Daniel Romero
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What I’m Doing
Three updates, price targets, and a comprehensive valuation model
14 hrs ago
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Daniel Romero
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Portfolio Update
+94% YTD Performance
May 16
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Daniel Romero
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What I’m Buying and Selling
Portfolio is up almost 100% YTD, and it’s time to reevaluate things
May 11
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Daniel Romero
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Update on Two Positions
Portfolio update covering a semiconductor core holding and a physical AI stock
May 7
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Daniel Romero
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Portfolio Update: All My Positions
AI bottlenecks, robotics, and power assets drove 64% YTD returns and an 864% total return over 6 years
May 4
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Daniel Romero
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April 2026
Semiconductor Bottleneck Microcap Stock
My new position is a microcap with state-of-the-art technology in a next-generation development being pushed by Intel, Samsung, and TSMC
Apr 30
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Daniel Romero
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Portfolio
Portfolio and Updates Access
Apr 23
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Daniel Romero
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Semiconductor Holdings Update
Portfolio holdings, top-conviction ideas, thesis-strengthening news, and research targets
Apr 20
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Daniel Romero
19
Top Photonics Stock Picks
2 deep dives on photonics stocks, plus 8 underfollowed semiconductor ideas across the broader supply chain
Apr 18
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Daniel Romero
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Semiconductor Bottlenecks: Stock Opportunities
The key bottlenecks of the AI supercycle, and the stocks positioned to benefit
Apr 8
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Daniel Romero
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2 High-Upside, High-Risk Stocks
Two companies exposed to the AI buildout
Apr 3
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Daniel Romero
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March 2026
Is Micron a Buy Opportunity?
Micron is trading at 4x forward earnings, yet it keeps falling. Is there a floor to this?
Mar 31
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Daniel Romero
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