Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
Join 14,000+ readers:
가입 April 2024
336 팔로잉 중 46.3K 팬
TrendForce: “The GPU isn’t the bottleneck.”
DRAM, HDDs, and ABF are where shortages are preventing more HPC chips from being shipped
