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@ContrarianCurse Avatar @ContrarianCurse SuspendedCap

SuspendedCap posts on X about level, $snps, to the, $klic the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks #4956 technology brands XXXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% events XXXX% automotive brands XXXX% musicians XXXX% vc firms XXXX%

Social topic influence level 5.56%, $snps #12, to the 4.44%, $klic #1, $be #8, $bldr #3, ai 3.33%, sap #240, $are #14, solve XXXX%

Top accounts mentioned or mentioned by @thebostonview @funkphlex @parachutej66186 @stephan9015 @c0n5tantinople @2wings__2fly @etherblaize @matt_solomon10 @strongandfreeca @insaneanalyst @aydenparga @profplum99 @thatgreybeard @theloaner11 @treasurybill @jeonghaeju @polymarkettrade @polymarket @nasjacked420 @2wings2fly

Top assets mentioned Synopsys, Inc. (SNPS) Kulicke & Soffa Industries Inc (KLIC) Bloom Energy Corporation (BE) Builders FirstSource, Inc. (BLDR) Alexandria Real Estate Equities Inc (ARE) SAP SE (SAP) Apple, Inc. (AAPL) Strategy (MSTR) Applied Materials, Inc. (AMAT) Fabrinet (FN) Home Depot, Inc. (HD) ResMed Inc. (RMD) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Eli Lilly and Company (LLY) Whirlpool Corporation (WHR) Rocket Companies, Inc. (RKT) EQT, Corp. (EQT) Microsoft Corp. (MSFT) Accenture (ACN) EMCOR Group, Inc. (EME) Texas Instruments (TXN) Tesla, Inc. (TSLA) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) Amkor Technology Inc (AMKR)

Top Social Posts

Top posts by engagements in the last XX hours

"$MSTR is the most reflexive vehicle ever built. It is quite literally built on the belief of the structure/mNAV If 1x When they raise to pay dividends ($750m a year) they are reducing the bitcoin/share level. They've got 1.4b ish to fund these obligations very little generation coming off the core biz. Anything above that where they can raise at mNAV bitcoin+interest obligations they are gathering more bitcoin per share for holders. If the market believes it goes higher if they don't it dies. Simple as that"
X Link 2025-12-01T18:22Z 17K followers, 14.1K engagements

"Semis exposure thinnest its been in years. I've cut back some of my $AMAT (+400%) to a more manageable level and now hold $FN $KLIC small ish $SNPS commons in large size"
X Link 2025-12-08T15:15Z 17K followers, 6596 engagements

"The reason betting XXX being the best model is a good one at 12c is because GPT5 got immediately smushed by Gemini X and then Opus XXX in different ways. XXX did nothing to solve it. Altman I hope isn't stupid enough to rush this sucker out unless he is absolutely sure that it will kill their momentum. They miss the boat here its going to be a dark 3-4 months for them + the complex"
X Link 2025-12-08T18:51Z 17K followers, 5019 engagements

"I do think that if the DC build out blows up privates are where the real permanent losses are going to be. Not the hyperscalers"
X Link 2025-12-10T23:23Z 17K followers, 11.5K engagements

"Up XX% from where I hit publish on my $SNPS piece. Earnings next week. I own a great amount of it and I pray the market flips out again and give me another crack sub XXX. With the Intel/AMAT moves that have now played I think its the best long in Semis"
X Link 2025-12-03T15:04Z 17K followers, 19.1K engagements

"$KLIC aint going to stop here"
X Link 2025-12-07T16:55Z 17K followers, 4653 engagements

"$HD numbers do not highlight malaise in their business it highlights how unbelievably absurd the COVID upturn was above trend this is just normalization"
X Link 2025-12-09T16:56Z 17K followers, 4399 engagements

"Current state of Canadian ingenuity"
X Link 2025-12-09T17:45Z 17K followers, 4577 engagements

"Based on these almost obscene numbers thrown around for WBD wouldn't be surprised if someone stepped into Disney on an activist basis Spin the linear assets + sports call it something different. Sports in there probably makes it a good enough asset to be attractive slap some debt on it and take it for a ride Whats left and what a lot of people would like to own is 'pure' Disney - all the IP parks movie studio Disney+/DTC. I think this is the best path forward can have a massive value unlock"
X Link 2025-12-09T19:12Z 17K followers, 14K engagements

"*SPACEX SAID TO PURSUE 2026 IPO RAISING FAR ABOVE $XX BILLION + Ant OAI Databricks etc"
X Link 2025-12-09T20:37Z 17K followers, 5915 engagements

"Trump no doubt has said to the saudis to keep pumping so that they can control yields to a point or at least not have that inflationary pressure"
X Link 2025-12-11T00:42Z 17K followers, 3390 engagements

"Taken from @insane_analyst OCP visit back in October. Here is the 800v direct bull case for $BE in a nutshell. The lack of transforming/inverting is a XX% lift alone + the TtP advantage"
X Link 2025-12-11T15:57Z 17K followers, 6241 engagements

"Long $LLY/short $RMD XXXX% of patients with Sleep Apnea in the 2024 Surmount trial had resolution of the disease. 2026 is the massive volume inflection year for GLPs and many parts of the med device complex can face pressure but CPAPs will be one of the most immediate"
X Link 2025-12-11T16:31Z 17K followers, 3988 engagements

"$NVDA 18.5x PE on 2028 numbers (413b in rev) isn't 'cheap' necessarily That is the market telling you "probably not""
X Link 2025-12-03T14:57Z 17K followers, 17.8K engagements

"Im dying that Chinas NVDA competitor is called Moores Threads Its literally Chinese garbage naming conventions for trash on Amazon but for a chip company"
X Link 2025-12-05T04:02Z 17K followers, 14.4K engagements

"Wind turbines gotta be the stupidest idea possible for power generation that got traction. I can sketch out a case for basically every other option but Im pretty certain wind will eventually fall by the wayside to nothing"
X Link 2025-12-07T21:37Z 17K followers, 7763 engagements

"Google can meaningfully press OAI economics here and force them into a raise while the IPO window is open Maybe Google gave Ant a good deal on compute to keep Opus XXX costs much lower Maybe its half that and half a breakthrough on how the model is trainined Probably the harshest (and most likely) way for Google to make OAI squeal is that they serve the now Pro tier for free with advertising. OAI will have a very hard time chasing them down"
X Link 2025-12-10T21:34Z 17K followers, 8663 engagements

"Rates sensitives might squeeze out tomorrow as people degross the OAI complex"
X Link 2025-12-11T04:08Z 17K followers, 9337 engagements

"$LLY going to have a monster 26/27 and then you prob have to sweat competition towards the end of next year. Full stack solution for all levels of intervention from My 600lbs life down to I wanna lose 10lbs for Mexico"
X Link 2025-12-11T16:17Z 17K followers, 3041 engagements

"They wanted to build a heritage-like Luxury brand from the ground up. This is almost exactly the opposite of what the actual luxury brands would do. SHORT"
X Link 2025-12-11T16:55Z 17K followers, 2632 engagements

"Never posted about it on here but $WHR has been a BAG in one of my kids RESPs for X years now. It is hilarious the degenerate amount of capital Tepper put into this thing and it is most definitely his expression of a leveraged housing volume play. With that level of leverage it could rip"
X Link 2025-11-14T16:34Z 17K followers, 8954 engagements

"Just a cool breeze of potentially lower rates sends $RKT $BLDR up X% each. Tells you everything you need to know about positioning for rate sensitives/housing"
X Link 2025-11-21T19:52Z 17K followers, 7783 engagements

"Bought some $SAP leaps. 1) mama didn't raise no bitch 2) this is like a -XXX r2 to the AI trade. Basically in software I think that as long as tokens cannot replicate your output then you are likely safe and can take advantage of the cheap tokens to implement new valuable features. ERP especially contains the entire context of a business - there is few better surfaces to apply/build AI on top of. I met with AXON last week at RBC conf. They talked about Draft One and I asked what other AI features they could apply. They responded "we really don't know where to start there is so many". They"
X Link 2025-11-24T15:06Z 17K followers, 25.4K engagements

"The last week or so on $BLDR shit"
X Link 2025-11-25T18:57Z 17K followers, 2753 engagements

"$EQT & $ARE call spreads in"
X Link 2025-11-26T18:05Z 17K followers, 4661 engagements

"PA - well through ytd highs chosen megas - goog amzn aapl semis - amat (still huge) snps housing - rkt bldr software - sap axon (shut up I'm putting it here) solar - te tan jks energy - be leu eqt are"
X Link 2025-11-26T18:30Z 17K followers, 35.3K engagements

"$MSFT probably the most underrated mega currently Satya has played this all to a tee. Owns XX% of OAI + all the IP. Why would you take on all of the high risk training capex/low reward when you can offload it to someone else They still get the inference $ that you can bring on directly tied to demand signals and the IP. They are spending big but I believe they have direct line of site to revenues Office/Apps provides one of the largest surfaces to deploy AI on in the coming years. Long runway of value to deliver. They have the optionality from their minority stake if OAI becomes the big"
X Link 2025-12-01T15:57Z 17K followers, 20.7K engagements

"Unless you are 10y out from needing access to your capital you need to PRAY for a market crash. 2022 style. 40%+ drawdowns in great assets. Hope to god it lasts longer than one year"
X Link 2025-12-01T16:23Z 17K followers, 57.8K engagements

"This is not what I want to see if Im hiring Accenture. They were always doing pre packaged / recycled shit but with the veneer of bespoke solutions. Now you know for sure its just fucking slop out of an LLM"
X Link 2025-12-02T02:13Z 17K followers, 5714 engagements

"$BLDR you can't stop me right now"
X Link 2025-12-03T14:50Z 17K followers, 3877 engagements

"$EME not my greatest addition this year. Caught it too late but have still been slowly adding. One of the few firms that can throw scores of mechanical / electrical trade labor at these massive projects and meet the content/intensity/timeframe demands of the hyperscalers. Said at the end of their last earnings call that they are getting more visibility earlier into spending/project plans highlighting how tight and critical access to skilled labor in these areas are. 22x next years numbers. Mgmt is conservative about backlog additions and spoke very positively about the pipeline. Margins are"
X Link 2025-12-04T17:57Z 17K followers, 3006 engagements

"Based on the way the indices are constructed you can be very bullish the underlying economy and neutral to slightly negative the Qs/Spoos"
X Link 2025-12-04T18:05Z 17K followers, 5563 engagements

"$BE situational awareness hops in with XXX% position"
X Link 2025-12-04T22:44Z 17K followers, 10.1K engagements

"Closed my $AAPL leaps up 50%. Been a great idea but I think it prob floats here and then reports in line numbers and drops and then youd want to own it again there into the Gemini integration for WWDC"
X Link 2025-12-05T14:44Z 17K followers, 3855 engagements

"Never thought I'd see analog in my PA but alas here we are with some $TXN leaps sold my $TE today to fund. The thesis is pretty simple. These guys went from X% of sales spending on capex to XX% and now prob going back to low teens / HSD. Maintenance capex is 4%. This was the glut of all gluts. Not only was analog heart of the storm of shortages in COVID but since that was all China could get their hands on and was a natural fit with EV build out they blew their brains out too. China probably has taken a lot of share but TXN probably best insulated because of the low value of and massive # of"
X Link 2025-12-05T18:43Z 17K followers, 9735 engagements

"$ARE Canadian Nuke boys chugga chugga chooo chooooooo"
X Link 2025-12-05T20:51Z 17K followers, 3625 engagements

"The most ridiculous shit all my friends that went to med school did in undergrad was take these pre packaged charity trips to some African country to build a school for like 10k to pad their resume You know what wouldve helped 100x more Sending that cash via Western union"
X Link 2025-12-08T02:47Z 17K followers, 9437 engagements

"Every cognitive task sits on a continuum of intellect tool usage. Progress comes in steps and in every step more and more task minimums are met. Thats why I said I expect Tesla to solve FSD 'suddenly'"
X Link 2025-12-08T18:59Z 17K followers, XXX engagements

"@nasjacked420 @2wings__2fly I'm just looking for a change in direction from an extreme level"
X Link 2025-12-08T21:41Z 17K followers, XXX engagements

"This is a good pitch but the same generally high level points can be applied to swaths of software. The narratives will improve after the flows I guarantee it. Josh is probably at the front end of this. Im long $SAP already"
X Link 2025-12-06T21:39Z 17K followers, 80.9K engagements

"@Stephan9015 Too much smoke around the switch to $AVGO"
X Link 2025-12-08T15:17Z 17K followers, XXX engagements

"Up XX% on the $ARE calls already Canada will (shockingly) be very proactive on Nuclear technology"
X Link 2025-12-09T16:11Z 17K followers, 3123 engagements

"@zephyr_z9 Gunna need to slap a X on those capacity numbers"
X Link 2025-12-09T16:54Z 17K followers, 1479 engagements

"$TSM really needs to step on the gas with capacity expansions"
X Link 2025-12-08T02:26Z 17K followers, 15.9K engagements

"Interesting 2026 theme could be that China stops flooding their internal industries to the point of destroying themselves. Things like EV Chems PV cells Lithium etc. 5y plan is in March I think it will be a lot more rational now that they are more comfortable with some of their domestic capabilities. Creates some interesting longs in the US that will have this pressure relieved"
X Link 2025-12-08T19:31Z 17K followers, 29.6K engagements

"One thing generally that is under estimated with power generation currently is how strict the emission regimes in many states still are. Much of the reason to do something like $BE is just because its the only thing you can get permitted quick The admin doesnt care but the states locales and even the companies still most definitely do"
X Link 2025-12-10T01:00Z 17K followers, 5640 engagements

"$SNPS oh my god. Let's go baby"
X Link 2025-12-10T21:18Z 17K followers, 8570 engagements

"I gotta feel like that at some point ORCL / Larry was mislead. Was it OAI showing him something in the lab was it Jensen lying about token prices or was it a partnership that was supposed to happen that didnt Its always been clear to me this was a race to the bottom. Why would you want to take on these economics that someone as sophisticated as MSFT was happy to pass off Jansens whole thing is the rack costs $4m and you make $20m net 16m. No one can make you 16m. Got it. But a lot of assumptions baked into that. Someone has to pay you 16m for how ever many trillions of tokens you spit off. If"
X Link 2025-12-11T02:28Z 17K followers, 25K engagements

"$SNPS better call overall. Ansys is going to be an exceptional asset over time"
X Link 2025-12-11T14:54Z 17K followers, 16.9K engagements

"From a16z. I actually totally disagree. I think SoR will be the bastion of truth and finality as probabilistic agents work across the enterprise. If anything they will be even more important and embedded"
X Link 2025-12-11T19:11Z 17K followers, 2583 engagements

"Why $KLIC Cowos is gone going to use Intel EMIB instead. Amkor has floor space is Korea to help with capacity now (OSAT). KLIC/Amkor are LT partners and this capacity is time sensitive unlikely their would use outside equipment at this time for EMIB have to go fluxless TCB tools here as the bumps are too fine flux kills the chips. ASMPT not viable here to qualify under these timelines AI packages are extremely expensive not going to skimp here Intel also uses and would be looking for same output/process whether in-house/OSAT. you need a TCB tool per 500/month wafers of packaging @ 1.25m ASP."
X Link 2025-12-11T19:42Z 17K followers, 6971 engagements