[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![longoption Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1577787296408928257.png) Contrarian Capital [@longoption](/creator/twitter/longoption) on x 4632 followers
Created: 2025-07-23 15:48:00 UTC

As the first move of my flight to safety, given frothy economic conditions: I have sold out of $AMD to move the entire position to $ASML 

I remain incredibly bullish on $AMD. After being up anywhere from 50-70% in just a few months time, it was tough to see this name do a 2X from here quickly. I still think they’ll outperform, but a P/E over XXX is a risk. 

$ASML is currently a stock drowning in fear, and stands to benefit from the same AI tailwinds that are fueling $NVDA $AMD and $TSM. They have a monopoly. I think this is both a safer investment and one that’s likely to do better over the next 1-2 years.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948047454315659540/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[2x](/topic/2x)
[$asml](/topic/$asml)
[$amd](/topic/$amd)
[advanced micro devices](/topic/advanced-micro-devices)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/longoption/status/1948047454315659540)