Musings from BluBird Capital
Anni SenThought 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 | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 22 | Subscribers | Read | senanni.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Market Update: Market Update: Geopolitics, Fed, Tech and a NEW ADD
Market Update: March 31st, 2026- Navigating the Geopolitical Quagmire and a New Add
Market Update – March 22, 2026
Picked up ~1,200 new followers and 100+ subs in the last 24h.
Strategic Asset Hedging: Which Oil and Nat Gas assets to buy plus Portfolio Breakdown
This article covers my buy thesis in ONG last week, as a hedge against Iran War and spike in Crude futures which have played out as I had envisioned.
Geopolitical Rupture:Comprehensive Strategic Portfolio Analysis + New Name put BIG port in
As i write this article spot Gold is up $101 to $5292 and Asian markets are just starting with Nikkei up 0.16%, Hang Seng up 0.25% and Shanghai up 0.39%.
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Authors
The writers behind this newsletter.
Managing Partner, BluBird Capital
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