ANALYST-LED · EXPERT-BACKED · AI-NATIVE

The full-stack research platform
for public equity investors.

FUNDA connects primary evidence, analyst judgment, live dialogue, and AI-native workflows into one research environment for building conviction across fast-moving public markets.

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Research readers
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In-depth reports
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Vetted experts
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Institutional clients
The Platform

Four research layers, built into one platform.

A unified operating system for the full investment research cycle — from analyst views and expert evidence to AI-native workflows.

01 / 04 JUDGMENT LAYER

In-depth Reports

Authored by FUNDA analysts, from deep dives and earnings previews to post-print reviews, weekly notes, and thematic coverage across fast-moving public markets.

↗ 500+ in-depth reports→
02 / 04 INTELLIGENCE LAYER

Research Agents

Proprietary templates, skills, and agents built on FUNDA's research database and public data, helping investors structure repeatable workflows for company, sector, and market research.

↗ proprietary skills live→
03 / 04 DIALOGUE LAYER

Live Meetings

Regular analyst-led meetings for institutional clients, including earnings previews, post-print reviews, thematic calls, and direct discussion around market-moving debates.

↗ previews · reviews · thematic calls→
04 / 04 EVIDENCE LAYER

Expert Database

A global expert database and searchable transcript library, giving investors access to vetted specialists, former executives, customers, suppliers, and operators.

↗ 50,000+ vetted experts→
01In-depth Reports

Analyst-led coverage where fundamentals move fastest.

FUNDA publishes a high-frequency stream of in-depth reports across a broad public equity universe — spanning mega-cap technology, semiconductors, software, internet platforms, space, and other fast-moving sectors.

01

Broad public equity coverage

From mega-cap technology to semiconductors, software, internet, and space.

02

Signature edge in the AI capital cycle

Tracking how compute demand, cloud capex, memory, optics, software, and applications reshape public-market fundamentals.

03

Compliance-reviewed, platform-delivered

Every report goes through a rigorous review process and is delivered through the FUNDA platform as views evolve.

We started discussing and tracking the optical strategy of Google TPU early and accurately identifying LITE as the key beneficiary, leading investors to the discovery of an undervalued hidden-gem.

$1,029.15+1474.8% since coverage
Bullish viewBearish view
02Research Agents

AI agents built for fundamental research.

FUNDA Agents transform recurring investment questions into structured workflows, combining proprietary plays, research skills, company dashboards, and market data in one research environment.

Workflows · RecurringREPEATABLE

Proprietary plays

Pre-built workflows for recurring research questions, from semiconductor supply chains and AI lab hiring to sentiment shifts and company-specific monitors.

funda / playsSEMI Supply Chain Play
SEMI Supply Chain Play
573 stocks · 28 layers · sentiment 2026-05-12 → 2026-05-19
2026/05/12 → 2026/05/19
573Total Stocksstock scope
28Layersdistinct sectors
23Bottleneckscritical chokepoints
CTSHTop Opportunityhighest diffusion gap
Supply Chain SentimentOverviewHeatmapDetails
Stock Screener
Search ticker or company…All Layers ▾All Countries ▾All ▾
TickerNameLayerTagSent.
CTSHCognizantEnterprise OpsTop Opp8.5
CRWDCrowdStrikeSecurity SoftwareTop Opp8.3
TELTE ConnectivityNetworkingTop Opp8.2
SKWSSkyworks SolutionsNetworkingTop Opp8.1
PANWPalo Alto NetworksSecurity SoftwareTop Opp8.0
Skills · Purpose-builtMODULAR

Research skills

Purpose-built skills for earnings recaps, company primers, competitor mapping, valuation, ownership, insider activity, sentiment, and macro research.

funda / skillsResearch skills · library
12 skill packsflow · macro · earnings · sectors
Flow & Institutional
Institution Holder AnalysisHedge funds & institutions via 13-F data.
Insider Trading AnalysisForm 4 filings, buying/selling patterns.
Congressional TradingTrades disclosed by U.S. lawmakers.
Options Chain AnalysisIV regime, skew, flow, key strikes.
Earnings & Estimates
Polymarket Earnings OddsPrediction-market earnings probabilities.
Earnings CalendarEPS/revenue estimates & beat history.
Macro OutlookRates, GDP, CPI, Fed outlook.
Semi Supply ChainMap upstream/downstream chip flows.
Analyze the options chain for company/ticker— what's the IV regime and what strategies make sense?
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Dashboard · Ticker-levelALWAYS-ON

Living company dashboards

Ticker-level dashboards combine price action, news, reports, sentiment, key debates, and generated summaries into a continuously updated research view.

funda / dashboardNVDA · Living dashboard
NVDANvidia222.32 USD−1.33% · −3.00★
AllNewsTimelineReportsSentiment
222.32
Summary −1.31% · 4 articles
BullishKeyBanc lifts PT to $300; ~$78B Q1 AI-DC revenue; breakout above $235.
BearishNasdaq selloff >1%; profit-taking after breakout; rotation risk in AI infra.
News · curated for NVDA
MAY 19, 202606:06Nvidia Q1 Preview: Data Center BacklashSEEKING ALPHA · NVDA −1.33%
MAY 19, 202603:43IREN CEO: Have Great Relationship With Dell and NvidiaBLOOMBERG TECH · DELL −1.64% · NVDA −1.33%
MAY 19, 202603:14Nvidia CEO Huang Sees Demand for Memory Outpacing CapacityBLOOMBERG MARKETS & FINANCE · NVDA −1.33%
03Live Meetings

Direct access to the analysts behind the research.

FUNDA Meetings give institutional clients scheduled access to the analysts covering each name — around earnings, sector inflections, and the debates moving the tape. Investors pressure-test the thesis, interrogate the assumptions, and see how each new data point reshapes the call.

01CONTEXT

Pre- and post-catalyst framing

Walk through the questions that matter before earnings, product cycles, policy shifts, and sector events — then reconvene once the print, the guidance, or the management commentary lands to separate signal from noise.

02DEPTH

Detailed discussion

Go beneath the rating to the inputs driving it — growth durability, margin sensitivity, competitive positioning, valuation bridges, and the operational risks most likely to break the model.

03UPDATES

Evidence-driven revisions

As company disclosures, expert checks, and market signals accumulate, analysts make explicit what changed in the thesis, what remains open, and which questions to underwrite next.

04Expert Database

Expert evidence, built into the research workflow.

FUNDA Expert Database combines access to a global database of vetted industry specialists with a searchable library of expert call transcripts conducted by FUNDA analysts. Expert conversations become a reusable evidence layer, connected to reports, company dashboards, and the research questions investors are already tracking.

Become an Expert→
LIBRARY

Analyst-led transcript library

Search and read expert calls conducted by FUNDA analysts, organized by company, sector, topic, expert profile, and research question.

ACCESS

Custom expert access

Schedule calls with vetted specialists across sectors and regions, from former executives and operators to customers, suppliers, consultants, and technical experts.

EVIDENCE LAYER

Compliance-reviewed evidence layer

Expert transcripts are reviewed through a compliance process before publication, then connected to FUNDA reports, company dashboards, and AI workflows as reusable research evidence.

BOOK A DEMO

See how FUNDA fits into your research workflow.

Get a walkthrough of FUNDA's full-stack research platform, from in-depth reports and expert intelligence to live analyst meetings and AI-native research agents.