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![djthomas Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::558223071.png) David Thomas [@djthomas](/creator/twitter/djthomas) on x 10K followers
Created: 2025-07-18 04:26:29 UTC

TSMC just posted a +61% profit jump.

It’s not just a chip stock — it’s the bottleneck of the AI age.

You can’t scale models without silicon.

And you can’t make silicon without $TSMC.

That’s why it’s in the NorthTech portfolio.

We don’t just chase narratives.

We allocate to the rails.

![](https://pbs.twimg.com/media/GwHOdmcXAAE1nJm.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946064005426290722/c:line.svg)

**Related Topics**
[$tsmc](/topic/$tsmc)
[coins ai](/topic/coins-ai)

[Post Link](https://x.com/djthomas/status/1946064005426290722)