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 | 67 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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senanni.substack.comLatest Issues
The Power of the Pivot - Market Rotation’s
YTD Rotations tell the story.
This year has tested every investor’s patience. The volatility hasn’t come from one direction. It has come from rotations, rapid and relentless→ between semiconductors, software, the Mag Seven, oil, and now cr...
Coherent Corp. Q2 Earnings & Optical Growth
BluBird Capital,August 12, 2026
Company Overview
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...
I will be on FOX BUSINESS with C V Payne today 2:25PM EST ( 11:25PM PST) talking CXMT, memory and more... Tune in
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...
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Managing Partner, BluBird Capital
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