Anni

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Anni

Anni

@anni_sen

Managing Partner, BluBird Capital Engineer - xApple | xQualcomm | xIntel | Startup exits, Tennis player🎾, JohnsHopkins alumni

San Diego, CA Katılım Ocak 2015
300 Takip Edilen9.9K Takipçiler
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Anni
Anni@anni_sen·
$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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Anni
Anni@anni_sen·
@otigart Congrats Oti. Party time for you
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Oti Goodhind
Oti Goodhind@otigart·
Absolutely ecstatic… Vamos España! 🇪🇸 Olmo and Rodri spectacular. They just look flawlessly confident. They have gone from drawing to Cabo Verde to destroying France. They are European Champions and are used to winning now… I think they will be hard to beat in the final
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Dolores Capital
Dolores Capital@dolores_capital·
@SixSigmaCapital man a software stock, below the 200 day, trading at 10x revenue. just goes to show your skills even more. congrats.
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AlaskanInvestor
AlaskanInvestor@FrostyFinances·
$NVDA. Please stop saying it’s too big to move. Literally gained $210B in market cap in a day. This, along side the broader market shooting up.
AlaskanInvestor tweet media
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Anni
Anni@anni_sen·
@EhrmantrautCap_ Cancel it bro though free fries are tempting 🤣🤣
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Ehrmantraut Capital
Ehrmantraut Capital@EhrmantrautCap_·
Don't stop believing. Everything is green today. I think it's safe to cancel my application for a 2nd job at McDonald's.
Ehrmantraut Capital tweet media
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Anni
Anni@anni_sen·
Bought the $SKHY dip yesterday. Up 22%. Receipt below in stack chat.
Anni tweet media
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Anni
Anni@anni_sen·
@optionscjp I see one Lucid at my gym, think he got the car for free.
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Options selling with Christian
$LCID down 46% after news that they are considering bankruptcy Who could’ve seen that coming
Options selling with Christian tweet media
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Oti Goodhind
Oti Goodhind@otigart·
@jzrdan Oh no he’s great. Just apply inverse Cramer 😂😂
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Jonah Lupton
Jonah Lupton@JonahLupton·
@babyfolio First the politicians force out the billionaires. Then they ban the data centers. The tax payers get fucked on both.
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Scott
Scott@Nogimics·
@anni_sen @Support wimbledon.com/en_GB/about_my… Join here for free, and make sure you opt in for tickets and ballots on signup and wait for an email late August or Early September to apply. Can anyways refuse any tickets if you win and have other plans 👍
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Anni
Anni@anni_sen·
What happened to X algos, my tweets are going into a black hole!? @Support
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