Daniel Romero
@HyperTechInvest
I share high-conviction stock picks across semis, data centers, and AI
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参加 April 2024
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“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”
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