Daniel Romero

7.5K posts

Daniel Romero

@HyperTechInvest

I share high-conviction tech ideas focused on long-term growth and outsized returns. Join 10,000+ readers at https://t.co/poHmmww9Vk

Spain Katılım Nisan 2024

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Daniel Romero@HyperTechInvest·27 Mar

You can go through all my work and portfolio with a free trial through the link below My portfolio’s 5-year performance has been 510% My 2025 performance was 90% Check the latest portfolio update here: hypertechinvest.com/p/portfolio-up…

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Daniel Romero@HyperTechInvest·5h

Remember the FUD a month ago about DIY memory prices on some Chinese retail stores 😂

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Daniel Romero@HyperTechInvest·5h

Now people know

Daniel Romero@HyperTechInvest

Why isn’t $INDI getting bid up after the CEO confirmed that Unitree and Figure AI use its lasers?

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Daniel Romero@HyperTechInvest·5h

What is happening with $NBIS would have been much more obvious if you had done your research a year ago The generational wealth opportunity was there. You just needed to lock in

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Daniel Romero@HyperTechInvest·6h

This is getting insane now

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Daniel Romero@HyperTechInvest·7h

hypertechinvest.com/p/my-new-micro…

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Daniel Romero@HyperTechInvest·7h

😴

Daniel Romero@HyperTechInvest

$LPK Look beyond the financials Have a long-term mindset Understand what’s coming

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Daniel Romero@HyperTechInvest·21h

Samsung is trading at 3x 2028 operating profit, according to Goldman Sachs estimates If the memory shortage is structural and becomes the standard for a couple of years longer than the market thinks, the re-rating in some stocks will be absurd

Jukan@jukan05

Goldman Sachs raises its Samsung Electronics operating profit forecasts: 2026: KRW 315tn ($213.7B) → KRW 355tn ($240.9B) 2027: KRW 307tn ($208.3B) → KRW 438tn ($297.2B) 2028: KRW 318tn ($215.8B) → KRW 495tn ($335.9B)

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Daniel Romero@HyperTechInvest·1d

Turns out $IREN got 20% upfront, while $NBIS got 40% from $MSFT Nebius has the best management team in the neocloud space

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Daniel Romero@HyperTechInvest·1d

39% YoY growth in 2027 on hyperscaler capex alone Now imagine the companies with the highest torque to this spending We’re going to see 50-100% YoY growth in certain companies continue through 2027 Insane times. The closer you think we are to a cycle top, the further it gets pushed back

Holger Zschaepitz@Schuldensuehner

Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year, up from a previous estimate of $765bn. For next year, the forecast has been lifted from $951bn to $1.1TRILLION. To put that into perspective, their 2026 spending alone would be roughly equal to what all non-tech companies in the S&P 500 spent combined in 2025. The expected ~$800bn for 2026 is nearly double 2025 levels and about three times what was spent in 2024.

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Daniel Romero@HyperTechInvest·1d

Casual performance from a free recommendation last year: $MU: +680% $NBIS: +619% $AMD: +286%

Daniel Romero@HyperTechInvest

Today is the time to invest in AI infrastructure stocks like $AMD, $MU, or $NBIS Tariffs or not, the need for compute for AI is in its early innings We’re going to need massive compute power for AI agents, LLMs, robotics, autonomous transportation, AI tools, image and video generation, 3D modeling, etc AI will be in every aspect of our lives, and it has to be powered. As uncertain as the short term may be, the long term is clear: humanity is going to be powered by AI, and we’ll need a lot of exaflops to get there I can’t see a future where AI infrastructure isn’t a $10+ trillion market And of course, many multi-trillion market cap companies will emerge from that. Make sure you don’t miss the train

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Daniel Romero@HyperTechInvest·1d

xAI reportedly has around 550,000 $NVDA H100 and H200 GPUs, but is only using about 11% of that fleet, equal to roughly 60,000 GPUs effectively utilized According to The Information, the key issue is not hardware availability, but software stack efficiency. At massive scale, idle time increases quickly because distributed training, data pipelines, scheduling, and analysis systems become harder to coordinate $META and $GOOG are reportedly achieving much better utilization, around 43% and 46%, because their internal software stacks are more mature xAI’s goal is to reach 50% utilization, but no timeline is given. The main path forward would be better infrastructure orchestration, training software, data pipeline optimization, and workload management

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Daniel Romero@HyperTechInvest·1d

The energy crisis is worsening ➡️ Shell CEO Wael Sawan warned that oil and LNG shortages could last for months and potentially into 2027, with around 900M barrels of oil already lost over the past two months ➡️Inventories have been used to fill the gap, but those buffers are now running low ➡️Enterprise Products Partners also warned that markets may be underestimating the impact of a prolonged Hormuz closure Depending on the scenario, 12M to 15M barrels per day of crude, refined products, propane, and petrochemical supply could be constrained ------- The disruption is now spreading beyond energy markets: ➡️California is seeing severe jet fuel pressure, with Asian exports to the state near decade lows ➡️Japan is facing supply risks for Toyota suppliers, with concerns around naphtha-derived products and aluminium. Even if the Strait reopens, shortages could last for months ➡️Peru may need more than $2B in private funding to avoid domestic fuel shortages because of higher crude costs

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Daniel Romero@HyperTechInvest·2d

Samsung, SK Hynix, and $MU are prioritizing HBM and advanced DDR5 for AI infrastructure, leaving less conventional DRAM and NAND available for PCs, smartphones, consoles, and storage devices ➡️ Microsoft raised Surface pricing, with the 13-inch Surface Pro moving from $999 to $1,499 ➡️ Lenovo said memory costs surged 40% to 50% last quarter, and warned that prices could double ➡️ Intel CEO Lip-Bu Tan reportedly said there may be no relief until 2028 ➡️ Leaks suggest Microsoft’s next console could potentially reach $1,200, depending on final specs and supply conditions ➡️ Bloomberg reportedly says the PS6 could be delayed to 2028 or 2029 due to memory constraints. __________________________ Smartphone shipments declined in Q1 2026: > IDC: down 4.1% YoY to 289.7M units > Counterpoint: down 6% YoY __________________________ ➡️ Qualcomm CEO Cristiano Amon reportedly blamed the decline 100% on the memory shortage ➡️ IDC now expects the full-year smartphone market to decline 12.9% ➡️ The shortage could last years __________________________ New meaningful capacity will not arrive quickly ➡️ Micron’s Idaho facility is not expected to produce meaningful output until 2028, and SK Hynix has reportedly already sold its entire 2026 production volume