Daniel Romero

Daniel Romero

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Deep Dives

My New Position: A $1.3B Semiconductor Monopoly
A monopoly-like position in high-end semiconductor processes, a fortress balance sheet, a reasonable valuation, and years of structural tailwinds ahead
 • Daniel Romero
AI Infrastructure: Bottleneck Stocks
Covering one current bottleneck and one future bottleneck, with several stock beneficiaries
 • Daniel Romero
My New Position: A Data Center Buildout Play
Secured power and the next wave of AI infrastructure
 • Daniel Romero
What I’m Doing
Three updates, price targets, and a comprehensive valuation model
 • Daniel Romero
Semiconductor Bottleneck Microcap Stock
My new position is a microcap with state-of-the-art technology in a next-generation development being pushed by Intel, Samsung, and TSMC
 • Daniel Romero
Semiconductor Holdings Update
Portfolio holdings, top-conviction ideas, thesis-strengthening news, and research targets
 • Daniel Romero
Top Photonics Stock Picks
2 deep dives on photonics stocks, plus 8 underfollowed semiconductor ideas across the broader supply chain
 • Daniel Romero
Semiconductor Bottlenecks: Stock Opportunities
The key bottlenecks of the AI supercycle, and the stocks positioned to benefit
 • Daniel Romero
2 High-Upside, High-Risk Stocks
Two companies exposed to the AI buildout
 • Daniel Romero
Is Micron a Buy Opportunity?
Micron is trading at 4x forward earnings, yet it keeps falling. Is there a floor to this?
 • Daniel Romero
What I’m Buying in This Dip
When the market dips, the best option is to look for opportunities
 • Daniel Romero
Semiconductor Bottlenecks and Stocks
Bottlenecks and companies solving them, bullish and bearish trends, and stock ideas
 • Daniel Romero
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