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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/

Mentions24
Posts11
Latest post1 Sept 2026
Credo Technology Group Holding LtdThe Memory Optimization Play Nobody's Talking About-1 Sept 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
NVIDIA CorporationWhat is NVHBM & What does that mean for Memory Suppliers-27 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
CXMT CORPORATIONToday on FOX BUSINESS 2:25PM EST talking CXMT-5 Aug 2026
CXMT CORPORATIONCXMT-The Second Fab, Memory- the Sold-Out Year, and the Open-Source Head-Fake-4 Aug 2026
SK hynix Inc.The Month Memory Broke. Our thesis is un-changed.-3 Aug 2026
Micron Technology, Inc.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
BlackBerry LimitedMy FOX BUSINESS Interview on CXMT and BB-31 Jul 2026
CXMT CORPORATIONMy FOX BUSINESS Interview on CXMT and BB-31 Jul 2026
Klarna Group plcApple Q2 2026: The RAMageddon Quarter-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