Daniel Romero
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What I’m Doing in This Market Correction
Meta triggered an AI drawdown. Is it justified, or a buying opportunity?
Jul 4
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Daniel Romero
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Update on Two Positions: Drones and Data Centers
A hyperscaler-backed data center play and a drone stock with 100%+ potential
Jul 2
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Daniel Romero
28
My New Buy: A $700M Microcap Supplying TSMC, Intel, and SpaceX
A $700M supplier to TSMC, SpaceX, and Intel, with heavy exposure to PLP and glass substrates
Jun 24
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Daniel Romero
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4
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A SpaceX Supplier Trading at 13x EPS
Under-the-radar small cap supplying SpaceX and Blue Origin
Jun 18
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Daniel Romero
31
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My New Semi Stock
Foundry, memory, and advanced packaging combined into a single AI behemoth
May 29
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Daniel Romero
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2 High-Upside, High-Risk Stocks
Two companies exposed to the AI buildout
Apr 3
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Daniel Romero
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What I’m Buying in This Dip
When the market dips, the best option is to look for opportunities
Mar 29
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Daniel Romero
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Portfolio Update
Data centers, chips, AI, energy, and a forward-looking positioning for long-term outperformance
Mar 24
34
3
Photonics Stocks Update
The growth in optics and photonics is going to be even higher than expected, and there are opportunities beyond the obvious stocks
Mar 1
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Daniel Romero
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Optical Networking Stocks
AI is making semiconductor companies more important than ever, driving a systemic repricing in their stocks
Feb 26
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Daniel Romero
31
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Micron: Still Cheap?
I’ve been invested in Micron since 2024. Am I selling?
Feb 19
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Daniel Romero
21
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Data Center Stocks Potential
Data center stocks have potential, but how much can they actually go up?
Jan 21
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Daniel Romero
12
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