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@ContrarianCurse Avatar @ContrarianCurse SuspendedCap

SuspendedCap posts on X about $amzn, amzn, has been, $nvo 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 XXXXX% finance XXXX% technology brands XXXX% cryptocurrencies #4235 fashion brands #2456 automotive brands XXX% luxury brands #3292 exchanges XXX% celebrities XXX% countries XXX%

Social topic influence $amzn #214, amzn #1365, has been 2.2%, $nvo #41, luxury #1310, $dkng #101, $lrcx 1.1%, $dooo 1.1%, $orcl 1.1%, $cern XXX%

Top accounts mentioned or mentioned by @randolphduke7 @cmo040958 @biotechpain @jjnews002 @0xnucore @origoinvest @rcwhiteley @bearstearnsrib @longonlylarry @grok @biiighorseguy @calbotster @citrini7 @springwoodcap27 @koolkat6000 @stockstormx @inmanroshi @autumncapital @insaneanalyst @benthompson

Top assets mentioned Amazon.com, Inc. (AMZN) Novo-Nordisk (NVO) DraftKings Inc. Class A Common Stock (DKNG) Lam Research Corporation (LRCX) BRP Inc. Common Subordinate Voting Shares (DOOO) Oracle Corporation (ORCL) 4 (FOUR) Fair Isaac, Corp. (FICO) Dash (DASH) Interactive Brokers Group, Inc. (IBKR) Bloom Energy Corporation (BE) Builders FirstSource, Inc. (BLDR) Tesla, Inc. (TSLA) Realy (REAL) Thermo Fisher Scientific Inc. (TMO) MercadoLibre Inc (MELI) Bitcoin (BTC) Micron Technology, Inc. (MU) Synopsys, Inc. (SNPS) Lululemon Athletica Inc (LULU) Apple, Inc. (AAPL) Intuitive Surgical, Inc. (ISRG) Texas Instruments (TXN) Live Nation Entertainment, Inc. (LYV)

Top Social Posts #

Top posts by engagements in the last XX hours

"$AMZN bull case sure as shit isn't coming from AWS now barring some miracle So they better have some magic is efficiency from AI/robotics on the retail side that no one can touch"
X Link @ContrarianCurse 2025-10-17T19:09Z 14.5K followers, 30.2K engagements

"Dont know why this hasnt been brought up more. but part of the reason restaurant data might look so bad is because people have hit a limit for drinking participation / prices. Food was just a loss leader at many places"
X Link @ContrarianCurse 2025-10-21T23:40Z 14.5K followers, 9930 engagements

"Well only took a day or two on $AMZN for the robotics narrative. This IS structural though. They already were headed to best op margins in the business within a few years theyll have everyone smoked. Then theyve got a few choices - make selling on Amazon so cheap and fast that no one can compete (go zero profit) and they become the logistics layer for a vast swath of ALL e commerce even large enterprise selling off their own sites Or you lean on the market position and just extract above industry margins until someone gets pissed. Regardless. This might be a PA long with the other AI loser"
X Link @ContrarianCurse 2025-10-22T01:58Z 14.5K followers, 21.6K engagements

"$LRCX choo choo bitch (I don't own but AMAT will like)"
X Link @ContrarianCurse 2025-10-22T20:09Z 14.5K followers, 3924 engagements

"K last idea before I dilute myself and tempt the market gods: $DOOO - Did 10-12$ in EPS in FY 22-24. This is obviously a VERY cyclical consumer stock. Negative comps for going on X quarters now. -Competitively there is nothing wrong with the business. Strong position in side-by-sides snowmobiles ATVs PWs. Custom powertrains excellent brand loyalty ultra performant machines. Performance model of Sea-doo can do 0-60 in XXX sec - Despite neg comps still managed to generate $XXX million in FCF over that period. For a manufacturing business pretty capital light X% of revs on capex over last 13"
X Link @ContrarianCurse 2025-07-23T18:04Z 14.5K followers, 16K engagements

"Fintwit value investors be like: Im long the micro cap Algerian bank trading at 0.2x the earnings but the ceo was decapitated by a warlord last week and a teller was maimed opening a bag of mail last week that was a bomb. To buy it on their OTC I have to send in a lock of my hair What the fuck are you doing"
X Link @ContrarianCurse 2025-09-21T20:19Z 14.5K followers, 80.6K engagements

"Love when companies just memory hole old m&a as soon as they can get away with it for something new and shiny Totally forgot ORCL bought Cerner. Im sure its shriveled up and died"
X Link @ContrarianCurse 2025-10-01T13:06Z 14.5K followers, 4180 engagements

"Still firmly believe that housing will behave counter cyclically this cycle. If you believe in lower rates and a flatter curve long RKT/Short big X works"
X Link @ContrarianCurse 2025-10-03T20:15Z 14.5K followers, 9175 engagements

"Everyone saying $FOUR a merchant acquirer is dirt cheap at 10x"
X Link @ContrarianCurse 2025-10-04T01:26Z 14.5K followers, 16.4K engagements

"Interesting framing for everyone I'm lifting from a reply that I lost(sorry feel free to take credit): We are clearly going to end up with an early days Uber-like situation of massive consumer/enterprise surplus here. Tokens will be sold for well below value for a number of years. So the question will be - who can arb the cost of those tokens vs the value they can deliver on their UI/modality No different than when META was selling ads well below ROAS. I think the companies best placed to do this are. well software. Now it is a very fine line. Are the tokens being generated an outright"
X Link @ContrarianCurse 2025-10-07T16:39Z 14.5K followers, 10.5K engagements

"Just so we are clear on $FICO. I think the recent move makes sense but 40x+ earnings reflects a more quiet steady march of pricing and end market changes Not fucking fireworks"
X Link @ContrarianCurse 2025-10-08T19:16Z 14.5K followers, 4764 engagements

"@origoinvest Cutting checks without due diligence yes"
X Link @ContrarianCurse 2025-10-13T19:21Z 14.5K followers, 2992 engagements

"Quantum computing revenues will not be affected by tariffs"
X Link @ContrarianCurse 2025-10-14T13:27Z 14.5K followers, 53.4K engagements

"$DASH thesis to me"
X Link @ContrarianCurse 2025-10-14T14:56Z 14.5K followers, 9429 engagements

"I fear the great George Hotz has been one shotted"
X Link @ContrarianCurse 2025-10-16T01:23Z 14.5K followers, 5568 engagements

"One do the best opportunities youll get to buy this business for a VERY long time"
X Link @ContrarianCurse 2025-10-17T02:36Z 14.5K followers, 76.7K engagements

"Invest in what you have on your Home Screen"
X Link @ContrarianCurse 2025-10-17T02:37Z 14.5K followers, 5790 engagements

"$BE going from 1GW of capacity to now needing 3x that. @insane_analyst highlighting some presentations at OCP about the viability of the technology. Basically (if you can get them) you can stand these up for about 2x the kWh price vs turbines and have options for fuel (nat gas/hydrogen/mixes of the two). Why use this Well 1) you can actually get it 2) cleaner / less emissions 3) same or better conversion efficiency 4) no moving parts. Cost here isn't the main consideration because power cost is not material when using something like this as a % of input yet power IS the main bottleneck. If a"
X Link @ContrarianCurse 2025-10-17T18:34Z 14.5K followers, 7212 engagements

"@ConcaveMMT I think they needed to fill out a form and send $XXX. And were reminded numerous times But yes that as well"
X Link @ContrarianCurse 2025-10-19T18:16Z 14.5K followers, 4341 engagements

"@ayden_parga Well since they are a coffee shop it should be #1 but I realize how hard that is so I made it 5"
X Link @ContrarianCurse 2025-10-20T03:23Z 14.5K followers, XXX engagements

"New post is up. My take on bubbles. Enjoy"
X Link @ContrarianCurse 2025-10-20T14:13Z 14.5K followers, 6670 engagements

"@BearStearnsRib I'm really not worried about the core business but I don't think anyone has a real definitive new level on the IP business and the size of the 'new' Intel whatever that looks like is unknown"
X Link @ContrarianCurse 2025-10-20T15:28Z 14.5K followers, XXX engagements

"@buccocapital Come on brother there are still some legacy media networks to buy gotta do it"
X Link @ContrarianCurse 2025-10-20T17:16Z 14.5K followers, 1533 engagements

"@biotechpain I think they'll have way more issues with pricing from generic competition than they would've from a regulatory board. I don't believe that explaination"
X Link @ContrarianCurse 2025-10-20T21:11Z 14.5K followers, XXX engagements

"$BLDR is my largest PA holding levered to housing. I'm still more concerned about timing vs is this the right way to express it but I am encouraged by some of the bounces in consumer adjacent names off of very low expectations -XX% levered to resi where I think demand is the most pent up. -provides one stop shop for distribution of materials/services needed for large scale homebuilders. -they are aggregating dozens of building product suppliers/skus and providing distribution + in house capabilities like engineered wood products (trusses wall panels) millwork installation services. -carrying"
X Link @ContrarianCurse 2025-10-17T19:05Z 14.5K followers, 17.6K engagements

"Don't get me wrong what we are seeing is retarded But bidding CTAS ROP COST FICO CPRT etc north of 40x each on SD growth was pretty dumb too"
X Link @ContrarianCurse 2025-10-15T20:31Z 14.5K followers, 14.1K engagements

"First year as an Analyst I go to TO to meet with some TD coverage. Wanna see the trading floor Yea sure See I thought this was all traders like the NYSE. But no people do their jobs in here WTF This is awful"
X Link @ContrarianCurse 2025-10-23T14:13Z 14.5K followers, 5959 engagements

"@LongOnlyLarry Most LOs bastardized by stupid mandates / boards / ICs But sort of like Kobe Bryant most people are forced to shut up if you are a stone cold killer. I focus on that"
X Link @ContrarianCurse 2025-10-24T01:20Z 14.5K followers, 1108 engagements

"Nothing gets me more angry than $TSLA. Like even with BS quantum space stocks etc. its pre revenue. You can dream. MAYBE it does become that dream and is huge. Thats the option value. Even that I can grasp But with Tesla the dream didnt play out. Its a fucking car company. They havent executed on anything in years. They constantly lie about everything. And yet the droolers keep it at a TRILLION. Its a disgrace. If I want QQQ beta I can still buy it because nothing stops that brain dead cult"
X Link @ContrarianCurse 2025-09-04T20:49Z 14.5K followers, 24.2K engagements

"$NVO friendly reminder this dumbass company forgot to file a patent renewal multiple times in Canada and now Ozempic is generic here starting in 2026. One of the most ridiculous corporate things Ive ever seen"
X Link @ContrarianCurse 2025-10-19T17:50Z 14.5K followers, 69.6K engagements

"A cool thing about high luxury goods is that TCO decreases at the very highest end (ignoring opportunity cost) A Michael Kors bag is worthless in X years a Birkin appreciates 4-5% You can effectively own a Ferrari Rolex Birkin sell it X years later and likely have no outlay"
X Link @ContrarianCurse 2025-10-20T01:26Z 14.5K followers, 40.9K engagements

"How to fix Starbucks for less than what you are paying Niccol 1) halve the redemption rate on rewards back to the old level 2) cut prices XX% through membership combos free mods 3) kick ANYONE out of the store who is not a paying customer 4) thin the menu out further 5) make sure the coffee is FUCKING BANGIN every god damn time Like thats it. They are currently failing on these simple things. Its like Im taking crazy pills. The first X. Is prob like a 200bps drag on margin that investors would love to see top line accel. Like WHO CARES about your margins people are worried youre never gunna"
X Link @ContrarianCurse 2025-10-20T03:11Z 14.5K followers, 20.5K engagements

"Continue to recover well and XBI following. I don't wanna be that guy but I do actually think that specifically trained models that pharma can use in drug discovery may bring on a golden age of R&D for the industry"
X Link @ContrarianCurse 2025-10-21T15:04Z 14.5K followers, 5237 engagements

"DCFs as taught are one of the greatest destroyers of capital in modern finance. They are almost completely useless. A DCF can be considered. You should understand how it feeds into a stock price. Multiples work too but depends which one for which company and what type of industry. Valuation is an art. There is no one size fits all and it is one of the toughest things to learn"
X Link @ContrarianCurse 2025-09-07T02:31Z 14.5K followers, 258.8K engagements

"I've seen this movie on fintwit before with $MELI If you are all thinking you are getting a great deal you probably aren't"
X Link @ContrarianCurse 2025-10-16T15:13Z 14.5K followers, 6712 engagements

"The Karpathy interview is scathing. We arent short compute we are short breakthroughs that replicate things the human brain can do. No doubt we will get there but wouldnt be surprised to see market sputter on Monday while this makes the rounds. Really honest stuff"
X Link @ContrarianCurse 2025-10-18T02:19Z 14.5K followers, 42.4K engagements

"My theory is that AI will ultimately be deflationary to many parts of the goods and services basket leaving more capital to chase truly scarce finite assets. AAA RE luxury high end experiences/concerts exclusive resorts precious metals Bitcoin high end restaurants The rich will live in the real world the poor will live online"
X Link @ContrarianCurse 2025-10-20T03:33Z 14.5K followers, 223.5K engagements

"Glad it was small but me selling $MU in my fund for $SNPS was DUMB AS SHIT wow. One of my worst"
X Link @ContrarianCurse 2025-10-20T14:02Z 14.5K followers, 6452 engagements

"On $LULU the baggy silhouettes have dominated now for 2-3 years. So much so that girls are wearing baggy sweats at the gym This tells me we have almost saturated this trend. Casual wear is one thing but baggy sweats when you are working out is completely outside of what is functional"
X Link @ContrarianCurse 2025-10-21T13:57Z 14.5K followers, 11.4K engagements

"Single biggest risk to AI right now is sudden efficiency breakthroughs ala deepseek OAI will take them obviously. Less losses would give them a longer runway on their capital. They would likely take the same losses but obviously provide more tokens to drip down new features/make the service faster/complete longer tasks. There is still juice to squeeze out of the chatbots. Most people have experienced what DR or GPT5 Pro can truly do. But there is a natural limit to the amount of productivity people carry out (I'm not talking PMs/Analysts - that will go on forever) I'm talking how much extra"
X Link @ContrarianCurse 2025-10-21T15:40Z 14.5K followers, 4660 engagements

"The consensus on Mega caps for YEARS has been "this can't go on". And the alpha is "yes it can maybe at an accelerating rate" Comes back to what @altcap said in his panel. There is accelerating returns to scale in tech not diminishing"
X Link @ContrarianCurse 2025-10-21T16:42Z 14.5K followers, 6598 engagements

"The real AI war is for the safari search bar AAPL way better positioned than people believe"
X Link @ContrarianCurse 2025-10-21T17:49Z 14.5K followers, 2554 engagements

"Imagine not believing in factors / baskets when on a day where AI narrative gets a tiny bit sloppy this is the stuff ripping on the other side"
X Link @ContrarianCurse 2025-10-21T19:46Z 14.5K followers, 25.3K engagements

"Just keep doing this"
X Link @ContrarianCurse 2025-10-21T20:07Z 14.5K followers, 5230 engagements

"$ISRG I hate myself"
X Link @ContrarianCurse 2025-10-21T20:50Z 14.5K followers, 9147 engagements

"$TXN this is a co that was always very arrogant on the circuit. You learned very quickly there was basically no point in taking a meeting / pres in from them they would give you nothing Running the business for LT investing where the growth is blah blah there was no competition Gotta say the tone isn't great now that they are having issues"
X Link @ContrarianCurse 2025-10-22T13:54Z 14.5K followers, 5526 engagements

"I'm actually still long $NVO in the fund but the reason the stock is getting trashed is because they fumbled market share off of the biggest piece of their current lineup + have a weak pipeline. These metrics are inflated"
X Link @ContrarianCurse 2025-10-22T16:09Z 14.5K followers, 7346 engagements

"$LYV when you see resale like 3x-4x above MSRP on sports/concert tickets this is like Investment banking leaving money on the table on an IPO Events generally are way underpriced"
X Link @ContrarianCurse 2025-10-23T16:46Z 14.5K followers, 2098 engagements

"Not to be alarmist but real chance sports betting is made illegal again. Cable has basically bet the farm to keep these rights and Im sure they like the ad and engagement juice from being but not if the entire credibility of a sport is ruined. Short $DKNG works even without"
X Link @ContrarianCurse 2025-10-24T04:13Z 14.5K followers, XXX engagements

"Not to be alarmist but real chance sports betting is made illegal again. Cable has basically bet the farm to keep these rights and Im sure they like the ad and engagement juice from betting but not if the entire credibility of a sport is ruined. Short $DKNG works even without"
X Link @ContrarianCurse 2025-10-24T04:19Z 14.5K followers, 1825 engagements