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![rrdas Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::18376983.png) Jack [@rrdas](/creator/twitter/rrdas) on x XXX followers
Created: 2025-07-17 17:00:32 UTC

All semi not $NVDA $TSM , many drop like $INTC at earnings.

$SMH XXX to XXX in XX weeks.

Semiconductor are high capex, its Tariff era.

All semi  $SMH $AMD $AVGO $QCOM $ASML $LRCX $AMAT $TXN $NXPI $ON $MPWR $SNPS $ARM & even $QQQ $SPY at peak.

All heading earnings at vix low.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945891378048757857/c:line.svg)

**Related Topics**
[spy](/topic/spy)
[qqq](/topic/qqq)
[asml](/topic/asml)
[avgo](/topic/avgo)
[nvda](/topic/nvda)
[vix](/topic/vix)
[$qqq](/topic/$qqq)
[$arm](/topic/$arm)

[Post Link](https://x.com/rrdas/status/1945891378048757857)