Data Centers

Portfolio Update: Part 1

Data centers, power constraints, and my current positioning

Sep 13 • Daniel Romero

Is IREN Fucked? (Q4 Earnings Thoughts)

Am I buying IREN?

Aug 29 • Daniel Romero

An Update on My Data Center Positions

My top picks in the AI data-center trade

Aug 28 • Daniel Romero

What I’m Doing in This Market Correction

Meta triggered an AI drawdown. Is it justified, or a buying opportunity?

Jul 4 • Daniel Romero

Update on Two Positions: Drones and Data Centers

A hyperscaler-backed data center play and a drone stock with 100%+ potential

Jul 2 • Daniel Romero

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 • Daniel Romero

Portfolio and Watchlist Update

YTD performance of 135%

Jun 18 • Daniel Romero

My New Semi Stock

Foundry, memory, and advanced packaging combined into a single AI behemoth

May 29 • Daniel Romero

2 High-Upside, High-Risk Stocks

Two companies exposed to the AI buildout

Apr 3 • Daniel Romero

What I’m Buying in This Dip

When the market dips, the best option is to look for opportunities

Mar 29 • Daniel Romero

Portfolio Update

Data centers, chips, AI, energy, and a forward-looking positioning for long-term outperformance

Mar 24

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts