Daniel Romero @HyperTechInvest
Growth investor // Daily stock commentary // Investing in the future, for the future hypertechinvest.substack.com Bangkok Joined April 2024-
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$AMD has started collaborating with $IBM and $INTC to develop hybrid quantum computers What are the chances $AMD beats $NVDA in quantum?
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🚨 Hyperscaler AI spending is exploding Zuckerberg just said $600B is the lower range of $META investments for the next years This is going to benefit many data center suppliers Some stocks you might want to consider: ⸻ AI Hardware $NVDA | NVIDIA $AVGO | Broadcom $AMD |…
I’m researching small drone stocks All drones look great on a technological level, but very similar Dozens of companies are offering nearly identical products Where’s the moat? Some players like Anduril, Kratos, or AeroVironment develop more advanced technologies Others seem…
If $NBIS dips because Arkady sells shares It’s a buy-the-dip opportunity Don’t mistake noise for signal
$AMD held an AI Solutions Day in Taipei 🇹🇼 $AMD Taiwan’s Commercial Business Unit SVP, Lin Chien-cheng, said AI is moving from training and inference of large models to the rise of AI agents, driving higher demands on efficiency and platform flexibility With EPYC CPUs, Instinct…
⚠️ $AMD is down as $AVGO gains OpenAI as a client Are you buying today?
🚨 $AMD Announces AI DevDay 2025 It will take place in San Francisco on October 20, 2025
UBS expects $MU to continue gaining market share through 2026
What this means is that $NVDA believes in quantum computing But probably not so much in the publicly traded companies like $IONQ, $QBTS, $QUBT, and $RGTI
What this means is that $NVDA believes in quantum computing But probably not so much in the publicly traded companies like $IONQ, $QBTS, $QUBT, and $RGTI https://t.co/yhICS3uiys
$HON Quantinuum has raised funds from $NVDA and others at a $10 billion valuation $NVDA opened a quantum computing research lab in Boston earlier this year, collaborating with quantum firms including Quantinuum Quantinuum’s initial public offering is estimated to take place by…
$AMD CEO Lisa Su Visited the White House Today "We're trying to accelerate AI leadership for the United States, and certainly we think this Administration has done a lot for that... We're happy to be a part of this."
🚨 $NVDA will rent 10,000 of its own AI chips from the cloud firm Lambda for $1.3 billion over four years What does this mean for $NBIS? Even more constrained AI cloud supply That’s additional TAM unlocked for $NBIS
You can still buy $NBIS at a $15B enterprise value
AI Accelerator Roadmap: $NVDA $AMD $INTC $GOOG $AVGO $AMZN $MSFT $META $AAPL $ARM $SFTBY
$AMD is engaged with 40+ nations on Sovereign AI systems Some projects require U.S. export licenses, which $AMD is actively pursuing Unlocking these programs could be tens of billions in opportunity
Mag 7 companies from best to worst In my opinion: → $AMZN | Automation and HPC behemoth → $GOOG | TPUs and AI applications, vertical integration for the AI era → $NVDA | At the forefront of hardware and software AI systems → $META | Defining the future of the social…
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