Archive - Daniel Romero

My Next Potential Positions

Where I'm looking for opportunities beyond my current holdings

Oct 12 • Daniel Romero

The Next Big AI Trade: Robotics Stocks

The picks and shovels behind the next wave of Physical AI

Oct 10 • Daniel Romero

My Full Portfolio and Watchlist

The stocks and themes I’m researching with the portfolio up 91% YTD

Oct 1 • Daniel Romero

September 2026

The Math Behind the Next AI Rally

Can AI revenue keep pace with the buildout?

Sep 21 • Daniel Romero

Portfolio Update: All My Positions

Sep 16 • Daniel Romero

Portfolio Update: Part 1

Data centers, power constraints, and my current positioning

Sep 13 • Daniel Romero

SEMICON Stocks: Part 1

After spending days at SEMICON Taiwan, I came away with a long list of companies worth researching

Sep 8 • Daniel Romero

August 2026

SEMICON Taiwan: Inside the FOPLP Revolution

Notes from the floor on the industry’s transition from wafers to panels

Aug 31 • Daniel Romero

Is IREN Fucked? (Q4 Earnings Thoughts)

Am I buying IREN?

Aug 29 • Daniel Romero

An Update on My Data Center Positions

My top picks in the AI data-center trade

Aug 28 • Daniel Romero

Picks and Shovels Behind Space, AI and Robotics

An overlooked industry seeing some of the strongest order growth in years

Aug 23 • Daniel Romero

An Update on My Physical AI Position

A look at the latest developments and my current view

Aug 18 • Daniel Romero

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