Daniel Romero
@HyperTechInvest

Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers: HyperTechInvest.com

 Spain
HyperTechInvest.com
Joined April 2024
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Dissecting a Chip Fab: Part 1

SEMICON is one of those events that lets you step into the world of the future. It disengages you from the present and shows what the semiconductor industry will look like a few years from now. And
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SEMICON Taiwan Day 1: Inside the FOPLP Revolution

SEMICON Taiwan is one of the world’s largest semiconductor industry trade shows and conferences, held annually in Taipei. This year I’m attending to share what I discover here. This is only Day 1.

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Is IREN Fucked? (Q4 Earnings Thoughts)

A Future $100B Company or a Disappointment? $IREN really does bring a lot of attention. Most people don’t even have proper arguments, just surface-level analysis and vibe-coded comments. That’s the

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Article

How Bad Is a Shutdown of the Strait of Hormuz?

Could there be an economic armageddon, especially for the semiconductor industry? The market is showing a lot of resilience given everything that has been going on in the world. From Liberation
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Citrini is Wrong

The latest Citrini memo is a mix of sensationalism, Dunning-Kruger, soft socialism, and ignoring 90% of economic theory to focus on the 10% that makes AI sound like the next Armageddon. Before

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