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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
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September was such a bull trap month It seemed like the AI trade could get some legs again after a terrible July So many jumped back in with leverage after exiting at a loss or getting outright liquidated All for another July-esque dump in October Ruthless market.
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