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FUNDA has 142 stock analyses indexed on RhinoInvestory, covering 35 companies across Communication Services, Consumer Discretionary, Information Technology. Published Nov 2024 – Aug 2026.

Sectors Covered

Communication ServicesConsumer DiscretionaryInformation Technology

Countries Covered

ChinaNetherlandsSwedenTaiwanUS

Stock Analyses by FUNDA

Research|GOOG: The Market Sees Brain Drain; We See a Long-Overdue Organizational Consolidation

Alphabet ($GOOGL) • Published: 2026-08-10

Weekly|RSI Is the Real AI Variable, FCC Optics Curbs, APP & U Divergence, PLTR Crushes, NET Beat-and-Raise vs DDOG’s Expectations Reset, AXTI & ATI Records, SPCX First Print

AppLovin ($APP) • Published: 2026-08-09

Review|APP & U 2Q26: D28 IAA Is Now the Core Battleground

AppLovin ($APP) • Published: 2026-08-09

Review|NET 26Q2: Growth Accelerates Further, Enterprise and Workers Begin to Deliver

Cloudflare ($NET) • Published: 2026-08-07

Review|DDOG 26Q2: Unchanged Fundamentals Met with Too-High Expectations

Datadog, Inc. ($DDOG) • Published: 2026-08-06

Preview|NET 26Q2: Growth Momentum Remains Intact; Security Emerging as the Core Incremental Driver

Cloudflare ($NET) • Published: 2026-08-05

Review|PLTR 2Q26: Growth and Forward Visibility Both Move Higher as the AI Sovereignty Narrative Gains Traction

Palantir Technologies ($PLTR) • Published: 2026-08-04

Preview|APP 2Q26: E-commerce Growth Moderates After a Sharp Acceleration

AppLovin ($APP) • Published: 2026-08-03

Preview|DDOG 2Q26: Healthy Channel Momentum, Bits AI Still Early, OpenAI Optimization Absorbed by Anthropic

OpenAI • Published: 2026-08-03

Weekly|Historical Week, MSFT Rewarded, META Punished, AWS Fastest in 18 Quarters, SPCX First-Print Setup & xAI 8GW Mapping, Memory Unwind, INTC, AMD, PLTR

Meta Platforms ($META) • Published: 2026-08-03

Weekly|Kimi K3 "DeepSeek Moment" Jitters, TSM and ASML Beat-and-Raise, ATI & the Starship Supply Chain, INTC, AXTI, NBIS

ASML Holding N.V. • Published: 2026-07-19

Review|ASML 2Q26: Looking Forward to EUV Capacity Expansion; DUV Re-accelerates

ASML Holding N.V. • Published: 2026-07-17

Weekly|Meta Next-Year Capex Defies Cut Fears, Grok 4.5 Brings SpaceXAI Back, Memory, TSMC and ASML Previews, Kioxia ASP Hike, Expert Call Database

TSMC ($TSM) • Published: 2026-07-13

Preview|ASML 2Q26: Raising EUV Shipment Expectations

ASML Holding N.V. • Published: 2026-07-08

Preview|TSMC 26Q2: Expect Another Beat-and-Raise

TSMC ($TSM) • Published: 2026-07-08

Weekly|Meta NeoCloud Fears Overdone, Key AI Narrative Shifts, GPU Spot Price Noise, SPCX xAI Economics

Meta Platforms ($META) • Published: 2026-07-06

Research|META: Building a NeoCloud and Continuing to Rent Capacity are not Contradictory

Meta Platforms ($META) • Published: 2026-07-01

Weekly|Hightened Volatility, Coherent Lite + OCS, NVL576 NPO Optics Doubling, Glasswing Reshapes the Cyber Value Chain, Kioxia NAND Supercycle, PANW, PL, MRVL

Coherent ($COHR) • Published: 2026-06-06

Deep|Coherent Lite Reshapes AI Optical Interconnects

Coherent ($COHR) • Published: 2026-06-03

Weekly|QCOM and SMTC Presentation, SpaceX S-1, NVDA, Kioxia, CRM, Anthropic

SpaceX • Published: 2026-05-25

Asian Dividend StocksAsian Dividend StocksBizTocThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCapital AllocatorsCapital AllocatorsBeyondSPXEquity MatesEquity MatesBehind the Balance SheetBehind the Balance SheetBloomberg TerminalAlphaSenseForward GuidanceForward GuidanceRhinoInsightRhinoInsightCapital Employed FMCapital Employed FMBeehiivAmibrokerAcquiredAcquiredHeavy Moat InvestmentsHeavy Moat InvestmentsAlluvialAlluvialBehind the Balance SheetBase Hit InvestingCompound & FireBenzinga41investments41investmentsA Peek Behind the NumbersBaFin - Managers' transactionsAtom FinanceFinPodFinPodAsian Century StocksAsian Century StocksAlessandro (Macro Strategist)Alessandro (Macro Strategist)Capital CyclistsCapital CyclistsBusiness BreakdownsBusiness BreakdownsAsian Dividend StocksAsian Dividend StocksBizTocThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCapital AllocatorsCapital AllocatorsBeyondSPXEquity MatesEquity MatesBehind the Balance SheetBehind the Balance SheetBloomberg TerminalAlphaSenseForward GuidanceForward GuidanceRhinoInsightRhinoInsightCapital Employed FMCapital Employed FMBeehiivAmibrokerAcquiredAcquiredHeavy Moat InvestmentsHeavy Moat InvestmentsAlluvialAlluvialBehind the Balance SheetBase Hit InvestingCompound & FireBenzinga41investments41investmentsA Peek Behind the NumbersBaFin - Managers' transactionsAtom FinanceFinPodFinPodAsian Century StocksAsian Century StocksAlessandro (Macro Strategist)Alessandro (Macro Strategist)Capital CyclistsCapital CyclistsBusiness BreakdownsBusiness BreakdownsAsian Dividend StocksAsian Dividend StocksBizTocThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCapital AllocatorsCapital AllocatorsBeyondSPXEquity MatesEquity MatesBehind the Balance SheetBehind the Balance SheetBloomberg TerminalAlphaSenseForward GuidanceForward GuidanceRhinoInsightRhinoInsightCapital Employed FMCapital Employed FMBeehiivAmibrokerAcquiredAcquiredHeavy Moat InvestmentsHeavy Moat InvestmentsAlluvialAlluvialBehind the Balance SheetBase Hit InvestingCompound & FireBenzinga41investments41investmentsA Peek Behind the NumbersBaFin - Managers' transactionsAtom FinanceFinPodFinPodAsian Century StocksAsian Century StocksAlessandro (Macro Strategist)Alessandro (Macro Strategist)Capital CyclistsCapital CyclistsBusiness BreakdownsBusiness Breakdowns