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 | 95 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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hypertechinvest.comLatest Issues
What I’m Doing
Three updates, price targets, and a comprehensive valuation model
In this article, I’ll go over Nebius to analyze whether there is still upside left. I’ll also comment on other companies in the portfolio, including two semi plays, share wh...
Portfolio Update
+94% YTD Performance
Portfolio performance crossed 100% YTD on Thursday. After Friday’s close, it was down to 94%.
What I’m Buying and Selling
Portfolio is up almost 100% YTD, and it’s time to reevaluate things
In this article, I’ll cover what I’m doing with my holdings.
Update on Two Positions
Portfolio update covering a semiconductor core holding and a physical AI stock
In this article, I’ll cover the earnings of two holdings.
Portfolio Update: All My Positions
AI bottlenecks, robotics, and power assets drove 64% YTD returns and an 864% total return over 6 years
YTD performance stands at 63.8%, compared to 5.5% for SPY
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Authors
The writers behind this newsletter.
Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future
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