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FUNDA

Substack
fundaai.substack.com· irregular· Published yesterday

FUNDA publishes AI-focused investment research, including equity research reports on companies like ServiceNow and Alphabet, analysis of AI model releases and benchmarks, and tracking of AI companies' commercial moves. Readers get data-heavy, opinionated takes on how AI developments may affect stock valuations and the competitive landscape.

equity researchai investingai agentsservicenowalphabetgoogle geminiopenai advertisingllm benchmarksstock analysisai stockscybersecuritysell side research
Platform
Substack
Frequency
Irregular
Latest issue
Oct 29, 2026
Language
English
Written for
Investors and analysts following AI and tech stocks
Tone
analytical
Tracked since
Oct 29, 2026

Website: https://fundaai.substack.com