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Daniel Romero

@HyperTechInvest • 40,344 subscribers

I share high-conviction tech stock picks across semis, data centers, and AI Join 13,000+ readers at https://t.co/poHmmww9Vk

Shorts

$NBIS 🚨 New Data Center in Israel Video from Reddit user Chance-Shift-8516

$NBIS 🚨 New Data Center in Israel Video from Reddit user Chance-Shift-8516

39,876 görüntüleme

$AMD is ready for US Manufacturing 5th generation EPYC processors will be their first product manufactured in Arizona

$AMD is ready for US Manufacturing 5th generation EPYC processors will be their first product manufactured in Arizona

38,347 görüntüleme

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$AMD 🚨 Lisa Su said the quiet part out loud Again, no one caught it You can thank me later Listen to her: “As much as we love working with OpenAI, we’re working with other customers as well. There’s a lot of excitement around the industry about MI450, and we’re ready for it.” she said while she could barely hold her smile The moment she starts talking about validation, you can see her carefully choosing her words, not wanting to spill the beans She ends the comment with a proud, happy face If you know, you know.

$AMD 🚨 Lisa Su said the quiet part out loud Again, no one caught it You can thank me later Listen to her: “As much as we love working with OpenAI, we’re working with other customers as well. There’s a lot of excitement around the industry about MI450, and we’re ready for it.” she said while she could barely hold her smile The moment she starts talking about validation, you can see her carefully choosing her words, not wanting to spill the beans She ends the comment with a proud, happy face If you know, you know.

570,838 görüntüleme • 8 ay önce

🚨Lisa Su dropped a bombshell Yet nobody has caught it $AMD's MI450 will use 2nm technology, while $NVDA's Rubin will use 3nm A massive power and efficiency advantage This is breaking news, and I don’t understand why nobody is reporting it

🚨Lisa Su dropped a bombshell Yet nobody has caught it $AMD's MI450 will use 2nm technology, while $NVDA's Rubin will use 3nm A massive power and efficiency advantage This is breaking news, and I don’t understand why nobody is reporting it

508,701 görüntüleme • 8 ay önce

Jim Cramer asked $AMD's Lisa Su the uncomfortable question: "NVIDIA didn’t give equity to $META. Neither did $GLW. So why is $AMD doing it?"

Jim Cramer asked $AMD's Lisa Su the uncomfortable question: "NVIDIA didn’t give equity to $META. Neither did $GLW. So why is $AMD doing it?"

206,433 görüntüleme • 3 ay önce

$CRWV CEO on Michael Burry’s depreciation fears "It's nonsense. It’s a debate brought to the front by traders who have short positions in the stock."

$CRWV CEO on Michael Burry’s depreciation fears "It's nonsense. It’s a debate brought to the front by traders who have short positions in the stock."

42,473 görüntüleme • 2 ay önce

🚨JUST IN: $NBIS Chief Revenue Officer: "What’s ahead of us is dramatically greater than what we have already reported and shown."

🚨JUST IN: $NBIS Chief Revenue Officer: "What’s ahead of us is dramatically greater than what we have already reported and shown."

107,793 görüntüleme • 8 ay önce

$NVDA's CEO Jensen Huang to $IONQ's Peter Chapman: "You're going to be much bigger than NVIDIA. We are gonna be a relic of the past"

$NVDA's CEO Jensen Huang to $IONQ's Peter Chapman: "You're going to be much bigger than NVIDIA. We are gonna be a relic of the past"

126,660 görüntüleme • 1 yıl önce

$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 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

18,257 görüntüleme • 3 ay önce

$NBIS CEO Arkady Volozh expects Nebius to reach more than 1 GW of data center capacity by 2026 Today they have 25 MW That's a 40x increase in data center capacity in less than 2 years

$NBIS CEO Arkady Volozh expects Nebius to reach more than 1 GW of data center capacity by 2026 Today they have 25 MW That's a 40x increase in data center capacity in less than 2 years

53,938 görüntüleme • 1 yıl önce

"Beast is the next $SOFI, $HOOD, $CHYM combined" — Tom Lee, Chairman of $BMNR

"Beast is the next $SOFI, $HOOD, $CHYM combined" — Tom Lee, Chairman of $BMNR

19,787 görüntüleme • 4 ay önce

$AMD wants to outpace $NVDA Anush Elangovan just said the MI400 is coming "in less than 12 months" In contrast, $NVDA's Vera Rubin, its closer competitor, is coming in late 2026 No catching up anymore for $AMD?

$AMD wants to outpace $NVDA Anush Elangovan just said the MI400 is coming "in less than 12 months" In contrast, $NVDA's Vera Rubin, its closer competitor, is coming in late 2026 No catching up anymore for $AMD?

35,123 görüntüleme • 11 ay önce

Martin Shkrelli giving his opinion on $NBIS Being good at one thing made him tremendously arrogant Now he gives opinions just by taking a quick look at a company’s homepage Imagine valuing AWS and Azure using book value 😂

Martin Shkrelli giving his opinion on $NBIS Being good at one thing made him tremendously arrogant Now he gives opinions just by taking a quick look at a company’s homepage Imagine valuing AWS and Azure using book value 😂

18,568 görüntüleme • 9 ay önce

$NVDA CEO Jensen Huang’s explanation of: — B200 — B300 — NVSwitch — NVLink You need to understand the technology to become a successful technology investor And this is one of the clearest and most simplified explanations you’ll find

$NVDA CEO Jensen Huang’s explanation of: — B200 — B300 — NVSwitch — NVLink You need to understand the technology to become a successful technology investor And this is one of the clearest and most simplified explanations you’ll find

20,982 görüntüleme • 1 yıl önce

Jensen Huang on Quantum computing during the latest $NVDA keynote "All future supercomputers will have quantum accelerators." $IONQ $HON $IBM $RGTI $QBTS $MSFT $GOOG

Jensen Huang on Quantum computing during the latest $NVDA keynote "All future supercomputers will have quantum accelerators." $IONQ $HON $IBM $RGTI $QBTS $MSFT $GOOG

19,016 görüntüleme • 1 yıl önce

Higgsfield is one of the most advanced video AI startups in the world. They run inference on the $NBIS AI Cloud and on $AMD accelerators provided by TensorWave Two of my favourite companies providing top-notch service for the next generation of AI

Higgsfield is one of the most advanced video AI startups in the world. They run inference on the $NBIS AI Cloud and on $AMD accelerators provided by TensorWave Two of my favourite companies providing top-notch service for the next generation of AI

17,765 görüntüleme • 1 yıl önce

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