Daniel Romero
Subscribe
Sign in
Home
Notes
Chat
Portfolio
Data Centers
Critical Materials
Semiconductors
Deep Dives
Tech Stocks
Archive
Leaderboard
About
Tech
Update: Physical AI Stock
After a strong quarter and a game-changing acquisition, this company is ready to take on the physical AI market
Mar 3
•
Daniel Romero
16
Photonics Stocks Update
The growth in optics and photonics is going to be even higher than expected, and there are opportunities beyond the obvious stocks
Mar 1
•
Daniel Romero
17
2
Optical Networking Stocks
AI is making semiconductor companies more important than ever, driving a systemic repricing in their stocks
Feb 26
•
Daniel Romero
26
1
5
Micron: Still Cheap?
I’ve been invested in Micron since 2024. Am I selling?
Feb 19
•
Daniel Romero
14
1
1
What I’m Buying in This Dip
The market is fearful about AI. That’s when opportunities arise
Dec 19, 2025
•
Daniel Romero
38
6
6
My New Physical AI Position
$1.4B valuation, 1,000+ clients in robotics and autonomous systems, including Anduril
Oct 11, 2025
•
Daniel Romero
42
4
6
My New Small-Cap Stock
Triple-digit growth, a Palantir partnership, and government support
Oct 1, 2025
•
Daniel Romero
27
5
1
Micron: A No-Brainer AI Bet
AI-fueled growth, US manufacturing, dividends, and share repurchases make Micron a low-risk, high-return AI opportunity
Apr 30, 2025
•
Daniel Romero
18
8
3
Tempus AI: Deep Dive
Tempus AI is positioning itself as the AI backbone of healthcare, targeting a multi-trillion-dollar opportunity
Apr 15, 2025
•
Daniel Romero
16
1
2
Nebius Group: A Potential 10x in the Making
Nebius Group is an emerging leader in AI cloud, data centers, robotaxis, and AI data infrastructure. It is building the foundation to become the AWS of…
Apr 9, 2025
•
Daniel Romero
70
9
7
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
