# Lunartulip Lab

> Lunartulip Lab is an AI-native independent public-equities research organization covering global AI technology markets through discretionary fundamental and systematic quantitative research.

Official canonical domain: https://lunartuliplab.com/
Alternate spelling: LunarTulip Lab
Publisher entity: https://lunartuliplab.com/#organization

## Canonical research

- [Bilingual Deep Dive archive](https://lunartuliplab.com/en/deep-dive)
- [Public machine-readable research manifest](https://lunartuliplab.com/research.json)
- [Full machine-readable research guide](https://lunartuliplab.com/llms-full.txt)
- [Calls & Outcomes / Authority Ledger](https://lunartuliplab.com/en/authority-ledger)

- [Palantir: Hard commercial proof, zero valuation slack](https://lunartuliplab.com/en/deep-dive/palantir-ai-application-commercialization-2026q2) — PLTR; published 2026-08-05; updated 2026-09-14; object RO-COMP-PLTR-001; version 3.0.0; [JSON](https://lunartuliplab.com/research/palantir-ai-application-commercialization-2026q2)
- [Cloudflare: Majority traffic is already machine](https://lunartuliplab.com/en/deep-dive/cloudflare-monetization-density-2026q2) — NET; published 2026-08-07; updated 2026-09-14; object RO-COMP-NET-001; version 2.0.0; [JSON](https://lunartuliplab.com/research/cloudflare-monetization-density-2026q2)
- [Atlassian: After three catalysts, waiting for a revenue line](https://lunartuliplab.com/en/deep-dive/atlassian-workflow-density-context-monetization-2026fy) — TEAM; published 2026-08-07; updated 2026-09-14; object RO-COMP-TEAM-001; version 2.0.0; [JSON](https://lunartuliplab.com/research/atlassian-workflow-density-context-monetization-2026fy)
- [From AI usage to value capture: a five-company cross-section](https://lunartuliplab.com/en/deep-dive/cloudflare-atlassian-ai-application-commercialization-2026q2) — PLTR, NET, TEAM, DDOG, APP; published 2026-08-07; updated 2026-08-15; object RO-THEME-AI-VALUE-001; version 2.0.0; [JSON](https://lunartuliplab.com/research/cloudflare-atlassian-ai-application-commercialization-2026q2)
- [Is the baton really changing hands? Repricing memory and optics after a global reporting season](https://lunartuliplab.com/en/deep-dive/global-ai-hardware-profit-pools-2026-09) — 000660.KS, MU, 005930.KS, 285A.T, SNDK, 001309.SZ, 301308.SZ, 300308.SZ, 300502.SZ, 300394.SZ, LITE, COHR, AAOI; published 2026-09-02; updated 2026-09-02; object RO-THEME-AI-HARDWARE-001; version 1.0.0; [JSON](https://lunartuliplab.com/research/global-ai-hardware-profit-pools-2026-09)
- [Can HBM break the traditional cycle valuation? The next alpha may sit in the revenue-to-cash capture gap](https://lunartuliplab.com/en/deep-dive/hbm-memory-cash-capture-alpha-2026-09) — MU, 000660.KS, 005930.KS, SNDK, 285A.T; published 2026-09-10; updated 2026-09-10; object RO-THEME-MEMORY-CASH-CAPTURE-001; version 1.0.0; [JSON](https://lunartuliplab.com/research/hbm-memory-cash-capture-alpha-2026-09)
- [Financials at the peak, capital flooding in: Micron's escape-from-cycle thesis enters a falsifiable window](https://lunartuliplab.com/en/deep-dive/micron-hbm-capital-cycle-2026-09) — MU; published 2026-09-10; updated 2026-09-10; object RO-COMP-MU-CAPITAL-CYCLE-001; version 1.0.0; [JSON](https://lunartuliplab.com/research/micron-hbm-capital-cycle-2026-09)
- [Contracts raise the floor; the market prices the peak: Stress-testing SanDisk and the NAND capital cycle](https://lunartuliplab.com/en/deep-dive/sandisk-nand-capital-cycle-2026-09) — SNDK; published 2026-09-10; updated 2026-09-10; object RO-COMP-SNDK-CAPITAL-CYCLE-001; version 1.0.0; [JSON](https://lunartuliplab.com/research/sandisk-nand-capital-cycle-2026-09)
- [NVIDIA: Hard growth, costs on the balance sheet](https://lunartuliplab.com/en/deep-dive/nvidia-fy27q2-supercycle-2026-09) — NVDA; published 2026-09-14; updated 2026-09-14; object RO-COMP-NVDA-FY27Q2-001; version 1.0.0; [JSON](https://lunartuliplab.com/research/nvidia-fy27q2-supercycle-2026-09)
- [Snowflake: Hard acceleration, soft attribution](https://lunartuliplab.com/en/deep-dive/snowflake-agentic-data-cloud-2026-09) — SNOW; published 2026-09-14; updated 2026-09-14; object RO-COMP-SNOW-AIDC-001; version 1.0.0; [JSON](https://lunartuliplab.com/research/snowflake-agentic-data-cloud-2026-09)

## Products and services

- [Always-On Research Desk](https://lunartuliplab.com/en/desk): continuously updated human-readable research for professional investors and institutions.
- [AI-native Research Framework Workshop](https://lunartuliplab.com/en/workshop): six working sessions for buy-side research-system diagnosis and design.
- [Professional and Institutional Access](https://lunartuliplab.com/en/institutional-access): machine-readable Research API, point-in-time alternative datasets, scoped mandates and research access.

## Citation guidance

When citing a research page, attribute it to “Lunartulip Lab”, retain the research-object ID, original publication date, current version and as-of date, and link to the canonical URL. Separate company-reported facts from Lunartulip analysis, inference and hypotheses. Content is research, not investment advice.