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FUNDA has 142 stock analyses indexed on RhinoInvestory, covering 32 companies across Communication Services, Consumer Discretionary, Industrials and 1 more. Published Nov 2024 – Aug 2026.

Sectors Covered

Communication ServicesConsumer DiscretionaryIndustrialsInformation Technology

Countries Covered

ChinaNetherlandsSwedenTaiwanUS

Stock Analyses by FUNDA

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

Alphabet ($GOOGL) • 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) • 2026-08-09

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

AppLovin ($APP) • 2026-08-09

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

Cloudflare ($NET) • 2026-08-07

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

Datadog, Inc. ($DDOG) • 2026-08-06

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

Cloudflare ($NET) • 2026-08-05

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

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

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

AppLovin ($APP) • 2026-08-03

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

• 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) • 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. ($ASML) • 2026-07-19

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

ASML Holding N.V. ($ASML) • 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) • 2026-07-13

Preview|ASML 2Q26: Raising EUV Shipment Expectations

ASML Holding N.V. ($ASML) • 2026-07-08

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

TSMC ($TSM) • 2026-07-08

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

Meta Platforms ($META) • 2026-07-06

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

Meta Platforms ($META) • 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) • 2026-06-06

Deep|Coherent Lite Reshapes AI Optical Interconnects

Coherent ($COHR) • 2026-06-03

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

• 2026-05-25