Archive - Daniel Romero

My New Drone Position

Drone, kinetic, and laser-based counter-drone systems, with products used in Ukraine, Taiwan, and the Golden Dome program, at an $11B market cap

Mar 7 • Daniel Romero

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 • Daniel Romero

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 • Daniel Romero

February 2026

Optical Networking Stocks

AI is making semiconductor companies more important than ever, driving a systemic repricing in their stocks

Feb 26 • Daniel Romero

Micron: Still Cheap?

I’ve been invested in Micron since 2024. Am I selling?

Feb 19 • Daniel Romero

Critical Material Stocks

AI ends intellectual scarcity and creates physical scarcity

Feb 13 • Daniel Romero

Critical Materials: Opportunities

China’s export controls, AI scale-up, and industrial policy are turning material bottlenecks into high growth stocks

Feb 3 • Daniel Romero

January 2026

Stock Ideas 2026

Energy, crypto, and data centers

Jan 26 • Daniel Romero

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 • Daniel Romero

Data Center Stocks Potential

Data center stocks have potential, but how much can they actually go up?

Jan 21 • Daniel Romero

Portfolio Update: All My Positions

2026 portfolio positioning, rationale and price targets

Jan 15 • Daniel Romero

The US push for a moon base and a new space station is creating new stock opportunities in space

Jan 9 • Daniel Romero

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