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@FundaBottom Avatar @FundaBottom FundaAI

FundaAI posts on X about $lite, bullish, ai, $axti the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XX% finance XXXXX% technology brands XXXXX%

Social topic influence $lite #18, bullish #1217, ai 10.71%, $axti #2, $okta #17, agentic #551, $alab 3.57%, $crdo 3.57%, stocks 3.57%, $alchip XXXX%

Top accounts mentioned or mentioned by @joedab12 @elrodgo1 @hhuang @benitoz @accrued_int @inttradenetwork

Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) Okta Inc (OKTA) Astera Labs, Inc. Common Stock (ALAB) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Tenable Holdings, Inc. (TENB) Varonis Systems, Inc. (VRNS) GitLab Inc. Class A Common Stock (GTLB) MongoDB, Inc. (MDB) Coherent Inc (COHR) Tower Semiconductor Ltd (TSEM) Snowflake, Inc. (SNOW) UiPath, Inc. (PATH) Intel Corporation (INTC) Alphabet Inc Class A (GOOGL) Applovin Corporation (APP)

Top Social Posts

Top posts by engagements in the last XX hours

"Unlock our $LITE EPS Model. To understand why we've been so bullish on TPU and LITE since September please read the full report"
X Link 2025-11-18T15:28Z 6322 followers, 23.8K engagements

"$AXTI +50% after our $LITE report"
X Link 2025-12-10T00:52Z 6322 followers, 6825 engagements

"If Trainum X orders increase which stocks benefit Between $ALAB $CRDO and $Alchip - who has the most upside"
X Link 2025-10-20T18:21Z 6318 followers, 4969 engagements

"Which SaaS vendors results could be impacted by OpenAIs new agent product Aardvark $TENB $VRNS $GTLB"
X Link 2025-10-31T03:16Z 6318 followers, 2577 engagements

"$MDB AH+22%"
X Link 2025-12-02T00:49Z 6316 followers, 3266 engagements

"Preview $OKTA FY3Q26: Marginal Improvement Similar to Last Quarter but This Quarter Still Unlikely to Mark a Major Inflection Point Oktas Q2 performance came in largely inline with its bogey showing signs of incremental improvement but not a material business inflection. Based on channel checks Q3 appears broadly similar: growth is improving at the margin but the new AI products are contributing very little at this stage. Only a limited subset of partners noted that Agentic Identity has entered POC stages and revenue contribution remains immaterial. Most partners have not built meaningful"
X Link 2025-12-02T01:24Z 6318 followers, 3228 engagements

"$COHR $TSEM and $AXTI have all outperformed $LITE over the past couple of days. The market is systematically buying optical plays not just TPU+optical specifically"
X Link 2025-12-02T14:58Z 6317 followers, 2480 engagements

"Review $OKTA FY3Q26: AI Identity Traction vs. The Mismatched Near-Term Guidance As anticipated in our preview this quarter was not an inflection point. While the company provided a positive narrative regarding the AI Agentic Identity Solution the announced Q4 guidance and the implied clues for FY27 lack strong financial support The year-over-year (YoY) guidance for Q4 cRPO (Current Remaining Performance Obligations) is only X% down from the XX% reported this quarter (the bogey was 13%-14%). This indicates a slowdown in cRPO growth. Although the Agentic AI Solution has achieved General"
X Link 2025-12-03T17:16Z 6316 followers, 1755 engagements

"Review $SNOW 3Q25: 3Q25 Fully In Line With Our Expectations 4Q25 Reaccelerating But OPM Brings New Concerns Snowflakes 3Q25 results were completely in line with our expectations. In our Preview we specifically analyzed why we believed 3Q25 results might miss the Bogey but 4Q25 would see acceleration. 3Q25 revenue grew XX% year-over-year the smallest beat margin in the past year with a XXX% beat typical X% beat. Especially after DDOG and MDB results the market front-ran Snowflakes 3Q25 beat which also caused further sell-off after hours. However the 4Q26 guidance of XX% year-over-year growth"
X Link 2025-12-04T15:32Z 6318 followers, 1906 engagements

"Review $PATH FY3Q26: Results Show Steady Recovery; Agentic Solution Begins to Exhibit Early Signs of Scalability Q3 ARR was $1782M up XX% YoY (including a $6M FX tailwind) above consensus of $1773M (+10% YoY) and the high end of the companys guidance range of $1776M. Q3 NNARR reached $59M (+5% YoY) turning positive again on a year-over-year basis. For Q4 management guided to ARR of $1844$1849M implying Q4 NNARR of roughly $65M (+9% YoY) indicating continued year-over-year improvement in NNARR. The improvement in quarterly performance was driven by several factors: Expansion of existing RPA"
X Link 2025-12-04T19:31Z 6318 followers, 1789 engagements

"Deep $INTC: Turnaround Server Market Momentum and Potential Major Foundry Wins In the near term Intels growth is underpinned by: 1) a booming general server market 2) Intel 18A yields (60%) exceeding market expectations improving the cost structure and 3) initial revenue contributions from advanced packaging. We estimate 2025/26/27 EPS at $0.38/$0.64/$0.94 respectively. Long-term the 14A processoptimized for foundry and ARM architecturesis positioned to attract major clients potentially including Apple (entry-level M/A-series) Nvidia-Intel co-developed server CPUs and Nvidia entry-level"
X Link 2025-12-03T16:43Z 6322 followers, 3530 engagements

"Many funds were studying Optical over the weekend. I've heard that our $GOOG Optical report and $LITE report were widely circulated among funds this weekend. It's quite interesting"
X Link 2025-12-08T02:58Z 6322 followers, 11.7K engagements

"Deep $APP: Black Friday Update - E-Commerce Advertising Progress Shows Meaningful Improvement Self Service Invitation Code Approval Creative Review 30-Second Video Data Partnership AppLovin-Shopify In our AppLovin 3Q25 Preview we noted that following AppLovins October launch of Self-Service and e-commerce campaigns e-commerce advertising budget growth was initially slower than expected. At the time we identified several key points: AppLovin maintained a high rejection rate for Self-Service invitation codes with many advertisers receiving approval only two weeks before Black Friday. Even after"
X Link 2025-12-08T13:43Z 6322 followers, 7641 engagements

"We published our in-depth $LITE report on November XX. At the time our model projected 2026 EPS at $XX and the stock was trading below $XXX. But we had been discussing TPU demand frequently in our Substack Chat since September along with why LITE is the strongest TPU alpha playback then LITE was still below $XXX. The narrative is straightforward: TPU is the most in-demand chip out there optics is the biggest incremental value in the next few generations of TPU and LITE has captured a larger share of that optics spend. On top of that you have OCS CPO and DCIall of which are more competitively"
X Link 2025-12-10T01:05Z 6322 followers, 13.4K engagements