Daniel Romero

Daniel Romero

What I’m Buying and Selling

Portfolio is up almost 100% YTD, and it’s time to reevaluate things

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Daniel Romero
May 11, 2026
∙ Paid
Micron Has to Resolve a Bat Problem Before Building Syracuse Chip Fab -  Bloomberg

In this article, I’ll cover what I’m doing with my holdings.

The portfolio is up almost 100% YTD, so there are some assessments that need to be made at these valuations, and probably stocks that should be considered as new targets.


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