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![Arya__Deniz Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1714446178631233536.png) Arya Deniz [@Arya__Deniz](/creator/twitter/Arya__Deniz) on x 1274 followers
Created: 2025-07-15 04:18:50 UTC

@bgurley I feel like even as a venture capitalist, instead of allocating to these companies and at best getting ~20-25% IRR over 5-years, the right move is to allocate the capital to $NVDA, $AMD, $TSM, $BABA, Xiaomi et al.

Not a VC move but still, especially with what’s going on at $META


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944974914412535908/c:line.svg)

**Related Topics**
[meta](/topic/meta)
[baba](/topic/baba)
[nvda](/topic/nvda)
[$meta](/topic/$meta)
[$1810hk](/topic/$1810hk)
[xiaomi](/topic/xiaomi)
[$baba](/topic/$baba)
[$tsm](/topic/$tsm)

[Post Link](https://x.com/Arya__Deniz/status/1944974914412535908)