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![sonofabeach56 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3144975525.png) $LB 🇺🇸 $KASUSD 🌙 [@sonofabeach56](/creator/twitter/sonofabeach56) on x XXX followers
Created: 2025-07-18 19:49:24 UTC

a little leadership change incoming post opex into the coming semiconductor tarrifs?

potential for software outperform semis, a little bit of dollar strength, a little tougher to trade? $igv vs $smh

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

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946296264007524713/c:line.svg)

**Related Topics**
[$soxx](/topic/$soxx)
[bitch](/topic/bitch)
[$igv](/topic/$igv)
[currency pairs](/topic/currency-pairs)
[money](/topic/money)
[tarrifs](/topic/tarrifs)
[$0981hk](/topic/$0981hk)
[$kasusd](/topic/$kasusd)

[Post Link](https://x.com/sonofabeach56/status/1946296264007524713)