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![PythiaR Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1136680950769651712.png) Pythia Capital, No Brainer [@PythiaR](/creator/twitter/PythiaR) on x 62.1K followers
Created: 2025-07-23 03:35:09 UTC

NVDAs success is going to probably drive a lot of the other 2, and if they’re successful at maintaining their value capture which is a big if, then it may be an expensive short. Jensen isn’t just angling for AI he’s angling for robotics and everything else. 

I think it’s easier to just be long ASML and TSM without the short tbh


XXX engagements

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**Related Topics**
[asml](/topic/asml)
[robotics](/topic/robotics)
[coins ai](/topic/coins-ai)
[taiwan semiconductor](/topic/taiwan-semiconductor)
[stocks technology](/topic/stocks-technology)

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