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![no_cap_cap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::974537417960046592.png) VibeInvest5 [@no_cap_cap](/creator/twitter/no_cap_cap) on x XXX followers
Created: 2025-07-24 17:52:16 UTC

eww, why...?
I'm so much happier since I sold. Trying to follow all the incredibly technical debates around "peak litho," Chinese competition which may or may not be fake, geopolitics, tariffs, just makes it not a lot of fun to own imo. Also why do picks and shovels when you can invest directly in the handful of companies developing ASI!?


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948441114266272024/c:line.svg)

**Related Topics**
[investment](/topic/investment)
[tariffs](/topic/tariffs)
[all the](/topic/all-the)

[Post Link](https://x.com/no_cap_cap/status/1948441114266272024)