DanielRomero

Age 0.4 Yıl

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Chinese startup EngineAI showcased its combat humanoid robot at CES
Instead of chasing factory robots, the company raised $140 million to build a humanoid fully focused on power and movement

AT-0,53%

ON-1,3%

POWER2,1%

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DanielRomero

11h ago

The US wants a Moon base
It will be built by private companies, and it is likely to become a hypeable investment theme in the coming years, particularly if it turns into an international race
Learn how to invest in it

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DanielRomero

21h ago

My prediction for $NBIS this year:
Uneventful first half
Explosive second half
ATHs crushed by EOY

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DanielRomero

01-08 02:30

Gen AI Website Worldwide Traffic Share
→ $GOOG's Gemini surpassed the 20% share benchmark
→ Grok surpasses 3% and is approaching DeepSeek
→ ChatGPT drops below the 65% mark

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DanielRomero

01-08 00:29

$AMD may revive older chips as DDR5 prices surge
AMD is exploring plans to reintroduce older AM4 desktop processors as soaring DDR5 memory prices push PC builders toward budget alternatives
The potential move comes as DDR5 memory prices have surged by 250% to 400% since September 2025

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DanielRomero

01-07 18:33

$INTC clearly needed this CEO change
Impressive turnaround so far
It seems they’re getting new tailwinds each week

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DanielRomero

01-07 16:58

ChatGPT’s market share has gone from 87% to 64%
• $GOOG's Nano Banana is clearly better for images
• Claude Opus is better for code
• Antigravity has excellent reviews for AI agents
• In terms of reasoning, which was the one area where ChatGPT clearly excelled, Gemini is now very close, if not already superior
Without a clear advantage, how do you justify the valuations OpenAI is currently negotiating?

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DanielRomero

01-07 01:26

4 Main Announcements from $AMD at CES
• MI400 product portfolio
• AMD Ryzen AI Halo
• AMD-powered GENE.01 humanoid robot
• MI500 AI accelerator for 2027

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DanielRomero

01-06 17:13

$SOFI has to be more transparent with equity offerings
You don’t raise $1.5B without a clear plan, and then fail to give a direct explanation for why, as a financially healthy company
Dilution like this should be for acquisitions, not for arbitrage of share price surges

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DanielRomero

01-06 16:38

$AMD's MI455X new compute trays are massive compared to $NVDA's

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DanielRomero

01-06 03:33

More information on $AMD's next AI accelerator: MI500
▪ Up to 1,000× performance improvement versus MI300X
▪ Built on a 2 nm process
▪ HBM4E memory
▪ CDNA 6 architecture

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DanielRomero

01-06 03:17

$AMD announces its new data center portfolio:
▪ Helios: Hyperscale AI rack featuring 72 GPUs powered by MI455X
▪ Develop-to-deploy 8-GPU enterprise platform based on MI440X
▪ Hybrid platform combining Venice-X CPUs and MI430X

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DanielRomero

01-06 01:00

The screenshots are coming back!
Yeah, I’m up 14.3% YTD as well
Who cares
Wealth is made in years, not weeks

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DanielRomero

01-06 00:49

$INTC claims their new Intel Core Ultra X9 outperforms $NVDA Jetson Orin

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DanielRomero

01-05 23:24

American consumers look in good shape, according to Bank of America data, despite popular sentiment

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DanielRomero

01-05 23:23

$NBIS to offer NVIDIA Vera Rubin NVL72 in US and Europe from H2 2026
Dave Salvator, director of accelerated computing products, $NVDA, said:
“Leading in the era of agentic AI requires infrastructure that is purpose-built for scale, performance, reliability and cost efficiency. Nebius’s AI-native infrastructure will enable customers to deploy NVIDIA Rubin–powered AI applications in production with confidence.”

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DanielRomero

01-05 16:17

One of the biggest fumbles in recent years:
- SoftBank sold 80% of Boston Dynamics for just $1.1B
- Surprisingly, no one in the US acquired it at a $1.4B valuation in the middle of the post-pandemic bubble
It could have added tens of billions in equity value to any US company
Figure AI is valued at $39B...

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DanielRomero

01-05 01:03

I have outperformed the $SPY for 4 consecutive years
I don’t expect 2026 to be any different
In fact, I believe 2026 will be better than 2025
My portfolio is ready for it
Feel free to check it out