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![longoption Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1577787296408928257.png) Contrarian Capital [@longoption](/creator/twitter/longoption) on x 4546 followers
Created: 2025-07-23 15:57:01 UTC

I’m still bullish as hell on $AMD 

Lisa Su is a generational CEO, full stop. 

They just took >50% share in enterprise CPUs 

Their GPUs are set to overtake $NVDA for inference 

But I see less downside risk with $ASML, and that’s important in this market. I would rather go for the downside protection here.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948049723002085725/c:line.svg)

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

[Post Link](https://x.com/longoption/status/1948049723002085725)