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 | 76 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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800VDC: The Power Architecture Revolution for AI Data Centers
BluBird Capital
I have spent some time working on power semiconductors at a early startup, albeit small.But when I started pulling on the 800VDC thread, I realized most investors are making the same mistake: they’re treating “power infrast...
FOMC Week: Position Analysis
BluBird Capital
The Fed decides Wednesday. CME FedWatch has an 85% chance of a 25 bps hike to 3.75-4.00%.
Week of September 13-Futures Are Soft, the Fed Is Loud, and I did try Muse
BluBird Capital
Futures opened soft Sunday evening. Nasdaq 100 down 1.1%. S&P 500 down half a percent. Dow off 171 points. Nothing dramatic, but the tone heading into this week is cautious.
The AI Slowdown That Isn't: What Dario, Altman Aren't Telling You
BluBird Capital, September 12, 2026
Something unprecedented happened this weekend. Dario Amodei, Sam Altman agreed on sometjing. Elon Musk joined in. If you follow this industry, you know how rare that is. These three have been at each oth...
The AGI Moment Is Here! The Most Bullish Signal for AI Infrastructure in a Generation
BluBird Capital, September 8,2026
I’m writing this in real time. A few hours back,OpenAI published a machine-verified solution to the Navier-Stokes existence and smoothness problem, one of seven Millennium Prize Problems that has gone unso...
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Managing Partner, BluBird Capital
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