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![KairosPraxis Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1886165457599700992.png) Kairos [@KairosPraxis](/creator/twitter/KairosPraxis) on x XXX followers
Created: 2025-07-23 23:19:24 UTC

@compoundpapi X. Gross Margins will never hit peak (75%) again due to structural issues (tariffs, cogs, TSM, etc.)

X. Airpocket as chip demand slows down and robotics/etc don't pick up. 

X. Weak networking revenue. 

X. Huawei comes up with alternative.

X. AMD/Asics will replace NVDA.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948161050190168331/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[huawei](/topic/huawei)
[tariffs](/topic/tariffs)
[taiwan semiconductor](/topic/taiwan-semiconductor)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/KairosPraxis/status/1948161050190168331)