Daniel Romero @HyperTechInvest
Growth investor // Daily stock commentary // Investing in the future, for the future hypertechinvest.substack.com Georgia Joined April 2024-
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The Stock Market according to X: $NVO $ASML $DUOL $TSM $NBIS $IREN $CSU $CRM $BABA $DLO $AAPL $MSFT $GOOGL $AMZN $META $NVDA $TSLA $HIMS $LULU $BMNR $AMD $ASTS $PYPL $GRAB $FOUR $NU $ROOT $LMND $MELI $CRWV $MU $INTC $SOFI $HOOD $UNH $ALAB $PLTR $CIFR $EOSE $KTOS $ONDS $RKLB
“Repeatable datacenter blueprint” With all due respect, $IREN barely has 50 MW of online GPU capacity projected for the next few months I like $IREN, but they’re not proven in the AI space yet
“Repeatable datacenter blueprint” With all due respect, $IREN barely has 50 MW of online GPU capacity projected for the next few months I like $IREN, but they’re not proven in the AI space yet
I’m seeing some $IREN shareholders getting hyped after the CEO’s latest interview about focusing on AI cloud But there’s nothing new here In the latest presentation, they already mentioned wanting 150 MW worth of $NVDA GPUs just to start
The last valuation round of Anduril at a $30.5B valuation was 8x oversubscribed Small public defense companies are probably going up partly because institutions can’t simply buy enough Anduril Tremendous
I just had a vision from 2040
We can all agree this was insanely cheap, right?
🚨 New Interview on $NBIS $NBIS Chief Revenue Officer: "Our European roots give us a unique advantage in discussions around software requirements and in supporting countries’ interest in operating infrastructure separate from the United States. We are working with several…
$NBIS Chief Revenue Officer: "We have lined up 1 GW, and we are continuing to build plants to scale that to multiple gigawatts in the foreseeable future."
🚨JUST IN: $NBIS Chief Revenue Officer: "What’s ahead of us is dramatically greater than what we have already reported and shown."
🚨 New Interview on $NBIS $NBIS Chief Revenue Officer: "You can think of us as a full-stack capable supplier, similar to what AWS did for traditional labs, but tuned and focused on AI requirements."
🚨 $NVDA to host Advancing U.S. Quantum Leadership Panel on October 28th It will be part of GTC Washington
I’m not bearish on semis If tariffs are imposed, I’m sure they’ll consider the current supply chain Winning in AI is the top priority for the US If anything, US manufacturing plays have become more interesting $MU is the most obvious and high-quality play here
The Trump Administration wants to bring chip manufacturing back to America Here are some plays so you can profit off it: $MU (Micron) — The largest US-based memory foundry, producing DRAM, NAND, and HBM in Idaho, Virginia, and Utah. The only American supplier of advanced HBM…
I hope people understand that if this happens, all the data center plays could drop by 30–70% Including $NVDA
$MU has the cleanest story when it comes to being a US-based foundry powerhouse
$AMD is forcing a 4.5T company to push the pace of innovation $NVDA trades at 20x $AMDs I’m not asking for 1x, not for 2x, not for 3x Give me a 10x and it’s a 100% return Bridge the gap
🚨 JP Morgan gives $IREN a $24 price target with a Sell rating Analyst Reginald Smith expressed concern that the current share price appears to be pricing in expectations of a data center colocation deal exceeding 1 GW in scale Such a deal would represent a record-setting…
Are these glasses bearish or bullish? $NVDA
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