The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

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Tracked inflow · Lumentum

$2.0B tracked across 1 claim(s) (+1 more without a settled point figure — see members)

about Lumentum

Sum of point-figure, USD-denominated flow claims tagged Tracked inflow · Lumentum in the money-flow graph, leaving out claims with no realization status (reported, not closed) and guarantees (contingent).

Aggregate of 2 member claims — each member's sourced figures are below.


the working

Basis

Sum of point-figure, USD-denominated flow claims tagged Tracked inflow · Lumentum in the money-flow graph, leaving out claims with no realization status (reported, not closed) and guarantees (contingent).

The pieces 2

Every claim that fed this total, plus any that couldn't be summed — click a row for its own sourcing.

FlowAs ofAmount
Nvidia → Lumentum2026-03-02T00:00:00Z$2.0B
Nvidia → Lumentum2026-03-02T00:00:00Znot summed
Total (settled figures only)$2.0B

Threads 0

No thread tagged to this actor yet.

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Research · Q1.