Daniel Romero

My portfolio ended the year up 80.4% TTM performance stands at 91.2% My 3-year compounded return now stands at 522% This is my portfolio entering 2026: hypertechinvest.com/p/portfolio-sp…

@HotAisle I shared the source

@HyperTechInvest A100!? No way. Something is wrong.

$AMD and BlueQubit ran the largest single-GPU quantum simulation yet, reaching 34 qubits on an AMD MI300X The MI300X is on par with the $NVDA A100 in terms of simulation time. Memory is the hardest constraint to overcome in quantum simulation. Future systems like Helios will allow for 41 qubits on a single rack

$MU guided gross margins of 81% $NVDA guided gross margins of 75% Memory is more premium than an $NVDA system

@fundmyfund X has killed the reach of this post for some reason. Maybe it’s because of the mention of a certain country.

@HyperTechInvest you will wake them....

🚨 Co-CEO of $ONDS Israel, Oshri Lugassy, is also the owner of the consulting firm Target Solutions, which holds a 30% stake in Indo, the latest company acquired by $ONDS This can raise suspicions of a conflict of interest Six years ago, Lugassy was appointed chairman of drone company Aerodrome Group Aerodrome’s offices were raided by the Israel Securities Authority as part of an investigation into senior executives on suspicion of securities law violations

#google_vignette" target="_blank" rel="nofollow noopener">calcalistech.com/ctechnews/arti…

Cantor Fitzgerald raises $MU price target to $700 Barclays sees "no sign of this train slowing down." Cycle peak likely not coming until 2027 or 2028

$MU These earnings confirm what was obvious after $NVDA earnings Large cap semi earnings are irrelevant. What matters is visibility for 2027 onward In 2026, at least for H1, the upside is more in small and mid caps in semis, less exposed to the overall CAPEX cycle

Summary of all $NBIS converts and possible dilution Total possible dilution, including warrants: 26% Total capital raised: $10.8B Weighted average conversion price: $130/share 2029 Notes Principal: $500M Coupon: 2.00% Initial conversion price: $51.45 Effective conversion price at maturity: $61.74 Max shares if fully stock-settled: 9.72M 2031 Notes Principal: $500M Coupon: 3.00% Initial conversion price: $51.45 Effective conversion price at maturity: $64.31 Max shares if fully stock-settled: 9.72M 2030 Notes Principal: $1.58B Coupon: 1.00% Initial conversion price: $138.75 Effective conversion price at maturity: $159.56 Max shares if fully stock-settled: 11.40M 2032 Notes Principal: $1.58B Coupon: 2.75% Initial conversion price: $138.75 Effective conversion price at maturity: $159.56 Max shares if fully stock-settled: 11.40M 2031 Notes Principal: $2.25B Coupon: 1.250% Initial conversion price: $183.22 Effective conversion price at maturity: $219.86 Max shares if fully stock-settled: 12.28M 2033 Notes Principal: $1.75B Coupon: 2.625% Initial conversion price: $180.31 Effective conversion price at maturity: $216.37 Max shares if fully stock-settled: 9.71M Potential extra March over-allotment Additional notes available: $337.5M of 2031s and $262.5M of 2033s Extra max shares if fully exercised: 3.30M

$AMD and Samsung Expand Strategic Collaboration on Next-Generation AI Memory Solutions The companies will collaborate on industry-leading HBM4 supply for AMD Instinct MI455X GPUs and next-generation DDR5 solutions for AMD EPYC processors and the AMD Helios platform “Samsung and AMD share a commitment to advancing AI computing, and this agreement reflects the growing scope of our collaboration,” said Young Hyun Jun, Vice Chairman & CEO of Samsung Electronics. “From industry-leading HBM4 and next-generation memory architectures to cutting-edge foundry and advanced packaging, Samsung is uniquely positioned to deliver unrivaled turnkey capabilities that support AMD’s evolving AI roadmap.” “Powering the next generation of AI infrastructure requires deep collaboration across the industry,” said Dr. Lisa Su, Chair and CEO of AMD. “We are thrilled to expand our work with Samsung, bringing together their leadership in advanced memory with our Instinct GPUs, EPYC CPUs and rack-scale platforms. Integration across the full computing stack, from silicon to system to rack, is essential to accelerating AI innovation that translates into real-world impact at scale.”

$NBIS announces proposed private offering of $3.75 billion of convertible senior notes The offering consists of: •$2.0 billion of convertible notes due 2031 •$1.75 billion of convertible notes due 2033 Nebius also expects to give the initial purchaser an over-allotment option for up to: •$300 million of additional 2031 notes •$262.5 million of additional 2033 notes The company said the proceeds will be used to support the continued growth of the business, including: •construction and build-out of data centers •development of its full-stack AI cloud •expansion of its data center footprint •procurement of key components, including GPUs •general corporate purposes The notes will be senior unsecured obligations and will pay interest semi-annually. Holders will be able to convert the notes in certain circumstances. Nebius may settle conversions in cash, Class A shares, or a combination of both, at its election. The 2031 notes mature on March 15, 2031, and the 2033 notes mature on March 15, 2033, unless earlier repurchased, redeemed, or converted. The notes include an accretion schedule so that the amount payable at maturity reaches 120% of the original principal amount for each series. However, conversion terms will be based on the original principal amount, not the accreted amount. Nebius may not redeem: •the 2031 notes before March 20, 2029 •the 2033 notes before March 20, 2030 except in certain tax-related cases. After those dates, the notes can be redeemed for cash only under certain conditions, including if the Class A share price exceeds 130% of the relevant conversion threshold for a specified period. If certain corporate events amounting to a fundamental change occur, holders may require Nebius to repurchase the notes for cash. The interest rate, initial conversion rate, and other final terms will be determined when the offering is priced. The securities are not registered under the Securities Act and may only be offered or sold pursuant to an exemption.

I dont think most people are aware of how fast things are advancing NVIDIA’s last GTC event was eye-opening in several aspects A quick summary Bullish •Energy access to cheap clean energy first, then behind the meter, then utilities, solar, nuclear developments •Photonics (watch for those working with NVIDIA partners) •Memory (the shortage isnt ending anytime soon, focus on the leaders) •Physical AI suppliers (sensors, cameras, rare earths, all crucial and likely to hit a bottleneck at some point) •Advanced packaging specially next-gen 3D packaging. For this, and for silicon photonics, hybrid bonding is key •Data-rich businesses (AI can replace many things, but when it comes to data, it’s not competition, it’s fuel) •Critical materials (Jensen Huang expects over a trillion dollars to be poured into NVIDIA data center infrastructure from 2025 to 2027. When you combine that with the development and electrification of Southeast Asia, Africa, India, and Bangladesh, plus the modernization of the U.S. grid, together with a drop in copper supply expected from 2027 due to fewer and lower-grade mines, what you get is a very likely bullish copper cycle. 

But it goes beyond copper. Other critical materials like gallium, rhodium, antimony, and others are also at the epicenter when it comes to technology-driven shortages and price increases.)

Well, well, well

$MU enters high-volume production of HBM4 for NVIDIA Vera Rubin Micron said it has started volume shipments of its 36GB 12-high HBM4 in the first quarter of 2026, and the product is designed for NVIDIA Vera Rubin systems The company says the chip delivers over 11 Gb/s pin speed, more than 2.8 TB/s of bandwidth, around 2.3x the bandwidth of HBM3E, and over 20% better power efficiency Micron also said it has shipped samples of its 48GB 16-high HBM4, which increases capacity per HBM placement by 33% versus the 36GB 12-high version Beyond HBM, Micron said its 192GB SOCAMM2 is now in high-volume production. It is designed for NVIDIA Vera Rubin NVL72 systems and standalone NVIDIA Vera CPU platforms, enabling up to 2TB of memory and 1.2 TB/s of bandwidth per CPU Micron also said it is the first company to mass-produce a PCIe Gen6 data center SSD. Its Micron 9650 is built for AI training and inference workloads, supports up to 28 GB/s sequential read throughput and 5.5 million random read IOPS, and is optimized for NVIDIA BlueField-4 STX architecture. The company says it offers up to 2x the read performance of Gen5 and 100% higher performance per watt

$NVDA Announces Optical Scale-Up for the Next Feynman Supercomputer For the first time, $NVDA will use laser-based CPO technology to connect chips within a rack $LITE $COHR $AAOI $TSEM

$NVDA Announces the First Supercomputer with Groq Racks