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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
参加 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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