Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
Join 14,000+ readers:
加入 April 2024
348 正在关注 47.1K 粉丝
I used to post so much stuff on $AMD
Some people will remember that I posted about the company daily
I had very high hopes for the thesis and could see just how underappreciated it was
However, once it turns into a multibagger, motivation weakens
Not an underdog anymore
显示更多
My newsletter has everything an $AMD investor needs to understand the company, the thesis, and the potential
And I'm writing a new update after this latest deal too
