Dropped LAZR from the lidar prose (ticker reused, no longer Luminar)

Thesis

Dropped LAZR from the lidar prose (ticker reused, no longer Luminar)

  • Shift: Removed LAZR from the lidar-tail references (data table, watch-only list, roster notes) + the robotics watchlist. Resolves the standing "LAZR didn't resolve — verify before anything" flag: Luminar Technologies was delisted June 2026 (after a 1-for-15 reverse split Nov 2024), and the freed $LAZR ticker is now the Tema Photonics & Optical ETF (NYSE, launched 2026-06-30) — an AI-datacenter optical play, NOT a lidar name. Now tracked in 2026-05-03-optical-supercycle. Lidar tail here is now OUST/AEVA/HSAI/INVZ/MVIS.
4 events
DateTypeEvent
Jun 30 Market SignalRobotics Rotation Source Convergence Jul 2 Tweethis 5 conviction Physical AI names (40-50% of book): OUST/AMBA/CGNX/AEVA/VPG/CCXI Jul 3 Peer ReviewSystematic peer review: crux_capital physical-AI conviction basket vs our engine Jul 8 ArticleThe Unwind Is Washing Out Our Picks-and-Shovels Lanes While Their Fundamentals Inflect Up

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