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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The CPU-to-GPU ratio rumors are moving markets
Agents are changing the game
Muse is already the most successful agent product
Retail is now adopting agents after enterprise. The long-tail adoption is happening before our eyes
$AMD and $INTC have gold in their hands
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