Daniel Romero
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Update: Physical AI Stock
After a strong quarter and a game-changing acquisition, this company is ready to take on the physical AI market
Mar 3
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Daniel Romero
16
Photonics Stocks Update
The growth in optics and photonics is going to be even higher than expected, and there are opportunities beyond the obvious stocks
Mar 1
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Daniel Romero
17
2
February 2026
Optical Networking Stocks
AI is making semiconductor companies more important than ever, driving a systemic repricing in their stocks
Feb 26
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Daniel Romero
26
1
5
Micron: Still Cheap?
I’ve been invested in Micron since 2024. Am I selling?
Feb 19
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Daniel Romero
14
1
1
Critical Material Stocks
AI ends intellectual scarcity and creates physical scarcity
Feb 13
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Daniel Romero
24
4
2
Critical Materials: Opportunities
China’s export controls, AI scale-up, and industrial policy are turning material bottlenecks into high growth stocks
Feb 3
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Daniel Romero
27
4
1
January 2026
Stock Ideas 2026
Energy, crypto, and data centers
Jan 26
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Daniel Romero
30
2
1
Drone Position Update
Red Cat has been performing well. I’d assume most subscribers who invested are sitting on a 60–150% return, considering the Q4 dip.Subscribe to unlock…
Jan 22
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Daniel Romero
18
1
Data Center Stocks Potential
Data center stocks have potential, but how much can they actually go up?
Jan 21
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Daniel Romero
12
1
2
Portfolio Update: All My Positions
2026 portfolio positioning, rationale and price targets
Jan 15
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Daniel Romero
25
3
Space Stocks
The US push for a moon base and a new space station is creating new stock opportunities in space
Jan 9
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Daniel Romero
15
1
Stocks for 2026
2026 is shaping up to be a great year for many industries
Jan 4
•
Daniel Romero
17
3
2
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