Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
Join 14,000+ readers:
加入 April 2024
336 正在關注 46.4K 粉絲
TrendForce: “The GPU isn’t the bottleneck.”
DRAM, HDDs, and ABF are where shortages are preventing more HPC chips from being shipped
