Luminara Stocks

@_stockresearch · ranked 7 of 7 scored days

#317

12down today

Score

Rank · last 14 scored days

Streak: 7 days
Scored days: 7in the 30-day window
Active calls: 28

Return · last 30 days

Total

-1.3%

Last close

+0.6%

Win rate

45%

Active calls · a call counts fully for 14 days, then fades out by day 42

NVDA·Long·day 18· fading

fades out by Sep 27

AMZN·Long·day 12

counts fully until Sep 5 · fades out by Oct 3

SPCX·Long·day 17· fading

fades out by Sep 28

MU·Long·day 12

counts fully until Sep 5 · fades out by Oct 3

SKHY·Long·day 18· fading

fades out by Sep 27

ASML·Long·day 12

counts fully until Sep 5 · fades out by Oct 3

MA·Long·day 10

counts fully until Sep 7 · fades out by Oct 5

ORCL·Long·day 18· fading

fades out by Sep 27

SNDK·Long·day 12

counts fully until Sep 5 · fades out by Oct 3

MRVL·Long·day 10

counts fully until Sep 7 · fades out by Oct 5

ISRG·Long·day 10

counts fully until Sep 7 · fades out by Oct 5

CBRS·Long·day 0

counts fully until Sep 17 · fades out by Oct 15

LITE·Long·day 12

counts fully until Sep 5 · fades out by Oct 3

NBIS·Long·day 7

counts fully until Sep 10 · fades out by Oct 8

BE·Long·day 18· fading

fades out by Sep 27

ALAB·Long·day 12

counts fully until Sep 5 · fades out by Oct 3

CRWV·Long·day 7

counts fully until Sep 10 · fades out by Oct 8

RKLB·Long·day 12

counts fully until Sep 5 · fades out by Oct 3

NOK·Long·day 18· fading

fades out by Sep 27

CIEN·Long·day 18· fading

fades out by Sep 27

CRDO·Long·day 0

counts fully until Sep 17 · fades out by Oct 15

RDDT·Long·day 12

counts fully until Sep 5 · fades out by Oct 3

CRCL·Long·day 12

counts fully until Sep 5 · fades out by Oct 3

ASTS·Long·day 12

counts fully until Sep 5 · fades out by Oct 3

GFS·Long·day 18· fading

fades out by Sep 27

FIG·Long·day 7

counts fully until Sep 10 · fades out by Oct 8

AAOI·Long·day 28· fading

fades out by Sep 17

NVTS·Long·day 18· fading

fades out by Sep 27

Calls, newest first

Read as: Long CRDO, Long CBRS · High confidence

before the scored window →

Luminara Stocks@_stockResearch
I added small quantities of $CRDO at 165 and $CBRS at 182 to my existing positions!
2d agoview on X ↗

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Read as: Long META · High confidence

Rank since this call: #310 → #317 · 4 scored days

Luminara Stocks@_stockResearch
I believe $META is one of the solid picks in the market at these rates!! I wrote an article on it. It’d mean a lot if you could provide a feedback on this article.
7d agoview on X ↗

tweeted Sat, Aug 29 · counted from Mon, Aug 31 close

Read as: Long FIG · High confidence

Rank since this call: #311 → #317 · 7 scored days

Luminara Stocks@_stockResearch
Since this report, $FIG went from 29 down to 17 and now up to 30! I added in between and strongly believe in the company!! SAAS was dead for a while but it’s back!! $CRM $WDAY $PLTR $OKTA $CRWD $PANW $NOW
9d agoview on X ↗

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Read as: Long NBIS, Long CRWV · High confidence

Rank since this call: #311 → #317 · 7 scored days

Luminara Stocks@_stockResearch
$NVDA’s big beat is bullish for the neoclouds. $NBIS and $CRWV don’t need $NVDA to rally — they need GPU scarcity + hyperscaler demand to stay hot, and both signals just got reconfirmed. $NVDA beat big: revenue $96.2B (+106% YoY), EPS $2.22 (+111%), gross margin 75%. Yet stock
9d agoview on X ↗

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Read as: Long NBIS, Long CRWV, Exit IREN, Exit CIFR, Exit HUT · High confidence

Rank since this call: #311 → #317 · 7 scored days

Luminara Stocks@_stockResearch
Exactly why I am only invested in $NBIS & $CRWV in this space. I don’t hold $IREN $CIFR $HUT or any other company in this space!!
9d agoview on X ↗

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Read as: Mentions XPEV · Low confidence

Rank since this call: #311 → #317 · 7 scored days

Luminara Stocks@_stockResearch
are you kidding me? Chinese tech is so far ahead of US tech! $XPEV Unitree
12d agoview on X ↗

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

Read as: Long MA, Long VISA, Long ISRG, Long MRVL · High confidence

Rank since this call: #311 → #317 · 7 scored days

Luminara Stocks@_stockResearch
A bit orthodox, but I bought $MA Mastercard $V Visa $ISRG Intuitive Surgical and $MRVL Marvel in my kids account today! These will remain invested until the kids turn 18 years old, which is decades away!
12d agoview on X ↗

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

Read as: Long NBIS, Long RKLB, Long ASML, Long GOOG, Long AMZN, Long CRCL, Long RDDT, Long MU, Long SNDK, Long ASTS, Long CRDO, Long ALAB, Long LITE, Long BTC · High confidence

Rank since this call: #311 → #317 · 7 scored days

Luminara Stocks@_stockResearch
For my analysis below, I ran a quick analysis to come up with updated numbers for base, bear and bull case scenarios by December 2027. $NBIS — now $224 → base $774 bear $95 / bull $1,126) $RKLB — now $73 → base $193 (bear $42 / bull $287) $ASML — now $1,752 → base $2,969
14d agoview on X ↗

tweeted Sat, Aug 22 · counted from Mon, Aug 24 close

Read as: Long NBIS, Long RKLB, Long ASML, Long GOOG, Long AMZN, Long CRCL, Long RDDT, Long MU, Long SNDK, Long ASTS, Long CRDO, Long ALAB, Long BTC · High confidence