Daniel Romero
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What Is Happening With Crypto?
Is the crypto market offering an opportunity, or should investors stay aside?
Dec 5
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Daniel Romero
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November 2025
Data Center Stocks Part 3
Valuing Data Center Projects of Nebius, Iren, Cipher Mining and Terawulf
Nov 30
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Daniel Romero
21
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Drone Stocks for 2026
The US Army wants 1 million drones, and a few companies stand to benefit immensely
Nov 22
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Daniel Romero
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Spreadsheet for November–December 2025
Nov 20
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Daniel Romero
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Galaxy Digital: AI Data Centers + Crypto
Crypto and AI data centers coming together to form a future giant of this new tech era
Nov 18
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Daniel Romero
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Portfolio
Update on Allocation and Coming Articles
Nov 14
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Daniel Romero
21
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AI Data Centers: Part 2
Including the next data centers that could secure a hyperscaler deal
Nov 9
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Daniel Romero
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Top Data Center Stocks
Data center plays are hot right now, but not all are the same. Know what you're investing in
Nov 4
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Daniel Romero
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October 2025
New Microcap Energy and U.S. Manufacturing Position
A $700M manufacturer building a vertically integrated U.S. energy business to profit from AI demand
Oct 28
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Daniel Romero
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Portfolio
Update on my portfolio, with AI, automation, and crypto as the main themes
Oct 23
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Daniel Romero
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Update on New Positions
Two companies with a valuation below $1.5 B and a clear 10x potential
Oct 18
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Daniel Romero
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Is AMD Overvalued?
What I'm Doing with my AMD Position
Oct 16
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Daniel Romero
34
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