Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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가입 April 2024
344 팔로잉 중 46.8K 팬
Beating and raising is not enough anymore for $MU
We’re increasingly seeing that unless you’re an underappreciated AI story, it’s really hard not to simply follow broader macro market dynamics
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