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 | 86 | Founded | 3 years ago | Last Issue | 2 days ago |
| Active | |||||
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senanni.substack.comLatest Issues
Semis Got Hit. The Buildout Didn't
First, a note to my paid subscribers. I’ve paused all paid subscriptions for one month, and I’m happy to extend that until markets recover. Nobody needs to be wondering whether to cut “Anni subscription” right now. One less headache.
It’s...
Alphabet Q3: The Capex Burden Is the Real Story
Alphabet dropped about 10% after hours. The headline said EPS of $2.12 against a $3.00 estimate. That looks like a disaster.
It isn’t. But it isn’t clean either.
Most of that gap was an $11B mark-to-market loss on Alphabet’s SpaceX s...
Guppies and Landlords: The Neocloud Shakeout
BluBird Capital
I made one of the best cases for Colocation vs. Neoclouds on FOX BUSINESS. Watch my points also highlighted in my last article.
FOX BUSINESS October 22 Video - Neoclouds face questions over aggressive AI spending
Musings from BluBird Capital is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Data Centers: Big Capex, Bigger Rate Risk
BluBird Capital
Miners to Landlords: WULF, CIFR, APLD
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Managing Partner, BluBird Capital
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