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• Daniel Romero

  Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future

  10 posts · theirs

Lately

• An Update on My Physical AI Position

  Daniel Romero · 2026-08-18

• Why I’m Still Accumulating This Semiconductor Stock

  Daniel Romero · 2026-08-13

• SpaceX: My Valuation Model and Buy Zone

  Daniel Romero · 2026-08-10

• A Comprehensive Review of the AI Selloff and My Current Positioning

  Daniel Romero · 2026-08-06

• Start Here: My Positions, Portfolio Spreadsheet and Investment Theses

  Daniel Romero · 2026-08-01

• The Current State of the AI Investment Thesis

  Daniel Romero · 2026-07-28

• Why I’m Increasing My Conviction in This AI Stock

  Daniel Romero · 2026-07-26

• Portfolio Update: What I’m Buying After the AI Selloff

  Daniel Romero · 2026-07-22

• Weekly Subscriber Q&A

  Daniel Romero · 2026-07-19

• The $300M Microcap Building the Machines for the Glass-Substrate Revolution

  Daniel Romero · 2026-07-15

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