Daniel Romero
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Portfolio Update: All My Positions
2026 portfolio positioning, rationale and price targets
Jan 15
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Daniel Romero
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Space Stocks
The US push for a moon base and a new space station is creating new stock opportunities in space
Jan 9
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Daniel Romero
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Stocks for 2026
2026 is shaping up to be a great year for many industries
Jan 4
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Daniel Romero
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Portfolio (Spreadsheet)
The portfolio is ready for 2026, and so is the spreadsheet
Jan 1
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Daniel Romero
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My New Data Center Position
Data center stocks will rise to new highs, but not all of them will
Dec 30, 2025
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Daniel Romero
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Best AI Data Center Stocks
Data centers will remain one of the top investment themes for 2026, but not all stocks will be winners
Dec 24, 2025
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Daniel Romero
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What I’m Buying in This Dip
The market is fearful about AI. That’s when opportunities arise.
Dec 19, 2025
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Daniel Romero
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How to Invest in Space Data Centers
If Elon Musk, Sundar Pichai, Jensen Huang, and Jeff Bezos are interested, then you should be too
Dec 14, 2025
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Daniel Romero
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Undervalued AI Data Center Stock
800 MW contracted and 2.7 GW in the pipeline. In this piece, I analyze this project in depth and what it could mean for the share price
Dec 9, 2025
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Daniel Romero
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What Is Happening With Crypto?
Is the crypto market offering an opportunity, or should investors stay aside?
Dec 5, 2025
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Daniel Romero
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Daniel Romero
Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future
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