ins-$0.4M · short→0.21
Current snapshotPublic companyResearch currentFresh
Luminar Technologies, Inc.
Machine Perception · Physical AI
SignalREMOVEDReviewed 25 Oct 2026
Machine Perception exposure in Physical AI.
Luminar — automotive LiDAR thesis INVALIDATED: company liquidated, LiDAR assets sold to MVIS, equity cancelled. Do not research further.
Catalysts
DEAD TICKER: Chapter 11 plan of liquidation effective Apr 2026; Nasdaq Form 25 filed 2026-01-23; LiDAR business sold to MicroVision (Feb 2026) and LSI sold to Quantum Computing Inc. Equity cancelled with no value (8-K 2026-04-07). No live catalyst — keep POOL/parked.
Invalidation
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
Capital in context
Mapped funds and investors
Direct relationships supported by published evidence.
Reported holdings as-of
No sourced relationships mapped yet.
Disclosed investment history
No sourced relationships mapped yet.
Showing up to four relationships in each group. ETF weights describe the fund’s portfolio, not ownership of this company. Private investment history does not establish current ownership.
No current sentiment snapshot.
Lower-confidence snapshotTarget price: $7.10
Dated research target