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![longoption Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1577787296408928257.png) Contrarian Capital [@longoption](/creator/twitter/longoption) on x 4561 followers
Created: 2025-07-24 03:58:11 UTC

My view is that, broadly, the thesis of “we will have more AI” is a winning one 

From here, $ASML is the lowest risk, followed by $TSM, followed by $GOOG/$AMZN/$MSFT, followed by $NVDA/$AMD, followed by neoclouds like $NBIS $IREN $CRWV 

Each level up has more potential returns to go with the higher downside risk. Only the neoclouds have any chance of going to 0, IMO


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948231209068200432/c:line.svg)

**Related Topics**
[iren](/topic/iren)
[nvda](/topic/nvda)
[msft](/topic/msft)
[amzn](/topic/amzn)
[goog](/topic/goog)
[asml](/topic/asml)
[imo](/topic/imo)
[$amd](/topic/$amd)

[Post Link](https://x.com/longoption/status/1948231209068200432)