Daniel Romero
Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 129 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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hypertechinvest.comLatest Issues
My Next Potential Positions
Where I'm looking for opportunities beyond my current holdings
I’ve been thinking about what to cover next, and I want to share a few thoughts and research priorities.
The Next Big AI Trade: Robotics Stocks
The picks and shovels behind the next wave of Physical AI
Cloud computing was revolutionized by AI, resulting in a before-and-after in the data center industry. Robotics is going to go through the same shift.
My Full Portfolio and Watchlist
The stocks and themes I’m researching with the portfolio up 91% YTD
Portfolio is up 91% YTD.
The Math Behind the Next AI Rally
Can AI revenue keep pace with the buildout?
The AI trade has stalled since midyear. It makes sense. The Philadelphia Semiconductor Index surged 88% in Q2, its biggest quarterly gain on record, beating even the 67.75% rally in Q1 2000 durin...
Portfolio Update: All My Positions
Up 74% YTD
The portfolio is up 74% YTD (as of Sep. 13)
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| Ranked Keywords | 113 | Monthly Search Traffic | Top Keywords |
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How this newsletter ranks in the official Substack charts.
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Authors
The writers behind this newsletter.
Equity analyst and 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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