Managing Partner, BluBird Capital Engineer - xApple | xQualcomm | xIntel | Startup exits, Tennis player🎾, JohnsHopkins alumni
Joined January 2015
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$INTC I worked at Intel during transition of Brian Krzanich to its then CFO Bob Swan. Swan took care of closing loss making divisions but did little for innovation at Intel. Between inept management, work culture, lack of competitive moat, it was a broken company.
In 2019 Intels revenue hit 71B and FCF ~14B. It squandered that loot into hiring more inefficient leaders like Murthy from $QCOM.
Gelsinger from VMWare was a good leader but inherited a company so behind in CPU processor architecture, unable to keep up in the AI compute race.
They had good engineers, sufficient capital but lack of vision, in effective management, paying up for mediocre tech at high valuations from MobilEye to Altera to some AI outfits drained it’s resources
Except Hock Tan, few non tech CEOs have successfully run big tech.
I hope they will find a dynamic CEO to lead them, there’s a market out there in the AI compute race.
They can learn from Hock Tan and aggregate good tech into a tech holding company with focus on vertical value chain like enterprise software.
Oh and definitely spin out the FAB.
Two cents from an former Intel engineer
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I own Nokia $NOK and am looking to see how their new business pivot into optical networking can move the needle on their 2026 valuation. What to expect in 2027 from their business segments. Below is a writeup of this valuation exercise.
Added a overlooked memory adjacent play that can run further.
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After many years owning a home, which is truly beautiful and something I enjoy everyday, the cost of owning a home has gone up significantly over the years especially in California. San Diego is just the tip of the iceberg.
Start with home insurance, in California, it is prohibitively expensive luxury even for a barebones rebuild.
Home ownership is not what it used to be with labor costs up and maintenance, upkeep annoyingly pricey. Most times one can’t even avail skilled labor.
My advise to anyone wanting to own a home especially in California. Think twice and get a nice apartment in the city and go live your life. Don’t even think of paying crazy property taxes and get little in return.
Put the money in the market, even in an index it will do better.
Best financial advise I could give to anyone starting to think of owning a home.
Jun 9
Julie's comment is extremely interesting:
"A lot of people who have lived in San Diego for decades have no idea [low rents concessions are] being offered"
In my experience, people do not understand that it can be cheaper to rent than to own. Even in the city they live in!
That's because...
1. People conceptually don't understand investing & opportunity cost of a massive down payment
2. People don't run the numbers so they do not understand even basic buy vs. rent calculations, especially current rates
3. Once people own, their psychology & incentives change to support the decision they've made
This is how someone can live in a city like NYC and have literally no idea that it's frequently a better financial decision to rent than to own -- to the tune of millions of dollars!
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Anthropic Fable Mythos ban -
The order could also cause significant problems for technology development at Anthropic, which along with OpenAI is one of the most influential A.I. companies in the world. Though Mythos and Fable 5 are new, they were considered a significant improvement on earlier A.I. models. -NYT
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In case one was wondering how long the Semiconductor and AI trade persists, KKR’s Head of Global Macro & Asset Allocation Henry McVey thinks-
“Overall however, the fundamental case for stocks remains strong earnings growth, and on that front, the outlook for the next 12 months looks robust. Year-over-year comparisons do get tougher toward the end of 2027, but that’s at least in part an “embarrassment of riches, since growth rates right now are pretty stellar.” -Barrons
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I’ve seen firsthand how a single company can change your life. My time at Apple, Intel, and Qualcomm didn’t buy me a yacht and I never wanted one but it gave me financial security, invaluable experience, and access to some of the smartest engineers I’ve ever met.
The lifelong friendships and lessons learned have been worth far more than any stock grant.
Jun 12
SpaceX plumbers showing up to Morgan Stanley’s wealth management department tomorrow
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Anni retweeted
Jun 11
JP Morgan out ve on Nokia $NOK , price target raised to $21 Mentions a undisclosed win at Google in the Data Center space.
The strong product line-up will position Nokia at the leading edge in the optical market. With Nokia’s own Indium Phosphide fab capacity coupled with its own packaging capability, Nokia has positioned its optical business for significant order & sales growth into 2027
New wins in Datacenter switching add another leg to Nokia's growth:
"We know from the company’s guidance that they won other hyperscaler/s as customers. Google $GOOGL has been talked of as a likely customer of Nokia’s switch products for over a year and they could be one of the new hyperscalers that the company has won business at. It is possible there are one or more other customers for the business"
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Frontier Model Price Wars have Started
OpenAI is considering lowering price it charges users to compete with Anthropic.
That means more token demand and higher cost and that demand directly flowing to compute $NVDA $AMD $INTC, memory $MU and every part of the AI infrastructure value chain from interconnects to data center energy.
This just extended the AI mania by another few years!
“The company is weighing significant cuts to what it charges for tokens, the unit of measurement AI firms use to bill for their products, according to people familiar with the matter.” -WSJ
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$MU👇🏽
Sanjay Mehrotra, CEO of Micron, heard him speak at several conferences is a very humble man and a brilliant engineer. Did his PhD at Berkeley. Sanjay founded $SNDK in 1988 which was acquired by Western Digital in 2016 and he became Micron CEO in 2017.
Funny story he was denied a visa to come to the US, 3 times or so and finally was able to attend Berkeley.
I agree with this take that with today’s CEO turned influencers, humility is cherished.
Jun 10
Micron $MU truly has been the greatest stock to invest in all these months
Unproblematic CEO. He doesn't even care to pound his chest about the stock price. If you own it, you know it. No need to be loud and flex it. CEO truly carving the path for memory all these years.
No headlines about the company drowning in debt to make money. Just pure raw margin acceleration.
I genuinely cannot believe that naysayers existed for this company the past 10 months lol
You truly gave up on the biggest no brainer, once in a lifetime opportunity, for some clicks and engagement which maybe paid for a lunch date rather than just investing and making generational money lol
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Micron is already 66% of META MC.
One of the best shows I have ever done.
1. The biggest problem today is power.
2. We will see large resistance to data centre buildout continue.
3. Micron will be worth more than Meta.
4. Export controls have meant China has developed their own architecture.
Alongside their ability to build data centres faster and cheaper, this makes them a real threat.
This and so much more on Monday but holy s*** this was like next level @AravSrinivas
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$FAC up 66%
Interesting Factorial has some liquid electrolyte which makes use of existing process technology. Most SSBs face the challenge of scaling manufacturing.
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