# glass substrates — RSS Amplifier

Recent posts from the 2 feeds in the RSS Amplifier directory that cover glass substrates.

Page: <https://rssamplifier.com/topics/glass-substrate>  
Feed: <https://rssamplifier.com/topics/glass-substrate.md>

---

## [An Update on My Physical AI Position](https://hypertechinvest.com/p/an-update-on-my-physical-ai-position)

_2026-08-18 · Daniel Romero · Daniel Romero_

A look at the latest developments and my current view

## [Why I’m Still Accumulating This Semiconductor Stock](https://hypertechinvest.com/p/an-update-on-one-of-my-semiconductor)

_2026-08-13 · Daniel Romero · Daniel Romero_

The small-cap equipment supplier positioned across HBM, panel-level packaging, and next-generation chip packaging

## [SpaceX: My Valuation Model and Buy Zone](https://hypertechinvest.com/p/my-updated-view-and-valuation-of)

_2026-08-10 · Daniel Romero · Daniel Romero_

Is SpaceX a Buy?

## [A Comprehensive Review of the AI Selloff and My Current Positioning](https://hypertechinvest.com/p/my-thoughts-on-the-ai-selloff-and)

_2026-08-06 · Daniel Romero · Daniel Romero_

Where the AI cycle stands after the historic semiconductor selloff

## [Start Here: My Positions, Portfolio Spreadsheet and Investment Theses](https://hypertechinvest.com/p/start-here-every-investment-thesis)

_2026-08-01 · Daniel Romero · Daniel Romero_

AI bottlenecks and power assets drove a 65% YTD return and an 869% total return over six years

## [The Current State of the AI Investment Thesis](https://hypertechinvest.com/p/is-ai-a-bubble)

_2026-07-28 · Daniel Romero · Daniel Romero_

Are we in the biggest bubble in history?

## [Why I’m Increasing My Conviction in This AI Stock](https://hypertechinvest.com/p/a-data-center-stock-im-buying)

_2026-07-26 · Daniel Romero · Daniel Romero_

Updated thesis, valuation model, and price target for a core AI data center holding

## [Portfolio Update: What I’m Buying After the AI Selloff](https://hypertechinvest.com/p/portfolio-update-f08)

_2026-07-22 · Daniel Romero · Daniel Romero_

Portfolio up 89% YTD, with a 1,011% six-year return. I disclose all my updated positions

## [Weekly Subscriber Q&A](https://hypertechinvest.com/p/subscriber-q-and-a-aaoi-nvidia-sandisk)

_2026-07-19 · Daniel Romero · Daniel Romero_

Portfolio up 73% YTD. Discussing NVIDIA, AAOI, SanDisk, and hyperscaler capex

## [The $300M Microcap Building the Machines for the Glass-Substrate Revolution](https://hypertechinvest.com/p/my-new-watchlist-stock-a-300m-glass)

_2026-07-15 · Daniel Romero · Daniel Romero_

A panel-level packaging and glass-substrate equipment supplier on my watchlist

## [Stream Torrents & IPTV Instantly (Sponsored)](https://crawlproof.com/a/rLj1liMNBY9f)

_2026-07-15 · **Sponsored**_

Search magnet links and stream movies, music, books, and live TV in-browser

## [Himax Q1'26 Earnings Preview - The Call is Critical](https://superioresearch.substack.com/p/himax-q126-earnings-preview-the-call)

_2026-05-04 · Nicolas · Nicolas's Substack_

Where we are heading into the print:

## [$AOSL Q3 FY26 Earnings Preview](https://superioresearch.substack.com/p/aosl-q3-fy26-earnings-preview)

_2026-05-04 · Nicolas · Nicolas's Substack_

AOSL is pivoting from being a pure component supplier to a “application-specific total solutions” provider, and management has been telling investors to look past the near-term numbers to a 2027+ inflection.

## [Zeta Global ($ZETA) Deep Dive](https://superioresearch.substack.com/p/zeta-global-zeta-deep-dive)

_2026-04-13 · Nicolas · Nicolas's Substack_

Introduction

## [The Era of Crowded Trades on X](https://superioresearch.substack.com/p/the-era-of-crowded-trades-on-x)

_2026-03-31 · Nicolas · Nicolas's Substack_

X is where traders go to think out loud.

## [Glass Substrates: An Emerging Opportunity Across 6G, Optics, and Space](https://superioresearch.substack.com/p/glass-substrates-an-emerging-opportunity)

_2026-03-21 · Nicolas · Nicolas's Substack_

When we think of glass substrates, we immediately go to the most talked about sectors of chips and advanced packaging.

## [Samsung Deep Dive: The Giant that has Awoken from its Slumber](https://superioresearch.substack.com/p/samsung-deep-dive-the-giant-that)

_2026-03-04 · Nicolas · Nicolas's Substack_

Samsung is known for being a consumer electronics company, but the stock is being re-rated for one reason: Memory is back.

## [Coming soon](https://superioresearch.substack.com/p/coming-soon)

_2026-02-19 · Nicolas · Nicolas's Substack_

This is Nicolas's Substack.