Lumivest
Sign in
HomeWatchNewsHistorySettings
Sign in
Research preview

An AI-infrastructure research engine — live.

A curated, public slice of the workspace: AI-generated deep-dives, conviction & upside scoring, ETF look-through, 13F tracking and a ranked news feed. Portfolio holdings and editing stay private.

Explore the research

Conviction leaderboard

ranked by conviction
  • MSFTHold

    Microsoft Corp

    77/100

    conviction

    +20%

    upside

    fair-0.7%
  • NVDAHold

    NVIDIA Corp

    76/100

    conviction

    +10%

    upside

    fair+0.7%
  • TSMHold

    Taiwan Semiconductor Manufacturing Co Ltd

    75/100

    conviction

    +20%

    upside

    fair+1.5%
  • AVGOHold

    Broadcom Inc

    67/100

    conviction

    +20%

    upside

    fair+0.5%
  • ASMLHold

    ASML Holding NV

    63/100

    conviction

    +10%

    upside

    fair+2.1%
  • MUHold

    Micron Technology Inc

    57/100

    conviction

    +10%

    upside

    fair+5.0%
  • VRTHold

    Vertiv Holdings Co

    53/100

    conviction

    +20%

    upside

    fair+1.0%
  • ARMHold

    Arm Holdings PLC

    45/100

    conviction

    +10%

    upside

    fair+3.2%
  • AMDHold

    Advanced Micro Devices Inc

    42/100

    conviction

    +0%

    upside

    fair+1.3%

Featured report

MSFT

Microsoft Corp

Solid

Wide-moat hyperscaler at ~20.7x trailing / ~22.9x forward earnings (below its own 5-yr range), 24% ROIC, 47% operating margin; FY2026 closed with ~18% sales/share growth, but $175B capex guide holds FCF margin at ~20% until the promised FY2027 inflection.

Conviction

77/100

Expected · bull

+20% · +50%

Cloud / neocloud / hyperscaler infrastructurefair
Read the full report

How it works

1. Discover

News, 13F & X surface candidates

2. Research

Opus 4.8 writes a structured deep-dive

3. Score

Conviction, two-sided EV, risk-adjusted upside

4. Signal

Ranked changes worth a human decision

Every report is graded against a fixed research constitution — two-sided expected value, explicit bear case, and calibration that's honest about a short track record.