Anni

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Anni

@anni_sen

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

San Diego, CA Katılım Ocak 2015
260 Takip Edilen4K 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·
@aakashgupta Makes sense why my productivity goes up late night.
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Aakash Gupta
Aakash Gupta@aakashgupta·
Your brain at 2 AM writing a paper you started at 10 PM is operating in a neurochemical state that most productivity systems spend thousands of dollars trying to replicate. Sleep deprivation suppresses your prefrontal cortex. That's the region responsible for self-criticism, second-guessing, and the voice that says "this paragraph isn't good enough." At 2 AM, that voice goes quiet. Not because you've achieved some zen state. Because the hardware running it is shutting down for the night and you won't let it. Meanwhile the deadline is dumping norepinephrine and cortisol into your system, which narrows your attention to a single point. Your brain physically cannot multitask in that state. No checking your phone. No opening a new tab. The stress response has commandeered every available resource and pointed it at the Google Doc. Lowered inhibition plus chemically forced single-task focus. That combination is almost identical to what Csikszentmihalyi documented across 30 years of flow state research. Clear goal, immediate feedback, challenge matched to skill. A 12-page paper due in 8 hours hits all three criteria by accident. The lo-fi beats matter more than people think. Repetitive audio at 60-70 BPM synchronizes with resting heart rate and suppresses novelty-seeking circuits. You stop hearing it within minutes. It becomes an auditory wall that blocks interruption without costing you any cognitive load. It's the cheapest sensory deprivation chamber ever built. And the black coffee at midnight is pharmacologically different from your morning cup. Your adenosine levels have been building all day, so the caffeine is fighting a much stronger sleep signal. The subjective experience of "wired but calm" at 1 AM is a different drug interaction than alert-at-9-AM. Same molecule, completely different neurochemical environment. Every semester, twice a semester, four years straight. That's 40 sessions of accidental deep work before anyone had a name for it. The grade was an A- because the conditions were perfect. Not despite the chaos. Because of it.
Sophia ❣️@KeruboSk

Millennials are the elite generation because they cranked out 12-page essays the night before they were due. No ChatGPT. No Claude. Just lo-fi beats playing in the background, Black coffee at midnight, footnotes that were somehow correct, and pure delusion. Grade was an A minus. Period.

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First Squawk
First Squawk@FirstSquawk·
Financial Times reports that an oil tanker company paid Iran $2 million for secure passage through the Strait of Hormuz.
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Anni
Anni@anni_sen·
This is crazy! There are thousands of other stocks in this market. $IREN vs. $NBIS
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Dr. Paul Christianson
Dr. Paul Christianson@disruptorinvest·
@anni_sen @JonahLupton The difference between the two IMO is $NBIS is an offshoot of Yandex (Russian Google) and $IREN is most likely to become critical IT infrastructure in the US with their massive sites. Both are compelling investments, but they are very different.
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Anni
Anni@anni_sen·
@manfromgore I have owned both and now own none.But I am with you on that point.
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human, being
human, being@manfromgore·
@anni_sen $iren run by couple aussie bankers. $nbis by an ex Russian who ran their equivalent of Google. Who would you back?
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My moms caregiver
My moms caregiver@mymomcare·
Somewhere in the palace, the ceiling is missing insulation😂
My moms caregiver tweet media
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Anni@anni_sen·
@fundmyfund So much crap to filter through🤯
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🦄 Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋
🦄 Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋@fundmyfund·
I'm 61 years old and resigned from Palantir. My annual income is 8 million US dollars. My March advice: $KOS (Kosmos Energy) — Strong Buy $BW (Babcock & Wilcox Enterprises) — Buy $FSLY (Fastly Inc.) — Strong Buy $MU (Micron Technology) — Strong Buy $LITE (Lumentum Holdings Inc.) — Buy $ONDS (Ondas Holdings Inc.) — Strong Buy $CRDO (Credo Technology Group) — Buy $WDC (Western Digital) — Strong Buy $AXTI (AXT Inc) — Buy $UCTT (Ultra Clean Holdings) — Strong Buy Show more h/t @grok This shit will get like 1K likes maximum because the algo is amazing - ask @elonmusk
Grok@grok

I'm 61 years old and resigned from Palantir. My annual income is 8 million US dollars. My March advice: $KOS (Kosmos Energy) — Strong Buy $BW (Babcock & Wilcox Enterprises) — Buy $FSLY (Fastly Inc.) — Strong Buy $MU (Micron Technology) — Strong Buy $LITE (Lumentum Holdings Inc.) — Buy $ONDS (Ondas Holdings Inc.) — Strong Buy $CRDO (Credo Technology Group) — Buy $WDC (Western Digital) — Strong Buy $AXTI (AXT Inc) — Buy $UCTT (Ultra Clean Holdings) — Strong Buy Show more

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Anni@anni_sen·
@JonahLupton it’s all about quality/cost per MW and the software stack. Nebius leads on both. IREN is the underdog -they have to hunt for and capitalize on any Nebius weakness, be it execution, capacity ramp-up, or operational slip-ups.
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Jonah Lupton
Jonah Lupton@JonahLupton·
@anni_sen Definitely seems like the $NBIS vs $IREN debate is getting hotter by the day. I choose to own both for different reasons.
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Anni@anni_sen·
@DollarCostAvg Oc he is biased, his cost basis is probably < $7.
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investing
investing@DollarCostAvg·
@anni_sen Honestly this guy try to come off most smartest kid on the block. But obviously he is biased
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Anni
Anni@anni_sen·
@jawnzilla $UAMY run by a great CEO Gary Evans. Wait till they get USG as investor. This will run to the races.
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Kevin
Kevin@jawnzilla·
$UAMY still one of my faves in REE/CM space
Anni@anni_sen

$UAMY earnings Projecting $125M in 2026 gross revenues. -Revenues hit $39.26M (up 163% YOY). -Gross Profit soared 185% to $9.87M. Behind the numbers: Geopolitics and supply deficits are heavily fueling the $UAMY top line. -Chinese export controls in late 2024 sent antimony prices up over 400% to historic highs in mid-2025. -Antimony division revenues jumped 219% to $35.4M, primarily driven by a 230% increase in average selling prices. Building the war chest and securing future revenue: -Ended 2025 with $91.3M in cash, Treasuries, and equity investments (up from $18.2M). -Executed $354 million in new multi-year antimony contracts! -Deployed $27.8M in CapEx to expand Montana smelting operations, acquire mineral rights, and improve equipment. Strategic expansions and acquisitions: -Acquired a ~10% stake in Australian miner Larvotto Resources for $37.2M in cash. -Expanding into Tungsten aiming to be the first North American producer in over twelve years! (A massive move, considering China currently controls 84% of the global tungsten supply). The bottom line: Scaling required heavy investment, leading to a widened net loss of $4.34M for 2025. However, $6.7M of the loss came from non-cash items like share-based compensation. With domestic Montana ore soon flowing into their acquired Radersburg facility, expect major margin improvements in 2026

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Anni
Anni@anni_sen·
@DGretta_Author Me neither. Crazy how diff sectors pop up unexpectedly.
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Anni
Anni@anni_sen·
@jwp626391 He’s spread his bets between Nebius and Coreweave and I know CRWV is crappy financials, still they have capacity and clients..
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Paul Jiang
Paul Jiang@jwp626391·
@anni_sen Now Jensen is building $nbis, creating what he sees as a native AI factory.
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Anni@anni_sen·
@prettypositron Seriously, falls right into AI infra. we need to make a case.
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shane
shane@prettypositron·
@anni_sen Can this dude start giving billions to critical minerals companies already?
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Anni
Anni@anni_sen·
$AMZN founder, Bezos has jumped in the fray of AI infra buildout with his latest 100B vehicle -Project Prometheus to invest in manufacturing companies and seek to use AI technology to accelerate their path to automation. The fund motto “manufacturing transformation vehicle” Source :WSJ I will have to think of companies that help with automation. There are plenty but who is best equipped for scale and execution.
Anni tweet media
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Anni@anni_sen·
@stckpkr7000 Well you payed your cards well. What else excites you in this market as this kind of returns ?
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Nebius To 500
Nebius To 500@stckpkr7000·
@anni_sen 😂🤣😅 yeah, something Ive teased others about over the years. That said, I would drop the name in a heartbeat if the story changes, but they're in the sweet spot at the moment. I did go by BitcoinFreedom from 2013-2022ish.
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Anni
Anni@anni_sen·
@stckpkr7000 With a name like “Nebius To 500 “ the debate is settled 😀
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Nebius To 500
Nebius To 500@stckpkr7000·
@anni_sen Yes, but you have many of us heavily invested in one or the other and both in many cases. That will increase the emotional exchanges on here. Personally, I'm pulling for both of them, but Ive been poking at $IREN the past day ir two.
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Anni@anni_sen·
@NumanThabit If they cut rates then deleveraging will ease as returns will flip to risk
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Numan
Numan@NumanThabit·
the big D word: deleveraging aint as ez to manage.
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Numan@NumanThabit·
the r word: recession is a contraction in real GDP, brought on by a tight central bank policy (usually to fight inflation) that ends when the central bank eases. It is ez to managee via interest rate changes. this is chill
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Jim Liu
Jim Liu@jiahanjimliu·
@anni_sen Great early call and now analysis!
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Anni
Anni@anni_sen·
$UAMY earnings Projecting $125M in 2026 gross revenues. -Revenues hit $39.26M (up 163% YOY). -Gross Profit soared 185% to $9.87M. Behind the numbers: Geopolitics and supply deficits are heavily fueling the $UAMY top line. -Chinese export controls in late 2024 sent antimony prices up over 400% to historic highs in mid-2025. -Antimony division revenues jumped 219% to $35.4M, primarily driven by a 230% increase in average selling prices. Building the war chest and securing future revenue: -Ended 2025 with $91.3M in cash, Treasuries, and equity investments (up from $18.2M). -Executed $354 million in new multi-year antimony contracts! -Deployed $27.8M in CapEx to expand Montana smelting operations, acquire mineral rights, and improve equipment. Strategic expansions and acquisitions: -Acquired a ~10% stake in Australian miner Larvotto Resources for $37.2M in cash. -Expanding into Tungsten aiming to be the first North American producer in over twelve years! (A massive move, considering China currently controls 84% of the global tungsten supply). The bottom line: Scaling required heavy investment, leading to a widened net loss of $4.34M for 2025. However, $6.7M of the loss came from non-cash items like share-based compensation. With domestic Montana ore soon flowing into their acquired Radersburg facility, expect major margin improvements in 2026
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Keşfet

@aakashgupta @FirstSquawk @hongbeomp @manfromgore @disruptorinvest @JonahLupton @great_martis @mymomcare