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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 4404 followers
Created: 2025-07-17 15:53:49 UTC

@TalentNotHaver Estimates show only 2025 as a big year. Looks like they expect drop off to 15-16% XX & XX and we know how cyclical that stock is. I wouldn’t trust it as much as $nvda / $tsm because you have to time the cycle very hard with that one


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945874591122948468/c:line.svg)

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

[Post Link](https://x.com/davey_juice/status/1945874591122948468)