Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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가입 April 2024
336 팔로잉 중 46.3K 팬
New ATHs for $AMD
I still remember the days when I was told it made no sense to pick AMD over NVIDIA
Been an $AMD bull since 2024, and the thesis has played out pretty well
