Data Centers

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 • Daniel Romero

Optical Networking Stocks

AI is making semiconductor companies more important than ever, driving a systemic repricing in their stocks

Feb 26 • Daniel Romero

Micron: Still Cheap?

I’ve been invested in Micron since 2024. Am I selling?

Feb 19 • Daniel Romero

Data Center Stocks Potential

Data center stocks have potential, but how much can they actually go up?

Jan 21 • Daniel Romero

My New Data Center Position

New position and full portfolio

Dec 30, 2025 • Daniel Romero

Best AI Data Center Stocks

Data centers will remain one of the top investment themes for 2026, but not all stocks will be winners

Dec 24, 2025 • Daniel Romero

Undervalued AI Data Center Stock

800 MW contracted and 2.7 GW in the pipeline. In this article, I analyze this project in depth and what it could mean for the share price

Dec 9, 2025 • Daniel Romero

Data Center Stocks Part 3

Valuing the Data Center Projects of Nebius, Iren, Cipher Mining and Terawulf

Nov 30, 2025 • Daniel Romero

Crypto and AI data centers coming together to form a future giant of this new tech era

Nov 18, 2025 • Daniel Romero

AI Data Centers: Part 2

Including the next data centers that could secure a hyperscaler deal

Nov 9, 2025 • Daniel Romero

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, 2025 • Daniel Romero

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