Substack

Daniel Romero

Everything we have picked from this writer, newest first.

IREN says contracted AI-cloud ARR will rise from $1 billion to $4 billion by year-end, supported by GPU customer prepayments, financing and…

Daniel Romero Aug 29

AI semiconductor stocks sold off as Meta’s planned compute business revived overcapacity fears, sending SOXX down 13% in two sessions and…

Daniel Romero Jul 4