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@ContrarianCurse Avatar @ContrarianCurse SuspendedCap

SuspendedCap posts on X about $amat, stocks, $orcl, luxury the most. They currently have XXXXXX followers and XXX 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 finance #5414 technology brands countries cryptocurrencies #4105 fashion brands automotive brands

Social topic influence $amat, stocks, $orcl, luxury, dior, revive, $be, $rkt, $bldr, $oc

Top assets mentioned Applied Materials, Inc. (AMAT) Oracle Corporation (ORCL) Bloom Energy Corporation (BE) Rocket Companies, Inc. (RKT) Builders FirstSource, Inc. (BLDR) Owens Corning (OC) Synopsys, Inc. (SNPS) Fair Isaac, Corp. (FICO) Sunrun Inc (RUN) JAMES HARDIE INDUSTRIES plc. (JHX) Tesla, Inc. (TSLA) BRP Inc. Common Subordinate Voting Shares (DOOO) Metadium (META) Brookfield Corporation (BN) Starbucks Corporation (SBUX) 4 (FOUR) Robinhood Markets, Inc. (HOOD) Dash (DASH)

Top Social Posts #

Top posts by engagements in the last XX hours

"In luxury heritage buys you shots on goal. For great CDs in the industry there is always someone great before you a storied name and brand to put on your resume and even more seductive the one that brought it back This is why LVMH is still a long. LV and Dior have been shit for years but now you got Pharell and Jonathan Anderson looking to revive the brands and leave their legacy. Across all their houses you will have some good and some bad but this dynamic stays the same"
X Link @ContrarianCurse 2025-10-15T01:23Z 14.2K followers, 4379 engagements

"What you think SHOULD happen and what is likely TO happen are two vastly different things and you should only trade the latter"
X Link @ContrarianCurse 2025-10-12T19:05Z 14.2K followers, 6756 engagements

"$BE $RKT $BLDR $OC all working well today. Nothing hurts more than $SNPS. Jesus christ I'm in a dark place"
X Link @ContrarianCurse 2025-09-10T13:39Z 14.2K followers, 4365 engagements

"The pain trade is most assuredly institutional investors watching retail get rich lol"
X Link @ContrarianCurse 2025-10-09T19:39Z 14.2K followers, 39.8K 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 14.2K followers, 10.4K 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 14.2K followers, 4725 engagements

"The reason the taco trade is the taco trade is because China has no actual leverage. US is the axis of consumption they do not have the internal market structure and habits to transition their economy away from exports. They have created an industrial base by abusing the rules and in a zero sum way all around the world. They cannot offer anything to the US allies other than cheap shit those countries dont see the need to make. The Chinese dont take down enough wine cars and goods to offset the hollowing out of the industries they abuse. China would have to win a world war to change the regime"
X Link @ContrarianCurse 2025-10-11T03:44Z 14.2K followers, 21.9K 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 14.2K followers, 258.7K engagements

"Basically all of the housing/building product names have cracked since rates were cut. We went from weak = easing to oh shit they are going to run it hot and rates have ticked back up. $JHX in Aus rallying today after blowing up last quarter and Housing remains a massive bipartisan issue. Volumes actually surprised to the upside and I think there is a very low bar here to beat. I still expect some sort of specific intervention to encourage volumes before end of Q1. $BLDR I have and been beaten up on may add back $RKT"
X Link @ContrarianCurse 2025-10-07T14:31Z 14.2K followers, 5337 engagements

"My port when its running XX% total value in AMAT leaps and Donnie sends a stray at chiner"
X Link @ContrarianCurse 2025-10-10T16:23Z 14.2K followers, 8575 engagements

"Est. for $AMAT. Let me just say I doubt 2026 will only be up 2%. mmmk"
X Link @ContrarianCurse 2025-10-06T15:31Z 14.2K followers, 4885 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 14.2K followers, 24.2K engagements

"ORCL rents a few servers and the market fucking pukes LOL what a house of cards"
X Link @ContrarianCurse 2025-10-07T15:52Z 14.2K followers, 12.3K engagements

"Years ago when I worked at a pension Cannabis stocks were absolutely roaring. Something like Aurora went from X to XX in under a year. Tilray hit XXX etc. We are talking life changing stuff here In Canada these sat in the HC index and were causing problems for the PM there ruining his bonus. Prudently obviously he didn't participate. However it ruined his quarterly stamped performance for an entire year. Our CIO at the time asked "any of you own these personally" Not a single person. And it sort of occurred to me then and it is relevant today - you can definitely be too smart for your own"
X Link @ContrarianCurse 2025-10-08T15:13Z 14.2K followers, 91.7K engagements

"@origoinvest Cutting checks without due diligence yes"
X Link @ContrarianCurse 2025-10-13T19:21Z 14.2K followers, 2962 engagements

"$AMAT damn looks like we need more chips who wouldve thought Maybe shouldve traded down to single digit p/e despite being the largest WFE provider and having XX% ROIC. Those pesky ICAPs I could give a shit about are sure weak Anyways thanks for playing"
X Link @ContrarianCurse 2025-10-01T16:18Z 14.2K followers, 5253 engagements

"@yseth005 And the US for every rare earth trump card has XX of their own"
X Link @ContrarianCurse 2025-10-11T23:37Z 14.2K followers, XXX engagements

"The power trade is going to be smoother than the Chip trade due to lead times. There is no doubt in my mind there is a very clear line of sight to demand for power over the next decade even if current DC demand is already overshot. Nuke/Gas projects take years. Pipes take years. And it is such a strategic imperative for the US that even if DC capex takes a breather I think Power would decel at a smaller rate or not at all"
X Link @ContrarianCurse 2025-09-26T18:53Z 14.2K followers, 13.1K 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 14.2K followers, 80.5K engagements

"This is much closer to consensus than it was 6+ months ago. Worth keeping in mind but this is secular"
X Link @ContrarianCurse 2025-10-04T17:31Z 14.2K followers, 18.2K engagements

"Quantum computing revenues will not be affected by tariffs"
X Link @ContrarianCurse 2025-10-14T13:27Z 14.2K followers, 47K 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 14.2K followers, 16K engagements

"@ThatTimeYouSaw Why would I downgrade my career to dealing with trades people"
X Link @ContrarianCurse 2025-10-06T16:04Z 14.2K followers, 4184 engagements

"$ORCL market guts on ORCL losing a bit of money on ramping project - at least there is offsetting rev to all the capex What are they going to think about $META having no offsetting revs lol"
X Link @ContrarianCurse 2025-10-07T18:05Z 14.2K followers, 5038 engagements

"Recently brought up if we thought our alts and giant $BN stake were correlated. Didnt seem to cross anyones mind"
X Link @ContrarianCurse 2025-10-01T01:30Z 14.2K followers, 4433 engagements

"$SBUX needs to double the earn and burn rate on rewards like yesterday and that would do more than just about anything else they are doing"
X Link @ContrarianCurse 2025-10-09T03:06Z 14.2K followers, 4150 engagements

"Everyone saying $FOUR a merchant acquirer is dirt cheap at 10x"
X Link @ContrarianCurse 2025-10-04T01:26Z 14.2K followers, 15.5K engagements

"$HOOD basically just becoming the stated goal of FTX in the end"
X Link @ContrarianCurse 2025-10-14T15:37Z 14.2K followers, 3269 engagements

"I swear to god if I see tap dancing on crypto I think crypto is complete bullshit and a waste but lets not pretend like it hasnt been basically the best performing asset of the last decade"
X Link @ContrarianCurse 2025-10-11T18:45Z 14.2K followers, 41.3K engagements

"@yseth005 This is literally the facts up to today lol"
X Link @ContrarianCurse 2025-10-11T23:03Z 14.2K followers, XXX engagements

"Wired framed dry walled taped and painted this fucker. $XXX vs 6k quoted. I timed myself. It took 7hr. Fuck you trades people omggggg I can use a miter saw Im MicHaELanGeLo"
X Link @ContrarianCurse 2025-10-06T02:29Z 14.2K followers, 273.6K engagements

"$DASH thesis to me"
X Link @ContrarianCurse 2025-10-14T14:56Z 14.2K followers, 8504 engagements

"@yseth005 Youre a fucking idiot"
X Link @ContrarianCurse 2025-10-11T23:39Z 14.2K followers, XXX engagements

"The most important part about not listening to anyone regarding what decisions you make is not that you necessarily always know better Its that if you are wrong you can live with the fact that YOU made the mistake rather than resenting that someone else made it for you"
X Link @ContrarianCurse 2025-10-14T17:23Z 14.2K followers, 5021 engagements