Daniel Romero
Subscribe
Sign in
Home
Notes
Chat
Portfolio
Data Centers
Critical Materials
Semiconductors
Deep Dives
Tech Stocks
Archive
Leaderboard
About
Data Centers
Latest
Top
Discussions
What I’m Buying in This Dip
When the market dips, the best option is to look for opportunities
Mar 29
•
Daniel Romero
27
11
2
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
•
Daniel Romero
22
2
Optical Networking Stocks
AI is making semiconductor companies more important than ever, driving a systemic repricing in their stocks
Feb 26
•
Daniel Romero
29
1
4
Micron: Still Cheap?
I’ve been invested in Micron since 2024. Am I selling?
Feb 19
•
Daniel Romero
21
4
1
Data Center Stocks Potential
Data center stocks have potential, but how much can they actually go up?
Jan 21
•
Daniel Romero
12
1
2
My New Data Center Position
New position and full portfolio
Dec 30, 2025
•
Daniel Romero
22
14
4
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
15
4
2
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
26
7
1
Data Center Stocks Part 3
Valuing the Data Center Projects of Nebius, Iren, Cipher Mining and Terawulf
Nov 30, 2025
•
Daniel Romero
29
6
4
Galaxy Digital
Crypto and AI data centers coming together to form a future giant of this new tech era
Nov 18, 2025
•
Daniel Romero
26
6
1
AI Data Centers: Part 2
Including the next data centers that could secure a hyperscaler deal
Nov 9, 2025
•
Daniel Romero
35
2
7
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
