Daniel Romero

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
 • Daniel Romero
Picks and Shovels Behind Space, AI and Robotics
An overlooked industry seeing some of the strongest order growth in years
 • Daniel Romero
Why I’m Still Accumulating This Semiconductor Stock
The small-cap equipment supplier positioned across HBM, panel-level packaging, and next-generation chip packaging
 • Daniel Romero
A Comprehensive Review of the AI Selloff and My Current Positioning
Where the AI cycle stands after the historic semiconductor selloff
 • Daniel Romero
The Current State of the AI Investment Thesis
Are we in the biggest bubble in history?
 • Daniel Romero
Why I’m Increasing My Conviction in This AI Stock
Updated thesis, valuation model, and price target for a core AI data center holding
 • Daniel Romero
The $300M Microcap Building the Machines for the Glass-Substrate Revolution
A panel-level packaging and glass-substrate equipment supplier on my watchlist
 • Daniel Romero
What I’m Adding After the AI Pullback
Memory, optics, glass substrates, and my latest buys
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
 • Daniel Romero
My Meeting With LPKF’s CEO: Key Insights
What LPKF’s CEO told me about glass substrates, and the stocks I’m watching now
 • Daniel Romero
Portfolio Update
What I’m buying and selling
 • Daniel Romero
My New Position: A $1.3B Semicap Monopoly
A key beneficiary of several major semiconductor trends, HBM, panel-level packaging, and glass substrates, with a monopolistic position in one of the…
 • Daniel Romero
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