Lynx Global
Lynx Equity Strategies, LLC
Lynx Equity Strategies, listed by some ratings aggregators as Lynx Global, is a New York-based independent equity research provider for technology-focused institutional funds. It is known for supply-chain-driven calls on AI semiconductor and memory stocks.
Company history
KC Rajkumar founded Lynx Equity Strategies in 2017 after working as a semiconductor technologist (1996-2007), an RBC Capital Markets research analyst (2007-2011), a boutique hedge fund analyst (2011-2013) and an adviser to start-ups (2013-2017). The firm is neither a registered broker-dealer nor an investment adviser, and it supplements its published research with analyst consultations for institutional clients.
- 2017Founded by KC Rajkumar as independent research provider
Research
Lynx covers semiconductors, hardware, software, cloud service providers and large internet platforms for active managers of technology-heavy funds, looking for themes across traditional sector lines. It forms views using mosaic theory and supply-chain checks across GPUs, memory, foundries, packaging and chip equipment, and frames market-moving events within longer-term trends.
Coverage12M
- Stocks
- 1
- Ratings
- 1
- Price targets
- 0
- Upgrades
- 0
- Downgrades
- 0
- Initiations
- 0
- Reiterations
- 1
- Positive100%1
- Neutral0%0
- Negative0%0
Sectors
Ratings
Listing
Activity24M
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 MUMicron Technology, Inc. | Buy | — |
Recent actions
| Stock | Rating action | Rating | Date |
|---|---|---|---|
| Micron Technology, Inc.MU | Reiterate | Buy | Jan 12 |
References
- About - Lynx Equity Strategieslynxeq.com
- Long Micron roadshow - Independent Research Forum (Lynx Equity Strategies profile)independentresearchforum.com
- AI chip sell-off overblown, analyst says (Investing.com, 2026)investing.com
- Lynx Equity Strategies company profile | ZoomInfozoominfo.com
- Micron rating actions listing Lynx Global (GuruFocus, January 2026)gurufocus.com