Thought Leadership identifying investable trends and mis-priced opportunities before others discover. Covering AI, Data Center, Semiconductor, Space, Defense Tech.Technical and Financial strategies from a FAANG engineer.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 48 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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senanni.substack.comLatest Issues
Micron FQ3 2026: The Quarter the Cyclicality Argument Started to Break
A record print is the easy headline. The 16 strategic customer agreements are the actual story, and the Street spent most of the Q&A trying to figure out what they really lock in. Here is what the numbers say, what they don’t, and what I th...
Qualcomm IVestor Day 2026 - Building Full Stack. The Invoices Are Dated 2028.
Qualcomm spent its June 24 Investor Day doing the thing the bulls asked for and the bears predicted.
Qualcomm spent its June 24 Investor Day doing the thing the bulls asked for and the bears predicted. It named real hyperscaler logos, put...
AMPG: Called It at $4 for 123% in 2 weeks - Now Comes the Harder Question
BluBird Capital | June 17,2026
A BIG Win
Nokia Position Update & "2" Must Add's in Semi
BluBird Capital | June 13, 2026
I have updated Nokia based on some recent research.
Analysis on PENG, TSLA Merger with SpaceX- Buy SpaceX or Tesla? Many Names Covered that got Hammered on Friday
BluBird Capital, Jun 7th, 2026
Due to Subscriber requests, covering these names PENG TSLA SpaceX VIAV and bunch of others that are worth keeping a tab on. Most have extended charts. I detail strategy to enter these, whether one should buy...
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Managing Partner, BluBird Capital
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