My New Semi StockFoundry, memory, and advanced packaging combined into a single AI behemothDaniel RomeroMay 29, 2026∙ Paid32131ShareSubscribeMy portfolio is now up 129% YTD, compared to 10.5% for the SPY.My New Buy: An AI GiantSubscribe to unlock my researchSubscribeThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign in