Thrilled to welcome Collyer Bridge to FundaAI. CB is incredibly excellent at identifying small caps AI semi/hardware ideas in Asia，and we believe he is hands down one of the best in this arena on Twitter and Substack.

Since the beginning of this year, we've been constantly exchanging views on semi stocks and LLM technology trends, and we kept finding ourselves on the same page, which was really exciting. After meeting up a few times, getting to know each other, and realizing just how well we complement each other, the decision to work together came naturally and quickly.

CB will be covering mid-cap names at FundaAI, while continue running his own Substack.

Keeping a little mystery here, CB's first report since joining explores a completely new area, and we are both very excited about it! Looking forward to the next leg of this journey together!