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![spencer_ne58806 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1842673353179471872.png) Spencer Nelson [@spencer_ne58806](/creator/twitter/spencer_ne58806) on x XX followers
Created: 2025-07-22 10:04:10 UTC

Strong global moats like $TSM $NVO and $ASML build the base. Growth drivers such as $DLO $AMZN and $BLDR provide momentum. For smart asymmetric upside without the hype, look $OSCR .
Add $SMCI and $NVDA for AI plays, $HOLO and $MAAS rounding out the long-tail tech opportunities.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947598536767324620/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[bldr](/topic/bldr)
[amzn](/topic/amzn)
[asml](/topic/asml)
[$maas](/topic/$maas)
[$holo](/topic/$holo)
[coins ai](/topic/coins-ai)
[$bldr](/topic/$bldr)

[Post Link](https://x.com/spencer_ne58806/status/1947598536767324620)