Musings from BluBird Capital

Musings from BluBird Capital

Market Consolidation- Position Analysis -May 6, 2026

Anni Sen's avatar
Anni Sen
May 07, 2026
∙ Paid

Market Consolidation- Position Analysis -May 6, 2026

We have had a month of tremendous run on SPY →11.3% and QQQ → 18%. I think its time for some consolidation which is healthy and provides us opportunity to get into a few names we have been watching. I have added the list below as well as discussion on our positions- hold or sell and how best to hedge some positions we are up over 70% like Micron.

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