Daniel Romero
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SEMICON Taiwan: Inside the FOPLP Revolution
Notes from the floor on the industry’s transition from wafers to panels
Aug 31
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Daniel Romero
21
Is IREN Fucked? (Q4 Earnings Thoughts)
Am I buying IREN?
Aug 29
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Daniel Romero
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3
1
An Update on My Data Center Positions
My top picks in the AI data-center trade
Aug 28
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Daniel Romero
28
7
1
Picks and Shovels Behind Space, AI and Robotics
An overlooked industry seeing some of the strongest order growth in years
Aug 23
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Daniel Romero
34
4
An Update on My Physical AI Position
A look at the latest developments and my current view
Aug 18
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Daniel Romero
27
Why I’m Still Accumulating This Semiconductor Stock
The small-cap equipment supplier positioned across HBM, panel-level packaging, and next-generation chip packaging
Aug 13
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Daniel Romero
26
2
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SpaceX: My Valuation Model and Buy Zone
Is SpaceX a Buy?
Aug 10
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Daniel Romero
30
3
A Comprehensive Review of the AI Selloff and My Current Positioning
Where the AI cycle stands after the historic semiconductor selloff
Aug 6
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Daniel Romero
33
2
Start Here: My Positions, Portfolio Spreadsheet and Investment Theses
AI bottlenecks and power assets drove a 65% YTD return and an 869% total return over six years
Aug 1
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Daniel Romero
35
3
3
July 2026
The Current State of the AI Investment Thesis
Are we in the biggest bubble in history?
Jul 28
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Daniel Romero
42
11
Why I’m Increasing My Conviction in This AI Stock
Updated thesis, valuation model, and price target for a core AI data center holding
Jul 26
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Daniel Romero
40
2
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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
Jul 22
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Daniel Romero
40
5
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