Daniel Romero

Daniel Romero

AI Infra Stock with Massive Upside

This company is developing a revolutionary technology that will soon reach massive scale and be present in all data centers

Daniel Romero's avatar
Daniel Romero
Aug 31, 2025
∙ Paid

Today, I’m writing about a vertically integrated company, collaborating with NVIDIA, and backed by solid financials.

Growth, free cash flow positive, good margins… but beneath what seems like an average tech company lies the foundation of a giant of the next AI era. A key enabler of revolutionary technology that will soon be in every data center.

At a $13B market cap, it is easy to imagine a future where this company is worth far more. With 60 years of experience and operations in over 130 locations worldwide, including both R&D and manufacturing facilities, it has built a strong global presence.

After decades of acquisitions and consistent investment in state-of-the-art technologies, it is now their time to shine.


The subscription pays for itself. Start improving your returns.

Keep reading with a 7-day free trial

Subscribe to Daniel Romero to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Daniel Romero · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture