Daniel Romero
Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 103 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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hypertechinvest.comLatest Issues
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
In this article, I’ll cover my new position:
My Meeting With LPKF’s CEO: Key Insights
What LPKF’s CEO told me about glass substrates, and the stocks I’m watching now
In this report, I’ll share, with explanations, what LPKF's CEO told me in our meeting, and how I am looking at glass substrates from an investment perspective,...
A SpaceX Supplier Trading at 13x EPS
Under-the-radar small cap supplying SpaceX and Blue Origin
My portfolio is almost at ATHs and has reached a YTD performance of 135%.
Portfolio Update
What I’m buying and selling
Portfolio is up 124% YTD, slightly below last week’s all-time highs
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 most critical steps of advanced packaging
In this article, I’ll cover my new position, a...
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Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future
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