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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
Crusoe just raised $4B at a $30B valuation It has 1 GW operational, $140B of contracted backlog, and 6 GW of contracted capacity They do mostly colocation today, but now they want to go vertical There may be a company with very similar potential at half the price Just saying
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