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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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The $IREN report was just another confirmation of the disconnect between fundamentals and share prices across the AI trade $IREN at $18 was mind-blowing. That was the share price before the $MSFT contract, before the neocloud pivot with Figure, Together AI, Fluidstack, Cohere, Fireworks, and Perplexity as customers, before the massive pipeline expansion...
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