Daniel Romero @HyperTechInvezt

Growth investor // Daily stocks commenting // Investing in the future for the future Mars Joined August 2024

Tweets

82
Followers

227
Following

5K
Likes

0

Daniel Romero @HyperTechInvest

4 months ago

→ Says $CRWV is overvalued and can’t scale because they don’t produce the hardware → $NBIS is 2nd in his “compelling stock ideas under $10b MC” Make it make sense By that logic, AWS, Azure, and Google Cloud would also be unscalable and overvalued They “just rent CPUs.”

10 9 30 4K 2

Download Image

Daniel Romero @HyperTechInvest

4 months ago

After writing a piece on $XYZ, I felt more bullish again The company is in a transition period From hypergrowth to margin expansion And I believe we could see a new growth phase soon Cash App + Square + Afterpay + Square Financial Services + Proto + Bitkey + TIDAL At 14x EPS

3 6 35 4K 3

Download Gif

Daniel Romero @HyperTechInvest

4 months ago

Becoming more and more interested in $ASTS It’s 13% of $GOOG portfolio That gives huge confidence to any shareholder Who should I follow to learn more about the opportunity?

29 9 195 13K 12

Download Image

Daniel Romero @HyperTechInvest

7 months ago

I was going to say this made my day, but it kinda made my year already. Now I’m going to get nervous every time I post about $AMD knowing @LisaSu could see it.

Lisa Su @LisaSu

7 months ago

I was going to say this made my day, but it kinda made my year already. Now I’m going to get nervous every time I post about $AMD knowing @LisaSu could see it.

6 1 46 6K 0

2 1 29 5K 0

Daniel Romero @HyperTechInvest

7 months ago

Oh, so now we have $AMD employees making acronym jokes too. That’s great.

Frank Azor @AzorFrank

7 months ago

Oh, so now we have $AMD employees making acronym jokes too. That’s great.

15 5 217 29K 4

1 1 5 3K 0

Daniel Romero @HyperTechInvest

7 months ago

$AMD is currently the most complete AI investment: •Best-in-class hardware for local AI inference (Ryzen AI Max) •New AI accelerator with 35x the performance of the last architecture (MI350) •Complete rack solution for AI data centers launching this year •Largest AI lab…

31 54 469 57K 137

Download Image

Daniel Romero @HyperTechInvest

7 months ago

We have $XYZ and $NU results this week! Both on Thursday too

2 1 4 1K 0

Download Image

Daniel Romero @HyperTechInvest

7 months ago

RUMOR: $AVGO to Buy Intel Products and $TSM to Buy Intel Foundry Intel’s struggles have turned it into an acquisition target, with Broadcom and TSMC exploring deals that could split the company in two. Broadcom is reportedly interested in Intel’s chip-design and marketing unit,…

5 5 26 3K 3

Download Image

Daniel Romero @HyperTechInvest

7 months ago

wsj.com/tech/broadcom-…

0 1 2 882 0

Daniel Romero @HyperTechInvest

7 months ago

Kratos Defense | $KTOS has to be one of the companies with the most potential out there. At a $4b valuation, it’s developing some of the most cutting-edge technology in the world: •Unmanned drones •Hypersonic war jets •Supersonic planes •Laser weapons •Cybersecurity…

4 3 27 4K 14

Download Image

Daniel Romero @HyperTechInvest

7 months ago

So is it now the time to buy $PDD or what

3 1 26 3K 3

Download Image

Daniel Romero @HyperTechInvest

7 months ago

$350M with investment from $GOOG. That’s big. I wish I could invest in any of these startups. I’d have had a good portion of my portfolio in robotics.

Apptronik @Apptronik

7 months ago

$350M with investment from $GOOG. That’s big. I wish I could invest in any of these startups. I’d have had a good portion of my portfolio in robotics.

45 109 636 334K 102

Download Image

3 1 7 2K 1

Daniel Romero @HyperTechInvest

7 months ago

$AMD Optimizes Local LLM Inference with Hybrid NPU + GPU Acceleration $AMD is making AI models run faster and more efficiently on laptops by combining the power of its Neural Processing Unit (NPU) and integrated GPU (iGPU). The latest Ryzen AI 300 processors use this hybrid…

0 6 25 1K 1

Download Image

Daniel Romero @HyperTechInvest

7 months ago

Shkrelli fell to the dark side too What a shame

Martin Shkreli @MartinShkreli

7 months ago

Shkrelli fell to the dark side too What a shame

115 31 583 149K 45

0 1 0 950 0

Daniel Romero @HyperTechInvest

7 months ago

What A Busy Day in the Stock Market: 1) $NVDA NVIDIA Portfolio Update: Nvidia adjusted its public holdings in Q4: • New positions: Nebius $NBIS, Weride $WRD • Fully sold out: Serve Robotics $SERV, Nano X Imaging $NNOX, SoundHound AI $SOUN • Reduced position: Arm Holdings…

3 7 23 27K 10

Download Gif

Daniel Romero @HyperTechInvest

7 months ago

Soros Capital Management has initiated a new position in $SOFI and $XYZ

4 2 26 3K 5

Download Image

Daniel Romero @HyperTechInvest

7 months ago

Soros Capital Management has initiated a new position in $XYZ

0 1 8 1K 0

Download Image

Daniel Romero @HyperTechInvest

7 months ago

Soros Capital Management is not managed by George Soros but by Robert Soros, but I can't even respond to this clown because he blocks you if you refute him. Cheap engagement farmer

1 1 4 717 1

Download Image

Daniel Romero @HyperTechInvest

7 months ago

$SERV is absolutely crashing after $NVDA sold its entire stake in the company. To be honest it was a very expensive stock. It doubled on no news in the last couple of months.