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![jonnagap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1311905122193211392.png) Jonnagap [@jonnagap](/creator/twitter/jonnagap) on x XXX followers
Created: 2025-07-22 19:14:07 UTC

No direct competitors = No downward pricing pressure. Long $TSM is all I am thinking

$NVDA may have to share a couple of slices of the cake with $AMD and others. Still super bullish for $NVDA

The only one that gets to keep the whole cake for the foreseeable future is $TSM. Intel didn’t even get the party invite.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947736935855698359/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[$amd](/topic/$amd)
[$tsm](/topic/$tsm)
[taiwan semiconductor](/topic/taiwan-semiconductor)
[stocks technology](/topic/stocks-technology)
[$nvda](/topic/$nvda)
[advanced micro devices](/topic/advanced-micro-devices)

[Post Link](https://x.com/jonnagap/status/1947736935855698359)