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Musings from BluBird Capital

Anni Sen researches investable trends and mispriced opportunities across AI, data centers, semiconductors, space, and defense technology.

https://senanni.substack.com/

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Latest post14 Oct 2026
TeraWulf Inc.Clearing the Memory FUD; Are Data Centers dead business?-14 Oct 2026
Cipher Digital Inc.Clearing the Memory FUD; Are Data Centers dead business?-14 Oct 2026
QUALCOMM IncorporatedClearing the Memory FUD; Are Data Centers dead business?-14 Oct 2026
Sandisk CorporationClearing the Memory FUD; Are Data Centers dead business?-14 Oct 2026
SK hynix Inc.Clearing the Memory FUD; Are Data Centers dead business?-14 Oct 2026
Micron Technology, Inc.Clearing the Memory FUD; Are Data Centers dead business?-14 Oct 2026
Cadence Design Systems, Inc.September Portfolio Scorecard + New Add’s-5 Oct 2026
Amkor Technology, Inc.September Portfolio Scorecard + New Add’s-5 Oct 2026
Credo Technology Group Holding LtdSeptember Portfolio Scorecard + New Add’s-5 Oct 2026
QUALCOMM IncorporatedSeptember Portfolio Scorecard + New Add’s-5 Oct 2026
Intel CorporationSeptember Portfolio Scorecard + New Add’s-5 Oct 2026
Sandisk CorporationMICRON-The Floor Is Now in Writing-1 Oct 2026
Micron Technology, Inc.MICRON-The Floor Is Now in Writing-1 Oct 2026
BlackBerry LimitedBuilding an Agent Is Easy. Trust Is Hard-29 Sept 2026
Zscaler, Inc.Building an Agent Is Easy. Trust Is Hard-29 Sept 2026
CrowdStrike Holdings, Inc.Building an Agent Is Easy. Trust Is Hard-29 Sept 2026
Rubrik, Inc.Building an Agent Is Easy. Trust Is Hard-29 Sept 2026
Palo Alto Networks, Inc.Building an Agent Is Easy. Trust Is Hard-29 Sept 2026
Micron Technology, Inc.Building an Agent Is Easy. Trust Is Hard-29 Sept 2026
Intel CorporationBuilding an Agent Is Easy. Trust Is Hard-29 Sept 2026
NVIDIA CorporationBuilding an Agent Is Easy. Trust Is Hard-29 Sept 2026
Advanced Micro Devices, Inc.Building an Agent Is Easy. Trust Is Hard-29 Sept 2026
Intel CorporationWhat do we know about Intel 14A vs. TSMC A14 Gap-28 Sept 2026
BlackBerry LimitedBlackBerry Just Printed Its Best Quarter in 5 Years: Recap Q2 ‘27 Earnings-25 Sept 2026
BlackBerry LimitedBlackBerry: $7 Stock Sitting on a $950M Backlog-21 Sept 2026
Bloom Energy Corporation800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
Eaton Corporation plc800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
Vertiv Holdings Co800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
Flex Ltd.800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
Lite-On Technology Corporation800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
Delta Electronics, Inc.800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
Renesas Electronics Corporation800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
Infineon Technologies AG800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
Monolithic Power Systems, Inc.800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
Siemens Aktiengesellschaft800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
Schneider Electric S.E.800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
ABB Ltd800VDC: The Power Architecture Revolution for AI Data Centers-20 Sept 2026
Samsung Electronics Co., Ltd.The AGI Moment Is Here! The Most Bullish Signal for AI Infrastructure in a Generation-8 Sept 2026
SK hynix Inc.The AGI Moment Is Here! The Most Bullish Signal for AI Infrastructure in a Generation-8 Sept 2026
Micron Technology, Inc.The AGI Moment Is Here! The Most Bullish Signal for AI Infrastructure in a Generation-8 Sept 2026
NVIDIA CorporationThe AGI Moment Is Here! The Most Bullish Signal for AI Infrastructure in a Generation-8 Sept 2026
Credo Technology Group Holding LtdThe Memory Optimization Play Nobody's Talking About-1 Sept 2026
Sandisk CorporationThe Memory Wall Has Three Exits-30 Aug 2026
NVIDIA CorporationThe Memory Wall Has Three Exits-30 Aug 2026
SK hynix Inc.The Memory Wall Has Three Exits-30 Aug 2026
Samsung Electronics Co., Ltd.The Memory Wall Has Three Exits-30 Aug 2026
Micron Technology, Inc.The Memory Wall Has Three Exits-30 Aug 2026
Alphabet Inc.HOTCHIPS 2026: AI Factories & Architecture that will define the next Trillion Dollars in AI Infrastructure-26 Aug 2026
NVIDIA CorporationHOTCHIPS 2026: AI Factories & Architecture that will define the next Trillion Dollars in AI Infrastructure-26 Aug 2026
Workday, Inc.The Power of the Pivot - Market Rotation’s-22 Aug 2026
ServiceNow, Inc.The Power of the Pivot - Market Rotation’s-22 Aug 2026
Arm Holdings plcThe Power of the Pivot - Market Rotation’s-22 Aug 2026
Micron Technology, Inc.The Power of the Pivot - Market Rotation’s-22 Aug 2026
Coherent Corp.Coherent Corp. Q2 Earnings & Optical Growth-13 Aug 2026
Tesla, Inc.The $2.8 Trillion Merger: SpaceX, Tesla, and What Happens to Tesla-China-9 Aug 2026
Space Exploration Technologies Corp.The $2.8 Trillion Merger: SpaceX, Tesla, and What Happens to Tesla-China-9 Aug 2026
Nebius Group N.V.The Month Memory Broke. Our thesis is un-changed.-3 Aug 2026
SK hynix Inc.My FOX BUSINESS Interview on CXMT and BB-31 Jul 2026
Micron Technology, Inc.My FOX BUSINESS Interview on CXMT and BB-31 Jul 2026
SK hynix Inc.Apple Q2 2026: The RAMageddon Quarter-31 Jul 2026
Micron Technology, Inc.Apple Q2 2026: The RAMageddon Quarter-31 Jul 2026