The Analysts

Call · @fundaai · unranked

@fundaai

@fundaai · Mon, Aug 31

FUNDA@FundaAI
Weekly|Enterprise SoR Rerating Make Sense, AIDC Demand at 2x Deliverable Supply, MRVL Optics Carries the Raise, MDB & PANW The biggest shift in tech this week is the divergence between software and semi/hardware performance. In our software previews this quarter (e.g., CRM,
4d agoview on X ↗media on X

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Read as

Long CRM, Long NVDA, Long MRVL · Medium confidence

Confidence

Medium0.86

Counted from

Tue, Sep 1 · market close

Rank since this call

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Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 3 · counts fully until Sep 14 · fades out by Oct 12