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![JesseCohenInv Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::19534637.png) Jesse Cohen [@JesseCohenInv](/creator/twitter/JesseCohenInv) on x 134.4K followers
Created: 2025-07-19 13:41:30 UTC

AI Data Center Value Chain.

Keep it handy.

$NVDA $AMD $TSM $ARM $INTC $AVGO $MSFT $AMZN $MRVL $SMCI $ANET $MU $ASML

![](https://pbs.twimg.com/media/GwOXg-xXwAECtND.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946566065309282720/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[smci](/topic/smci)
[amzn](/topic/amzn)
[msft](/topic/msft)
[avgo](/topic/avgo)
[intc](/topic/intc)
[nvda](/topic/nvda)
[$asml](/topic/$asml)

[Post Link](https://x.com/JesseCohenInv/status/1946566065309282720)