FUNDA | Substack

FUNDA

The full-stack research platform for public equity investors.

Latest Posts

  1. Research|ANT: S-1 Review and First-Cut EPS Model

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  2. Weekly|Neocloud Financing, META, SPCX & BE, MSFT & NOW, OCP, DeepSeek, AI Storage

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  3. Preview|MSFT FY1Q27: GPT-5.6 Improves Copilot User Experience

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