Luminara Stocks

BREAKING: A record 556,850 people worldwide now have a net worth exceeding $30 million, up 14.4% in 2025 alone, marking the fastest growth since 2017., per WSJ

Every self made billionaire was all in a small cap at one point.

At what price is $SPCX a buy for you?

The neocloud selloff has been insane recently. Probably due to fears of $META selling excess compute and Kimi K3 reducing the need for AI spend. Current drawdowns: -$NBIS -40.7% -$IREN -56.3% -$CRWV -52.2% -$WYFI -45.4% -$CIFR -41.8% -$CLSK -44.8% Curious to see how this will look in a month or two when the market realizes the fears were way overblown. Not to say there is no downside here, but the risk/reward is looking really attractive imo.

JUST IN: 🇺🇸 US national debt officially reaches all-time high of $39.5 trillion.

Kimi K3 has received far more love than we expected, and our GPUs are feeling it. Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected. We're adding capacity as fast as we can and will reopen new subscription spots in batches. Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable. Thank you for your patience and understanding!

$ASML makes the machines that every advanced AI chip depends on and just raised its 2026 outlook for the second time this year. When $TSM $INTC $SKHY and $MU place orders with ASML they're effectively voting on the amount of advanced chip capacity they expect to need several years from now. With logic and memory now growing together, ASML is becoming the toll road for both the AI chips and the HBM surrounding them.

I am initiating a position in $MRVL in my long term portfolio tomorrow. Here's why, and why now: $MRVL as a Secular AI Infrastructure Play Marvell is rapidly transitioning from a cyclical chip designer into an indispensable backbone for the global AI transition. 1. Top-Line Acceleration: Q1 FY2027 revenue reached $2.42 billion, beating estimates and proving the company's ability to scale. 2. Data Center Hyper-Growth: Data center revenue surpassed $6 billion in FY2026, and management expects this segment to grow ~40% year-over-year in FY2027, and approach 50% growth by FY2028. 3. Custom Silicon Ramp: The custom business doubled last year, is projected to grow over 20% this year, and is expected to double again by FY2028. Why am I buying it now? Initiating now captures a strategic entry point ahead of the late-August Q2 earnings report. After hitting a record $329 in June following its S&P 500 inclusion and public praise from Nvidia's CEO, the stock has pulled back to the ~$188 level. Securing this foundational semiconductor asset at a discount not only fortifies long-term equity growth but provides a highly liquid, volatile base perfectly suited for immediately writing covered calls to optimize risk-adjusted returns. Future Scenarios & Risk Assessment A. The Bull Scenario (Accelerated Adoption): Hyperscaler demand continues to outstrip supply, and Marvell's newly launched Teralynx T100 switch dominates the "greenfield" AI rack connectivity market. If the custom silicon segment hits its projected 100% year-over-year acceleration in FY2028, the stock could aggressively reclaim its summer highs and push towards $600 upper price targets. B. The Bear Scenario (Multiple Compression): The stock remains priced for flawless execution, trading at elevated forward multiples compared to peers like Broadcom ($AVGO ). Any execution delays in the optical interconnect rollout, or a broader slowdown in AI infrastructure spending, could trigger a multiple compression. Under these conditions, the stock could test the lower analyst support levels around $170.

Why tf are OpenAI and Anthropic valued at hundreds of billions while Kimi is sitting at just $20B?

I experimented with Kimi K3 to find companies that, over a 20-year period, demonstrated: >15%+ compound annual growth rate (CAGR) across revenue, >15%+ CAGR across Earnings per share (EPS), and >15%+ CAGR across Free cash flow (FCF) There were only 5 companies: Here they are:

I experimented with Kimi K3 to find companies that, over a 20-year period, demonstrated: >15%+ compound annual growth rate (CAGR) across revenue, >15%+ CAGR across Earnings per share (EPS), and >15%+ CAGR across Free cash flow (FCF) There were only 5 companies: Here they are: