Daniel Romero
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The Next Big AI Trade: Robotics Stocks
The picks and shovels behind the next wave of Physical AI
Oct 10
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Daniel Romero
32
7
1
My Full Portfolio and Watchlist
The stocks and themes I’m researching with the portfolio up 91% YTD
Oct 1
•
Daniel Romero
49
1
3
The Math Behind the Next AI Rally
Can AI revenue keep pace with the buildout?
Sep 21
•
Daniel Romero
36
6
2
Portfolio Update: Part 1
Data centers, power constraints, and my current positioning
Sep 13
•
Daniel Romero
34
4
SEMICON Stocks: Part 1
After spending days at SEMICON Taiwan, I came away with a long list of companies worth researching
Sep 8
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Daniel Romero
31
SEMICON Taiwan: Inside the FOPLP Revolution
Notes from the floor on the industry’s transition from wafers to panels
Aug 31
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Daniel Romero
30
Picks and Shovels Behind Space, AI and Robotics
An overlooked industry seeing some of the strongest order growth in years
Aug 23
•
Daniel Romero
37
4
An Update on My Physical AI Position
A look at the latest developments and my current view
Aug 18
•
Daniel Romero
27
Why I’m Still Accumulating This Semiconductor Stock
The small-cap equipment supplier positioned across HBM, panel-level packaging, and next-generation chip packaging
Aug 13
•
Daniel Romero
26
2
1
SpaceX: My Valuation Model and Buy Zone
Is SpaceX a Buy?
Aug 10
•
Daniel Romero
30
3
A Comprehensive Review of the AI Selloff and My Current Positioning
Where the AI cycle stands after the historic semiconductor selloff
Aug 6
•
Daniel Romero
33
2
The Current State of the AI Investment Thesis
Are we in the biggest bubble in history?
Jul 28
•
Daniel Romero
42
11
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