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![cfromhertz Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::801116888.png) Christian Fromhertz 🇺🇸 [@cfromhertz](/creator/twitter/cfromhertz) on x 89.3K followers
Created: 2025-07-22 14:40:55 UTC

Nice timely note from Goldman / Bloomberg this morning on Semis $SMH being overcrowded

![](https://pbs.twimg.com/media/GweB0IaWsAAxsMR.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947668182426391003/c:line.svg)

**Related Topics**
[bloomberg](/topic/bloomberg)
[$smh](/topic/$smh)
[coins layer 1](/topic/coins-layer-1)

[Post Link](https://x.com/cfromhertz/status/1947668182426391003)