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![_OliverVenture Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1611879784190992384.png) Oliver Venture [@_OliverVenture](/creator/twitter/_OliverVenture) on x 1325 followers
Created: 2025-07-20 15:10:56 UTC

@longoption Ok, thanks!
Where I know enough to offer disagreement, I'm also biased by having a position:
$HIMS, $CAVA, $UBER, $NVDA

Would also assume $TSM over $ASML given what we know about this admin's leanings thus far *AND* their respective managements ability to talk to the market.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946950960238231659/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[nvda](/topic/nvda)
[hims](/topic/hims)
[$asml](/topic/$asml)
[$tsm](/topic/$tsm)
[$hims](/topic/$hims)
[hims hers](/topic/hims-hers)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

[Post Link](https://x.com/_OliverVenture/status/1946950960238231659)