Daniel Romero
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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
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What I’m Adding After the AI Pullback
Memory, optics, glass substrates, and my latest buys
Jul 10
30
1
1
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
Jun 24
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Daniel Romero
33
4
4
My Meeting With LPKF’s CEO: Key Insights
What LPKF’s CEO told me about glass substrates, and the stocks I’m watching now
Jun 20
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Daniel Romero
52
5
1
Portfolio Update
What I’m buying and selling
Jun 12
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Daniel Romero
46
2
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…
Jun 9
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Daniel Romero
43
8
4
AI Infrastructure: Bottleneck Stocks
Covering one current bottleneck and one future bottleneck, with several stock beneficiaries
Jun 4
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Daniel Romero
31
4
3
My New Semi Stock
Foundry, memory, and advanced packaging combined into a single AI behemoth
May 29
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Daniel Romero
32
13
1
My New Position: A Data Center Buildout Play
Secured power and the next wave of AI infrastructure
May 25
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Daniel Romero
37
17
4
What I’m Doing
Three updates, price targets, and a comprehensive valuation model
May 20
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Daniel Romero
37
4
1
Portfolio Update
+94% YTD Performance
May 16
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Daniel Romero
34
7
3
What I’m Buying and Selling
Portfolio is up almost 100% YTD, and it’s time to reevaluate things
May 11
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Daniel Romero
42
16
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