Archive - Daniel Romero

The $300M Microcap Building the Machines for the Glass-Substrate Revolution

A panel-level packaging and glass-substrate equipment supplier on my watchlist

Jul 15 • Daniel Romero

What I’m Adding After the AI Pullback

Memory, optics, glass substrates, and my latest buys

Jul 10

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

Jul 6 • Daniel Romero

What I’m Doing in This Market Correction

Meta triggered an AI drawdown. Is it justified, or a buying opportunity?

Jul 4 • Daniel Romero

Update on Two Positions: Drones and Data Centers

A hyperscaler-backed data center play and a drone stock with 100%+ potential

Jul 2 • Daniel Romero

June 2026

Portfolio Update: Recent Changes

What I’m adding, what I’m holding, and why

Jun 29 • Daniel Romero

My New Buy: A $700M Microcap Supplying TSMC, Intel, and SpaceX

A $700M supplier to TSMC, SpaceX, and Intel, with heavy exposure to PLP and glass substrates

Jun 24 • Daniel Romero

My Meeting With LPKF’s CEO: Key Insights

What LPKF’s CEO told me about glass substrates, and the stocks I’m watching now

Jun 20 • Daniel Romero

A SpaceX Supplier Trading at 13x EPS

Under-the-radar small cap supplying SpaceX and Blue Origin

Jun 18 • Daniel Romero

Portfolio Update

What I’m buying and selling

Jun 12 • Daniel Romero

My New Position: A $1.3B Semicap Monopoly

A key beneficiary of several major semiconductor trends, HBM, panel-level packaging, and glass substrates, with a monopolistic position in one of the…

Jun 9 • Daniel Romero

AI Infrastructure: Bottleneck Stocks

Covering one current bottleneck and one future bottleneck, with several stock beneficiaries

Jun 4 • Daniel Romero

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