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 | 55 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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Technical Analysis with @iTradeCharts for "Musings from BluBird Capital" Followers
Our own will be teaching us Technical Analysis this Sunday The 19th July 9:30AM PST thats US west Coast time, 10:30am Central Time.
We will run through popular charts, find some breakout names and he will take questions from you on indiv...
The Market Shorted HBM4 Because Meta Has Spare H100s
BluBird Capital, July 16th, 2026
Is it opex? Is it CXMT? Thursday, TSMC raised its capex by $10 billion into the middle of it.While I write this, there is news of Moonshot’s upcoming Kimi 3 is expected to close the gap with Anthropic’s Opu...
Memory Sold Off on a Broker Note. Here Is What the Actual Data Says
BluBird Capital, July 13, 2026
SK Hynix dropped 15% in Korea overnight. The KOSPI fell 7%. Memory stocks across the board are under pressure. If you own Micron or just bought SK Hynix’s new ADR last week, your screen is red and your stomac...
BlackBerry Limited: QNX, the Intelligent Edge, and the Transition to Physical AI
BluBird Capital, July 12th, 2026
Why QNX May Be the Most Undervalued Platform in Physical AI
How to protect against Memory Volatility - A Recipe to Protect Gains
Musings from BluBird Capital, July 7th, 2026
Overnight, Samsung reported preliminary second quarter results: revenue of 171 trillion won, up 129 percent year over year, and a record operating profit of 89.4 trillion won, a 19-fold increase...
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Managing Partner, BluBird Capital
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