Daniel Romero
Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 122 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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hypertechinvest.comLatest Issues
SEMICON Taiwan: Inside the FOPLP Revolution
Notes from the floor on the industry’s transition from wafers to panels
SEMICON Taiwan is one of the world’s largest semiconductor industry trade shows and conferences, held annually in Taipei.
Is IREN Fucked? (Q4 Earnings Thoughts)
Am I buying IREN?
A Future $100B Company or a Disappointment?
An Update on My Data Center Positions
My top picks in the AI data-center trade
In today’s article, I’ll present what I believe is the safest type of investment you can make if you want AI exposure: energy.
Picks and Shovels Behind Space, AI and Robotics
An overlooked industry seeing some of the strongest order growth in years
High-Precision Manufacturing
An Update on My Physical AI Position
A look at the latest developments and my current view
Portfolio up 90% YTD across just 13 positions in total.
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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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