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@contrarcap Avatar @contrarcap Contrarian Capital

Contrarian Capital posts on X about $root, $pypl, $unh, $crm the most. They currently have XXXXXX followers and 2043 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XXX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% technology brands XXXX% cryptocurrencies #6139 finance XXX% countries XXXX% automotive brands XXXX% social networks XXXX%

Social topic influence $root #9, $pypl #1011, $unh #10, $crm #15, $lmnd #272, stocks #4241, china 0.44%, $hood #482, $amzn #209, $qxo #4

Top accounts mentioned or mentioned by @yodastockinvest @kabraxfx @thebrilliantbu1 @tacticzh @elneneloco813 @brandonlbonomo @ashton1nvests @theeuinvestor @dividenddudex @sojustfollowme @meeijer @himshouse @amitisinvesting @mrderivatives @joecarlsonshow @hypertechinvest @thestockbro @winnerinvestor @stocksavvyshay @theronnievshow

Top assets mentioned The Root Network (ROOT) PayPal Holdings Inc (PYPL) UnitedHealth Group (UNH) Cream (CRM) Lemonade, Inc. (LMND) Robinhood Markets, Inc. (HOOD) Amazon.com, Inc. (AMZN) QXO, Inc. Common Stock (QXO) RAI Finance (SOFI) Oscar Health, Inc. (OSCR) Advanced Micro Devices (AMD) UiPath, Inc. (PATH) Duolingo, Inc. Class A Common Stock (DUOL) Hims & Hers Health, Inc. (HIMS) Palantir (PLTR) DLocal Limited Class A Common Shares (DLO) Novo-Nordisk (NVO) Bull Market (BULL) NVIDIA Corp. (NVDA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Marvell Technology Inc (MRVL) Alphabet Inc Class A (GOOGL) XPO LOGISTICS, INC. (XPO) Progressive Corp (PGR) Dash (DASH) Open Custody Protocol (OPEN) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) Intel Corporation (INTC) TransMedics Group, Inc. Common Stock (TMDX) Salesforce Inc (CRM) United Rentals, Inc. (URI) Ambarella, Inc. Ordinary Shares (AMBA) Costco Wholesale Corporation (COST) AGNT (AGNT) CoreWeave, Inc. (CRWV) Chipotle Mexican Grill, Inc. (CMG) Metadium (META) Solana (SOL) Bitcoin (BTC) Ethereum (ETH) Apple, Inc. (AAPL) CAVA Group, Inc. (CAVA) 4 (FOUR) Cigna Corp (CI)

Top Social Posts #

Top posts by engagements in the last XX hours

"@TacticzH Ive long put $NVO into the too hard category This graph might make me change my mind"
X Link @contrarcap 2025-10-10T15:25Z 12.4K followers, 7764 engagements

"My favorite thing about this setup: $ROOT would be pretty fairly valued at ATHs RIGHT NOW. If they post a big Q3 ATHs might still be deeply undervalued"
X Link @longoption 2025-10-10T03:29Z 12.4K followers, 7507 engagements

"$PYPL When you see changes like this they dont happen overnight They take weeks and months to design implement test and roll out"
X Link @contrarcap 2025-10-13T20:58Z 12.4K followers, 12.5K engagements

"@Amit74582331 The source code isnt public for CHATS but Id imagine RSI and MACD are both part of it The trendspider team also has a free indicator that just uses RSI and is a bit more customizable (colors mainly) which is nice and more transparent I just think theyre beautiful charts"
X Link @longoption 2025-10-13T01:05Z 12.4K followers, XXX engagements

"$PYPL Here's the levels I'm seeing on the daily chart that feel worth watching Volume gap up to $XX and then again up to $87"
X Link @longoption 2025-10-07T12:18Z 12.4K followers, 4769 engagements

"High volume days often mark the bottom of a downturn. Kind of a bullish sign for $ROOT"
X Link @longoption 2025-10-08T01:45Z 12.4K followers, 4576 engagements

"@TheRonnieVShow $JD could go a LOT higher than even XX but I agree that thats an excellent target"
X Link @longoption 2025-10-04T21:12Z 12.4K followers, XXX engagements

"@SoJustFollowMe @Ashton_1nvests Agree with all of that I just mean that I believe $AMD could put out an objectively superior GPU product. It wouldnt be very surprising to me if they did"
X Link @contrarcap 2025-10-15T21:56Z 12.4K followers, XXX engagements

"Me after reading a bunch of earnings reports and charts and then getting on here to argue with people about $JD $PYPL $ROOT $UNH $OSCR $SLNH $BULL and other companies"
X Link @contrarcap 2025-09-28T22:43Z 12.4K followers, 2190 engagements

"$PATH GOING PARABOLIC IN AFTER HOURS AND OVERNIGHT TRADING"
X Link @longoption 2025-10-09T01:19Z 12.4K followers, 10.4K engagements

"Each of these companies produced massive returns. United Rentals ($URI) is up 3997% all time. XPO logistics ($XPO) is up 6952% all time. These are fantastic companies that have done very very well. Brad has a history of simply delivering massive results"
X Link @longoption 2025-10-08T13:11Z 12.4K followers, XXX engagements

"4- $AMBA Ambarella develops semiconductor solutions for high-definition video compression image processing and computer vision primarily for markets like security cameras automotive cameras and other industrial applications. The stock has almost closed it's post-earnings gap on the daily chart"
X Link @contrarcap 2025-10-12T21:34Z 12.4K followers, XXX engagements

"I dont think $HIMS is going to see $XX for quite a while from here. Lots of bearish news today including: -leadership shuffle -Costco selling GLP-1s without insurance -HIMS house closing -$NVO going after an aggressive DTC strategy for their oral weight loss product Then again this stock has surprised me before"
X Link @longoption 2025-10-03T22:58Z 12.4K followers, 17.4K engagements

"My boldest prediction Watch for $CRM to rename itself to AgentForce and for them to change the ticker too. The Ticker $AGNT is available which would be really fitting. This could drive not just excitement from investors but finally bring $CRM back to ATHs and beyond. I like $CRM a ton and will be watching it closely admist this broader market volatility"
X Link @contrarcap 2025-10-12T13:47Z 12.4K followers, 1196 engagements

"$ROOT Institutional Ownership continues to ride as the price drops. Note the jump in september and continued increase into october. The last time I saw a setup like this was $SOFI where the price dropped from XX all the way to below XX while institutional ownership continued to increase. The stock more than doubled since"
X Link @contrarcap 2025-10-13T15:47Z 12.4K followers, 9881 engagements

"No changes to this analysis after $PGR earnings today. If anything I'm slightly more bullish than I was"
X Link @contrarcap 2025-10-15T19:35Z 12.4K followers, 2667 engagements

"This is a solid reminder that cheap can ALWAYS get cheaper. I LOVE the risk/reward for $ROOT right now but I am investing primarily with LEAPS- I am not worried about short-term price action. We saw a very similar story with $UNH which was already quite cheap at $XXX and then became much much cheaper at $XXX. Not financial advice just my thoughts on where $ROOT is headed"
X Link @contrarcap 2025-10-08T17:50Z 12.4K followers, 7975 engagements

"Peter lynch the legendary investor said in a recent interview that he owns no AI stocks. He meant it when he said he buys companies he understands. If youre quoting him and buying $ASML $NVDA $CRWV or any number of other AI plays because of what he taught you- youre doing it wrong. You do not understand these incredibly complex companies (unless you have years of experience working in these fields) Is his strategy the only one that works Of course not tons of people are making money with AI stocks (myself included). But I see far too many people using his or Warren Buffets name when in"
X Link @longoption 2025-10-06T13:21Z 12.4K followers, 7844 engagements

"@SoJustFollowMe @learning2030 They are Its a similar story/thesis as $CMG I hope you like it Its one of my favorite chains"
X Link @longoption 2025-10-09T16:00Z 12.4K followers, XXX engagements

"The other piece to this: The hyperscalers dont just run cloud. Thats not in and of itself a product. They offer really useful corporate products including with geographically distributed data centers and compliance to endless layers of red tape to help businesses run ops. You can have a ton of compute but if its all in two locations and with minimal products built on top of it you dont have the ability to meaningfully challenge the hyperscalers for business. And thats before things like trust and reputation becoming a factor"
X Link @contrarcap 2025-10-15T00:05Z 12.4K followers, XXX engagements

"2025 had tons of successful retail stock favorites including big gainers like $HIMS $NBIS $SOFI $HOOD and $PLTR. Here's five names I'm watching to become retail favorites in 2026:"
X Link @longoption 2025-09-21T13:51Z 12.4K followers, 47K engagements

"$JD The chart kind of speaks for itself here. Stop letting the noise distract you from the signal"
X Link @longoption 2025-10-06T15:02Z 12.4K followers, 9231 engagements

"Bearish catalysts for $META recently: -LLama (still) sucks -new messaging app replacing WhatsApp in India -glasses are cool but might not be selling that well Did I miss any"
X Link @longoption 2025-10-06T16:02Z 12.4K followers, 2839 engagements

"@TheBrilliantBu1 Even $SOL I kind of personally struggle with but yeah I could see it. $BTC I can definitely see and I personally own a small bit of $ETH. But leverage in "moo deng" is horrendous risk management"
X Link @longoption 2025-10-13T19:04Z 12.4K followers, XXX engagements

"Is $AAPL a buy here"
X Link @longoption 2025-10-03T15:43Z 12.4K followers, 1240 engagements

"Last time $CRM was this cheap it ripped some faces off. Is the same thing coming"
X Link @contrarcap 2025-10-13T19:02Z 12.4K followers, 14K engagements

"Just saw quite a few posts in a row about $CAVA This is a prime example of a broken stock not a broken business A X P/S for a restaurant chain isnt cheap but this name has had exceptional fundamentals. Has $CAVA found a bottom here"
X Link @contrarcap 2025-10-09T17:33Z 12.4K followers, 5274 engagements

"Starting on tuesday $CRM is hosting "dreamforce" which is where the company announces new products and generally generates excitement for the brand. I'm especially watching their "agentforce" product here. Given how publicly benioff has been excited about the product (going as far as to claim that it rivals $PLTR) I expect him to pull out all the stops to generate excitement and finally generate revenue from the AI-first software"
X Link @contrarcap 2025-10-12T13:47Z 12.4K followers, 1417 engagements

"To be clear if you had a tiny amount invested without leverage or otherwise were reasonable about it I think thats fine I bet on sports and do all kinds of things that arent serious assets. Sometimes you make and sometimes you lose money but its fun. Im not taking about those people"
X Link @longoption 2025-10-13T17:40Z 12.4K followers, XXX engagements

"Heres why Im going to move from investing in $AMZN to $CRM"
X Link @contrarcap 2025-10-13T18:25Z 12.4K followers, 3573 engagements

"$HIMS stock not liking the recent leadership change XXX% is a very tough red day Am I missing some other news"
X Link @longoption 2025-10-03T19:16Z 12.4K followers, 18.7K engagements

"On september 25th the CEO and chairman of $MRVL bought over $1M+ of stock. The stock is up XX% since then. Could this be an indication of an even bigger move to come for the chip designer"
X Link @longoption 2025-10-07T12:39Z 12.4K followers, 1953 engagements

"The boring 5-stock portfolio that will likely massively outperform over the next 2-3 years: A cheap fintech: $PYPL or $FOUR or $DLO A cheap Mag7: $AMZN or $GOOG An insuretech: $ROOT or $LMND or $HIPO Some building supplies: $QXO An established health insurance play: $UNH or $CI or $MOH"
X Link @contrarcap 2025-10-02T20:57Z 12.4K followers, 18.1K engagements

"My verdict: This is likely not a name I will add to my actively traded portfolio because I don't think it is the kind of stock that I would trade. Growth will be slow and incremental but is likely to heavily compound over time (think $WM but much earlier on in the process). I think this stock is a good fit for long-term portfolios especially to add during dips due to larger macro weakness (especially in housing and construction). What do you think Do you like/own $QXO"
X Link @longoption 2025-10-08T13:11Z 12.4K followers, 1990 engagements

"$PYPL First $DASH now $UBER too PayPal is pushing hard to rapidly expand Venmo which works well given their new ads business This is not the same company as it was X years ago. They will catch a huge bid very soon imo"
X Link @contrarcap 2025-10-08T13:05Z 12.4K followers, 8888 engagements

"The last time I saw a company as mispriced as $ROOT below XX was $SOFI below XX $SOFI did a 3X from that level"
X Link @longoption 2025-10-05T02:07Z 12.4K followers, 4475 engagements

"Lastly raindrop candles actually split the candle into halves- the left half shows the first half of the candle while the right shows the second half. We also add a new color here- blue shows essentially flat days. The shape of the candle shows you the volume profile for the day- thicker parts saw more volume while thinner parts saw less. The color of the candle tells you if the volume weighted average price (VWAP) second half was higher or lower than the first half"
X Link @contrarcap 2025-10-13T14:58Z 12.4K followers, XXX engagements

"@SoJustFollowMe @Ashton_1nvests I will never bet against Lisa Su after the turnaround with $AMDs CPUs regardless of the incumbent It seems unlikely now but the future is full of surprises"
X Link @contrarcap 2025-10-15T21:47Z 12.4K followers, XXX engagements

"As I continue to learn more about $QXO this really stuck out to me Absolutely wild levels of agreement across the board by analysts: they think this stock is a BUY I'm slowly starting to agree with them"
X Link @contrarcap 2025-10-02T16:28Z 12.4K followers, 3518 engagements

"This is what a safe haven store of value looks like on a red day by the way $UNH"
X Link @contrarcap 2025-10-07T16:49Z 12.4K followers, 15K engagements

"@BagelC47 @PaperBagInvest Whats the likelihood that they flip net income positive at the end of it in your calculation"
X Link @longoption 2025-10-12T22:16Z 12.4K followers, XXX engagements

"$ROOT Nice move up but the volume is still kinda low which makes me question if we stay this high. Im glad I got the chance to buy below $XX and I dont mind if the price goes down to near that level in the short term"
X Link @contrarcap 2025-10-14T14:44Z 12.4K followers, 1683 engagements

"@Dividend_Dollar Why is $UNH listed as $XXX Its about $XXX right now"
X Link @contrarcap 2025-10-09T17:53Z 12.4K followers, 3419 engagements

"@Nada18137502 Nothing wrong with owning both. Ive successfully traded $LMND in the past and actually got back into it on the massive dip. $ROOT is a much larger investment for me under my strategy. Once it rerates that could change"
X Link @longoption 2025-10-12T18:51Z 12.4K followers, XXX engagements

"@BourbonCap $ROOT for me Rare to find an opportunity this mispriced in the market"
X Link @contrarcap 2025-10-14T17:47Z 12.4K followers, 10.1K engagements

"I agree with that but at the end of the day a company that is not yet making a profit still brings a higher degree of risk (and returns tbf). Especially with rate cuts $LMND likely does quite well and I have no real bear case but theres a lot of discounting involved here"
X Link @contrarcap 2025-10-12T23:25Z 12.4K followers, XXX engagements

"@investingluc This is even more bullish for $CRM than people think. Benioff HATES Microsoft. Whateverhes routing through OpenAI hes likely doing much more volume through Gemini models"
X Link @longoption 2025-10-11T17:03Z 12.4K followers, XXX engagements

"@mattscottcap the key question: does winding down re-insurance get them to net income positive"
X Link @longoption 2025-10-12T21:35Z 12.4K followers, XXX engagements

"Honestly this is incredibly bullish. $PYPL"
X Link @contrarcap 2025-10-13T12:27Z 12.4K followers, 24.5K engagements

"@Mr_Derivatives $GLD Bear market incoming"
X Link @contrarcap 2025-10-16T00:23Z 12.4K followers, XXX engagements

"1) $AAOI Applied Optoelectronics designs and manufactures fiber-optic networking components such as transceivers and lasers used for internet data centers cable TV and telecom networks. The chart is right in the middle of a support/resistance level"
X Link @contrarcap 2025-10-12T21:34Z 12.4K followers, XXX engagements

"Their total acquisiton of Beacon closed this past quarter which makes trends etc much tougher to analyze. We need time to let the company actually operate. However a few things are clear: The market is bullish the leadership is exceptional and the TAM is huge"
X Link @longoption 2025-10-08T13:11Z 12.4K followers, 1229 engagements

"@moninvestor Thats fully on him lol He should exit the position and buy something within his risk tolerance"
X Link @longoption 2025-10-12T22:13Z 12.4K followers, XXX engagements

"Are tech equities overvalued with a poor risk/reward Was Friday a clear sign that the bubble is stretched and close to popping Or Are we just getting started with the AI revolution Are we going to see a booming economy and ripping stock market Heres my thoughts:"
X Link @longoption 2025-10-12T16:43Z 12.4K followers, 3182 engagements

"I think too many people are confused about what kind of timescale they trade on I see a ton of investors complaining about daily or weekly price action 1) find a nice investment 2) STAY. IN. IT. Technicals are good for those who are looking for a sharp entry to capitalize on an expected strong ER etc but if you really believe fair value is at $XXX do you care if your entry is $XX $XX or $XXX Will it truly matter if the stock does what youre buying it for"
X Link @contrarcap 2025-10-14T18:00Z 12.4K followers, XXX engagements

"Btw- If China is super serious about these export controls (and I hope they arent): War is probably on the table"
X Link @contrarcap 2025-10-12T00:53Z 12.4K followers, 3361 engagements

"I'm out of $OPEN If it continues to run that's okay- I'm up almost XXX% and I'm happy with that"
X Link @longoption 2025-09-08T15:56Z 12.4K followers, 48.7K engagements

"When I said I was buying $PYPL People in my comments were warning me that it might not break $XX for another year or two"
X Link @contrarcap 2025-10-08T15:08Z 12.4K followers, 3393 engagements

"@FunOfInvesting $ROOT investors as well"
X Link @contrarcap 2025-10-14T12:09Z 12.4K followers, XXX engagements

"@TheLongInvest Is this about $JD Looks to be respecting trendlines to me"
X Link @longoption 2025-10-07T15:26Z 12.4K followers, 4551 engagements

"@dantecesarr I exited $DUOL for a nice profit to really double down into higher conviction names. My portfolio is now X main positions: $UNH $AMZN $ROOT $PYPL $PATH $SLNH is a very small sixth position"
X Link @contrarcap 2025-10-13T17:34Z 12.4K followers, XXX engagements

"@DividendDude_X If you like $AMZN I think you should also check out $CRM"
X Link @contrarcap 2025-10-13T15:58Z 12.4K followers, 1434 engagements

"Now let's take a look at Brad's newest company: $QXO QXO operates as a distributor of roofing and building products working with contractors builders and suppliers. QXO is taking Brad's tried and tested formula of using technology to drive efficiency in an otherwise fragmented slow industry"
X Link @longoption 2025-10-08T13:11Z 12.4K followers, XXX engagements

"This was yesterday. To anyone freaking out. The admin has already signaled that they will not let markets tank over todays China news. DONT BE A PANICAN. $SPY $QQQ"
X Link @contrarcap 2025-10-10T16:01Z 12.4K followers, 3707 engagements

"If you're curious why you've stopped hearing about $CRCL it's because it's been mostly flat-ish to down after that HUGE post-IPO pop. Still doing exceptional for anyone that got in during the IPO itself"
X Link @contrarcap 2025-10-07T01:14Z 12.4K followers, 2290 engagements

"This is one of those days where I want to buy but nothing really looks that good I'm already fully allocated to $UNH (maybe over-allocated even after taking profits) I've got a good amount of $OSCR I've got a good amount of $ROOT What else is a buy here"
X Link @longoption 2025-08-21T16:42Z 12.4K followers, 32.1K engagements

"I want to address the bear argument that $PYPL should pay off its debt instead of doing buybacks Running the business with long term debt is pretty par for the course for payment processors with predictable revenue/income streams. Take a look at the balance sheet for $V $MA and $AXP below. All of these companies do buybacks instead of reducing debt because thats what leads to better shareholder returns. They do this because the incremental growth to EPS and shareholder returns is better through buybacks instead of through reducing the debt. You may agree with it or disagree with it as a"
X Link @longoption 2025-10-03T14:54Z 12.4K followers, 3593 engagements

"@6figurecheck If someone got wiped out by putting it all on the chiefs to win the superbowl we wouldnt be blaming manipulation Its insane to me that people are actually upset here about Trumps tweets and blaming him for investors being wiped out"
X Link @longoption 2025-10-13T18:04Z 12.4K followers, XX engagements

"@investwithsheng Dont forget $CRM $MSFT $GOOG on there too"
X Link @contrarcap 2025-10-14T19:04Z 12.4K followers, XXX engagements

"After friday's collapse I decided to actually go over to the crypto page on $HOOD and see what alt-coins people are actually buying. If you had your life savings in a leveraged position in "Moo Deng" or "DogWifHat" I'm sorry but I simply don't think that you get to blame trump for what happened on Friday. If you are invested heavy in these alt-coins (which i struggle to call 'assets') you have to take a hard look in the mirror and ask yourself if you were just being stupid. There are no fundamentals to back any of this it's just nonsense. Falling for this and putting significant money behind"
X Link @contrarcap 2025-10-13T17:21Z 12.4K followers, 3667 engagements

"@Ashton_1nvests Every dip in $PYPL and $LMND should be bought from here"
X Link @longoption 2025-10-12T16:06Z 12.4K followers, 1145 engagements

"2) $FLNC Fluence Energy provides energy storage products services and AI-powered software for renewable energy projects and electric grids. This stock has been looking to regain investors' trust after a massive gap down in february. This is a great contrarian pick with structural tailwinds if you believe in management's ability to execute"
X Link @contrarcap 2025-10-12T21:34Z 12.4K followers, 3908 engagements

"@TacticzH So many people dont know if theyre generating alpha or if theyre just picking high beta in a bull market"
X Link @longoption 2025-10-12T14:45Z 12.4K followers, XXX engagements

"Why are we back to discussing $SOFI vs $HOOD I thought we moved past this stupid argument"
X Link @contrarcap 2025-10-14T12:20Z 12.4K followers, 2853 engagements

"While the rest of the market panics over crypto leverage and china tarrifs we find opportunities. Here's a mega-cap company that I'll be watching really closely with a bullish fundamental AND macro set-up 🧵👇"
X Link @contrarcap 2025-10-12T13:47Z 12.4K followers, 6900 engagements

"@Mindset4Money_X $ASML is the ultimate patience stock management will pretty much never give you that huge satisfying pop off an announcement but if you just hold for X years you'll turn around and have done really well"
X Link @contrarcap 2025-10-15T17:12Z 12.4K followers, XXX engagements

"That mightve been your last chance to buy $ROOT under $XX Thanks for playing folks"
X Link @contrarcap 2025-10-14T20:13Z 12.4K followers, 3141 engagements

"Which one of you got this crazy fill Confess. $UNH"
X Link @contrarcap 2025-10-15T13:47Z 12.4K followers, 7647 engagements

"@drugmoolah You believe that this stock NEVER sees ATHs again Do you have a reason for believing this"
X Link @longoption 2025-10-08T21:50Z 12.4K followers, 1004 engagements

"This $HOOD outage could end up being a massive catalyst to get users to move to $BULL The user interface is imo worth checking out at the very least"
X Link @longoption 2025-10-06T16:48Z 12.4K followers, 4801 engagements

"I just found one of my favorite indicators: the Chande Absolute Trend Strength (CHATS) Candles turn green as they're overbought and purple as they're oversold. Here's $UNH let's look at a few others:"
X Link @contrarcap 2025-10-13T00:54Z 12.4K followers, 8866 engagements

"@weary_centurion new deposits or are you selling $DLO/$PYPL to fund this"
X Link @longoption 2025-10-13T16:19Z 12.4K followers, XXX engagements

"Bullish $NVDA $AMD $MRVL $TSM $ASML $MU $AVGO $INTC and everyone else even vaguely involved in making chips"
X Link @longoption 2025-10-03T23:52Z 12.4K followers, 3699 engagements

"@weary_centurion The $PYPL rerate is coming soon The $UNH rerate is happening as we speak $DLO honestly looked like an interesting setup when I looked recently"
X Link @longoption 2025-10-05T12:42Z 12.4K followers, 1961 engagements

"$ROOT I can't lie the technical picture does not look good. However- the fundamentals of this company remain strong and the valuation remains extremely tempting. I do not plan on selling and am thoroughly unworried. We saw a similar setup with $UNH just a few months ago. Fear can always drive the market to be irrational but retail investors can stay rational and wait for a thesis to play out"
X Link @contrarcap 2025-10-06T17:55Z 12.4K followers, 6519 engagements

"Thank you blue owl for the capital necessary to do this. Theres a reason they picked $PYPL. They are the best in the business. Are you getting it yet"
X Link @longoption 2025-10-06T12:25Z 12.4K followers, 2868 engagements

"A few different ways to look at $BULL: 1- it is still within the same wedge that it has been in for a while. 2- It is testing the bottom of an ascending channel 3-It broke a key resistance and is retesting that resistance before moving higher. None are bearish"
X Link @contrarcap 2025-10-06T22:02Z 12.4K followers, 9403 engagements

"Theres a difference between we are due for a 3-5% pullback versus we are actively in a bubble This is NOT a bubble. Yes $IONQ $RGTI and $OKLO have seen huge runs but in 2021 it was far worse. At least these are companies where you know what they do rather than SPACs trading at 234x NAV before even finding a target. We have yet to see: -large AI companies go public -mega cap leaders in AI ( $AMZN $CRM $GOOG) fetch higher multiples than $WMT and $COST -rate cuts push people higher up the risk curve This time isnt different. And that means it isnt done yet"
X Link @contrarcap 2025-10-14T14:55Z 12.4K followers, 3095 engagements

"I nibbled a bit more here on $ROOT I love buying this name under $90"
X Link @longoption 2025-10-03T15:39Z 12.4K followers, 2626 engagements

"$GRND RUMORED TO GO PRIVATE AT AROUND $15/SHARE In one of the craziest stories I've seen in the stock market in recent times over half of the stock was seized and sold ATM because the shareholders used it to collatoralize a loan which they then defaulted on. Absolutely INSANE stuff and a fun story to watch. I'm not getting into this one but it could be a nice arbitrage play"
X Link @contrarcap 2025-10-13T16:53Z 12.4K followers, 3534 engagements

"If you liked this list or these charts and want to try scanning with your own criteria check out Trendspider via the link in my bio. They have a fantastic scanner that turns natural language into real actionable scanners. it can even find stocks with unusual options activity or bullish/bearish technical patterns. I love the platform and would highly recommend checking them out with a free trial"
X Link @contrarcap 2025-10-12T21:34Z 12.4K followers, 1350 engagements

"While the stock is falling. $ROOT OPTIONS flow continues to look bullish"
X Link @longoption 2025-10-06T19:30Z 12.4K followers, 5092 engagements

"@realroseceline Completely agree Their partnerships with Hyundai and Toyota have been nice ways to diversify from $CVNA. I agree that this trend needs to continue. The structure of their deal with $CVNA also helps a lot here"
X Link @contrarcap 2025-10-14T21:01Z 12.4K followers, XXX engagements

"This man can make you very very rich. Here's how: 🧵 👇"
X Link @longoption 2025-10-08T13:11Z 12.4K followers, 6500 engagements

"3- $LMND This name needs little to no introduction for the FinX community. An AI-enabled insuretech company with no china exposure their huge dip made no sense. I've been following this company and liked the short term opportunity and went long myself. The stock now sits at a key line of support"
X Link @contrarcap 2025-10-12T21:34Z 12.4K followers, 1200 engagements

"Im seeing so much hate over concepts like: -buying the dip -DCAing into companies you like -having conviction in a company through a downturn Do you guys understand that not everyone is looking to daytrade the XX minute candle Some are buying companies that they believe are well suited for the next X X or even XX years"
X Link @contrarcap 2025-10-15T20:55Z 12.4K followers, 1681 engagements

"@Mr_Derivatives Complete the parabola. Give me $500+ on $ROOT. Soon"
X Link @longoption 2025-10-05T21:29Z 12.4K followers, 1096 engagements

"$JD A good lesson: Find your supports and resistance levels and don't worry too much about options flow. The problem with flow is that you don't know what the buying party is actually doing. If it turns out that they're just hedging a massive short position you could end up mistakenly assuming a long position when they're actually net short. I exited the $JD trade as part of my move to consolidate my portfolio down to fewer higher conviction names. That move ended up being lucky but in retrospect the bearish price movement with respect to support should've been a massive warning to me as"
X Link @contrarcap 2025-10-10T18:39Z 12.4K followers, 5896 engagements

"If youre wondering what on earth is moving markets right now: Its new rare earth controls from China re-igniting the trade conflict Trump has indicated a desire to reconsider Chinese tariffs and to cancel his meeting with Xi in two weeks time"
X Link @longoption 2025-10-10T15:09Z 12.4K followers, 8517 engagements

"@elneneloco813 I havent seen anything to change my view on $ABCL Still dont like the risk reward there personally"
X Link @longoption 2025-10-05T23:20Z 12.4K followers, XXX engagements

"Growth investing is buying companies that are growing fast Value investing is investing in companies that look cheap based on the their multiples (such as P/E P/S FCF yield etc) When you combine these two and find cheap + fast growing companies- thats where the magic is"
X Link @longoption 2025-10-05T18:16Z 12.4K followers, 11.3K engagements

"Can $SOFI reclaim this nice ascending channel"
X Link @contrarcap 2025-10-12T20:45Z 12.4K followers, 2731 engagements

"@SoJustFollowMe @TacticzH Yep A key difference I see between retail vs institutions: Retail just cares about total return Institutions just care about the strategy + metrics relative to the benchmark (alpha beta) Neither is right or wrong but retails thinking is more conducive to blind spots"
X Link @contrarcap 2025-10-12T14:48Z 12.4K followers, XX engagements

"@BagelC47 @PaperBagInvest Thats an interesting comp bagel. I grabbed a LEAP for $LMND off the insane weakness on Friday as a quick trade. Might have to think about just holding it longer than originally planned"
X Link @longoption 2025-10-13T01:19Z 12.4K followers, XXX engagements

"As someone thats been guilty of this in the past Id agree with that I think the comparison is primarily helpful in outlining how undervalued $ROOT stock is relative to the closest comparable stock which is $LMND Anyone twisting that into a bear thesis on either $ROOT or $LMND has lost the plot"
X Link @contrarcap 2025-10-07T12:58Z 12.4K followers, XXX engagements

"$PATH If you're looking in the rear view mirror quarterly revenue is up XX% which is decently strong However the magic is really in the forward looking projections. Management guided for 390-395M in revenue for Q3 which means a XXX% increase QUARTER OVER QUARTER. That's a XX% annualized increase. I think they'll end up growing even faster"
X Link @contrarcap 2025-10-15T16:55Z 12.4K followers, 4343 engagements

"@JM_Investment0 I dont think its because of $PGR Seems more related to the market selloff given how hard it dipped + the timing of when it started to dip"
X Link @contrarcap 2025-10-15T17:39Z 12.4K followers, XXX engagements

"@Mr_Derivatives Are we actually doing Switzerland tariffs"
X Link @longoption 2025-10-12T14:55Z 12.4K followers, XXX engagements

"$OSCR has shown itself capable of getting to that magic XX% MLR and are currently at about a 10B revenue TTM. That gives them a gross income of about 2B assuming revenue stays flat and medical costs normalize which is almost double $ROOT's entire revenue base. They keep a good chunk of it plus health insurance tends to be stickier than car insurance (can only switch once a year people want to keep their plans to keep their providers etc). But again these are entirely different businesses. People like to compare them because they both have the word 'insurance' in there but in reality it's"
X Link @contrarcap 2025-10-06T22:46Z 12.4K followers, XXX engagements

"$CIVI Civitas is an independent oil and natural gas exploration and production (E&P) company with its primary operations and assets located in the Denver-Julesburg (DJ) Basin in Colorado and the Permian Basin in Texas. No tarrif risk with all of the AI energy tailwinds. This is probabaly my least favorite of the bunch though- little momentum and I don't love oil/nat gas as an industry"
X Link @contrarcap 2025-10-12T21:34Z 12.4K followers, 1718 engagements

"@ValuationEdge_ It would need to kick out one of the stocks in my portfolio I am trying to stick to X stocks max"
X Link @longoption 2025-10-09T19:53Z 12.4K followers, XXX engagements

"Why am I seeing so much about $TMDX on my feed Is this stock setting up for a monster move up"
X Link @contrarcap 2025-10-04T21:05Z 12.4K followers, 13.7K engagements

"@data168 Stocks wouldnt drop XX% because there are actual fundamentals backing them up. This isnt true of most cryptocurrencies"
X Link @longoption 2025-10-12T22:21Z 12.4K followers, XXX engagements

"Ultimately its a matter of your own risk tolerance as well. At some point there will be a bear market- a proper recession. It wont be easy to foresee exactly when. But if you keep re-evaluating your stocks and manage your risk as the frenzy grows there is still a ton of opportunity"
X Link @contrarcap 2025-10-12T16:44Z 12.4K followers, XXX engagements

"$ROOT -didnt close below key $XX support even as the S&P500 fell X% -still massively undervalued and hated by the market on every metric -earnings coming up which should get rid of the fears of they guided for an unprofitable quarter - reinvesting profits for faster growth -quickly maximizing CAC/LTV ratio -small float with lots of room to run This is still one of the best setups in the entire market. I dont care whats happening with China $ROOT is set to massively win in any macro"
X Link @contrarcap 2025-10-12T18:47Z 12.4K followers, 9494 engagements

"Here's my plan on $ROOT from here: If it gets to $XX I'll buy more Otherwise my goal is to buy on the way up- I'll be looking for it to break that $XXX resistance and be buying there Not financial advice this is just what I'll be doing with my money"
X Link @longoption 2025-10-09T15:39Z 12.4K followers, 4680 engagements

"$HOOD now showing a warning on $AMD stock 🤔"
X Link @contrarcap 2025-10-07T13:41Z 12.4K followers, 2970 engagements

"I love when a companys financials look like this 👀 Usually signals a huge huge opportunity"
X Link @longoption 2025-09-07T19:25Z 12.4K followers, 153.5K engagements

"@DividendDude_X I'm really liking $CRM here"
X Link @contrarcap 2025-10-13T17:04Z 12.4K followers, XXX engagements

"@TheBrilliantBu1 I made the same mistake in my initial analyses. Agentforce is scaling pretty quickly and if anyone has a good sales team its the company literally named SalesForce 😅 Or at least thats what theyre named for now"
X Link @longoption 2025-10-14T17:55Z 12.4K followers, XX engagements

"In a market downturn you want a company with a strong MOAT reliable growth inelastic demand and a solid balance sheet. Here's my thoughts on Intuitive Surgical which fits that mold $ISRG 🧵👇"
X Link @contrarcap 2025-08-20T12:47Z 12.4K followers, 19.2K engagements

"@KabraxFX Makes perfect sense imo No one can scale these things fast enough $SERV has tons of supply coming online right now $NBIS will likely have the same Why would $DASH do it alone"
X Link @longoption 2025-10-09T23:06Z 12.4K followers, XXX engagements

"$PYPL The shift in sentiment on X has been astonishing to see Now the question is: will the price move to reflect this change in sentiment"
X Link @contrarcap 2025-10-07T01:07Z 12.4K followers, 5578 engagements

"Some retail favorites that I think are worth learning more about: 1- $UNH UnitedHealthcare 2- $DLO D-local 3- $OSCR Oscar Health 4- $HIMS Hims and Hers health 5- $ZETA Zeta Global 6- $ROOT Root Insurance 7- $HOOD Robinhood Markets 8- $SOFI SoFi 9- $TTD The Trade Desk 10- $IREN IREN (formerly Iris Energy) 11- $DUOL Duolingo 12- $NBIS Nebius 13- $PLTR Palantir 14- $OPEN Opendoor 15- $AMD Advanced Micro Devices"
X Link @longoption 2025-09-19T12:36Z 12.4K followers, 34.5K engagements

"@Jake__Wujastyk Notice that $BABA and $BIDU also had stop loss raids right before their big moves"
X Link @longoption 2025-10-04T15:40Z 12.4K followers, 4189 engagements

"$ROOT Do we have a true fakeout Or is this structure breaking down $XX remains the downside level where I would add more to this stock. I am not considering selling unless the fundamental thesis changes"
X Link @contrarcap 2025-10-06T15:08Z 12.4K followers, 3370 engagements

"Ive come to realize that I have too many positions In the past Ive held as few as just three stocks. Right now Im too scattered. Im going to be reducing down to: X stable large cap (likely $AMZN) 2-3 contrarian deep value plays (definitely $ROOT and $PYPL maybe also $DUOL) 1-2 thematic plays (may leave these spots in cash until we get a pullback on an AI name)"
X Link @contrarcap 2025-10-07T19:31Z 12.4K followers, 10.9K engagements

"The company in question is Salesforce ($CRM). It initially caught my eye due to a bullish breakout on the weekly chart - yes the weekly close was above the upper resistance even after the craziness we had on friday. For a company that is so beaten down a bullish setup like this is already encouraging- $CRM is almost at april lows"
X Link @longoption 2025-10-12T13:47Z 12.4K followers, XXX engagements

"@RentYourStocks I agree I especially like $CRM with their new agentforce platform FINALLY starting to scale + Dreamforce starting tomorrow"
X Link @contrarcap 2025-10-13T19:22Z 12.4K followers, XXX engagements

"The key question for me before entering any trade: what will cause this stock to rerate in the coming days/weeks/months Heres the answer for my positions: $ROOT - the market will rerate the multiple as growth accelerates thanks to increased M&S spend + continued profitability forecast $PYPL - the market will rerate the multiple as advertising initiatives and other new programs grow the business faster than expected $UNH (in August) - the market will rerate the multiple as fear calms down and they realize that the core business will rapidly recover under better leadership and policy repricing"
X Link @longoption 2025-10-08T18:55Z 12.4K followers, 3842 engagements

"Even the $LMND bulls are starting to see that $ROOT is unacceptably cheap here Remember- the thesis isnt that one company is better or worse. Its that $LMND isnt worth several times what $ROOT is worth and thus $ROOT should rerate. I bought more today as Im unsure if itll get to my trigger point of $XX. Im ready to buy even more there and then even more every $X down from there"
X Link @longoption 2025-10-07T13:54Z 12.4K followers, 8316 engagements

"@TheRonnieVShow Valuation dilution capital return and profitability are all important Easy to ignore in a bull run but just ask anyone who was buying $SNOW right after IPO"
X Link @contrarcap 2025-10-15T17:06Z 12.4K followers, XXX engagements

"So now what I think we keep dancing for a bit from here. I want to see major private AI companies actually IPO (no bubble has ever peaked without a huge IPO window first). I dont see widespread euphoria- Yes weve had a crazy few months but the YTD performance is much more modest. We cant ignore the fact that we dipped significantly when discussing the markets recent exceptional performance"
X Link @contrarcap 2025-10-12T16:44Z 12.4K followers, XXX engagements

"This is Brad Jacobs the CEO of $QXO. We'll get to $QXO in a second but first let's just understand Brad's track history. He founded United Waste Systems United Rentals XPO logistics and a few other companies. Each of these companies operated in a 'boring' space: waste collection construction equipment rental and logistics. They each used technology to bring newfound efficiency to their respective areas and in the process produced money hand over fist"
X Link @contrarcap 2025-10-08T13:11Z 12.4K followers, 1517 engagements

"@JonesLee1231977 I agree that thats awful But fewer spam accounts is definitely nice"
X Link @longoption 2025-10-12T02:39Z 12.4K followers, XXX engagements

"Monday I think is fair to criticize but I don't understand people putting $HOOD on blast for friday's issues. There was simply NO liquidity in crypto. It wasn't a problem with the broker it was a problem with the crypto ecosystem. Totally agree with you though- they'll get better"
X Link @longoption 2025-10-12T21:37Z 12.4K followers, 1510 engagements

"I found an incredible fintech company. Their payment processing operations are live all over the world They have stablecoin technology that theyre using to stay ahead of crypto disruption Theyre building a brand new ads business to allow brands to reach out to customers directly Their distribution is incredible with them owning the top X slots in the app store for their category Name recognition is fantastic and well trusted Theyre massively profitable and returning huge sums to shareholders via buybacks The only problem Its named Paypal and Wall Street doesnt like that yet. $PYPL"
X Link @longoption 2025-10-10T13:48Z 12.4K followers, 4383 engagements

"Thats incorrect selling options is more about volatility than it is Bull or Bear market If anything selling calls or puts looks the worst in a low volatility bull market because premiums are low AND youre missing out on gains Theres market conditions where it is a great idea to sell options (namely high vix and sideways/choppy market) but those never last all year"
X Link @contrarcap 2025-10-15T11:32Z 12.4K followers, XX engagements

"My thoughts on $QXO will drop tomorrow morning. Very interesting company leadership and story. Shoutout to @TradeSignalHQ for putting this one on my radar he's definitely worth a follow"
X Link @contrarcap 2025-10-07T14:52Z 12.4K followers, 3355 engagements

"Me waiting for a $ROOT dip under $XX to buy more:"
X Link @longoption 2025-10-09T13:49Z 12.4K followers, 2648 engagements

"$PATH here's what i'm seeing on the chart very bullish outlook for the short term for me"
X Link @longoption 2025-10-06T18:02Z 12.4K followers, 13K engagements

"Theres FOUR stocks that Im interested in buying more if they dip. They are: $ROOT at XX or lower. $DUOL at XXX or lower. $SNLH at $X or lower. $LMND at $XX or lower. Theres TWO stocks I like at these levels: $PYPL below $XX $AMZN below $230"
X Link @contrarcap 2025-10-01T22:33Z 12.4K followers, 12.7K engagements

"@thegrowthplay I like $ROOT LEAPS from here Theyre surprisingly cheap"
X Link @longoption 2025-10-03T03:23Z 12.4K followers, XXX engagements

"Is $NVO a broken stock Or is it a broken business Some of the recent news really makes me feel like its a broken business just with the massive tailwind of the patent for Ozempic"
X Link @longoption 2025-10-07T10:53Z 12.4K followers, 6294 engagements

"@HertzyTrades Yeah but the key is successfully Selling options falls apart when theres volatility. You either miss out on huge gains or have to buy stock above market price"
X Link @contrarcap 2025-10-15T11:22Z 12.4K followers, 1025 engagements

"When you start to get hate for being bullish on a stock- More often than not youre actually on the right path. Weird how that works"
X Link @contrarcap 2025-10-14T21:57Z 12.4K followers, 8332 engagements

"$AZO or $ORLY are exceptions largely due to their financial engineering via buybacks. Ill withhold judgement on $NVR- Im not as familiar. Some folks can find these exceptions but i have more success with my framework largely due to who I am as a person and the kinds of companies that make sense to me"
X Link @longoption 2025-10-05T19:42Z 12.4K followers, XXX engagements

"$ROOT looking like an absolute deep value here"
X Link @longoption 2025-10-13T00:54Z 12.4K followers, XXX engagements

"I haven't seen a single credible bear case for $ROOT. There might not be one"
X Link @longoption 2025-10-01T00:12Z 12.4K followers, 15K engagements

"Something notable: After a huge red day is the main topic of discussion macro-economic fears Nope. Its over-leveraged crypto accounts. There might be a further dip as people de-lever but its tough to believe that this is a structural problem for the global economy"
X Link @longoption 2025-10-12T00:22Z 12.4K followers, 2989 engagements

"Heikin Ashi Candles are even more complex. They essentially use averages to smooth out wicks and are designed to easily show trends rather than specific price action. The math is shown below. Take a look at the HA candles for the S&P500. You can see how the clear uptrend had no lower wicks and as we approached a local top we started to see lower wicks form on the candles. This can serve as a signal for a trader to get out of a trade"
X Link @contrarcap 2025-10-13T14:58Z 12.4K followers, XXX engagements

"@amitisinvesting Honestly this approach makes sense given that China clarified they dont intend to BAN rare earth exports"
X Link @longoption 2025-10-12T16:46Z 12.4K followers, 1275 engagements

"If youre bullish on $PATH You are going to love what you learn when you do a deep dive on $CRM"
X Link @contrarcap 2025-10-13T18:07Z 12.4K followers, 12K engagements

"Bought more $ROOT under $XX. Thank you Mr. Market"
X Link @contrarcap 2025-10-09T15:08Z 12.4K followers, 10.3K engagements

"$AMZN is not $GOOG at XXX. It is probably closer to $GOOG at XXX. Still a great buy"
X Link @contrarcap 2025-10-05T12:44Z 12.4K followers, 20K engagements

"@danielisdizzy Solid entry down around $80"
X Link @longoption 2025-10-10T15:13Z 12.4K followers, XXX engagements

"Something worth noting: @acce only has two things in his bio: -His role and Preisdent and CEO of $PYPL -His ETH address $PYPL will not be left behind due to stablecoins. They will be leading the charge. Bookmark this and come back in a year. I will be proven right"
X Link @contrarcap 2025-10-06T19:02Z 12.4K followers, 8986 engagements

"@sto_spencer @HertzyTrades I shouldve been clearer Selling options during times when the vix is low falls apart when the vix spikes Now youre stuck with this option (potentially/likely ITM) which is tying up capital and can only be bought back at a loss"
X Link @contrarcap 2025-10-15T14:55Z 12.4K followers, XX engagements

"@Kaizen_Investor I dont own $TMDX but I am watching this one as well"
X Link @longoption 2025-10-05T20:52Z 12.4K followers, XXX engagements

"@meeijer Would love to see them sell tripleten to $DUOL in exchange for locking in $DUOL as a client They do a ton of inference and lead the world in education. Could be a great natural partnership"
X Link @longoption 2025-10-12T16:28Z 12.4K followers, 1727 engagements

"$ROOT weekly The disconect is getting larger and larger. I smell an opportunity"
X Link @longoption 2025-10-06T23:58Z 12.4K followers, 7117 engagements

"@StonkChris China backing down and clarifying that the export controls arent going to impact the world economy Trump backing down and saying hes open to negotiations Market now reset with the excess leverage flushed out of the system Lets rip"
X Link @longoption 2025-10-12T16:27Z 12.4K followers, 1285 engagements

"@OldSaltyGrouch Analyst is one of the worst on Wall Street The downgrade doesnt even make sense. If its a sell then the PT should be well below where it currently is"
X Link @longoption 2025-10-13T12:28Z 12.4K followers, XX engagements

"@SayNoToTrading @pepemoonboy I try to never trade on my phone Way too much risk Buying and selling equities is definitely a computer activity"
X Link @longoption 2025-10-11T22:32Z 12.4K followers, 1712 engagements

"$PYPL Are you getting it now"
X Link @contrarcap 2025-10-06T15:10Z 12.4K followers, 19.9K engagements

"@em013L Hmm the only other thing I can think of: Private credit $OWL and similar"
X Link @contrarcap 2025-10-14T18:04Z 12.4K followers, XXX engagements

"Theres so many layers at which AI is accumulating value But the real test IMO will be when AI moves the productivity of the entire economy forward. I want to see the GDP grow at X X X% YoY adjusted for inflation. If we dont get that the AI trade will be in trouble"
X Link @contrarcap 2025-10-03T02:37Z 12.4K followers, 40.5K engagements

"$QXO went public in june of 2024 through a reverse merger with Beacon Roofing Supply. This is important to keep in mind when looking at charts since they stretch back well before this time. Since then the stock has done alright but the performance has been meh in the context of the broader market which has also done well during this time"
X Link @contrarcap 2025-10-08T13:11Z 12.4K followers, 1247 engagements

"What exactly causes a market buy to be rejected on a broker Seeing tons of screenshots of this happening on $HOOD which is honestly super confusing"
X Link @contrarcap 2025-10-11T00:40Z 12.4K followers, 2066 engagements

"One way to view multiples: Theyre a signal of how much the market currently likes a company. The market is still being discerning rather than throwing a fat 100X/Sales at everything with the word AI in their investor presentation. Thats not end-of-bubble behavior"
X Link @longoption 2025-10-12T16:44Z 12.4K followers, XXX engagements

"@MMatters22596 There's a case to be made here to ONLY buy the stocks in the top tier especially if there's high correlation between stocks in different tiers. Concentration in high conviction names versus diversification is a delicate balance"
X Link @contrarcap 2025-10-15T17:04Z 12.4K followers, XXX engagements

"@ModernDayInves A lot of this is probably due to high frequency trading firms though"
X Link @longoption 2025-10-12T14:52Z 12.4K followers, XXX engagements

"@DividendDude_X Honestly this is one of those things where no one would normally care BUT because of the recent news people are now going to overanalyze"
X Link @longoption 2025-10-13T16:48Z 12.4K followers, XXX engagements

"@TheLongInvest I strongly believe that until we see the big AI companies IPO or merge (OpenAI Anthropic figma cursor etc) The music cant be turned off"
X Link @longoption 2025-10-12T14:52Z 12.4K followers, 4883 engagements

"$UNH I remember when people were calling for $XXX on this name Spreading fear would get you lots of clicks But it turns out $UNH is a pretty damn good company and didnt deserve to trade that low"
X Link @contrarcap 2025-10-08T13:59Z 12.4K followers, 2735 engagements

"Call me crazy but I really do believe that $ROOT deserves ATHs that's about +540% from here"
X Link @contrarcap 2025-10-08T21:46Z 12.4K followers, 41.8K engagements

"I've never been a fan of this comparison as someone who's in both names but more heavily into $ROOT Health insurance is a different industry. Yes MLRs (and thus gross profit percentages) are capped but customers pay more for health insurance than every other type of insurance combined by a good margin. I agree that $ROOT is underpriced- that is clear as daylight to see"
X Link @contrarcap 2025-10-06T22:25Z 12.4K followers, XXX engagements

"If you were in $LMND you got HAMMERED today. But what does an insuretech company have to do with China I think a lot of companies tend to overreact and you shouldnt measure performance on any one big red or green day. The overall message though is spot on- risk feels so good in a bull market but its a good idea to reassess before we hit an actual bear market"
X Link @longoption 2025-10-11T00:02Z 12.4K followers, XXX engagements

"Im a huge fan of companies that are able to use AI to actually make the business better. These will be the companies that outperform. I think $QXO might be one such hidden gem. Im learning more and will share my thoughts soon"
X Link @contrarcap 2025-10-02T03:46Z 12.4K followers, 4348 engagements

"Yes Social media makes it seem like the only thing to do is to buy options on individual names Its also important to recognize that you dont have to pick individual stocks in every climate. Totally cool to pick stocks in a bull market and move back towards indicies in a bear market"
X Link @longoption 2025-10-14T20:59Z 12.4K followers, XX engagements

"While everyones (rightfully) talking about $AMZN- I think $CRM is setting up to quietly put up a HUGE 2026. As Ive learned more its become clear that Benioff isnt getting the respect he deserves. This stock isnt going to fall forever and the move back up could be violent"
X Link @contrarcap 2025-10-12T20:29Z 12.4K followers, 4786 engagements

"agreed I think the key here is that it isn't the cuts themselves that are bearish it's that the cuts are a symptom of a slowing economy the question is with AI is this time different IMO: no because AI directly leads to unemployment. It will create jobs in years but it'll lead to layoffs in weeks and months- that gap is our recession"
X Link @longoption 2025-10-13T00:41Z 12.4K followers, XX engagements

"WATCH THE SENTIMENT STARTING TO SHIFT ON $PYPL. THIS IS NOT A COINCIDENCE. WHOS READY FOR AN AGGRESSIVE MOVE UPWARDS"
X Link @contrarcap 2025-10-05T19:11Z 12.4K followers, 18.3K engagements

"Heres how I see the current agentic/process automation landscape (and where I foresee competition happening) $PLTR: Governments and large businesses will use $PLTR for large unstructured data sets. $CRM: Large and Medium businesses will use $CRMs agentforce for process automation and data insights coupled with their other enterprise software (CRM slack tableu) for greater lock in $PATH: Medium and Small businesses will use $PATHs maestro + RPA tools to drive AI productivity enhancements The market so far has only recognized the opportunity for $PLTR. The other two will come faster than people"
X Link @contrarcap 2025-10-14T12:07Z 12.4K followers, 2465 engagements

"One recent trend in the larger AI trade: Nobody wants a monopoly at any point in the chain. Everyone understands that you need multiple fabs ($INTC AND $TSM) multiple chip designers ($AMD AND $NVDA but also $AVGO and $MRVL) multiple hyperscalers etc. Two notable cases in this process: 1- $ASML is the only company that cant be replaced. Their tech is probably a decade ahead of everyone else. 2- $PLTR on the other hand has shockingly little competition and $PATH is the closest company thats able to challenge them. $PATH has already announced partnerships with key players- watch for the industry"
X Link @longoption 2025-10-10T14:58Z 12.4K followers, 2028 engagements

"@Morteza_Esteki Best of luck to you on that PT"
X Link @longoption 2025-10-14T21:58Z 12.4K followers, XX engagements

"@TheRonnieVShow Im announcing my partnership with OpenAI right here right now"
X Link @longoption 2025-10-14T20:51Z 12.4K followers, XXX engagements