Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
Join 14,000+ readers:
Joined April 2024
348 Following 47.1K Followers
“So $MU traded at 5x earnings”
“yes, Dave”
“And memory prices were still rising"
“right.”
“And you bought $ADBE because you were told memory is cyclical"
“that’s correct, Dave”
Show more
