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 | 111 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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hypertechinvest.comLatest Issues
Portfolio Update: What I’m Buying After the AI Selloff
Portfolio up 89% YTD, with a 1,011% six-year return. I disclose all my updated positions
Performance Overview
Weekly Subscriber Q&A
Portfolio up 73% YTD. Discussing NVIDIA, AAOI, SanDisk, and hyperscaler capex
Performance is holding up surprisingly well.
The $300M Microcap Building the Machines for the Glass-Substrate Revolution
A panel-level packaging and glass-substrate equipment supplier on my watchlist
Introduction
What I’m Adding After the AI Pullback
Memory, optics, glass substrates, and my latest buys
Time for an update on memory, optics, and what institutions are saying.
Portfolio Move: Why I’m Accumulating This Drone and Space Stock
A $10B company with exposure to drones, laser weapons, laser communication systems and space technologies
I hold one position with exposure to drones, laser-based C-UAS systems, robotics and cheap counter-drone missiles.
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Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future
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