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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 4413 followers
Created: 2025-07-17 13:47:25 UTC

@Invesquotes Everyone has to do what’s for themselves- I just keep saying and have been saying for months why own other semi names not named $tsm / $nvda especially those with slower growth and higher multiples. These are your big AI winners out of large caps.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945842779059359832/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[coins ai](/topic/coins-ai)
[$tsm](/topic/$tsm)
[taiwan semiconductor](/topic/taiwan-semiconductor)
[stocks technology](/topic/stocks-technology)
[$nvda](/topic/$nvda)

[Post Link](https://x.com/davey_juice/status/1945842779059359832)