Daniel Romero
Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 116 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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hypertechinvest.comLatest Issues
SpaceX: My Valuation Model and Buy Zone
Is SpaceX a Buy?
In this article, I’ll build a valuation model for SpaceX to assess what fair value could look like, so we can get a picture of what a rational, down-to-earth buy zone might be.
A Comprehensive Review of the AI Selloff and My Current Positioning
Where the AI cycle stands after the historic semiconductor selloff
In this article, I’ll explain what’s happening in the markets and what I’m doing.
Start Here: My Positions, Portfolio Spreadsheet and Investment Theses
AI bottlenecks and power assets drove a 65% YTD return and an 869% total return over six years
Performance Update
The Current State of the AI Investment Thesis
Are we in the biggest bubble in history?
Is AI a Bubble?
Why I’m Increasing My Conviction in This AI Stock
Updated thesis, valuation model, and price target for a core AI data center holding
In this article, I’ll cover a company I’m accumulating that has just presented an industry-shaking update the market has not yet fully digested.
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Authors
The writers behind this newsletter.
AI infrastructure analyst and long-term investor in the companies shaping the future. I share my portfolio, investment theses and valuation work, following the same approach that has helped me outperform the market
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