HeyJaredDaniel Romero
Tech-focused equity analyst delivering deep, data-driven research on the companies shaping the future
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 1, 2026
Latest issues
The Math Behind the Next AI Rally (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!Kdy-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1b4c895-361e-4232-a418-99e10662b981_3344x1882.pn
Portfolio Update: All My Positions (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!NODV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe1832352-058d-441c-8a3b-bd46b40e4e52_1672x9
Portfolio Update: Part 1 (opens the original)
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Portfolio Update<img alt="" class="sizing-normal" height="1015" src="https://substackcdn.com/image/fetch/$s_!0EbU!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F57900702-5511-4f35-aed7
The Best Stocks I Found at SEMICON (opens the original)
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<img alt="" class="sizing-normal" height="704" src="https://substackcdn.com/image/fetch/$s_!rOSZ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2477e2db-e181-4990-aca1-90bf3a5458d7_1804x8
SEMICON Taiwan: Inside the FOPLP Revolution (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!GWqy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F436178d5-2fd6-4a12-a65f-c2838a1a1056_1672x941.png"
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