[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.]

![davey_juice Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1454132363529699329.png) Frank Slootman’s Abandoned Projects [@davey_juice](/creator/twitter/davey_juice) on x 4460 followers
Created: 2025-07-24 15:44:56 UTC

$ASML Dumb take - they won’t even talk about 2026, didn’t even commit to not being ex-growth. Best positioned i see is still $nvda $tsm or $alab take your pick. Just my opinion. Push back on me if you disagree :)


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948409070152475077/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[asml](/topic/asml)
[$tsm](/topic/$tsm)
[$asml](/topic/$asml)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)
[taiwan semiconductor](/topic/taiwan-semiconductor)
[$alab](/topic/$alab)

[Post Link](https://x.com/davey_juice/status/1948409070152475077)