Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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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
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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
