Daniel Romero(@HyperTechInvest):One industry I’m becoming much more bullish on is FOPLP I already have 2 plays, but I’m probably going to add more I find it crazy that nobody is really talking about it on X You have companies sold out through 2030, with revenue and orders growing at high double-digit and triple-digit rates across the industry It’s a matter of time before it becomes a retail favourite along memory, optics and neoclouds

Daniel Romero

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Daniel Romero@HyperTechInvest

2026.08.29 08:30

One industry I’m becoming much more bullish on is FOPLP I already have 2 plays, but I’m probably going to add more I find it crazy that nobody is really talking about it on X You have companies sold out through 2030, with revenue and orders growing at high double-digit and triple-digit rates across the industry It’s a matter of time before it becomes a retail favourite along memory, optics and neoclouds

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