Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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Joined April 2024
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I'm starting to think 2026 may be a local top for neocloud contract economics
Either AI lab ARR explodes, fewer data centers than expected get built, or compute economics normalize
I think the industry eventually goes back to at least a 2-year capex payback period
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