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 | Daily |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 2 years ago | Last Issue | 2 days ago |
| Active | |||||
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The $2.8 Trillion Merger: SpaceX, Tesla, and What Happens to Tesla-China
BluBird Capital, August 8th, 2026
SpaceX just reported its first earnings as a public company. Revenue hit $7.8B in Q2, up 92% year over year. Adjusted EBITDA came in at $3.5B. Elon Musk told investors that SpaceX expects to reach $100B in...
Today on FOX BUSINESS 2:25PM EST talking CXMT
I will be on FOX BUSINESS with C V Payne today 2:25PM EST ( 11:25PM PST) talking CXMT, memory and more... Tune in
I dont know if everyone read this post, very imp if you own memory stocks. CXMT refuses to negotiate Apple prices and in fac...
CXMT-The Second Fab, Memory- the Sold-Out Year, and the Open-Source Head-Fake
BluBird Capital, August 4, 2026
A batch of memory headlines landed this week that are being read as reasons to sell, and nearly all of them are being read wrong. CXMT is reportedly lining up a second DRAM fab. HP, Asus, and Acer are said t...
How to Navigate Musings from BluBird Capital
BluBird Capital, August 3rd, 2026
Welcome new Subs! I am glad you decided to explore my stack. I write mostly on AI infrastructure trade, memory, compute, interconnect, data center energy and some variations like media arb trade, defense,...
The Month Memory Broke. Our thesis is un-changed.
BluBird Capital, August 2nd, 2026
July was a bloodbath, and I’m not going to soften it. Memory names fell 40–50% or more. SMH fell ~18%. If you were long this complex. it was the worst four weeks of the cycle.
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Managing Partner, BluBird Capital
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