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Daniel Romero from Daniel Romero

Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future
Recent Emails
TodayA Comprehensive Review of the AI Selloff and My Current PositioningWhere the AI cycle stands after the historic semiconductor selloff
5 days agoPortfolio UpdateAI bottlenecks and power assets drove a 65% YTD return and an 869% total return over six years
1 week agoThe Current State of the AI Investment ThesisAre we in the biggest bubble in history?
1 week agoWhy I’m Increasing My Conviction in This AI StockUpdated thesis, valuation model, and price target for a core AI data center holding
2 weeks agoPortfolio Update: What I’m Buying After the AI SelloffPortfolio up 89% YTD, with a 1,011% six-year return. I disclose all my updated positions
2 weeks agoWeekly Subscriber Q&APortfolio up 73% YTD. Discussing NVIDIA, AAOI, SanDisk, and hyperscaler capex
Newsletters like Daniel Romero from Daniel Romero
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