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![AlternateTrader Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::902372100.png) Alternate Trader [@AlternateTrader](/creator/twitter/AlternateTrader) on x 1048 followers
Created: 2025-07-17 12:16:58 UTC

Taiwan Semi $TSM reported earnings last night and confirmed that the AI play remains intact. The AI infrastructure buildout continues.

Bodes well for the other semis $NVDA, $AVGO, $AMD and others as well.

I have been trying to get a good entry point in $SMH and not been successful so far. I have learned to let it come to me. 

I am long $BULZ which is a leveraged play and has several of the semis as underlying. To me it is the best leveraged play at this time.

I am also long $NVDL which is a 2x leveraged play on $NVDA.

#semiconductor #Trending #Bullish

![](https://pbs.twimg.com/media/GwDwF-8XAAA5OqF.jpg)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945820015871008819/c:line.svg)

**Related Topics**
[avgo](/topic/avgo)
[nvda](/topic/nvda)
[$bulz](/topic/$bulz)
[$amd](/topic/$amd)
[coins ai](/topic/coins-ai)
[$tsm](/topic/$tsm)
[taiwan](/topic/taiwan)
[trader](/topic/trader)

[Post Link](https://x.com/AlternateTrader/status/1945820015871008819)