Daniel Romero
Subscribe
Sign in
Home
Notes
Chat
Portfolio
Data Centers
Critical Materials
Semiconductors
Deep Dives
Tech Stocks
Archive
Leaderboard
About
What I’m Doing in This Market Correction
Meta triggered an AI drawdown. Is it justified, or a buying opportunity?
12 hrs ago
•
Daniel Romero
37
3
1
Latest
Top
Discussions
Update on Two Positions: Drones and Data Centers
A hyperscaler-backed data center play and a drone stock with 100%+ potential
Jul 2
•
Daniel Romero
28
Portfolio Update: Recent Changes
What I’m adding, what I’m holding, and why
Jun 29
•
Daniel Romero
30
11
1
My New Buy: A $700M Microcap Supplying TSMC, Intel, and SpaceX
A $700M supplier to TSMC, SpaceX, and Intel, with heavy exposure to PLP and glass substrates
Jun 24
•
Daniel Romero
33
4
4
My Meeting With LPKF’s CEO: Key Insights
What LPKF’s CEO told me about glass substrates, and the stocks I’m watching now
Jun 20
•
Daniel Romero
52
5
1
A SpaceX Supplier Trading at 13x EPS
Under-the-radar small cap supplying SpaceX and Blue Origin
Jun 18
•
Daniel Romero
31
6
Portfolio Update
What I’m buying and selling
Jun 12
•
Daniel Romero
46
2
My New Position: A $1.3B Semicap Monopoly
A key beneficiary of several major semiconductor trends, HBM, panel-level packaging, and glass substrates, with a monopolistic position in one of the…
Jun 9
•
Daniel Romero
43
8
4
AI Infrastructure: Bottleneck Stocks
Covering one current bottleneck and one future bottleneck, with several stock beneficiaries
Jun 4
•
Daniel Romero
31
4
3
My New Semi Stock
Foundry, memory, and advanced packaging combined into a single AI behemoth
May 29
•
Daniel Romero
32
13
1
See all
Daniel Romero
Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future
Subscribe
Recommendations
The VC Corner
Ruben Dominguez
Daniel Romero
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
