Daniel Romero
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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
21
Picks and Shovels Behind Space, AI and Robotics
An overlooked industry seeing some of the strongest order growth in years
Aug 23
•
Daniel Romero
34
4
An Update on My Physical AI Position
A look at the latest developments and my current view
Aug 18
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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
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Daniel Romero
26
2
1
SpaceX: My Valuation Model and Buy Zone
Is SpaceX a Buy?
Aug 10
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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
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Daniel Romero
33
2
The Current State of the AI Investment Thesis
Are we in the biggest bubble in history?
Jul 28
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Daniel Romero
42
11
Why I’m Increasing My Conviction in This AI Stock
Updated thesis, valuation model, and price target for a core AI data center holding
Jul 26
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Daniel Romero
40
2
1
Weekly Subscriber Q&A
Portfolio up 73% YTD. Discussing NVIDIA, AAOI, SanDisk, and hyperscaler capex
Jul 19
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Daniel Romero
23
8
1
The $300M Microcap Building the Machines for the Glass-Substrate Revolution
A panel-level packaging and glass-substrate equipment supplier on my watchlist
Jul 15
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Daniel Romero
19
4
What I’m Adding After the AI Pullback
Memory, optics, glass substrates, and my latest buys
Jul 10
30
1
1
Portfolio Move: Why I’m Accumulating This Drone and Space Stock
A $10B company with exposure to drones, laser weapons, laser communication systems and space technologies
Jul 6
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Daniel Romero
27
2
1
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