Daniel Romero (@HyperTechInvest) - ملف تويتر

Daniel Romero@HyperTechInvest·4h

TrendForce just revealed the CoPoS supply chain Group Up $6664.TWO looks very interesting $700M market cap 20x forward P/E Net cash Strong margins It supplies film lamination, baking, peeling, and coating equipment for $TSM’s panel-level packaging and glass substrate flows

Jukan@jukan05

LMAO, TrendForce just revealed the entire CoPoS supply chain lol.

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Daniel Romero@HyperTechInvest·4h

@KingDavidvs @WalterA09213626 Serenity didn’t invest in $MU at $70 and $NBIS at $23 tbh

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Experienced@KingDavidvs·5h

@HyperTechInvest @WalterA09213626 $30 per month. You got be kidding we have Serenity for $1

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Daniel Romero@HyperTechInvest·22h

There is one key $SPCX supplier trading at 13x 2026 EPS, and nobody is talking about it

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Daniel Romero@HyperTechInvest·5h

Panel-level packaging isn’t just about shape The panels are also much larger than round wafers, so you get both less edge waste and more total package area per process step PLP is already used in niche applications, but because it is a more complex process, panel-level packaging is still not widespread across the semiconductor supply chain That will change soon, and it could become a true packaging revolution Hence why you should start positioning for it

Jukan@jukan05

Explain why panel-level packaging is the future in one picture:

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Daniel Romero@HyperTechInvest·5h

Ajinomoto $2802 says ABF is not currently in shortage Ajinomoto’s CEO says AI demand is putting pressure on ABF supply, but the company expects to meet demand through 2030. Beyond that, visibility is less clear The CEO says Ajinomoto has not raised ABF prices just because it has monopoly-like power, despite investor pressure. He argues that aggressive pricing could damage customer relationships and encourage customers to look for alternatives However, he leaves the door open to higher prices if substrates keep becoming more complex and higher value-added. In other words, prices may rise structurally, but not through opportunistic price gouging Ajinomoto is already preparing for longer-term demand by securing land for new facilities in central Japan. New production is expected to begin in 2032, though the timeline could be accelerated if customers need it In other news, glass substrates are unlikely to replace ABF soon. Even if glass packaging advances by 2028, analysts expect it to be used together with ABF, not instead of it

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Daniel Romero@HyperTechInvest·10h

@DesingerGem You’re right. I should post it on Substack first for subscribers

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Gem@DesingerGem·10h

@HyperTechInvest Did you Take a Position or doing more Research right now? On substack for subscribers / supporters first would be cool 😅

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Daniel Romero@HyperTechInvest·10h

Nobody guessed it I’ll have to just say it

Daniel Romero@HyperTechInvest

There is one key $SPCX supplier trading at 13x 2026 EPS, and nobody is talking about it

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Daniel Romero@HyperTechInvest·10h

@DegenBread Where’s the fun in that

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Degen Bread@DegenBread·20h

@HyperTechInvest If you gonna post, just post it. Dont be a cock teaser

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Daniel Romero@HyperTechInvest·13h

I have given more value for free than you’ll ever give Moreover, do you think the people who pay for my subscription do so by force, or do they keep paying because they’re happy with it? I offer a lot of research that subscribers find valuable. Don’t judge other people’s work ignorantly

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xyx….@WalterA09213626·17h

@HyperTechInvest Guys don’t ever subscribe to the Xscamfluencers. It’s just a waste of your money, their returns are your subscription fees. Always using click bait, it’s all about subscribers.

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Daniel Romero@HyperTechInvest·22h

CPU shortages to ease in H2, according to MSI’s chairman MSI says GPU chip supply has fallen around 30% because $NVDA cannot fully meet demand due to limited memory availability PC demand is weakening because of higher prices. MSI says its DIY segment is down around 20%, while the broader PC market is down 10–20% $AMD and Intel are reportedly increasing their priority on PC CPUs again. AMD supply should improve in Q2, while Intel supply should improve in Q3

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Daniel Romero@HyperTechInvest·22h

Engrave this supply chain in your brain if you want to outperform in 2027 As an investor, it’s your duty to learn about glass substrates and PLP

Daniel Romero@HyperTechInvest

Understanding the Panel-Level Packaging and Glass Substrate Ecosystem

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Daniel Romero@HyperTechInvest·23h

This US action will push more countries toward sovereign AI Some stocks helping countries build that: $NBIS: leading sovereign AI partner in Israel and the UK, so far $PENG: system enabler for sovereign AI data centers $SKM: will become Korea’s main sovereign AI neocloud $035420.KS / NAVER: direct Korea sovereign AI play. Will start with 55 MW and scale toward gigawatt-level sovereign AI infrastructure $OVH.PA: Europe’s purest listed sovereign cloud The whole ecosystem will benefit anyway, as this push will create many redundancies that are unnecessary from an efficiency perspective, but bullish for supply-chain stocks because they push demand even higher

Jukan@jukan05

What I mean is that not every country occupies a bottleneck position in the AI supply chain the way Korea or Taiwan does. And the same applies to Korea and Taiwan as well. The very fact that there is now a visible possibility that the U.S. could cut off access to powerful LLMs for Korea creates uncertainty in itself. Because of this, every country will rush into sovereign AI.

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Daniel Romero@HyperTechInvest·1d

Understanding the Panel-Level Packaging and Glass Substrate Ecosystem

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Daniel Romero@HyperTechInvest·1d

I’m curious to hear takes from $TE bulls Why $TE and not $TOYO?

Daniel Romero@HyperTechInvest

If you like $TE, you’ll love $TOYO Same theme: U.S. solar manufacturing + domestic content + tariff reshoring Different valuation Market value → $TE: ~$2.4B market cap / $2.7B EV post-raise → $TOYO: $510M market cap / ~$500M EV So $TE trades at roughly 4.6x TOYO’s market cap and around 5x+ TOYO’s EV 2026 production → $TE: 3.1–4.2GW module production guide from G1_Dallas → $TOYO: 5.5–5.8GW solar cell shipments + 1.0–1.3GW module shipments Q1 financials → $TE: $178M revenue / 16.4% gross margin / $9.1M adjusted EBITDA / -$72.9M operating cash flow → $TOYO: $143M revenue / 33.5% gross margin / $48.3M adjusted EBITDA / +$33.4M operating cash flow $TE has more slightly more revenue $TOYO has better margins, EBITDA conversion, profitability, and cash generation Expansion plans → $TE: 5GW G2_Austin TOPCon cell plant, with first 2.1GW phase targeted for initial production in Q4 2026 → $TOYO: 1.5GW Houston HJT cell plant, co-located with its U.S. module facility $TE is the larger U.S. platform $TOYO is the cheaper earnings/capacity play → Acquiring KORE Power for about $32M EV makes $TE more diversified across solar + BESS + data center power infrastructure, but it does not erase the valuation gap Balance sheet → $TE: better working capital, but heavier debt/preferred/convertible structure and still funding G2 → $TOYO: tighter liquidity, negative working capital, and Houston funding risk So the apples-to-apples conclusion is: → $TE = bigger, more institutional U.S. policy platform → $TOYO = smaller, already profitable, and trading at a fraction of the valuation

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Daniel Romero@HyperTechInvest·1d

@jobsnotfin I don't think they lease

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…@jobsnotfin·1d

What if $spcx cuts a deal with $keel 👀

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Daniel Romero@HyperTechInvest·1d

@Dimitri2mdl You're right it'd still be too cheap compared to SpaceX

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Dracaena@Dimitri2mdl·1d

@HyperTechInvest I'm bullish on memory but what the hell is this comparison

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Daniel Romero@HyperTechInvest·1d

Memory can 10x from here $MU market cap: $1.2T $SPCX market cap: $2.3T $MU annualized FCF: $28B $SPCX annualized FCF: -$36B $MU annualized net profit: $55B $SPCX annualized net profit: -$17B

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Daniel Romero@HyperTechInvest·1d

@Mr_Rio_ Just wait

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Mr Rio@Mr_Rio_·1d

@HyperTechInvest no, it can't what is this shit 😂

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Daniel Romero@HyperTechInvest·1d

$BESI will take the majority of market share, especially with the $AMAT partnership. There won’t be a close competitor to the complete process stack they can offer EVG and ASMPT come next Samsung is developing machines in-house through its SEMES subsidiary Then you have Hanmi, Nikon, and Chinese competitors, which are the players SÜSS will compete against

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Lukas Spang@l_m_s15·1d

@HyperTechInvest @saso_capital @InTheAssembly @NoLimitGains @emilhartela @PepInvestStocks @sunxliao @aleabitoreddit @ParadisLabs @vlmkapital Which companies do you see?

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Lukas Spang@l_m_s15·1d

Viele sehen im Halbleitermarkt Co-Packaged Optics als das nächste große Wachstumsthema. #SUSSMicrotec hat das bereits in den CMD Folien von 2025 aufgegriffen. Man sei in einer Evaluierungsphase. Steckt hier noch viel mehr Potenzial als nur UV-Scanner, HBM & CoWos?

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Daniel Romero@HyperTechInvest·1d

@MoMoMacro Is that worth such a premium? Specially when the company lacks execution proof without Trina

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MoMoMacro@MoMoMacro·1d

@HyperTechInvest But $TE's already producing domestically at scale.

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Daniel Romero@HyperTechInvest·2d

If you like $TE, you’ll love $TOYO Same theme: U.S. solar manufacturing + domestic content + tariff reshoring Different valuation Market value → $TE: ~$2.4B market cap / $2.7B EV post-raise → $TOYO: $510M market cap / ~$500M EV So $TE trades at roughly 4.6x TOYO’s market cap and around 5x+ TOYO’s EV 2026 production → $TE: 3.1–4.2GW module production guide from G1_Dallas → $TOYO: 5.5–5.8GW solar cell shipments + 1.0–1.3GW module shipments Q1 financials → $TE: $178M revenue / 16.4% gross margin / $9.1M adjusted EBITDA / -$72.9M operating cash flow → $TOYO: $143M revenue / 33.5% gross margin / $48.3M adjusted EBITDA / +$33.4M operating cash flow $TE has more slightly more revenue $TOYO has better margins, EBITDA conversion, profitability, and cash generation Expansion plans → $TE: 5GW G2_Austin TOPCon cell plant, with first 2.1GW phase targeted for initial production in Q4 2026 → $TOYO: 1.5GW Houston HJT cell plant, co-located with its U.S. module facility $TE is the larger U.S. platform $TOYO is the cheaper earnings/capacity play → Acquiring KORE Power for about $32M EV makes $TE more diversified across solar + BESS + data center power infrastructure, but it does not erase the valuation gap Balance sheet → $TE: better working capital, but heavier debt/preferred/convertible structure and still funding G2 → $TOYO: tighter liquidity, negative working capital, and Houston funding risk So the apples-to-apples conclusion is: → $TE = bigger, more institutional U.S. policy platform → $TOYO = smaller, already profitable, and trading at a fraction of the valuation

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Daniel Romero

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