becoming CRM-ish? p. 5
2026-04-17 TSMC TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged p. 6
2026-04-17 ASML ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supportage p. 6
2026-03-20 PL PL: Verification of the Profitability Inflection Point in the Commercial Earth Observation Sector p. 9
2026-03-20 MU MU: Results and Guidance Crush Expectations; Persistent Undersupply to Drive Further Memory ASP Hikes p. 9
2026-03-14 RBRK RBRK FY4Q26: Net New ARR Accelerates Into FY27; Identity S-Curve Inflection Confirmed p. 10
2026-03-05 CRWD CRWD FY4Q26: NNARR Expansion Alleviates Narrative Overhang p. 11
2026-03-03 ASTS ASTS 4Q25: Transition from a Pure Concept Name to an Early-Stage Commercial Company p. 11
2026-03-03 MDB MDB FY4Q26: Sales Strategy Transformation Introduces Uncertainty p. 11
2026-02-27 RKLB RKLB 4Q25: Earnings Priced In; Caution on Neutron Delays, but Strategic M&A Warrants Long-Term Optimism p. 12
2026-02-26 RDW RDW 4Q25: A Frantic Transition Between Hemorrhaging Cash and Printing Stock p. 13
2026-02-26 SNOW SNOW 4Q25: Strong Margin Guidance Clears Last Quarter’s Concerns, Implying YoY Acceleration in the Last Three... p. 13
2026-02-26 CRM CRM CY4Q25: Underwhelming “Show Me” Story p. 13
2026-02-26 NVDA NVDA CY4Q25: Results and Outlook Exceeding Elevated Expectations p. 13
2026-02-18 PANW PANW 2Q26: Organic Revenue Growth Cut by About 1 Percent Plus Dilution Drove the Stock Down p. 15
2026-02-12 APP / Unity APP&Unity: Strong Gaming Ad Trends, but Not Enough to Offset Other Factors p. 16
2026-02-12 NET NET 4Q25: 4Q Revenue Growth and FY26 Guidance Exceed Expectations; Reinfocing Market Confidence in the... p. 16
2026-02-11 DDOG DDOG 4Q25: Core Business Continued Reacceleration; 2026 Revenue Guidance Better Than Feared p. 17
2026-02-06 COHR COHR 4Q25: Optical Bottleneck Thesis Intact; Scale-Up Optical TAM Explicitly Confirmed p. 17
2026-02-04 LITE LITE 4Q25: At the Center of the Optical Communications Revolution, Deeply Aligned with Both Google and Nvidia p. 18
2026-02-04 PLTR PLTR 4Q25: Another Accelerating Quarter, Alleviating Prior Concerns Around Competitive Pressure p. 18
2026-01-29 SNDK SNDK 4Q25: Gross Margin Expansion Continues p. 20
2026-01-29 ASML ASML 4Q25: Record-High Bookings Confirm 2027 Growth Trajectory p. 20
2026-01-29 NOW NOW 4Q25: Healthy but Not Enough p. 20
2026-01-29 META META 4Q25: Drivers of 1Q26 Accelerating Growth p. 20
2026-01-22 INTC INTC 4Q25: Q1 Marks the Supply Trough, with Margins and Revenue Expected to Recover by Q2 p. 22
2026-01-15 TSMC TSMC 4Q25: AI Demand Confirmed; Future Three-Year CapEx to Significantly Exceed Sum of Past Three Years p. 23
Weekly reports (19)
Date Target / Topic Report title Page
2026-05-16 QCOM / CPU / AI ASICs QCOM CPU and AI ASIC Opportunities, LITE Re-Rating, TSM, AMAT, Kioxia, ASTS, TPU p. 1
2026-05-11 Memory / CPU / Optics Why Memory / CPU Rally Accelerates, LITE Re-Rating, STMC & AMD Deep Dive, DDOG, APP, LITE p. 2
2026-05-04 Cloud / Tiktok / LITE / COHR / TPU Cloud Acceleration Confirmed, CSP CapEx Raised, DeepSeek V4 Triggers NAND Inflation, TikTok, LITE & COHR, TPU... p. 3
2026-04-26 NVDA / DeepSeek / AGI / NOW / DSP NVDA Moat Stress Test, DeepSeek V4 Benchmark, AGI at the Door, NOW Disappoints, SpaceX Part 3, TPU 8/Si... p. 4
2026-04-19 AI Infra / SpaceX / ASML / TSMC / AMZN AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMT, AMAT Monday, PLTR, AMZN Acquiring GSAT p. 6
2026-04-13 RDDT / Kioxia / TSMC / Meta / AWS Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos p. 7
2026-04-05 Funda AI / Agents / Memory / LTA / SpaceX Funda AI Agent Platform Launched, Memory LTA, SpaceX, and More p. 7
2026-03-23 TSM / LITE / COHR / OFC / Takeaways TSM Rally, LITE/COHR OFC Takeaways, MU Crush, PL Profitability Inflection, ARIE, Space Sector p. 8
2026-03-15 OFC / Hock Tan / MU / META / COHR / LITE OFC Preview, Hock’s CPO View, MU Preview, META Layoff, FundaAI’s Coding Agent in Practice, HIMX, New Consortium p. 9
2026-03-07 OpenAI / ORCL / TSMC / MDB / CRWD / ASTS / CPO Unwinding, OpenAI/ORCL, GTC Preview, TSM Deep Dive, MDB/CRWD/ASTS Earnings, CPO Debate p. 11
2026-03-01 NVDA / LLM / Optics / Software / Space Stocks Less Pessimistic than Citri; NVDA, LLMs, Optics, Software and Space Stocks Earnings p. 12
2026-02-23 OpenAI / NVDA / CRM / PANW / ASTS LLM Update, Clarifying OpenAI’s “CapEx Reduction”, NVDA, CRM, PANW, ASTS p. 14
2026-02-16 AMAT / APP / NET / DDOG / Semicap Bifurcation Will Continue; AMAT, APP, NET, DDOG; Speed of Agent Market Translating Into Equipment Revenue p. 16
2026-02-09 Software / Memory / INTC / Gaming Momentum Unwind with Investors Shifting Mindset, Optical Names, Gaming Names, Software, Memory, INTC, and More p. 17
2026-02-02 LLM / RDW / MLBot / Games LLM Update, RDW, MLBot, World Model and Games, Key Earnings Reviews and More p. 19
2026-01-24 Space / INTC / ASML / NOW / APP Space Primer, INTC Results, ASML Deep Dive, NOW Preview, APP Short Sell Report and More p. 21
2026-01-18 TSMC / AXTI / GCP / OpenAI TSMC Blowout, AXTI Update, GCP Landmark Deal, China AI Development and More p. 22
2026-01-09 Optics / INTC / Memory / Semicap / OpenAI Extraordinary Start of the Year! Addressing Key Debate in Optics, INTC, Memory and Semicap, OpenAI’s New... p. 24
2026-01-05 FundaAI / 2025 recap FundaAI’s 2025, NVDA Acquiring Groq, META Acquiring Manus, DeepSeek, TPU Volume, SNOW p. 25
Other reports (1)
Date Target / Topic Report title Page
2026-03-27 Funda AI OS Seven Days of Alignment: Analyst Minds, Agent Minds and Simple Guide to Using FundaAI OS p. 8
4. Target / topic index
Target / Topic Count Type mix Dates (MM-DD) Latest / sample report
AI Infra 1 Deep 1 04-14 AI Infra 2026: Shifting from Brain Power Competition to Whole-Body Evolution
AI Infra / SpaceX / ASML / TSMC / AMZN 1 Weekly 1 04-19 AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMT, AMAT Monday, PLTR, AMZN Acquiring GSAT
Alibaba / ByteDance / Tencent 1 Research 1 01-14 Alibaba, ByteDance, and Tencent Intensify AI Competition Into Lunar New Year
AMAT 1 Deep 1 01-04 AMAT: Structural Capital Intensity Shift to Materials Engineering
AMAT / APP / NET / DDOG / Semicap 1 Weekly 1 02-16 Bifurcation Will Continue; AMAT, APP, NET, DDOG; Speed of Agent Market Translating Into Equipment Revenue
APP 1 Review 1 05-07 APP 1Q26: Management Guides E-Commerce to ~20% of U.S. Revenue, +25% QoQ
APP / Unity 2 Review 2 05-04, 02-12 APP 1Q26: No META Impact Observed; E-Commerce Reaccelerating After 1Q26 QoQ Decline; Gaming Growth...
ASML 4 Review 2, Preview 1, Deep 1 04-17, 04-13, 01-29, 01-22 ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supportage
ASTS 2 Research 1, Review 1 04-20, 03-03 ASTS: BlueBird-3 Launch Failure Eventually and Investment Implications
AWS 1 Preview 1 02-05 AWS 4Q25: Anthropic Brings Incremental Growth for 2026
AXT 1 Research 1 01-16 Indium Phosphide (InP), Export Control, and the Optical Communications Value Chain
AXTI 1 Research 1 01-09 New Rare-Earth Export Restrictions Have a Very Limited Impact on the Global Optical Communications...
Cloud / Tiktok / LITE / COHR / TPU 1 Weekly 1 05-04 Cloud Acceleration Confirmed, CSP CapEx Raised, DeepSeek V4 Triggers NAND Inflation, TikTok, LITE & COHR, TPU...
COHR 2 Deep 1, Review 1 03-20, 02-06 COHR: Mapping the Incremental Opportunity Post OFC 2026
CRM 2 Review 1, Preview 1 02-26, 02-20 CRM CY4Q25: Underwhelming “Show Me” Story
CRWD 2 Review 1, Preview 1 03-05, 03-02 CRWD FY4Q26: NNARR Expansion Alleviates Narrative Overhang
DDOG 4 Review 2, Preview 2 05-07, 05-05, 02-11, 02-05 DDOG 1Q26: Big Guidance Upside Surprise; No Growth Cliff Concern Anymore
DeepSeek 3 Deep 3 04-29, 04-27, 04-24 DeepSeek V4: The Inflection Point for Large-Scale NAND-Based KV Cache
DRAM / SSD 1 Deep 1 01-07 Why DRAM and SSD Could Become Two Primary Themes in the AI Infrastructure Cycle
Funda AI / Agents / Memory / LTA / SpaceX 1 Weekly 1 04-05 Funda AI Agent Platform Launched, Memory LTA, SpaceX, and More
Funda AI OS 1 Other 1 03-27 Seven Days of Alignment: Analyst Minds, Agent Minds and Simple Guide to Using FundaAI OS
FundaAI / 2025 recap 1 Weekly 1 01-05 FundaAI’s 2025, NVDA Acquiring Groq, META Acquiring Manus, DeepSeek, TPU Volume, SNOW
GOOG 2 Preview 1, Research 1 02-03, 01-13 GOOG 4Q25: Agentic Commerce and Gemini Enterprise Drive New Growth
GOOG / MSFT / AWS 1 Review 1 04-30 GOOG/MSFT/AWS: CapEx Raised — 2026 Finally Becomes the Year of Cloud Acceleration
HIMX 1 Research 1 03-12 HIMX: TFC Outpaces FOCI — Himax Ecosystem in Commercial LPO Ramp
INTC 4 Deep 2, Review 1, Preview 1 02-04, 01-22, 01-20, 01-07 Intel’s “Capacity Reallocation Logic” Amid Supply Constraints
Kioxia 1 Deep 1 04-10 Kioxia: Not a Flash in the Pan
LITE 4 Research 1, Deep 2, Review 1 05-11, 03-18, 02-04, 01-05 LITE: From Cyclical Optical Name to AI Datacenter Bottleneck
LITE / COHR 1 Preview 1 02-04 LITE&COHR 4Q25: Why Optics Is One of the Primary Beneficiaries of AI Infrastructure Upgrades?
LLM 4 Deep 4 04-20, 02-26, 02-17, 01-28 AGI at the Door: Claude Opus 4.6 Is the ChatGPT Moment for Agents
LLM / Advanced Packaging 1 Deep 1 02-25 Heterogeneous Integration and Chiplets: The Defining Trends from ISSCC 2026
LLM / RDW / MLBot / Games 1 Weekly 1 02-02 LLM Update, RDW, MLBot, World Model and Games, Key Earnings Reviews and More
MDB 2 Review 1, Preview 1 03-03, 02-27 MDB FY4Q26: Sales Strategy Transformation Introduces Uncertainty
Memory 1 Deep 1 04-01 Memory: Sustaining the Supercycle — AI-Driven Necessity and Formidable LTAs
Memory / CPU / Optics 1 Weekly 1 05-11 Why Memory / CPU Rally Accelerates, LITE Re-Rating, STMC & AMD Deep Dive, DDOG, APP, LITE
META 2 Review 1, Preview 1 01-29, 01-26 META 4Q25: Drivers of 1Q26 Accelerating Growth
MSFT 2 Preview 2 04-28, 01-27 MSFT 1Q26: GPU Pricing Stabilizing, Azure Begins Anthropic Partnership, but Copilot Competition...
MU 2 Deep 1, Review 1 03-26, 03-20 MU: TurboQuant Is Not Another O2C Moment
NET 3 Review 1, Preview 1, Research 1 02-12, 02-08, 01-27 NET 4Q25: 4Q Revenue Growth and FY26 Guidance Exceed Expectations; Reinfocing Market Confidence in the...
NOW 4 Review 2, Preview 2 04-23, 04-21, 01-29, 01-24 NOW 1Q26: Becoming CRM-ish?
NVDA 5 Review 2, Preview 2, Deep 1 05-21, 05-17, 04-23, 02-26, 02-19 NVDA FY1Q27: CPU Injects Revenue Momentum; Upward Revision of Revenue and Earnings Guidance
NVDA / DeepSeek / AGI / NOW / DSP 1 Weekly 1 04-26 NVDA Moat Stress Test, DeepSeek V4 Benchmark, AGI at the Door, NOW Disappoints, SpaceX Part 3, TPU 8/Si...
NVDA / GTC 1 Deep 1 03-02 GTC 2026 Preview: NVIDIA Is Rewriting the AI Factory Playbook
NVDA / LLM / Optics / Software / Space Stocks 1 Weekly 1 03-01 Less Pessimistic than Citri; NVDA, LLMs, Optics, Software and Space Stocks Earnings
OCS / DRAM 1 Research 1 02-02 OCS and DRAM Pooling Expand the Memory Stack, Not Replace HBM
OFC / Hock Tan / MU / META / COHR / LITE 1 Weekly 1 03-15 OFC Preview, Hock’s CPO View, MU Preview, META Layoff, FundaAI’s Coding Agent in Practice, HIMX, New Consortium
OpenAI 1 Research 1 02-21 OpenAI: What Is OpenAI’s $600B Compute Spend? Did They Really Cut the $1.4T Investment Commitment?
OpenAI / NVDA / CRM / PANW / ASTS 1 Weekly 1 02-23 LLM Update, Clarifying OpenAI’s “CapEx Reduction”, NVDA, CRM, PANW, ASTS
OpenAI / ORCL / TSMC / MDB / CRWD / ASTS / CPO 1 Weekly 1 03-07 Unwinding, OpenAI/ORCL, GTC Preview, TSM Deep Dive, MDB/CRWD/ASTS Earnings, CPO Debate
Optics 2 Deep 1, Research 1 03-11, 03-08 OFC 2026 Preview: 400G per Lane — The Next Major Inflection in Optical Interconnect
Optics / INTC / Memory / Semicap / OpenAI 1 Weekly 1 01-09 Extraordinary Start of the Year! Addressing Key Debate in Optics, INTC, Memory and Semicap, OpenAI’s New...
PANW 2 Review 1, Preview 1 02-18, 02-17 PANW 2Q26: Organic Revenue Growth Cut by About 1 Percent Plus Dilution Drove the Stock Down
PL 1 Review 1 03-20 PL: Verification of the Profitability Inflection Point in the Commercial Earth Observation Sector
PLTR 2 Review 1, Preview 1 02-04, 01-29 PLTR 4Q25: Another Accelerating Quarter, Alleviating Prior Concerns Around Competitive Pressure
QCOM 1 Deep 1 05-15 QCOM: Better Late Than Never — Massive CPU TAM Growth Sufficient to Accommodate New Entrants
QCOM / CPU / AI ASICs 1 Weekly 1 05-16 QCOM CPU and AI ASIC Opportunities, LITE Re-Rating, TSM, AMAT, Kioxia, ASTS, TPU
RBRK 2 Review 1, Preview 1 03-14, 03-13 RBRK FY4Q26: Net New ARR Accelerates Into FY27; Identity S-Curve Inflection Confirmed
RDDT / Kioxia / TSMC / Meta / AWS 1 Weekly 1 04-13 Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos
RDW 4 Review 2, Preview 1, Deep 1 05-08, 02-26, 02-25, 01-30 RDW 1Q26: Headline Miss, Clean Margins, Prime Optionality
RKLB 1 Review 1 02-27 RKLB 4Q25: Earnings Priced In; Caution on Neutron Delays, but Strategic M&A Warrants Long-Term Optimism
SNDK 1 Review 1 01-29 SNDK 4Q25: Gross Margin Expansion Continues
SNOW 2 Review 1, Preview 1 02-26, 02-24 SNOW 4Q25: Strong Margin Guidance Clears Last Quarter’s Concerns, Implying YoY Acceleration in the Last Three...
Software / Memory / INTC / Gaming 1 Weekly 1 02-09 Momentum Unwind with Investors Shifting Mindset, Optical Names, Gaming Names, Software, Memory, INTC, and More
Space 1 Deep 1 01-21 2026: The Space Breakout
Space / INTC / ASML / NOW / APP 1 Weekly 1 01-24 Space Primer, INTC Results, ASML Deep Dive, NOW Preview, APP Short Sell Report and More
Space Launch 1 Deep 1 02-13 Global Space Launch Market In-Depth Research Report (2026): From Combustion Propulsion to the Orbital Economy
SpaceX 3 Deep 3 04-22, 04-15, 03-30 SpaceX Deep Dive Part 3 — When Launch Costs Approach Zero, Where Does the Imagination End?
SPCX 1 Deep 1 05-21 SpaceX S-1 Analysis
TEM 1 Deep 1 03-05 TEM: Sipho Capacity Inflection Drives Multi-Fold Growth Cycle
TikTok 1 Deep 1 04-27 TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet
TPU / Si / Virgo Network 1 Research 1 04-23 TPU 8 / Si and Virgo Network: The Biggest Networking Upgrade Since TPU v4
TSM / LITE / COHR / OFC / Takeaways 1 Weekly 1 03-23 TSM Rally, LITE/COHR OFC Takeaways, MU Crush, PL Profitability Inflection, ARIE, Space Sector
TSMC 4 Review 2, Preview 2 04-17, 04-10, 01-15, 01-13 TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged
TSMC / AXTI / GCP / OpenAI 1 Weekly 1 01-18 TSMC Blowout, AXTI Update, GCP Landmark Deal, China AI Development and More
U / APP / TTWO / RBLX 1 Deep 1 02-02 Why Game Engine’s Role in World Models Is More Like the CPU’s Role in Agentic AI
帮我分好类，发我
