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![longoption Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1577787296408928257.png) Contrarian Capital [@longoption](/creator/twitter/longoption) on x 4569 followers
Created: 2025-07-24 18:34:13 UTC

@amitisinvesting All roads lead back to $TSM and $ASML


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948451669660106914/c:line.svg)

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

[Post Link](https://x.com/longoption/status/1948451669660106914)