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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Glass substrates will likely become a big investment theme in 2027, especially if we remain in a bull cycle, where themes tend to get fast-tracked
I’ve already done some coverage, including an interview with LPK’s CEO
In case anyone wants to check it out
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