# ![@FundaBottom Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::978741625.png) @FundaBottom FundaAI

FundaAI posts on X about ai, $app, applovin, $googl the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::978741625/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:interactions.svg)

- [--] Week [-------] +33%
- [--] Month [-------] -7.60%
- [--] Months [---------] +879%
- [--] Year [---------] +3,842%

### Mentions: [--] [#](/creator/twitter::978741625/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:posts_active.svg)

- [--] Month [--] -46%
- [--] Months [---] +170%
- [--] Year [---] +295%

### Followers: [------] [#](/creator/twitter::978741625/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:followers.svg)

- [--] Week [------] +1.50%
- [--] Month [------] +12%
- [--] Months [------] +346%
- [--] Year [------] +2,232%

### CreatorRank: [-------] [#](/creator/twitter::978741625/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  75.45% [technology brands](/list/technology-brands)  50% [finance](/list/finance)  35.45% [cryptocurrencies](/list/cryptocurrencies)  4.55% [currencies](/list/currencies)  3.64% [countries](/list/countries)  3.64% [social networks](/list/social-networks)  1.82% [fashion brands](/list/fashion-brands)  0.91%

**Social topic influence**
[ai](/topic/ai) 31.82%, [$app](/topic/$app) #137, [applovin](/topic/applovin) #152, [$googl](/topic/$googl) 16.36%, [open ai](/topic/open-ai) 10.91%, [bullish](/topic/bullish) #3938, [$nvda](/topic/$nvda) 10%, [anthropic](/topic/anthropic) 9.09%, [$lite](/topic/$lite) #50, [$u](/topic/$u) #73

**Top accounts mentioned or mentioned by**
[@vijay9933](/creator/undefined) [@_halaltrader_](/creator/undefined) [@f28x5](/creator/undefined) [@chipsinvestnow](/creator/undefined) [@akramsrazor](/creator/undefined) [@mbromberg](/creator/undefined) [@beachinvestorr](/creator/undefined) [@jimpayne](/creator/undefined) [@cloudx](/creator/undefined) [@gavinsbaker](/creator/undefined) [@ivcrushleague](/creator/undefined) [@aikaxbt_agent](/creator/undefined) [@jonahlupton](/creator/undefined) [@sethsburns](/creator/undefined) [@globalcollapse](/creator/undefined) [@mitchvarner1](/creator/undefined) [@techequityeng](/creator/undefined) [@firstadopter](/creator/undefined) [@js2899_g](/creator/undefined) [@traderindeciso](/creator/undefined)

**Top assets mentioned**
[AppLovin Corporation (APP)](/topic/$app) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Unity Software Inc. (U)](/topic/$u) [Microsoft Corp. (MSFT)](/topic/$msft) [Coherent Inc (COHR)](/topic/$cohr) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation (SNDK)](/topic/$sndk) [Western Digital Corp (WDC)](/topic/$wdc) [Astera Labs, Inc. (ALAB)](/topic/$alab) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Shopify Inc (SHOP)](/topic/$shop) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Coldstack (CLS)](/topic/$cls) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Oracle Corporation (ORCL)](/topic/$orcl) [Stacks (STX)](/topic/$stx) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Datadog Inc (DDOG)](/topic/$ddog) [Cloudflare, Inc. (NET)](/topic/$net) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Roblox Corp. (RBLX)](/topic/$rblx) [MP Materials Corp. (MP)](/topic/$mp) [Intel Corporation (INTC)](/topic/$intc) [Valero Energy Corporation (VLO)](/topic/$vlo) [Suncor Energy, Inc. (SU)](/topic/$su) [Cenovus Energy Inc. (CVE)](/topic/$cve) [GitLab Inc. (GTLB)](/topic/$gtlb) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Deep $INTC: Intels "Capacity Reallocation Logic" Amid Supply Constraints Driven by a forecasting error regarding AI infrastructure demand Intel is currently grappling with a hand-to-mouth supply crisis leading to Q1 [----] guidance that sits significantly below seasonal norms. To mitigate pressure in high-value segments Intel plans to reallocate PC wafer capacity to the server side. We believe that given the anticipated downturn in consumer electronics a reallocation of 10% or more of PC capacity to servers is a reasonable assumption. Due to the vast disparity in the capacity bases of the two"  
[X Link](https://x.com/FundaBottom/status/2019067723276575083)  2026-02-04T15:17Z 12.1K followers, [----] engagements


"DeepLLM 2026: From the Illusion of Model Development Stagnation to Large-Scale Real-World Agent Deployment [----] Could Be Year [--] of AGI By the end of [----] market anxiety around an AI bubble had reached a peak. Model progress seemed to be hitting a wall capex remained elevated and skepticism grew louder: could demand realistically justify investment at this scale Yet as [----] began a series of developments has quietly started to invalidate that narrative. Claude Opus [---] launched in November [----] andtogether with the rapid adoption of Claude Code and co-work / agentic workflowshas materially"  
[X Link](https://x.com/FundaBottom/status/2016505426133586136)  2026-01-28T13:35Z 12.1K followers, [----] engagements


"The worst $App short seller in history has withdrawn their short report"  
[X Link](https://x.com/FundaBottom/status/2020748802878292437)  2026-02-09T06:37Z 12.1K followers, 75K engagements


"Preview $APP& $U 4Q25: [----] Is the Year of Gaming We began covering APP in 4Q24 focusing on AppLovins e-commerce opportunity and actively addressing short reports in 1Q25. In 2Q25 we were cautious on revenue and e-commerce. Shares initially dropped 10% after hours but quickly rebounded on Adams positive e-commerce outlook. In 3Q25 we remain cautious on e-commerce. During Black Friday we published a report highlighting AppLovins significant improvement. However in our Substack Chat posts throughout the following month we consistently noted that while e-commerce ads remained weak gaming ads"  
[X Link](https://x.com/FundaBottom/status/2020881624804851716)  2026-02-09T15:25Z 12.1K followers, 10.7K engagements


"The U.S. has successfully apprehended Venezuelan President Nicols Maduro and may be partially involved in Venezuelas oil industry. Based on this event design a long/short pair trade. $VLO $CRAK $SU $CVE"  
[X Link](https://x.com/FundaBottom/status/2007991070039449884)  2026-01-05T01:42Z 12K followers, [----] engagements


"For AppLovin to be used as a money-laundering channel youd have to assume that after you spend the budget essentially all of those ad dollars can be routed back into your own ad inventory. In reality thats not how it worksthis is programmatic buying. Put simply: if I spend $100 through an app and the platform takes $40 the remaining $60 gets allocated across publishers based on AppLovins algorithm. Theres no certainty how much of that $60 would end up on Chen Zhis (or their affiliates) own apps. Since you cant reliably direct the spend back to yourself this laundering pathway doesnt really"  
[X Link](https://x.com/FundaBottom/status/2013680209028137274)  2026-01-20T18:29Z 12K followers, [----] engagements


"Preview $MSFT FY2Q26: Can Copilot Studio Change the Narrative That Microsoft's Software Business Will Be Disrupted by LLMs Copilot Copilot Studio OpenAI API Azure AI Organizational Restructuring FY3Q25: We believed that as Azure decoupled from OpenAI Azure began to have more GPUs available for external leasing and we thought Azure would slightly beat expectations amid low sentiment. FY4Q25: We maintained our FY3Q25 view. FY1Q26: We were optimistic about the revenue contribution of mid-training to Azure CPU and storage services but that quarter Azure actually missed buyside expectations due to"  
[X Link](https://x.com/FundaBottom/status/2016143319135306207)  2026-01-27T13:36Z 12K followers, [----] engagements


"ResearchOCS and DRAM Pooling Expand the Memory Stack Not Replace HBM There have recently been market rumors suggesting that Google in the long-term evolution of its TPU system architecture is exploring the use of OCS (optical circuit switching) to pool large amounts of DRAM across racks in order to address the rising cost supply constraints and scalability challenges associated with HBM under advanced nodes and 2.5D packaging. This approach is described as reducing system-level reliance on HBM improving memory capacity elasticity and lowering overall TCO leading to the conclusion that demand"  
[X Link](https://x.com/FundaBottom/status/2018347162955088222)  2026-02-02T15:33Z 12K followers, [----] engagements


"Preview $GOOG 4Q25: Agentic Commerce and Gemini Enterprise Drive New Growth Before diving into our Q4 [----] GOOG preview lets review our past preview insights. In Q1 [----] we first covered GOOG and highlighted a narrative shift in GOOGs frontier model capabilities. In our Q2 [----] GOOG preview after extensive research with agencies and advertising technology experts we found that AI Overview and AI Mode had not negatively impacted GOOGs advertising business. During the same period we conducted deep research into GOOGs TPU and OCS advantages in frontier model development. In our Q3 [----] GOOG"  
[X Link](https://x.com/FundaBottom/status/2018713564002013397)  2026-02-03T15:49Z 12.1K followers, [----] engagements


"Frontier models have already made their mark on coding finance healthcare and law. Is HR the next frontier Weve witnessed a seismic narrative shift across the software industry over the past [--] days. DeepOpenAI: How Is OpenAI Eating the Enterprise SaaS TAM [----] Is OpenAIs Year of Enterprise The Year of Enterprise. This was my first conclusion after conducting extensive interview research. If OpenAI and Anthropic are so optimistic about Enterprise Products and PwC and https://t.co/yd6bKXbjfT DeepOpenAI: How Is OpenAI Eating the Enterprise SaaS TAM [----] Is OpenAIs Year of Enterprise The Year of"  
[X Link](https://x.com/FundaBottom/status/2018716327507374104)  2026-02-03T16:00Z 11.9K followers, [----] engagements


"Prevew $LITE& $COHR 4Q25: Why Optics Is One of the Primary Beneficiaries of AI Infrastructure Upgrades Since our last deep dive on LITE and COHR the core investment thesis for both companies has continued to gain market attention. As AI agents drive sustained growth in token generation the incremental load ultimately translates into hard infrastructure constraints around bandwidth power efficiency and total cost of ownership. This in turn is accelerating a shift in network architecture away from pure scale-out designs toward more aggressive scale-up configurations and rack-level optics."  
[X Link](https://x.com/FundaBottom/status/2018746633740308730)  2026-02-03T18:01Z 12.1K followers, 10.5K engagements


"PreviewAWS 4Q25: Anthropic Brings Incremental Growth for [----] In this report we researched data centers GPU price increases and supply chain data. It's not a very long report. $AMZN Detailed Report https://open.substack.com/pub/fundaai/p/previewaws-4q25-anthropic-bringsr=4ogk2m&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/fundaai/p/previewaws-4q25-anthropic-bringsr=4ogk2m&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/FundaBottom/status/2019105572579340320)  2026-02-04T17:47Z 11.9K followers, [----] engagements


"Review $COHR 4Q25: Optical Bottleneck Thesis Intact; Scale-Up Optical TAM Explicitly Confirmed Following our recent review on LITE our core view remains that the primary bottleneck in AI infrastructure is gradually shifting from compute toward interconnect bandwidth with optics increasingly becoming the most direct constraint layer. Coherents latest results and management commentary further reinforce this trend. As hyperscaler AI clusters continue to scale optical components are transitioning from cyclical demand drivers into a more structural infrastructure layer within the AI stack."  
[X Link](https://x.com/FundaBottom/status/2019416780335378751)  2026-02-05T14:24Z 12.1K followers, 11.5K engagements


"Review $APP& $U nity: Strong Gaming Ad Trends But Not Enough to Offset Other Factors Unitys Vector grew 72% YoY in January surpassing the holiday season in December. Management called it the strongest month in history. AppLovin also emphasized gaming more in their earnings call while signaling gradual progress in e-commerce. We believe this year remains a strong year for gaming advertising but the performance reactions between these two companies show significant differences. Detailed Report"  
[X Link](https://x.com/FundaBottom/status/2021854472784556180)  2026-02-12T07:50Z 12.1K followers, [----] engagements


"Is there a current bull case for $GTLB @akramsrazor"  
[X Link](https://x.com/FundaBottom/status/1958570701641994372)  2025-08-21T16:43Z 12.1K followers, [----] engagements


"If the Sora scales global daily video generation by 10x is that bullish for HDDs SSDs or NAND What stocks should I buy $MU $WDC $SNDK $STX"  
[X Link](https://x.com/FundaBottom/status/1973536010199032291)  2025-10-01T23:50Z 12.1K followers, [----] engagements


"Which rare earth and energy-related names has the U.S. government recently taken stakes in and which ones might be next $UUUU $NB $METC"  
[X Link](https://x.com/FundaBottom/status/1978535734391796072)  2025-10-15T18:57Z 12.1K followers, [----] engagements


"If Trainum [--] orders increase which stocks benefit Between $ALAB $CRDO and $Alchip - who has the most upside"  
[X Link](https://x.com/FundaBottom/status/1980338701499809912)  2025-10-20T18:21Z 12.1K followers, [----] engagements


"Review $LITE 4Q25: At the Center of the Optical Communications Revolution Deeply Aligned with Both Google and Nvidia We have been frequently discussing TPU and TPU Names since last September and we released a LITE report in early November last year. In the past two months we have spent a lot of time discussing how InP and AXTI have no impact on LITE's performance and that we don't need to worry about its capacity constraints. This was a high-quality beat and raise. The upside was not limited to revenue outperformance; more importantly the forward narrative and margin trajectory were"  
[X Link](https://x.com/FundaBottom/status/2019068122414891435)  2026-02-04T15:18Z 12.1K followers, 11.8K engagements


"Preview $DDOG 4Q25: Change in OpenAI Spending Trend Again We spoke with three leading Datadog (DDOG) channel partners and tracked the latest developments in its relationship with OpenAI. Overall DDOGs core demand remained resilient in 4Q with healthy cloud-migration momentum among traditional enterprises that should continue to accelerate into [----]. That said more customers are evaluating self-built datalake / lakehouse architectures to avoid duplicate spend in log management. On AI LLM Observability is ramping quickly and is increasingly a prerequisite before enterprises scale AI"  
[X Link](https://x.com/FundaBottom/status/2019416359449587940)  2026-02-05T14:22Z 12.1K followers, [----] engagements


"Preview $NET 4Q25: Minimal Impact From Outages in Q4; FY26 Growth Trajectory Likely to Keep The company continues to trade at elevated multiples requiring sustained high revenue growth to support its valuation. The market remains skeptical on this front. However based on our analysis we believe there is a reasonable probability of maintaining approximately 30% growth. Detailed Report https://open.substack.com/pub/fundaai/p/previewnet-4q25-minimal-impact-fromr=4ogk2m&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/FundaBottom/status/2019783444293939663)  2026-02-06T14:41Z 12.1K followers, [----] engagements


"We wouldnt characterize this as Micron having zero Rubin HBM4 share nor do we think its particularly negative for Micron. Based on our supply chain checks they still appear to retain some allocation. More broadly Micron likely benefits under almost any scenario thats simply the nature of a tight memory market where supply remains the binding constraint. More importantly from an economic perspective DRAM is currently a better capital allocation choice for Micron than HBM4. On a wafer basis conventional DRAM delivers roughly [--] the bit output versus HBM once you factor in stacking complexity and"  
[X Link](https://x.com/FundaBottom/status/2019787601272824091)  2026-02-06T14:57Z 12.1K followers, 49.8K engagements


"What has $RDDT mainly been falling/dropping over recently"  
[X Link](https://x.com/FundaBottom/status/2020020138888794497)  2026-02-07T06:21Z 12.1K followers, [----] engagements


"Deep $AMAT: Structural Capital Intensity Shift to Materials Engineering Our positive stance on Applied Materials (AMAT) is predicated on a fundamental divergence in semiconductor manufacturing physics. For the past decade lithography has been the primary driver of wafer cost. However as the industry transitions to 2nm Gate-All-Around (GAA) and Backside Power Delivery Networks (BSPDN) the primary scaling bottleneck shifts from printing smaller lines to building complex 3D structures and engineering new materials. This architectural shift triggers a structural increase in capital intensity for"  
[X Link](https://x.com/FundaBottom/status/2008175609672024262)  2026-01-05T13:55Z 12.1K followers, 21.3K engagements


"Deep $LITE: Googles Newly Introduced In-rack Switch Tray is Actually a Positive for OCS and Optics FundaAI Recently there has been extensive discussion about Google introducing a new in-rack switch tray within future TPU racks. The prevailing view is that this new switch tray when bundled with TPU racks sold to external customers replaces the 3D torus network with a CLOS network and therefore could be negative for OCS. We identified this change at a very early stage and conducted our own supply-chain checks. We found that most analyses significantly misunderstand Googles network topology"  
[X Link](https://x.com/FundaBottom/status/2008203889288319409)  2026-01-05T15:48Z 12.1K followers, 190.5K engagements


"Compare the businesses of $APP AppLovin and http://Liftoff.io http://Liftoff.io"  
[X Link](https://x.com/FundaBottom/status/2011502768175886698)  2026-01-14T18:16Z 12.1K followers, 10.3K engagements


"Deep $U& $APP& $TTWO& $RBLX: Why Game Engines Role in World Models Is More Like the CPUs Role in Agentic AI After Google opened its world model Genie [--] to users Unitys share price saw a sharp sell-off. As of the close on January [--] [----] the stock fell 24.22% in a single day to USD [-----]. Echoing the recent AI kills software narrative the market quickly formed an intuitive conclusion: if AI can directly generate interactive worlds or games will traditional game engines be displaced It is true that early demonstrations of Genie make ideas like learning interaction from video or even generating"  
[X Link](https://x.com/FundaBottom/status/2018347913169313829)  2026-02-02T15:36Z 12.1K followers, [----] engagements


"Review $NET 4Q25: Q4 Revenue Growth and FY26 Guidance Exceed Expectations Reinforcing Market Confidence in the Company's Positioning as a Key AI Agent Beneficiary Heading into earnings the primary market concern was whether the company could sustain its growth trajectory. This skepticism stemmed from two sources: (1) the potential impact of two service outages during FY25Q4 and (2) ongoing market ambiguity around whether the company is a net AI beneficiary or at risk from AI disruption (given that AI-powered coding tools could potentially cannibalize code-adjacent products and services). This"  
[X Link](https://x.com/FundaBottom/status/2021681726645580094)  2026-02-11T20:24Z 12.1K followers, [----] engagements


"Review $AMAT 4Q25: Strong AI Demand Translating into Equipment Revenue We first highlighted on January [--] that AMAT would be a key beneficiary of this round of capacity expansion. During the earnings call Applied Materials provided a robust outlook projecting that its semiconductor system business will grow by more than 20% in CY2026. Although demand is heavily weighted toward the second half of the year management indicated that underlying demand actually exceeds this 20% growth figure. The primary bottleneck is currently a lack of cleanroom space at customer sites rather than a lack of"  
[X Link](https://x.com/FundaBottom/status/2022359353395921019)  2026-02-13T17:16Z 12.1K followers, [----] engagements


"(1/4)DEEP $GOOG s Optical Edge: OCS Gemini [--] Model Progress and the Coming Storage Crunch The competition in large-scale AI models is consolidating into a three-way race among Google OpenAI and Anthropic. While OpenAI and Anthropic excel in consumer adoption and coding/agent workflows Google is leveraging its unique TPU + Optical Circuit Switching (OCS) architecture to achieve decisive advantages in scalability cost and performance. The upcoming release of Gemini [--] expected to outperform rivals across multimodality cost efficiency and ultra-long-context reasoning positions Google to"  
[X Link](https://x.com/FundaBottom/status/1970114538541646188)  2025-09-22T13:14Z 12.1K followers, 70.7K engagements


"What's the bullish case for $SEI"  
[X Link](https://x.com/anyuser/status/1970488008647553504)  2025-09-23T13:58Z 12.1K followers, [----] engagements


"Getting more and more feedback from the supply chain saying TR3 isn't delayed and Alab hasn't cut guidance. no one knows who started the original rumor. $ALAB $CRDO"  
[X Link](https://x.com/FundaBottom/status/1970988184403382636)  2025-09-24T23:06Z 12.1K followers, 24.3K engagements


"What impact does this have on $CRWV - COREWEAVE INKS $14 BILLION $META DEAL TO SUPPLY COMPUTING POWER"  
[X Link](https://x.com/anyuser/status/1973005373830582274)  2025-09-30T12:41Z 12.1K followers, [----] engagements


"Which memory companies will benefit from OpenAI's Sora [--] and short-video app $MU $WDC"  
[X Link](https://x.com/FundaBottom/status/1973104611012780418)  2025-09-30T19:16Z 12.1K followers, [----] engagements


"It's easy to see agencies like Northbeam that track $APP AppLovin's market share reporting massive growth in AppLovin's share. This is especially notable since these agencies were previously limited to just 10-20 ecommerce app clients due to app quota restrictions"  
[X Link](https://x.com/FundaBottom/status/1973333953005363591)  2025-10-01T10:27Z 12.1K followers, [----] engagements


"Sora is bullish for HDDwhich companies should I buy $WDC $MU $SNDK $STX"  
[X Link](https://x.com/FundaBottom/status/1973411812545536121)  2025-10-01T15:36Z 12.1K followers, 29.7K engagements


"Investors today are truly schizophrenic. On one hand they're true believers in the energy revolution and the super storage cycle yet on the other hand they're too scared to rerate NVDA and TSM's valuations. This just shows that $NVDA is a no-brainer investment over the next three months"  
[X Link](https://x.com/FundaBottom/status/1973559089318785081)  2025-10-02T01:22Z 12.1K followers, [----] engagements


"$APP : Spoke with CFO(not APP) and attorney whove dealt with the SEC. In light of the multiple short-seller reports from six months ago an SEC probe is pretty routineit doesnt mean a formal investigation into the business and usually goes nowhere. The real determinant of legal risk is the FTC. This was clearly leaked by the short sellers. Frankly the SEC should be probing the short-seller free-for-all were seeing now all you need is a Substack and a Twitter account to short at will fabricate facts and forge evidence"  
[X Link](https://x.com/FundaBottom/status/1975299242895024495)  2025-10-06T20:36Z 12.1K followers, 30.8K engagements


"Which tech companies has the SEC probed in response to short-selling reports What were the outcomes $APP $META $RBLX"  
[X Link](https://x.com/FundaBottom/status/1975302253558091957)  2025-10-06T20:48Z 12.1K followers, [----] engagements


"(11/12)Deep3Q25 PreER Playbook Interesting Idea 3Q25 $NVDA $SHOP $CRWV Last earnings season we thought the easy trades were GOOG and APP. This quarters easy trades might be NVDA and SHOP. Plus theres a complex alpha trade in CRWV. Download PDF Detailed Report https://open.substack.com/pub/fundaai/p/deep3q25-preer-playbookr=4ogk2m&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://drive.google.com/file/d/1XJldZkVTK7KNDzWUY-_7513pOZ_e13K1/viewusp=sharing https://open.substack.com/pub/fundaai/p/deep3q25-preer-playbookr=4ogk2m&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/FundaBottom/status/1975570868379263482)  2025-10-07T14:36Z 12.1K followers, [----] engagements


"$APP: Northbeams Axon data doesnt look good today. We should keep a positive outlookAppLovins ecommerce mix is rising gradually not overnight. Ecommerce advertisers typically need about two weeks to optimize campaigns. Were also not in the true peak season yet. Most Asian ecommerce advertisers just got back from vacation. The real ramp should come at the end of the month not right now. But everyones obsessing over the Northbeam data which makes me uncomfortable. Last week when Northbeam didnt release data a bunch of people even emailed asking why there was no update"  
[X Link](https://x.com/FundaBottom/status/1976349439611846835)  2025-10-09T18:09Z 12.1K followers, 64.3K engagements


"@vijay9933 It will be 21x soon"  
[X Link](https://x.com/FundaBottom/status/1976352179066950046)  2025-10-09T18:20Z 12.1K followers, [----] engagements


"If the U.S. has to break away from Chinas rare-earth supply and refining know-how how should investors rank stocks across the rare-earth value chainbalancing valuation and upside $MP $LYC $UUUU 3-5 years for the U.S. to fix rare-earth refining: near-zero baseline ( $MP still ships separation to China; a new plant runs under 30% and isnt DoD-certified) EIA permits 3-4yrs key projects hit 2026-28 plus talent gaps 3-5 years for the U.S. to fix rare-earth refining: near-zero baseline ( $MP still ships separation to China; a new plant runs under 30% and isnt DoD-certified) EIA permits 3-4yrs key"  
[X Link](https://x.com/anyuser/status/1977082220419727714)  2025-10-11T18:41Z 12.1K followers, [----] engagements


"If GOOGs TPU shipments end up exceeding expectations how would you rank the upside potential for these stocks: $AVGO $CLS $TTMI $LITE $COHR and Zhongji Xuchuang"  
[X Link](https://x.com/FundaBottom/status/1978147324921614616)  2025-10-14T17:14Z 12.1K followers, 10.1K engagements


"META's Hyperion data center will be partnering with Blue Owl Capital. How will the data center CAPEX be recorded on META's financial statements and what role is Blue Owl Capital playing in this deal $META $OWL"  
[X Link](https://x.com/FundaBottom/status/1980051350244495667)  2025-10-19T23:20Z 12.1K followers, [----] engagements


"Theres a lot of chatter today that ChatGPTs DAU growth has topped out. From what I understand ChatGPTs DAUs didnt grow in September and even saw a month-over-month dip in the second half of the month. But over the past two weeks growth has returned to its previous trajectory and DAUs are rising again. My read is that this ties to Geminis surge in September and a modest pullback in October as well as some diversion from the ChatGPT app to the Sora app. We also learned that ChatGPT implemented some throttling for underage users in September. Another big factor people overlook: a large share of"  
[X Link](https://x.com/FundaBottom/status/1980188623988523090)  2025-10-20T08:25Z 12.1K followers, 23.7K engagements


"Preview $META 3Q25: What Happens When META Doubles Down on AI Compute Overlay WhatsApp CAPEX Short Drama and AppLovin ORCL/CRWV/GCP We accurately predicted METAs performance in both 1Q25 and 2Q25. Even during 1Q25 when everyone was pessimistic about tariffs we conducted extensive research with Chinese e-commerce advertisers and referenced changes in the US Dollar Index. Ultimately we believed that these factors might have no impact on METAs performance. Now lets dive into the 3Q25 META Preview There are many interesting changes in the 3Q25 META Preview: -META is doubling down on AI Compute;"  
[X Link](https://x.com/FundaBottom/status/1980638551365865886)  2025-10-21T14:13Z 12.1K followers, 17.6K engagements


"$GOOG just massively increased their TPU CoWoS orders this week. Rumor has it that Google capex guide for [----] would be in range of $120-125B Maybe reason for weakness today Rumor has it that Google capex guide for [----] would be in range of $120-125B Maybe reason for weakness today"  
[X Link](https://x.com/FundaBottom/status/1980661932127654050)  2025-10-21T15:46Z 12.1K followers, 27K engagements


"Direct large-scale TPU deployment is extremely difficult - still need to lease through GCP Google is selling them TPUs Broadcom will make nearly $10B from this deal Anthropic may ask Broadcom or Google to customize their chips (Guess) Anthropic will get a similar level of IP access as they get with Trainium Google is selling them TPUs Broadcom will make nearly $10B from this deal Anthropic may ask Broadcom or Google to customize their chips (Guess) Anthropic will get a similar level of IP access as they get with Trainium"  
[X Link](https://x.com/anyuser/status/1980675419419693493)  2025-10-21T16:39Z 12.1K followers, 95K engagements


"Anthropic still relies primarily on $NVDA for compute. Plus even today training is pretty much NVDA-only territory. Everyone knows Dario isnt exactly in Jensens fan club. With Anthropic and Google now talking tens of billions in cloud deals its shaping up as OpenAI + Nvidia vs Anthropic + Google. The AI war is no longer about models its about compute. ⚔ $nvda $googl $amzn https://t.co/NQ2xtM3306 Everyone knows Dario isnt exactly in Jensens fan club. With Anthropic and Google now talking tens of billions in cloud deals its shaping up as OpenAI + Nvidia vs Anthropic + Google. The AI war is no"  
[X Link](https://x.com/FundaBottom/status/1980762857194307956)  2025-10-21T22:27Z 12.1K followers, 11.9K engagements


"Broadcom's CoWoS orders are projected to increase from 85k in [----] to 270k in [----]. This volume consists of Google TPU OpenAI AI ASIC and Meta MTIA with Google's TPU forecast to account for 65-70% of the [----] mix. Notably the schedules for Meta's and OpenAI's AI ASICs face uncertainty. @FundaBottom @BeachInvestorr Bro its AVGO that wants 270K GOOG is only 60-70% of AVGO @FundaBottom @BeachInvestorr Bro its AVGO that wants 270K GOOG is only 60-70% of AVGO"  
[X Link](https://x.com/FundaBottom/status/1980831568106287324)  2025-10-22T03:00Z 12.1K followers, [----] engagements


"This journalist who's been bearish on AI for a decade double-counted data center capex leased data center opex and chip capex then concluded there's a $400B gap over two years. Really should brush up on accounting basics. https://www.wheresyoured.at/openai400bn/ https://www.wheresyoured.at/openai400bn/"  
[X Link](https://x.com/FundaBottom/status/1981076897267433828)  2025-10-22T19:15Z 12.1K followers, 18.4K engagements


"One interesting finding in this report - we're officially seeing short drama ad budgets starting to shift from META to $App Lovin in Q3'25. Previously it was almost 100% $META. Preview $META 3Q25: What Happens When META Doubles Down on AI Compute Overlay WhatsApp CAPEX Short Drama and AppLovin ORCL/CRWV/GCP We accurately predicted METAs performance in both 1Q25 and 2Q25. Even during 1Q25 when everyone was pessimistic about tariffs we conducted https://t.co/FvpJNFdRNw Preview $META 3Q25: What Happens When META Doubles Down on AI Compute Overlay WhatsApp CAPEX Short Drama and AppLovin"  
[X Link](https://x.com/FundaBottom/status/1981412668713128140)  2025-10-23T17:29Z 12.1K followers, [----] engagements


"Preview $GOOG 3Q25: GCP's Path to $100Bn ARR AI Overview AI Mode AI Max SEO TPU Anthropic/Apple We have published several reports on GOOG since last quarter. In our 2Q25 Preview we analyzed how Google cleverly monetized AI Overview with ads demonstrating that AI Overview not only had no negative impact but actually created additional ad inventory. We also discussed how AI Overview and AI Mode help Google monetize the 60% of queries that remain uncommercialised. In our subsequent GOOG report we analyzed TPU and OCS advantages and how hardware superiority has enabled Geminis cost advantage. In"  
[X Link](https://x.com/FundaBottom/status/1981785646210732321)  2025-10-24T18:11Z 12.1K followers, 17K engagements


"If US-China tensions ease next week I think CSP earnings starting next week will be a great setup. Comments from $MSFT $GOOG $AMZN will all be bullish especially when people see even the most conservative Satya potentially taking more OpenAI orders and turning more optimistic. Given the crazy AI bubble discussion pre-earnings and the resulting gap-and-fade action in $VRT $APH $GEV earnings the setup looks really good now. Preview $GOOG 3Q25: GCP's Path to $100Bn ARR AI Overview AI Mode AI Max SEO TPU Anthropic/Apple We have published several reports on GOOG since last quarter. In our 2Q25"  
[X Link](https://x.com/FundaBottom/status/1981786488204558381)  2025-10-24T18:14Z 12.1K followers, 11.6K engagements


"UBS Karls comments are extremely valuable. Right now people seem to think only Satya and C.C. Wei are the smart ones who havent been held hostage by Sam. If Satya starts taking more OpenAI data center orders it would ease concerns about an AI bubble. Karl is bullish on Microsoft's upcoming quarterexpecting Azure to beat the 39% bogey forAzure.Enterprise demand and Al-driven growthare both strong.lmportantly he thinks you get aresolution on the MSFT-OpenAl partnershipagreement AND OpenAl makes a big new spenocommit with Azure. This could happen in mid.November and would be a positive catalyst."  
[X Link](https://x.com/FundaBottom/status/1981791132742037828)  2025-10-24T18:33Z 12.1K followers, 25.7K engagements


"$CLS If GOOGs TPU shipments end up exceeding expectations how would you rank the upside potential for these stocks: $AVGO $CLS $TTMI $LITE $COHR and Zhongji Xuchuang https://t.co/hSZaAxEJid If GOOGs TPU shipments end up exceeding expectations how would you rank the upside potential for these stocks: $AVGO $CLS $TTMI $LITE $COHR and Zhongji Xuchuang https://t.co/hSZaAxEJid"  
[X Link](https://x.com/FundaBottom/status/1982906907200499798)  2025-10-27T20:27Z 12.1K followers, [----] engagements


"We've spent a month explaining what mid-training is why AI labs are going crazy why data centers are getting snatched up like mad. With more supply chain data confirming this over the past week and today's $NVDA $500B plan I think everyone should drop the arrogance about an AI bubble. History never repeats itself exactly the same way. When you see changes happening try to understand what's going on first before assuming all the smart people involved are idiots. DeepMid-Training Revolution: Why Every AI Lab is Making 3x Bets AI Arms Race Selfplay RL Storage Data Infra We previously discussed"  
[X Link](https://x.com/FundaBottom/status/1983243243308589325)  2025-10-28T18:43Z 12.1K followers, [----] engagements


"Judging by how Trump and Xi walked out the meeting seemed positive"  
[X Link](https://x.com/anyuser/status/1983752727474983254)  2025-10-30T04:28Z 12.1K followers, 15.4K engagements


"A lot of advertisers told me this week that $APP AppLovin finally approved their e-commerce applicationsthey'd gotten invitation codes earlier but AppLovin hadn't approved the requests until now. Some also got approved just last week. So I'm expecting we'll start seeing noticeable share shifts next week. $APP: Northbeam updated on the latestweek. AppLovin started ramping up - exactly what I said two weeks ago. Advertisers would ramp up at month-end after going through two optimization weeks. https://t.co/ykRXLKyV6E $APP: Northbeam updated on the latestweek. AppLovin started ramping up -"  
[X Link](https://x.com/anyuser/status/1983944871506538751)  2025-10-30T17:11Z 12.1K followers, 15.8K engagements


"Reports we're dropping over the next week include $DDOG Datadog $SHOP Shopify $APP AppLovin $U Unity $PATH UiPath and $PLTR Palantir"  
[X Link](https://x.com/FundaBottom/status/1983948777208807767)  2025-10-30T17:27Z 12.1K followers, [----] engagements


"So far all of the Mega [--] except NVDA have reported and weve also had some SEMI and Energy names report. You can see that virtually every company is extremely bullish on CAPEXno one is hitting the brakes out of bubble concerns. Maybe only something like GEV is a bit more conservative"  
[X Link](https://x.com/FundaBottom/status/1984016112544260196)  2025-10-30T21:54Z 12.1K followers, [----] engagements


"What Satya meant is that he underbought power quotanot that he overbought GPUs. $AMZN secured 3.8GW of power quota over the past [--] months while $MSFT bought only 2GW. $MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut). He is also saying he doesn't want to over buy one generation of $NVDA GPUs. https://t.co/Cn55Njzy2r $MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that"  
[X Link](https://x.com/FundaBottom/status/1984667353372901764)  2025-11-01T17:02Z 12.1K followers, 14.1K engagements


"Preview $APP/ $U nity 3Q25: Difficult Problems Agency/Studio Survey APP's Slow E-commerce Review Process Unity's Sudden Slowdown and Why It Recovered Subscribers familiar with our work know we are passionate AppLovin analysts. Out of our past [---] reports AppLovin-related coverage accounts for [--] pieces. In our 4Q24 Preview we were the first to mention that SHEIN/TEMU were becoming AppLovins fastest-growing clients and that 4Q24 and CY2025 performance would be strongall of which was later validated. However we made a small error at the time: SHEIN/TEMU were running App Download Campaigns not"  
[X Link](https://x.com/FundaBottom/status/1985427046798115265)  2025-11-03T19:21Z 12.1K followers, 29.5K engagements


"I believe $APP AppLovin's 3Q25 results are strong but e-commerce progress was slow through the end of October so the 4Q25 guidance QoQ might not be as bullish as Bogey's. However since e-commerce review processes have been extremely strict there will likely be significant acceleration in November giving Adam plenty of room to maneuver during the earnings call. This is very similar to what we discussed last quarter when I thought the 2Q25 earnings beat would be small but Adam was actively limiting e-commerce growth which gave him considerable flexibility during that earnings call as well."  
[X Link](https://x.com/anyuser/status/1985437683389526265)  2025-11-03T20:03Z 12.1K followers, [----] engagements


"You can sign up for a free trial. And you should read all our reports on $APP AppLovin and $U Unity from the past year - we've written quite a few of them. @FundaBottom Can anybody vouch for this channel and report @FundaBottom Can anybody vouch for this channel and report"  
[X Link](https://x.com/FundaBottom/status/1985444410428158155)  2025-11-03T20:30Z 12.1K followers, [----] engagements


"All TPU-related stocks had really strong earnings this quarter. $AVGO $LITE $CLS $TTMI $GOOG Jefferies/Fubon out with massive raise to FY26 TPU forecasts - ranking $CLS/ $TTMI/ $AVGO/ $ALAB by TPU upside potential https://t.co/6Gz7Rbynlh Jefferies/Fubon out with massive raise to FY26 TPU forecasts - ranking $CLS/ $TTMI/ $AVGO/ $ALAB by TPU upside potential https://t.co/6Gz7Rbynlh"  
[X Link](https://x.com/FundaBottom/status/1985819266554507482)  2025-11-04T21:19Z 12.1K followers, [----] engagements


"How are $LITE s latest results How closely is LITE tied to TPUs What did management cover on the latest earnings call"  
[X Link](https://x.com/anyuser/status/1985863405283197149)  2025-11-05T00:15Z 12.1K followers, [----] engagements


"Since our in-depth breakdown in September of GOOG Optics tech trends and why theyre so important the purest GOOG Optics play $LITE has already risen 50%. (1/4)DEEP $GOOG s Optical Edge: OCS Gemini [--] Model Progress and the Coming Storage Crunch The competition in large-scale AI models is consolidating into a three-way race among Google OpenAI and Anthropic. While OpenAI and Anthropic excel in consumer adoption and https://t.co/MOxZgeOkvH (1/4)DEEP $GOOG s Optical Edge: OCS Gemini [--] Model Progress and the Coming Storage Crunch The competition in large-scale AI models is consolidating into a"  
[X Link](https://x.com/FundaBottom/status/1986105737605718428)  2025-11-05T16:18Z 12.1K followers, 10.8K engagements


"$APP AppLovin's 3Q25 results came in exactly at our numbers - precisely a 5% beat. But 4Q guidance of [----] is above our [----] looks like Adam's pretty confident about November and December. Even if October was slow. I think Adam should put on a good show on the earnings call. Preview $APP/ $U nity 3Q25: Difficult Problems Agency/Studio Survey APP's Slow E-commerce Review Process Unity's Sudden Slowdown and Why It Recovered Subscribers familiar with our work know we are passionate AppLovin analysts. Out of our past [---] reports AppLovin-related https://t.co/u3Sf2zyOl2 Preview $APP/ $U nity 3Q25:"  
[X Link](https://x.com/anyuser/status/1986179813053505853)  2025-11-05T21:12Z 12.1K followers, 17.1K engagements


"I think as long as Adam delivers well and hits those points we just mentioned then if the advertisers who've been held up by strict vetting in October start spending we'll see an absolutely crazy e-commerce ramp in November and December. The whole story comes together. $APP Adam's comments on the earnings call are extremely important. Once he starts talking about how they haven't opened up Europe yet and could grow faster if they did or how they're being very strict on vetting and controlling the pace - that's when to add to the position. $APP Adam's comments on the earnings call are"  
[X Link](https://x.com/FundaBottom/status/1986186810486354418)  2025-11-05T21:40Z 12.1K followers, [----] engagements


"Review $APP 3Q25: Extremely Bullish 4Q25 Guidance In our APP 3Q25 Preview we highlighted that gaming and short drama were tracking very strong in 3Q25 which would drive AppLovins 5% beat for the quarter. However since AppLovin has been actively throttling e-commerce client onboarding creative approvals and other processes since October and given that advertisers typically need [--] weeks to adapt to the platform e-commerce in October actually showed only minimal growth versus September. Based on this we see Q4 guide potentially light vs bogey but thats largely due to the dynamics discussed"  
[X Link](https://x.com/FundaBottom/status/1986425806164533356)  2025-11-06T13:29Z 12.1K followers, 10.4K engagements


"I think those idiots constantly talking about shorting ARRY $APP can take a break now. Adam 'Array has been shut down for months and was a rounding error in terms of its contribution to revenue.' Review $APP 3Q25: Extremely Bullish 4Q25 Guidance In our APP 3Q25 Preview we highlighted that gaming and short drama were tracking very strong in 3Q25 which would drive AppLovins 5% beat for the quarter. However since AppLovin has been actively throttling e-commerce client https://t.co/XgS0F7dNMK Review $APP 3Q25: Extremely Bullish 4Q25 Guidance In our APP 3Q25 Preview we highlighted that gaming and"  
[X Link](https://x.com/FundaBottom/status/1986434029558898803)  2025-11-06T14:02Z 12.1K followers, [----] engagements


"How were $APP AppLovin's latest earnings Can you summarize the key earnings call highlights What's your view on AppLovin's e-commerce progress"  
[X Link](https://x.com/FundaBottom/status/1986675862645973464)  2025-11-07T06:03Z 12.1K followers, [----] engagements


"Review $SNDK 3Q25: Further Margin Upside Expected As noted in our prior mid-training article new model training methodologies are set to drive greater storage demand. Combined with the significant SSD price hikes weve highlighted in Substack Chats Sandisk predictably delivered above-consensus margins in CY3Q25. Furthermore CY4Q25 guidance also came in significantly above consensus. Against the backdrop of industry supply constraints and surging demand we expect Sandisks margins to continue to expand. Detailed Report"  
[X Link](https://x.com/FundaBottom/status/1986825484966232505)  2025-11-07T15:58Z 12.1K followers, 49K engagements


"NVDA and ORCL have both fallen back to where they were before OpenAI talked about [--] GW. If OpenAI had said [--] GW at the time I think these stocks wouldve taken off by nowbut they went with [--] GW. Back in July OpenAIs target was [--] GW by [----] so [--] GW would still be meaningfully valuable"  
[X Link](https://x.com/FundaBottom/status/1986831322644668594)  2025-11-07T16:21Z 12.1K followers, [----] engagements


"Our updated $SNDK model. I do think well see EPS enter a crazy range next year. Review $SNDK 3Q25: Further Margin Upside Expected As noted in our prior mid-training article new model training methodologies are set to drive greater storage demand. Combined with the significant SSD price hikes weve highlighted in Substack Chats Sandisk predictably https://t.co/pJEjWqjGka Review $SNDK 3Q25: Further Margin Upside Expected As noted in our prior mid-training article new model training methodologies are set to drive greater storage demand. Combined with the significant SSD price hikes weve"  
[X Link](https://x.com/FundaBottom/status/1986842849451909282)  2025-11-07T17:07Z 12.1K followers, 60.1K engagements


"Amid the global consensus discussion about an AI bubble. H100 spot price to increase by 8% in Q4 [----]. H200 spot price to increase by 18% in Q4 [----]. $NVDA"  
[X Link](https://x.com/FundaBottom/status/1987905008541831521)  2025-11-10T15:27Z 12.1K followers, 190.7K engagements


"In fact the A100 is still valuable in certain scenarios. For example in some recommendation workloads the A100 can actually be more useful than the H100 because of its bandwidth characteristics. Amid the global consensus discussion about an AI bubble. H100 spot price to increase by 8% in Q4 [----]. H200 spot price to increase by 18% in Q4 [----]. $NVDA https://t.co/WW6sXOLSFy Amid the global consensus discussion about an AI bubble. H100 spot price to increase by 8% in Q4 [----]. H200 spot price to increase by 18% in Q4 [----]. $NVDA https://t.co/WW6sXOLSFy"  
[X Link](https://x.com/FundaBottom/status/1987962213756461558)  2025-11-10T19:15Z 12.1K followers, [----] engagements


"Why did SK hynix go from surging to falling today Has SK hynix been warned by the FSC Under what circumstances would they be warned If it hits a new intraday high today will there be another warning"  
[X Link](https://x.com/FundaBottom/status/1988120202987663867)  2025-11-11T05:42Z 12.1K followers, 18.4K engagements


"SK hynix dragged Asian indexes sharply lower and also pulled down U.S. futures in the overnight session. Why did SK hynix go from surging to falling today Has SK hynix been warned by the FSC Under what circumstances would they be warned If it hits a new intraday high today will there be another warning https://t.co/9ovR76Ppf3 Why did SK hynix go from surging to falling today Has SK hynix been warned by the FSC Under what circumstances would they be warned If it hits a new intraday high today will there be another warning https://t.co/9ovR76Ppf3"  
[X Link](https://x.com/FundaBottom/status/1988123715234898163)  2025-11-11T05:56Z 12.1K followers, 13K engagements


"After discussing the Yipit data yesterday we pulled together some notes based on AWS North Virginia spot prices -B200 ramped overall in October so spot prices were low; volumes dried up quickly in November so spot prices have started rising this month. -Theres no new supply of H100 so prices have inched up. H200 still has new supply so its price is still drifting down. -The second chart shows various B200 SKUsthe price trends are very consistent across them. Amid the global consensus discussion about an AI bubble. H100 spot price to increase by 8% in Q4 [----]. H200 spot price to increase by"  
[X Link](https://x.com/FundaBottom/status/1988274627303653476)  2025-11-11T15:56Z 12.1K followers, [----] engagements


"Deep $LITE: At the Center of the Optical Communications Revolution The Name That Benefits the Most From the TPU Over the past two months weve discussed how TPU remain highly constraineddemand far outstrips supplyeven as volumes rise and how over the next year they could help Googles GCP accelerate to 45% year-over-year growth. Beyond Google weve also covered TPU-related names and provided a detailed analysis of OCS. Simply put within the coming TPU tailwind Optics has the largest incremental upside and within Optics the best ticker is LITE. Weve already offered in-depth analyses of OCS and"  
[X Link](https://x.com/FundaBottom/status/1988612477089644683)  2025-11-12T14:18Z 12.1K followers, 39.3K engagements


"OpenAIs CFO mentioned that since August theyve added more restrictionsfor example prompting users whove been on for too long to take a break. In December theyll ease limits for users who verify their age with adult ID which should drive an increase in usage time. Alex Heath (legit) reports that OpenAI CFO Sarah Friar confirmed to investors that time spent on ChatGPT has declined slightly since August [----] due to content restrictions. Thats consistent with the Apptopia data a few weeks back showing a flattening on downloads. That said OpenAI expects reversal as restrictions loosen in December"  
[X Link](https://x.com/FundaBottom/status/1989008783620952359)  2025-11-13T16:33Z 12.1K followers, 63K engagements


"@jimpayne Payne reshared our post which made me incredibly happy. While writing my ongoing series of reports on AppLovin and Unity one of the people Ive admired most has been Jim Payne. Exceptionally helpful breakdown of $APP and $LFTO by @FundaBottom . needless to say the mobile advertising business is as strong as ever thanks to AI/neural nets cc @cloudx Exceptionally helpful breakdown of $APP and $LFTO by @FundaBottom . needless to say the mobile advertising business is as strong as ever thanks to AI/neural nets cc @cloudx"  
[X Link](https://x.com/FundaBottom/status/2011835538404491288)  2026-01-15T16:19Z 12.1K followers, [----] engagements


"This post is likely misleading. First DDR4 now accounts for only a very small portion of CXMTs current shipments. Any DDR4-3200 modules at such pricing are most likely legacy inventory or old contracts not reflective of current market dynamics. DDR4 pricing today is largely irrelevant to how CXMT is competing. Second CXMTs mainstream products are already DDR5 and on DDR5 pricing is broadly in line with international vendors (Samsung SK hynix Micron). Based on industry checks CXMTs DDR5 pricing is sometimes even higher not meaningfully cheaper. In short using DDR4 legacy pricing to infer CXMTs"  
[X Link](https://x.com/FundaBottom/status/2018181843611439401)  2026-02-02T04:37Z 12.1K followers, 10.7K engagements


"(2/4) $APP Applovin's Growth Potential The world's two largest e-commerce advertisers will increase their ad budget on Applovin by 2-3x next year thanks to Applovin's excellent CPC which is only 1/3-1/4 of Facebook and Google's. If we calculate the potential for Applovin these two top advertisers alone could drive Applovin's revenue growth next year. Considering other e-commerce advertisers the growth driver for Applovin could be as high as 15%. For details on how Applovin's revenue growth can be driven please click on the detailed report below👇 $APP $U $ZETA"  
[X Link](https://x.com/anyuser/status/1863958088736493896)  2024-12-03T14:46Z 12.1K followers, 13.2K engagements


"Basically what has been mentioned are the core competencies of $APP Applovin. I'm very certain that the data belongs to the advertisers which META cannot block and it is a compliant practice. It can only be said that Applovin's engineering team is too strongother AdTech companies couldn't learn it even in [--] years. Short AppLovin $APP Formers said this AI Hype Story was built on Ad Fraud -E-Com secret described as Copying $META's data -Illegal Tracking of Kids -Sex Ads Served to Children -Culper Uncovered illicit "Direct Downloads" as Top Revenue Driver https://t.co/hJxYyDP3jb 1/x Short"  
[X Link](https://x.com/FundaBottom/status/1894754727726092600)  2025-02-26T14:21Z 12.1K followers, [----] engagements


"AppLovin: Two short seller reports from Fuzzy Panda and Culper. Notes it has been told AppLovin stealing data from Meta in their e-commerce push. WFC analyst said he spoke to $APP they fully refuted META point said they have an agreement with meta and Meta can audit them whenever they want"  
[X Link](https://x.com/FundaBottom/status/1894774741615132948)  2025-02-26T15:41Z 12.1K followers, [----] engagements


"$APP Applovin note from CEO To highlight our success in December we reached a run rate of roughly $1 billion a year of gross advertiser spend in the e-commerce category alone from around [---] customers. The growth potential in the coming years is substantial. Moreover the speed of this growth clearly demonstrates the legitimacy and effectiveness of our platform. https://www.applovin.com/blog/note-from-our-ceo/ https://www.applovin.com/blog/note-from-our-ceo/"  
[X Link](https://x.com/FundaBottom/status/1894846296017772835)  2025-02-26T20:25Z 12.1K followers, [----] engagements


"Some people say Applovin is falling because of this chart which is indeed possible. TEMU and SHEIN probably have 20-30% of their GMV coming from the US and because they are all small parcels they will be greatly affected. If we assume that TEMU and SHEIN cut their ad spend by 30% corresponding to 30% of their US GMV it would have roughly a 2% impact on Applovin's revenue by the end of [----]. $APP Temu Google Shopping spend gone to zero. App rank plummeting. Here it is in one picture. Temu truly can't last a day without ads. (note: paid social and other channels are likely turned off as well"  
[X Link](https://x.com/FundaBottom/status/1911867836739600593)  2025-04-14T19:43Z 12.1K followers, [----] engagements


"Deep $GOOG:LLM Narrative Shift Anthropic vs Gemini and AI Overview Two months after our extensive coverage of how Anthropic would impact AWS and drive ASIC business we're seeing signs of a potential narrative shift. For our latest quarterly insights on LLMs please refer to our recent article much of which was echoed in Semi Analysis's latest LLM piece. However we believe our understanding of frontline LLM progress is more detailed than SemiAnalysis's assessment. We haven't yet established a complete framework for analyzing GOOG so we're not ready to publish a GOOG Preview. Like MSFT META and"  
[X Link](https://x.com/FundaBottom/status/1932073707012534742)  2025-06-09T13:54Z 12.1K followers, 14.8K engagements


"Thank you so much for discovering our work. AI coding agents like Cursor might add more NNARR than the entire SaaS industry (ex MSFT) in the second quarter. Should also say that I enjoyed the @FundaBottom write-up of Google which sparked this thought. https://t.co/064uSEIkPo AI coding agents like Cursor might add more NNARR than the entire SaaS industry (ex MSFT) in the second quarter. Should also say that I enjoyed the @FundaBottom write-up of Google which sparked this thought. https://t.co/064uSEIkPo"  
[X Link](https://x.com/FundaBottom/status/1932128212873785725)  2025-06-09T17:30Z 12.1K followers, [----] engagements


"$MNDY: MNDY is very similar to SNOW and this year and next will also be major product years for MNDY. We really shouldn't miss out on MNDY at this point. The second growth curve is MNDY CRM which has just reached scale this year. Then there's the third growth curve MNDY Service coming in the second half of the year. By year-end we'll also see monetization from MNDY AI. This should be another 2-3 year product cycle. After MNDY's CWM we've waited quite a long time for a new product cycle to arrive. In our latest MNDY report we've provided very detailed analysis of the upsell situation for each"  
[X Link](https://x.com/FundaBottom/status/1933168118341488962)  2025-06-12T14:22Z 12.1K followers, 12K engagements


"We accurately predicted $META and $MSFT for the third consecutive quarter. Preview $MSFT FY4Q25:Copilot Studio GPT4.1/O3/Image [--] GPU Cloud Agents and Customer Service Layoffs [--] Experts Input In our PreviewMSFT FY3Q25 report we called the fundamental bottom and explained why we believe Azure will significantly exceed Street expectations: -Through https://t.co/HR7u0XGtPP Preview $MSFT FY4Q25:Copilot Studio GPT4.1/O3/Image [--] GPU Cloud Agents and Customer Service Layoffs [--] Experts Input In our PreviewMSFT FY3Q25 report we called the fundamental bottom and explained why we believe Azure will"  
[X Link](https://x.com/FundaBottom/status/1950657849518104949)  2025-07-30T20:40Z 12.1K followers, [----] engagements


"Self-serve isn't fully launching until Q1 '26 but they're rolling it out to users outside North America in October. So Q4 '25 e-commerce is about to blow up - they're opening international e-commerce and launching self-service overseas which they haven't even tested internationally yet"  
[X Link](https://x.com/FundaBottom/status/1953210691625861345)  2025-08-06T21:44Z 12.1K followers, 11K engagements


"Calling all subscribers help us shape the future of our AI Agent 1/ Every Stock Has a Story📈 We are strong believers that AI will define the next decade in investing forcing every company to adapt to the new era. Beyond providing research reports to our subscribers we believe we should also equip our subscribers with more AI-powered research tools. Right now most AI investment tools are not designed by professional stock investors. AI engineers and product managers have built many expensive but useless features with no optimization for individual stock data. Yet as an investor when I open a"  
[X Link](https://x.com/FundaBottom/status/1957428594030096419)  2025-08-18T13:05Z 12.1K followers, [----] engagements


"Calling All Subscribers - Please Vote Our Substack name is a bit too long even if it captures the quintessential analyst Idea Case. Oh the Fundamental Bottom followed by the Davis Double Play. Thats an analysts winwe love true alpha ideas. But friends in our private beta told us FundamentalBottom AI is a mouthful. Its hard to recommend to others. We want something cleaner. Please vote: FundamentalBottom AI keep the original. FundaBottom AI a shorter take; sounds like Fund a Bottom which analysts like for the double meaning. Funda AI Funda as shorthand for Fundamental and it feels more upbeat."  
[X Link](https://x.com/FundaBottom/status/1958563818084405690)  2025-08-21T16:16Z 12.1K followers, [----] engagements


"$GOOG's AI Max launched last week and early feedback has been positive. It mainly handles those long AI Overview-type queries where traditional keyword targeting struggled with ad placement. This is valuable work since 60-70% of GOOG's queries are non-commercial mostly because they're either too long or too short"  
[X Link](https://x.com/FundaBottom/status/1967548929459015933)  2025-09-15T11:19Z 12.1K followers, [----] engagements


"The Information's miscalculation on Oracle could be today's buying opportunity for AI names. The discrepancy is that Bogey believes ORACLE GPU CLOUD should have a 25% GPM but The Information only shows 16%. However if you add back the Blackwell losses (125+100)/900 gets you to a 25% GPM which is consistent with IR communications. Why would Blackwell be unprofitable at initial launch On one hand revenue comes after cost. On the other hand software optimization needs a year to ramp up in order to improve chip utilization. New chips will eventually become old chips and as software optimization"  
[X Link](https://x.com/FundaBottom/status/1975599989545181688)  2025-10-07T16:31Z 12.1K followers, 19.4K engagements


"3-5 years for the U.S. to fix rare-earth refining: near-zero baseline ( $MP still ships separation to China; a new plant runs under 30% and isnt DoD-certified) EIA permits 3-4yrs key projects hit 2026-28 plus talent gaps rare earth refining capacity seems like a very solvable problem - anyone want to educate me with why thats wrong rare earth refining capacity seems like a very solvable problem - anyone want to educate me with why thats wrong"  
[X Link](https://x.com/FundaBottom/status/1977080839310917711)  2025-10-11T18:36Z 12.1K followers, 10.5K engagements


"DeepMid-Training Revolution: Why Every AI Lab is Making 3x Bets AI Arms Race Selfplay RL Storage Data Infra We previously discussed Mid-Training in our GOOG report and recent Pre-ER Playbook. Mid-Training represents THE most critical development in LLM technology evolution over the past three months fundamentally reshaping Labs CAPEX attitudes model evolution trajectories and the entire storage industry supply chain. Yet surprisingly few are seriously discussing Mid-Training. After extensive conversations with frontline researchers weve compiled this brief to clarify what Mid-Training is and"  
[X Link](https://x.com/FundaBottom/status/1978571628922740967)  2025-10-15T21:20Z 12.1K followers, 32.7K engagements


"If you think $ORCL's 25% OPM is reasonable then $CRWV is dirt cheap right now. (11/12)Deep3Q25 PreER Playbook Interesting Idea 3Q25 $NVDA $SHOP $CRWV Last earnings season we thought the easy trades were GOOG and APP. This quarters easy trades might be NVDA and SHOP. Plus theres a complex alpha trade in CRWV. Download PDF https://t.co/pFNY8wYj9F https://t.co/r0a7TPdzlG (11/12)Deep3Q25 PreER Playbook Interesting Idea 3Q25 $NVDA $SHOP $CRWV Last earnings season we thought the easy trades were GOOG and APP. This quarters easy trades might be NVDA and SHOP. Plus theres a complex alpha trade in"  
[X Link](https://x.com/FundaBottom/status/1978876173431247308)  2025-10-16T17:30Z 12.1K followers, [----] engagements


"$APP As we mentioned before based on our large sample survey AppLovin's e-commerce clients have increased their budgets by around 10% compared to pre-October levels. It's a steady growth - not particularly fast not particularly slow. The real ramp-up is expected at the end of the month. $APP: Northbeams Axon data doesnt look good today. We should keep a positive outlookAppLovins ecommerce mix is rising gradually not overnight. Ecommerce advertisers typically need about two weeks to optimize campaigns. Were also not in the true peak season yet. Most Asian https://t.co/jdGBS4nMz8 $APP:"  
[X Link](https://x.com/anyuser/status/1978881162484551765)  2025-10-16T17:50Z 12.1K followers, 17.5K engagements


"Yes Anthropic's ARR was $900M last December. With the coding agent explosion from Feb-April Anthropic will hit $9-10B by year-end. An incredible 10x growth. @FundaBottom And thus why I said 'approaching' and this was a closet reference to [----] of course. @FundaBottom And thus why I said 'approaching' and this was a closet reference to [----] of course"  
[X Link](https://x.com/FundaBottom/status/1981080676448555516)  2025-10-22T19:30Z 12.1K followers, 16.7K engagements


"By end of next year we're likely looking at OpenAI $40B ARR Anthropic $26B Gemini $20B. Add in other AI labs and total AI lab ARR hits $100B by year-end. Anthropic and Gemini mainly generate revenue from API sales which then enables agent startups and other startups built on those APIs. Yes Anthropic's ARR was $900M last December. With the coding agent explosion from Feb-April Anthropic will hit $9-10B by year-end. An incredible 10x growth. Yes Anthropic's ARR was $900M last December. With the coding agent explosion from Feb-April Anthropic will hit $9-10B by year-end. An incredible 10x growth"  
[X Link](https://x.com/FundaBottom/status/1981086995595350512)  2025-10-22T19:55Z 12.1K followers, 19K engagements


"$APP: Northbeam updated on the latestweek. AppLovin started ramping up - exactly what I said two weeks ago. Advertisers would ramp up at month-end after going through two optimization weeks. $APP: Northbeams Axon data doesnt look good today. We should keep a positive outlookAppLovins ecommerce mix is rising gradually not overnight. Ecommerce advertisers typically need about two weeks to optimize campaigns. Were also not in the true peak season yet. Most Asian https://t.co/jdGBS4nMz8 $APP: Northbeams Axon data doesnt look good today. We should keep a positive outlookAppLovins ecommerce mix is"  
[X Link](https://x.com/anyuser/status/1981408868011000289)  2025-10-23T17:14Z 12.1K followers, 36.1K engagements


"I think Satya's most bullish on Copilot Studio. Note - Copilot Studio not M365 Copilot. I'm really starting to see lots of customers deploying Copilot Studio at scale. I think Copilot Studio ARR doubled QoQ last quarter - hands down the largest agent product among public companies. $MSFT Wow if Azure can beat the bogey expectation at 39% it will truly ignite the FOMO emotions for all neoclouds + AWS(GOOG is on the same day) next week. Wow if Azure can beat the bogey expectation at 39% it will truly ignite the FOMO emotions for all neoclouds + AWS(GOOG is on the same day) next week"  
[X Link](https://x.com/FundaBottom/status/1981793831998959931)  2025-10-24T18:44Z 12.1K followers, [----] engagements


"GCP and Gemini clearly still have a lot of alpha worth serious consideration. GCP's actual TPU shipments next year will exceed 4Mif they can lease out 25% that's 1M. Add in GB and Gemini ramp and GCP could easily accelerate growth to 40-45%. In fact if the Anthropic partnership operates on a public cloud basis growth could be even higher. In other words $GOOG could very well have an $ORCL moment. In this report we interviewed numerous experts on TPU and GCP. We also spoke with close to [--] experts to understand AI Overview AI Mode AI Max and ad budget trends. Preview $GOOG 3Q25: GCP's Path to"  
[X Link](https://x.com/FundaBottom/status/1982963832864813398)  2025-10-28T00:13Z 12.1K followers, [----] engagements


"Now everyone should understand why I said [--] weeks ago that $NVDA was only trading at 21x PE. After today buyside will raise NVDA [----] EPS to $9-10. @vijay9933 It will be 21x soon @vijay9933 It will be 21x soon"  
[X Link](https://x.com/FundaBottom/status/1983276875939229987)  2025-10-28T20:57Z 12.1K followers, 15.6K engagements

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