Research built from curiosity, discipline, and lived operations.
Luna1 is an independent investment research platform created by Shy Lee to understand the businesses, systems, and expectations behind a stock price.
A practitioner’s lens on public markets.
My path to investing has moved through military logistics, financial management, nonprofit accounting, and mission-critical data center operations. Each role reinforced the same idea: outcomes become understandable when you study the systems producing them.
Today, I study finance at SDSU’s Fowler College of Business and conduct fundamental equity research with particular interest in AI infrastructure, data centers, portfolio strategy, investment management, financial planning, and business analysis.
Different arenas. One analytical habit.
U.S. Army
Supply and financial management experience built a foundation in stewardship and process.
Mission-critical operations
Data center work made uptime, capacity, and infrastructure constraints tangible.
Finance & accounting
Reconciliation and nonprofit finance sharpened attention to evidence and controls.
Equity research
Business analysis connects operating reality to expectations, valuation, and price structure.