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![SemiconAlpha Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2802935588.png) William Keating [@SemiconAlpha](/creator/twitter/SemiconAlpha) on x XXX followers
Created: 2025-07-18 08:55:55 UTC

Resumption of H20 sales to China not yet baked into forecast, an army of ex Intel employees coming on the job market & potential US$/NT$ Fx trend reversal all possible tailwinds in the coming quarters

![](https://pbs.twimg.com/card_img/1946131825564561408/5fCWfX6i?format=jpg&name=800x419)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946131811480018988/c:line.svg)

**Related Topics**
[$nt](/topic/$nt)
[china](/topic/china)

[Post Link](https://x.com/SemiconAlpha/status/1946131811480018988)