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![Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::917111664289484800.png) Lee Shikoh [@Lee_Shikoh](/creator/twitter/Lee_Shikoh) on x 3155 followers
Created: 2025-07-22 13:54:38 UTC

Repeated >$250m call sweeps in $TSM (Sep & Oct $220–$200 strikes) and a chunky March XX $MSFT put hedge. Smart-beta crowd chasing AI supply-chain upside while overlaying long-dated downside protection.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947656536202834012/c:line.svg)

**Related Topics**
[msft](/topic/msft)
[250m](/topic/250m)
[coins ai](/topic/coins-ai)
[hedge](/topic/hedge)
[$msft](/topic/$msft)
[$tsm](/topic/$tsm)
[$250m](/topic/$250m)
[taiwan semiconductor](/topic/taiwan-semiconductor)

[Post Link](https://x.com/Lee_Shikoh/status/1947656536202834012)