[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1696522613168943106.png) @ContrarianCurse SuspendedCap

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

### Engagements: XXXXXX [#](/creator/twitter::1696522613168943106/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1696522613168943106/c:line/m:interactions.svg)

- X Week XXXXXXX +2.20%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +214%
- X Year XXXXXXXXXX +16,891%

### Mentions: XX [#](/creator/twitter::1696522613168943106/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1696522613168943106/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +2.60%
- X Months XXX +262%
- X Year XXXXX +776%

### Followers: XXXXXX [#](/creator/twitter::1696522613168943106/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1696522613168943106/c:line/m:followers.svg)

- X Week XXXXXX +0.86%
- X Month XXXXXX +5.30%
- X Months XXXXXX +101%
- X Year XXXXXX +1,957%

### CreatorRank: XXXXXXX [#](/creator/twitter::1696522613168943106/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1696522613168943106/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [events](/list/events)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [musicians](/list/musicians)  XXXX%

**Social topic influence**
[level](/topic/level) 5.43%, [$are](/topic/$are) #1, [$aapl](/topic/$aapl) 3.26%, [ai](/topic/ai) 3.26%, [sap](/topic/sap) 3.26%, [$be](/topic/$be) 3.26%, [$amat](/topic/$amat) #15, [$bldr](/topic/$bldr) #9, [$snps](/topic/$snps) #21, [china](/topic/china) #3281

**Top accounts mentioned or mentioned by**
[@thebostonview](/creator/undefined) [@funkphlex](/creator/undefined) [@jktadave](/creator/undefined) [@stephan9015](/creator/undefined) [@parachutej66186](/creator/undefined) [@2wings__2fly](/creator/undefined) [@etherblaize](/creator/undefined) [@baroqueobama87](/creator/undefined) [@strongandfreeca](/creator/undefined) [@matt_solomon10](/creator/undefined) [@overthehedgel](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@aydenparga](/creator/undefined) [@profplum99](/creator/undefined) [@1444kris](/creator/undefined) [@thatgreybeard](/creator/undefined) [@kurokatball](/creator/undefined) [@billdozer](/creator/undefined) [@theloaner11](/creator/undefined) [@treasurybill](/creator/undefined)

**Top assets mentioned**
[Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Apple, Inc. (AAPL)](/topic/$aapl) [Bloom Energy Corporation (BE)](/topic/$be) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Synopsys, Inc. (SNPS)](/topic/$snps) [SAP SE (SAP)](/topic/$sap) [Strategy (MSTR)](/topic/$mstr) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) [Accenture (ACN)](/topic/accenture) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Texas Instruments (TXN)](/topic/$txn) [Whirlpool Corporation (WHR)](/topic/$whr) [Airbnb Inc (ABNB)](/topic/$abnb) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/tesla) [EMCOR Group, Inc. (EME)](/topic/$eme) [EQT, Corp. (EQT)](/topic/$eqt) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Fabrinet (FN)](/topic/$fn) [Home Depot, Inc. (HD)](/topic/$hd)
### Top Social Posts
Top posts by engagements in the last XX hours

"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](https://x.com/ContrarianCurse/status/1995677750661710244)  2025-12-02T02:13Z 17K followers, 5706 engagements


"@Stephan9015 Too much smoke around the switch to $AVGO"  
[X Link](https://x.com/ContrarianCurse/status/1998049339110010922)  2025-12-08T15:17Z 17K followers, XXX 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](https://x.com/ContrarianCurse/status/1998113258432032901)  2025-12-08T19:31Z 17K followers, 29.2K 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](https://x.com/ContrarianCurse/status/1997013908050125075)  2025-12-05T18:43Z 17K followers, 9677 engagements


"Up XX% on the $ARE calls already Canada will (shockingly) be very proactive on Nuclear technology"  
[X Link](https://x.com/ContrarianCurse/status/1998425242839155187)  2025-12-09T16:11Z 17K followers, 3003 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](https://x.com/ContrarianCurse/status/1989371424532746500)  2025-11-14T16:34Z 17K followers, 8949 engagements


"I think the bubble in Quality was somewhat caused partially because there was so much red tape in the US tech progress had basically stalled completely and growth was so anemic that there were certain high quality businesses where you could pay up for a bond-like HSD annuity stream. For that assured growth people paid massive multiples. This is your like your COST ROP CTAS FICO AAPL CPRT CSU etc I think the reason this bubble is in the process of being completely deflated is simply because there are really interesting paths and growth opportunities from beg of 2024 and on for the first time"  
[X Link](https://x.com/ContrarianCurse/status/1991169918985773179)  2025-11-19T15:41Z 17K followers, 22.1K 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](https://x.com/ContrarianCurse/status/1992973068113744112)  2025-11-24T15:06Z 17K followers, 25.3K engagements


"$BE Glad I got involved here again. Quickest time to power which is vital when gen-to-gen NVDA leaps are 3x perf. Any delay in deployment dwarfs the additional cost per kWh Can be stood up on an island no interconnect. Hugely reliable no moving parts can run on nat gas. kicks off so much heat that is can be used through an absorption chiller to chill water and provide cooling Old servers had to go through multiple AC--DC conversions which every time you do you lose 3-5% efficiency. Bloom's new modules can output DC 800v directly to match NVDA which made the switch to reduce amps and lower"  
[X Link](https://x.com/ContrarianCurse/status/1993019131893821838)  2025-11-24T18:09Z 17K followers, 20.4K engagements


"$AMAT happy 52w highs to those who celebrate. I am absolutely gunning my port"  
[X Link](https://x.com/ContrarianCurse/status/1993417312825708867)  2025-11-25T20:31Z 17K followers, 14.8K engagements


"@FunkPhlex Basically round tripped the rally post earnings on the Wash state SMR win backlog is XX% higher than 4Qs ago. Direct nuke/SMR buildout leverage"  
[X Link](https://x.com/ContrarianCurse/status/1993747603671142443)  2025-11-26T18:24Z 17K followers, XXX 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](https://x.com/ContrarianCurse/status/1993749282491650450)  2025-11-26T18:30Z 17K followers, 35.2K engagements


"$ABNB having a hotel vs airbnb debate is frankly stupid. Of course you aren't going to stay at a 3bdr house in scottsdale with a putting green for your work conference idiot They are fundamentally totally different products"  
[X Link](https://x.com/ContrarianCurse/status/1993789010096083194)  2025-11-26T21:08Z 17K followers, 4320 engagements


"An official in the semiconductor industry said SK Hynix faces a situation where it must also expand production capacity for next-generation DRAM such as the 10nm-class 6th generation (1c) DRAM next year adding They will utilize every possible measure to operate and respond to the demand for both HBM and commodity DRAM. And thereeeee goes the Koreans"  
[X Link](https://x.com/ContrarianCurse/status/1994409578788794752)  2025-11-28T14:14Z 17K followers, 13K engagements


"*THE* most bombed out cycles Housing / building products Ag machinery Analog semis Trucking / rails Lithium Luxury"  
[X Link](https://x.com/ContrarianCurse/status/1995185463280148746)  2025-11-30T17:37Z 17K followers, 64.1K 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](https://x.com/ContrarianCurse/status/1995529203404681502)  2025-12-01T16:23Z 17K followers, 57.8K engagements


"$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](https://x.com/ContrarianCurse/status/1995559153691984367)  2025-12-01T18:22Z 17K followers, 14.1K 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](https://x.com/ContrarianCurse/status/1996232440688398348)  2025-12-03T14:57Z 17K followers, 17.8K engagements


"Due to the explicit insider trading on polymarket you should probably be checking markets on there to see if any of them are majorly incongruent with your equity positions"  
[X Link](https://x.com/ContrarianCurse/status/1996661246754726005)  2025-12-04T19:21Z 17K followers, 13.8K engagements


"$MSTR l/s aggressively closing out shorts will likely bleed through to here next couple weeks. lets take some 210s for a skate for a few weeks"  
[X Link](https://x.com/ContrarianCurse/status/1996669515426308497)  2025-12-04T19:54Z 17K followers, 3959 engagements


"$BE situational awareness hops in with XXX% position"  
[X Link](https://x.com/ContrarianCurse/status/1996712218688463037)  2025-12-04T22:44Z 17K followers, 10.1K engagements


"Commodity investing check list: is the demand for your commodity about to inflect Why For how long Yes Proceed Can supply respond to this demand How quickly Does demand show up much faster than supply can Is supply impaired for some reason for a period of time If supply cannot respond - its a long. If it can its not I don't care if its trucks or copper its the same general idea. Trucking is a long because you might actually see the consumer improve at the same time they just tightened the licensing regime and are booting out immigrants"  
[X Link](https://x.com/ContrarianCurse/status/1996959059430265065)  2025-12-05T15:05Z 17K followers, 8072 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](https://x.com/ContrarianCurse/status/1998105280765387119)  2025-12-08T18:59Z 17K followers, XXX engagements


"$AMAT is going to go to $XXX then some fucking generalists will make it their top pick and they can hold my bag"  
[X Link](https://x.com/ContrarianCurse/status/1994939564562186272)  2025-11-30T01:20Z 17K followers, 26.6K engagements


"$BLDR you can't stop me right now"  
[X Link](https://x.com/ContrarianCurse/status/1996230463128515055)  2025-12-03T14:50Z 17K followers, 3861 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](https://x.com/ContrarianCurse/status/1996639890268627344)  2025-12-04T17:57Z 17K followers, 2988 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](https://x.com/ContrarianCurse/status/1996953727979204951)  2025-12-05T14:44Z 17K followers, 3855 engagements


"GPT XXX best model by Dec XX for 12c on Poly + NVDA 12/26 XXX XXXX Short AVGO/GOOG commons Nice little YE spreader"  
[X Link](https://x.com/ContrarianCurse/status/1997021044130099444)  2025-12-05T19:11Z 17K followers, 56.8K engagements


"@nasjacked420 @2wings__2fly I'm just looking for a change in direction from an extreme level"  
[X Link](https://x.com/ContrarianCurse/status/1998146013714960859)  2025-12-08T21:41Z 17K followers, XXX engagements


"The last week or so on $BLDR shit"  
[X Link](https://x.com/ContrarianCurse/status/1993393641159901776)  2025-11-25T18:57Z 17K followers, 2736 engagements


"$EQT & $ARE call spreads in"  
[X Link](https://x.com/ContrarianCurse/status/1993742876782780672)  2025-11-26T18:05Z 17K followers, 4661 engagements


"$LULU sell side crunching the elementary math on the Amex deal and getting incrementally more positive"  
[X Link](https://x.com/ContrarianCurse/status/1996951786792305080)  2025-12-05T14:36Z 17K followers, 11.3K 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](https://x.com/ContrarianCurse/status/1991957830178644293)  2025-11-21T19:52Z 17K followers, 7773 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](https://x.com/ContrarianCurse/status/1996234136680288360)  2025-12-03T15:04Z 17K followers, 18.9K 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](https://x.com/ContrarianCurse/status/1996792230523424993)  2025-12-05T04:02Z 17K followers, 14.3K engagements


"$ARE Canadian Nuke boys chugga chugga chooo chooooooo"  
[X Link](https://x.com/ContrarianCurse/status/1997046209354101144)  2025-12-05T20:51Z 17K followers, 3604 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](https://x.com/ContrarianCurse/status/1997420782763327792)  2025-12-06T21:39Z 17K followers, 80.8K engagements


"$KLIC aint going to stop here"  
[X Link](https://x.com/ContrarianCurse/status/1997711464870842631)  2025-12-07T16:55Z 17K followers, 4598 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](https://x.com/ContrarianCurse/status/1997782597401764122)  2025-12-07T21:37Z 17K followers, 7712 engagements


"$TSM really needs to step on the gas with capacity expansions"  
[X Link](https://x.com/ContrarianCurse/status/1997855200107991516)  2025-12-08T02:26Z 17K followers, 15.8K 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](https://x.com/ContrarianCurse/status/1997860475753931181)  2025-12-08T02:47Z 17K followers, 9402 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](https://x.com/ContrarianCurse/status/1998048766440464573)  2025-12-08T15:15Z 17K followers, 6494 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](https://x.com/ContrarianCurse/status/1998103111387271212)  2025-12-08T18:51Z 17K followers, 4898 engagements


"@zephyr_z9 Gunna need to slap a X on those capacity numbers"  
[X Link](https://x.com/ContrarianCurse/status/1998436172582756591)  2025-12-09T16:54Z 17K followers, 1439 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](https://x.com/ContrarianCurse/status/1998436556927852615)  2025-12-09T16:56Z 17K followers, 4269 engagements


"Current state of Canadian ingenuity"  
[X Link](https://x.com/ContrarianCurse/status/1998448993060168007)  2025-12-09T17:45Z 17K followers, 4292 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](https://x.com/ContrarianCurse/status/1998470878254776609)  2025-12-09T19:12Z 17K followers, 13.3K engagements


"*SPACEX SAID TO PURSUE 2026 IPO RAISING FAR ABOVE $XX BILLION + Ant OAI Databricks etc"  
[X Link](https://x.com/ContrarianCurse/status/1998492259398881289)  2025-12-09T20:37Z 17K followers, 5352 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](https://x.com/ContrarianCurse/status/1998558515447640551)  2025-12-10T01:00Z 17K followers, 4854 engagements