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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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Best accounts to follow on X, off the top of my head, so don’t hate me if I miss you: @zephyr_z9 and @jukan05 for semiconductor commentary @insane_analyst for more technical semiconductor analysis @SemiAnalysis_ if you want institutional-grade analysis with a retail-retard flavor @mvcinvesting for quality fundamental investing @pequityresearch for loads of information and analysis @pennycheck for some of the most creative tech investment ideas @HotAisle for neocloud commentary from within the industry @usppdd if you invest in $OUST @matthew_sigel if you invest in data center stocks @Agrippa_Inv and @FransBakker9812 if you invest in $IREN @damnang2 for high-level semiconductor analysis @paurooteri for keeping up with semiconductor news There are many more great accounts If you’re an investor, all I’m telling you is that you need to be on X
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