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![davey_juice Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1454132363529699329.png) Frank Slootman’s Abandoned Projects [@davey_juice](/creator/twitter/davey_juice) on x 4394 followers
Created: 2025-07-15 02:42:55 UTC

Just happy w exposure to $nvda and $alab and a bit of $tsm those are the most obvious plays in semi land to me and all growing fast enough with decent enough valuation to make a case for at least 1-2 of the X. I don’t see reasons to own other semis atm. what other names do u see?


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944950778700976362/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[atm](/topic/atm)
[decent](/topic/decent)
[$tsm](/topic/$tsm)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)
[$alab](/topic/$alab)
[taiwan semiconductor](/topic/taiwan-semiconductor)

[Post Link](https://x.com/davey_juice/status/1944950778700976362)