# ![@wtkthecontrari1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1430204499176656897.png) @wtkthecontrari1 WTKTheContrarian

WTKTheContrarian posts on X about $spy, $qqq, $nvda, bitcoin the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1430204499176656897/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1430204499176656897/c:line/m:interactions.svg)

- [--] Week [-------] -94%
- [--] Month [---------] +157,923%
- [--] Months [---------] +10,405%
- [--] Year [---------] +16,438%

### Mentions: [--] [#](/creator/twitter::1430204499176656897/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1430204499176656897/c:line/m:posts_active.svg)

- [--] Week [--] +15%
- [--] Month [--] +108%
- [--] Months [---] +93%
- [--] Year [---] +179%

### Followers: [---] [#](/creator/twitter::1430204499176656897/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1430204499176656897/c:line/m:followers.svg)

- [--] Week [---] -0.90%
- [--] Month [---] no change
- [--] Months [---] +15%
- [--] Year [---] +126%

### CreatorRank: [---------] [#](/creator/twitter::1430204499176656897/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1430204499176656897/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  71% [finance](/list/finance)  46% [cryptocurrencies](/list/cryptocurrencies)  32% [technology brands](/list/technology-brands)  28% [countries](/list/countries)  7% [ncaa football](/list/ncaa-football)  4% [nba](/list/nba)  2% [currencies](/list/currencies)  2% [automotive brands](/list/automotive-brands)  2% [social networks](/list/social-networks)  2%

**Social topic influence**
[$spy](/topic/$spy) 22%, [$qqq](/topic/$qqq) 20%, [$nvda](/topic/$nvda) 16%, [bitcoin](/topic/bitcoin) 13%, [silver](/topic/silver) 12%, [$gld](/topic/$gld) 12%, [$clf](/topic/$clf) #48, [$btu](/topic/$btu) #32, [$slv](/topic/$slv) #162, [$rig](/topic/$rig) #97

**Top accounts mentioned or mentioned by**
[@lanekiffin](/creator/undefined) [@gringoinvesting](/creator/undefined) [@lsufootball](/creator/undefined) [@olemissfb](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@pacers](/creator/undefined) [@apompliano](/creator/undefined) [@profplum99](/creator/undefined) [@cfbplayoff](/creator/undefined) [@brycemlipscomb](/creator/undefined) [@kelloggsus](/creator/undefined) [@oasishealthapp](/creator/undefined) [@billackman](/creator/undefined) [@elonmusk](/creator/undefined) [@aggiefootball](/creator/undefined) [@gamecockfb](/creator/undefined) [@sec](/creator/undefined) [@gavinsbaker](/creator/undefined) [@marciot36047699](/creator/undefined)

**Top assets mentioned**
[SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin (BTC)](/topic/bitcoin) [SPDR GOLD ETF (GLD)](/topic/$gld) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Peabody Energy Corporation (BTU)](/topic/$btu) [Transocean LTD. (RIG)](/topic/$rig) [Borr Drilling Limited (BORR)](/topic/$borr) [RH (RH)](/topic/$rh) [Leggett & Platt, Inc. (LEG)](/topic/$leg) [Newmont Corporation (NEM)](/topic/$nem) [Seadrill Limited (SDRL)](/topic/$sdrl) [Alibaba Group (BABA)](/topic/$baba) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Devon Energy Corp (DVN)](/topic/$dvn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Arweave (AR)](/topic/$ar) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [VF Corp (VFC)](/topic/$vfc) [Advanced Micro Devices (AMD)](/topic/$amd) [Exxon Mobil (XOM)](/topic/$xom) [Oklo Inc. (OKLO)](/topic/$oklo) [Metadium (META)](/topic/$meta) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Taseko Mines Limited (TGB)](/topic/$tgb) [PAN American Silver Corp (PAAS)](/topic/$paas) [Ethereum (ETH)](/topic/ethereum) [Strategy (MSTR)](/topic/$mstr) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Somnigroup International Inc. (SGI)](/topic/$sgi) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Validity (VAL)](/topic/$val) [EQT, Corp. (EQT)](/topic/$eqt) [Windoge98 (EXE)](/topic/$exe) [Convex Finance (CVX)](/topic/$cvx) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Cogent Communications Holdings, Inc. (CCOI)](/topic/$ccoi) [Planet Labs PBC (PL)](/topic/$pl) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [Venture Global, Inc (VG)](/topic/$vg) [4 (FOUR)](/topic/$four) [Sandisk Corporation (SNDK)](/topic/$sndk) [iShares BTC Trust (IBIT)](/topic/$ibit) [Salesforce Inc (CRM)](/topic/$crm) [DIA (DIA)](/topic/$dia) [Micron Technology, Inc. (MU)](/topic/$mu) [AppLovin Corporation (APP)](/topic/$app) [Noble Corporation (NE)](/topic/$ne) [Oxygen (OXY)](/topic/$oxy) [Flagstar Financial, Inc. (FLG)](/topic/$flg) [Walgreens Boots Alliance Inc (WBA)](/topic/$wba) [PolkaBridge (PBR)](/topic/$pbr) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Carvana Co. (CVNA)](/topic/$cvna)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Bought a tracking stake of $ICLR on the recent drop here. We put 20% of our capital into long $ICLR yesterday. The -40% decline on an accounting restatement impacting 2% of revenue was far too dramatic for a leading CRO that gushes $1b of cash flow on now a $6b market cap. Might do a writeup. Comment/DM if you want to chat We put 20% of our capital into long $ICLR yesterday. The -40% decline on an accounting restatement impacting 2% of revenue was far too dramatic for a leading CRO that gushes $1b of cash flow on now a $6b market cap. Might do a writeup. Comment/DM if you want to chat"  
[X Link](https://x.com/wtkthecontrari1/status/2022344435108114836)  2026-02-13T16:17Z [---] followers, [---] engagements


"The WTK Report: Episode [--] - Year-To-Date Overview Silver Precious Metals Memory & Natural Gas $SLV $GLD $EEM $IWN $IWM $EFA $SPY $QQQ $TLT #Gold #Silver #PreciousMetals. https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-12-year-tor=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-12-year-tor=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/2017697246167666753)  2026-01-31T20:31Z [---] followers, [---] engagements


"Interesting observation on commodities including gold silver crypto etc. and speculation. Ignores the capital cycle and years of underinvestment in commodities however captures the speculative mood. $GLD $SLV #Gold #Silver #Bitcoin #Ethereum. I think the whole story is literally Russia invaded Ukraine. US froze Russian assets. China started buying gold. Gold went up. Investors see gold going up and heard the narrative started chasing. At some point someone started asking gold is up already what else is like gold https://t.co/C7wove6WF4 I think the whole story is literally Russia invaded"  
[X Link](https://x.com/anyuser/status/2017940746138014205)  2026-02-01T12:39Z [---] followers, [---] engagements


"Wow what an American hero Andrew Jackson. Respect to the back country raised resilience. American Giant. One of the best to have ever done it. Be Andrew Jackson Born [----]. Carolina backcountry. Edge of civilization. Father dies before youre born. Mother raises you alone. Hard woman. American Revolution breaks out. Youre a teenager. Age [--]. British https://t.co/QwhGadHwaO American Giant. One of the best to have ever done it. Be Andrew Jackson Born [----]. Carolina backcountry. Edge of civilization. Father dies before youre born. Mother raises you alone. Hard woman. American Revolution breaks"  
[X Link](https://x.com/wtkthecontrari1/status/2017958994933960957)  2026-02-01T13:51Z [---] followers, [---] engagements


"MSTR's average bitcoin price is $76307 for their [------] bitcoins held. Hard to believe however $MSTR went underwater this weekend and they are close now. This happened in [----] and it virtually halted their purchases of Bitcoin with only [-----] BTC added in [----]. This time MSTR is trading below their NAV so the discount will prevent them (in theory) from issuing more shares to buy Bitcoin. They have $2 billion in cash however they have a substantial preferred dividend obligation. MSTR's stock is down 1.5% YTD through last Friday it is down 55.4% over the past year up 510.3% over the last three"  
[X Link](https://x.com/wtkthecontrari1/status/2017993834752295023)  2026-02-01T16:09Z [---] followers, [---] engagements


"Rings true. There is some good basketball on though both college and NBA. Billy this is your Sunday afternoon. There are no sports to watch so you have no excuse not to go out and do something. The only problem is there is two feet of snow and its fucking negative ten degrees out. https://t.co/3dAYditz5E Billy this is your Sunday afternoon. There are no sports to watch so you have no excuse not to go out and do something. The only problem is there is two feet of snow and its fucking negative ten degrees out. https://t.co/3dAYditz5E"  
[X Link](https://x.com/wtkthecontrari1/status/2018021804372009251)  2026-02-01T18:01Z [---] followers, [--] engagements


"Updating Portfolio Buys January [----] $LEG $CLF $CBRL $RH $PYPL $LYB $TEAM $KOS $JD $XIFR $BORR $RIG $SDRL $SGI $MT $SAP $NOW $FIG $BABA $DVN $WDS $BTU $VFC $VG $RCAT $AMD $SBSW $MSTR. https://open.substack.com/pub/tkthecontrarian/p/updating-portfolio-buys-january-2026r=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/updating-portfolio-buys-january-2026r=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/2018197184961753270)  2026-02-02T05:37Z [---] followers, [---] engagements


"$SLV mechanics. #Silver Nah nothing is broken just timing mismatch against the London/LBMA (12pm LDN time) of $103.19 used for NAV calculation. SLV tracks spot silver (XAG) pretty well. This pricing convention is my pet peeve when it comes to PnL calculation as well. Nah nothing is broken just timing mismatch against the London/LBMA (12pm LDN time) of $103.19 used for NAV calculation. SLV tracks spot silver (XAG) pretty well. This pricing convention is my pet peeve when it comes to PnL calculation as well"  
[X Link](https://x.com/wtkthecontrari1/status/2018308124365471788)  2026-02-02T12:58Z [---] followers, [---] engagements


"The WTK Report: Episode [--] - Gold Silver Crypto Bitcoin MSTR AI Bear Case FAM DCA Buys Thankful & Grateful $LEG $CLF $CBRL $RH $PYPL $LYB $TEAM $KOS $JD $XIFR $MARA. https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-13-gold-silverr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-13-gold-silverr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/2018335203173765204)  2026-02-02T14:46Z [---] followers, [---] engagements


"A lot of mergers and consolidation in the energy sector the last [--] years. $DVN and $CTRA continue a trend that they have already participated in. BREAKING: US shale oil and gas companies Devon and Coterra merge in an all-stock deal. After the transaction Devon shareholders would own 54% of the combined entity and Coterra holders 46%. Press release: https://t.co/K98BVTdWY3 Slide deck: https://t.co/73X1KThfl6 https://t.co/NfRo3tLvf5 BREAKING: US shale oil and gas companies Devon and Coterra merge in an all-stock deal. After the transaction Devon shareholders would own 54% of the combined entity"  
[X Link](https://x.com/anyuser/status/2018420087565213790)  2026-02-02T20:23Z [---] followers, [---] engagements


"The WTK Report: Episode [--] - Market Mechanics Silver Gold Memory Stocks Natural Gas U.S. Manufacturing Data Surges Payment Stocks. Market mechanics behind a squeeze and a unwind U.S. Manufacturing surges bank stocks have had an incredible run and discussing the payment processor space with a live read discussion on $PYPL $GPN and $FOUR. https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-14-marketr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/2018686060356677671)  2026-02-03T14:00Z [---] followers, [--] engagements


"The WTK Report: Episode [--] - Bitcoin at $52k Silver at $55 $MSFT losing $1 trillion in market-cap SanDisk $SNDK pin-balling Peabody $BTU up 6.8% today 22.1% YTD and 112.7% the last year. #Bitcoin #Crypto #Natgas. https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-15-bitcoinr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-15-bitcoinr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/2019808718951714879)  2026-02-06T16:21Z [---] followers, [---] engagements


"Nice post on $IBIT and $BTC. This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally"  
[X Link](https://x.com/wtkthecontrari1/status/2019853302067064963)  2026-02-06T19:18Z [---] followers, [---] engagements


"Wow New Yorks Medicaid budget is more than Floridas entire state budget and Florida has [--] million more people The New York Medicaid budget is equivalent to the state of Florida's entire budget. Florida has [--] million more people. The New York Medicaid budget is equivalent to the state of Florida's entire budget. Florida has [--] million more people"  
[X Link](https://x.com/anyuser/status/2019854761328275480)  2026-02-06T19:24Z [---] followers, [--] engagements


"So the question of whether this was just a liquidation event for $BTC will be answered. If that was the case Bitcoin Gold and Silver should all bounce. Look for Silver above $83 and Bitcoin through $76k then $85k to confirm. $GLD $SLV #Gold #Silver #Bitcoin #Crypto. Everyone thinks the crypto selloff is crypto-native. The real story is a TradFi entity running a multi-leg carry trade that unwound. Follow the funding chain. A HK entity borrows yen at 0.75% (the BOJs highest rate in [--] years up from near-zero). Uses that cheap leverage to Everyone thinks the crypto selloff is crypto-native. The"  
[X Link](https://x.com/wtkthecontrari1/status/2020602518510956736)  2026-02-08T20:55Z [---] followers, [---] engagements


"Thinking Out Loud 2/8/26: Economically Sensitive Stocks Leading & Bitcoin Liquidation. Was that the $SLV bottom at $65 Was that the $BTC bottom at $65k And hard to believe but $XOM has outperformed $CRM 359% to -28.6% since $DIA switched the https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-2826-super-bowlr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-2826-super-bowlr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/2020635144051397111)  2026-02-08T23:05Z [---] followers, [---] engagements


"The WTK Report: Episode 16: Pop Quiz Hot Shot $APP $HOOD $PLTR $MSFT $OKLO $BORR $RIG $VAL $MU $SNDK $CLF. There has been a wild week of volatility in the markets with Bitcoin Silver and the Invesco QQQ Trust $QQQ selling off yesterday Thursday February 12th. Pop quiz hotshot. With $APP off 45.6% through yesterdays close $HOOD off 37.1% PLTR off 27.4% MSFT off 16.9% what would you think the QQQs are off https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-16-pop-quizr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/2022373827049844794)  2026-02-13T18:14Z [---] followers, [---] engagements


"A Contrarian's Wet Dream: $AR $BORR $CNX $CRK $EQT $EXE $DVN $NE $OXY $QQQ $RIG $RRC $SPY $VAL $CVX $COP $OXY $XOM $WTIC $BRENT $RH $BABA $PTHRF $FLG $LEG $WBA $WDS $BTU $CLF $NEM $CPRI $PBR $VALE $EC #NATGAS #IRONY. https://open.substack.com/pub/tkthecontrarian/p/a-contrarians-wet-dream-sentimentr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/a-contrarians-wet-dream-sentimentr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1866100373896728928)  2024-12-09T12:39Z [---] followers, [----] engagements


"Remove Emotion From The Equation & A Renewed Look At Peabody $QQQ $SPY $DIA $IWM $TLT $ARKK $SCHW $HOOD $IKBR $APP $AVGO $BTU $CLF $EQT $AMR $AR $OXY $X $EXE. #Stocks. https://open.substack.com/pub/tkthecontrarian/p/remove-emotion-from-the-equationr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/remove-emotion-from-the-equationr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1890099920386023547)  2025-02-13T18:05Z [---] followers, [---] engagements


"February [----] DCA Portfolio Buys $BABA $PTHRF $FLG $LEG $WBA $DVN $WDS $BTU $CLF $BORR $AMD $SBSW. https://open.substack.com/pub/tkthecontrarian/p/february-2025-dca-portfolio-buysr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/february-2025-dca-portfolio-buysr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1890250243645796799)  2025-02-14T04:02Z [---] followers, [---] engagements


"What a game. #Pacers Genuinely how many individual playoff runs have had more iconic moments than this https://t.co/WmEJIbN1oh Genuinely how many individual playoff runs have had more iconic moments than this https://t.co/WmEJIbN1oh"  
[X Link](https://x.com/wtkthecontrari1/status/1930065871675810095)  2025-06-04T00:55Z [---] followers, [--] engagements


"Wow. What a story. $FDX #FedEx RIP FedEx founder and billionaire Fred Smith. He developed the idea of a nationwide overnight delivery service in an economics paper as an undergrad at Yale. His professor gave him a "C" on the paper. So he joined the Marines became a pilot in Vietnam and started FedEx https://t.co/EMlo6PEp7e RIP FedEx founder and billionaire Fred Smith. He developed the idea of a nationwide overnight delivery service in an economics paper as an undergrad at Yale. His professor gave him a "C" on the paper. So he joined the Marines became a pilot in Vietnam and started FedEx"  
[X Link](https://x.com/wtkthecontrari1/status/1936860561431797885)  2025-06-22T18:55Z [---] followers, [---] engagements


"Formerly a momentum favorite Lillys $LLY chart is now broken. Momentum stock lovers should take note. $MTUM BREAKING 🚨: Eli Lilly $LLY obliterated for its biggest loss in [--] years 📉📉 https://t.co/whSNbBgqbt BREAKING 🚨: Eli Lilly $LLY obliterated for its biggest loss in [--] years 📉📉 https://t.co/whSNbBgqbt"  
[X Link](https://x.com/wtkthecontrari1/status/1953551183928295498)  2025-08-07T20:17Z [---] followers, [---] engagements


"Definitely something to keep an eye on here with the U.S. Dollar Index hovering down about 10% YTD. Could smaller than expected deficits lead to one more squiggle higher Potentially. However intl stock markets are leading this year with $EFA up 23.1% and $EEM up 20.4% YTD The US Dollar Index is about to lose [--] year uptrend support. The last time a similar breakdown occurred was in the early 2000s - igniting a commodity supercycle. We're on the edge of such a move. Lifechanging returns are within reach for astute investors. $DXY https://t.co/QeeDpMStWL The US Dollar Index is about to lose 14"  
[X Link](https://x.com/wtkthecontrari1/status/1963329861352919199)  2025-09-03T19:54Z [---] followers, [---] engagements


"@SFarringtonBKC Do it. I have been looking at $HOFT for a couple months too. Fits the boring yet potentially lucrative value bucket with a nice dividend kicker. The ever changing furniture tariff landscape will eventually resolve too"  
[X Link](https://x.com/wtkthecontrari1/status/1971355529571336551)  2025-09-25T23:25Z [---] followers, [---] engagements


"$CVNA has quietly lost its relative strength here. $cvna massive insider selling lax credit checks When $4 Lol $cvna massive insider selling lax credit checks When $4 Lol"  
[X Link](https://x.com/wtkthecontrari1/status/1979617835631395045)  2025-10-18T18:37Z [---] followers, [---] engagements


"Thinking Out Loud 10/26/2025: Respiratory Breathing Nuclear Power Bubbles Everywhere & Raising Wolves Versus Sheep $SPY $QQQ $OKLO $GDX $GLD $NEM #AI #ElectricityGeneration #NuclearPower. https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-10262025-respiratoryr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-10262025-respiratoryr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1982474445085122716)  2025-10-26T15:48Z [---] followers, [---] engagements


"Good observation. Restaurant stocks have gotten hammered. $CBRL and $DIN should be on the list too. Almost every restaurant stocks are at [--] Weeks low almost [--] years low too. $SG sweetgreen $6.29 $CMG Chipotle $31.69 $SBUX Starbucks $80.87 $JACK jack in the box $16.04 $WEN Wendy $8.54 $CAVA Cava $54 $DPZ dominos $398 Which one would you buy Almost every restaurant stocks are at [--] Weeks low almost [--] years low too. $SG sweetgreen $6.29 $CMG Chipotle $31.69 $SBUX Starbucks $80.87 $JACK jack in the box $16.04 $WEN Wendy $8.54 $CAVA Cava $54 $DPZ dominos $398 Which one would you buy"  
[X Link](https://x.com/wtkthecontrari1/status/1985456373002297769)  2025-11-03T21:17Z [---] followers, [---] engagements


"Burry going short $PLTR which is trading at over 90x sales read that again and $NVDA here. Michael Burry 13F This is the wildest (and early by more than a week) 13F I have maybe ever seen. Pure bubble shorting Burry is going after the next [----]. I respect burry however lets remember it took 2-3 years from the moment he started shorting via CDS until [----] until https://t.co/0PUa1mQJcl Michael Burry 13F This is the wildest (and early by more than a week) 13F I have maybe ever seen. Pure bubble shorting Burry is going after the next [----]. I respect burry however lets remember it took 2-3 years"  
[X Link](https://x.com/wtkthecontrari1/status/1985518712691302883)  2025-11-04T01:25Z [---] followers, [---] engagements


"🤔. Seems like this is the burgeoning consensus now that LNG is already in a glut (I dont think this is true) and that other factors including increased demand from power generation or unexpected colder weather wont matter"  
[X Link](https://x.com/wtkthecontrari1/status/1985665921420042431)  2025-11-04T11:10Z [---] followers, [--] engagements


"Myles was loved and grew up in Indiana. Pacers played hard last night. Culture is still alive the will to fight is still there in a rough start to the year so far. @Pacers welcome back Myles. heres to a decade representing the Blue & Gold 💙💛 https://t.co/4VnarntxtK welcome back Myles. heres to a decade representing the Blue & Gold 💙💛 https://t.co/4VnarntxtK"  
[X Link](https://x.com/wtkthecontrari1/status/1985666740924141838)  2025-11-04T11:13Z [---] followers, [--] engagements


"$BAC recovers after [--] years I just realized this. Today is officially the first day Bank of America stock has fully recovered from the Global Financial Crisis. Wow. https://t.co/q11dLWsMTJ I just realized this. Today is officially the first day Bank of America stock has fully recovered from the Global Financial Crisis. Wow. https://t.co/q11dLWsMTJ"  
[X Link](https://x.com/wtkthecontrari1/status/1986586338280538332)  2025-11-07T00:07Z [---] followers, [--] engagements


"Hard to believe that $MSFT had a 12% FCF Yield in [----] $AAPL had a 12% FCF Yield in [----] and $META had a 8% FCF Yield in [----]. Now look at where they are today and this is being generous. The FCF yield of Big Tech if you exclude stock-based comp: Apple: 2.1% Netflix: 1.9% Meta: 1.7% Microsoft: 1.5% Nvidia: 1.3% Google: 1.3% Tesla: 0.3% Amazon: (0.3%) $AAPL $NVDA $TSLA $META $AMZN $NFLX $MSFT $GOOGL https://t.co/K1NLKN6fFn The FCF yield of Big Tech if you exclude stock-based comp: Apple: 2.1% Netflix: 1.9% Meta: 1.7% Microsoft: 1.5% Nvidia: 1.3% Google: 1.3% Tesla: 0.3% Amazon: (0.3%) $AAPL"  
[X Link](https://x.com/wtkthecontrari1/status/1986854735874314616)  2025-11-07T17:54Z [---] followers, [---] engagements


"Important point on $ORCL $META and the hyperscalers. JUST IN: Michael Burry has said that Oracle $ORCL and Meta $META could be overstate earnings by 26.9% and 20.8%. He adds: "It gets worse." https://t.co/rL9wA3Ir3y JUST IN: Michael Burry has said that Oracle $ORCL and Meta $META could be overstate earnings by 26.9% and 20.8%. He adds: "It gets worse." https://t.co/rL9wA3Ir3y"  
[X Link](https://x.com/wtkthecontrari1/status/1987992458890748143)  2025-11-10T21:15Z [---] followers, [----] engagements


"Food for thought here as LEI decline is something to monitor closely to see how this is resolved. On the positive side of the ledger there are building signals of a construction boom. Valley before peak Mild recession like we saw in 2000-2002 Or not #Recession Historically when LEI has declined by 3.6% or more year-over-year: * A recession has always followed or was already underway * There are virtually no false signals at this level of decline * The 1960s 1970s 1980s 1990s [----] [----] and [----] recessions all showed similar https://t.co/GeiFRvasMR Historically when LEI has declined by 3.6% or"  
[X Link](https://x.com/wtkthecontrari1/status/1988284884927021262)  2025-11-11T16:37Z [---] followers, [---] engagements


"Gonna start digging into $CCOI. Reminds me a little bit of $LUMN which took awhile however it generally turned out well if you could average down. Having said that I don't know $CCOI at all right now. Alright another $CCOI thread. Pretty wild stock move today brings me back to the good ol days of $CVNA back in [----]. Fun to joke about later not fun to experience in the moment. A lot of people have been pinging me about Cogent since I have been rather public about it. Ill Alright another $CCOI thread. Pretty wild stock move today brings me back to the good ol days of $CVNA back in [----]. Fun to"  
[X Link](https://x.com/wtkthecontrari1/status/1988705943690047571)  2025-11-12T20:30Z [---] followers, [----] engagements


"Brainstorming 11/12/25: Japan 1999/2000 Nifty [--] Industrial Ramp Up FAM DCA Buys Discussion & FCF $EWI $ARKK $EEM $EFA $QQQ $SPY $XLE $IWM $TLT $NUE $STLD $CLF $AMD $BABA $LEG $WDS $BTU $BORR $RIG $SDRL $VFC $SBSW $NEM $CROX. https://open.substack.com/pub/tkthecontrarian/p/brainstorming-111225-japan-19992000r=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/brainstorming-111225-japan-19992000r=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1990036891593560218)  2025-11-16T12:39Z [---] followers, [---] engagements


"Sunday Morning Musings - 11/16/2025 College Football Recap 11/15/2025 & Stock Market Recap 11/14/25. $ARKK $EEM $EFA $QQQ $SPY $XLE $IWM $TLT $Bitcoin $MEME $OKLO $RGTI. #Stocks #Investing #CollegeGameDay. https://open.substack.com/pub/tkthecontrarian/p/sunday-morning-musings-11162025r=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/sunday-morning-musings-11162025r=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1990058004616769589)  2025-11-16T14:02Z [---] followers, [---] engagements


"Monday Market Historian: Nvidia On Tap Japan U.S. & Peak Stock Market Bubbles. Could Nvidia be a repeat of Palantir $NVDA $PLTR $QQQ $SPY $EWJ #Nikkei #NikkeiBubble #EquityBubbles. https://open.substack.com/pub/tkthecontrarian/p/monday-market-historian-nvidia-onr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/monday-market-historian-nvidia-onr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1990449325961564635)  2025-11-17T15:57Z [---] followers, [---] engagements


"Cool chart that shows what many of us market historians know intuitively and quantitatively which is that the S&P [---] $SPX aka the SPDR S&P [---] ETF $SPY is the most expensive from a valuation perspective that it has ever been in market history. #S&P500 #NASDAQ100 #Bubble. Valuations at the Edge of the Universe Here's a snapshot of today's unprecedented degree of financial optimism. https://t.co/5ZBgoNbY0R Valuations at the Edge of the Universe Here's a snapshot of today's unprecedented degree of financial optimism. https://t.co/5ZBgoNbY0R"  
[X Link](https://x.com/wtkthecontrari1/status/1990736184549560788)  2025-11-18T10:57Z [---] followers, [---] engagements


"Video Episode 3: RH Wayfair Williams Sonoma K Economy Earnings Besides NVDA Doctitus Post. RH $RH trades for roughly a 10% free cash flow yield its shares are down 64.5% YTD versus Wayfair $W shares being up 119.0% YTD and Williams Sonoma $WSM down 3.0% YTD. Bear will say the debt load and inopportune purchases will trip up RH along with a decline in consumer spending. Bulls will say this mirrors the hyper volatile price action in RH shares circa 2016-2018 where RH bough back a lot of stock roughly 50% of shares outstanding using debt (similar to the [----] repurchases) and ultimately paid down"  
[X Link](https://x.com/wtkthecontrari1/status/1990795354199986312)  2025-11-18T14:52Z [---] followers, [---] engagements


"Still ruminating about $RH as I go about my day. Evidence is building that the housing downturn is accelerating however with RH shares down over 64% YTD with $W up 116.2% YTD and $WSM down 0.9% YTD how much is priced in Are bulls or bears right https://tkthecontrarian.substack.com/p/video-episode-3-rh-wayfair-williams https://tkthecontrarian.substack.com/p/video-episode-3-rh-wayfair-williams"  
[X Link](https://x.com/wtkthecontrari1/status/1990906192932040816)  2025-11-18T22:13Z [---] followers, [---] engagements


"Market breadth continues to deteriorate quietly here as shown in the $SPY bullish percent index below. This has been a slow grind lower that could accelerate down or reverse up with $NVDA result's Wednesday after the close"  
[X Link](https://x.com/wtkthecontrari1/status/1990912241030304159)  2025-11-18T22:37Z [---] followers, [---] engagements


"Excellent context added by @GringoInvesting on $GS report on natural gas. #natgas As a Natural Gas bull this report from Goldman Sachs makes sense but needs context. A few point points: - First with a [--] year cycle and lows in [----] & [----] [----] makes sense for the next cycle low. - Second I've said many times in private chat groups if not here on the As a Natural Gas bull this report from Goldman Sachs makes sense but needs context. A few point points: - First with a [--] year cycle and lows in [----] & [----] [----] makes sense for the next cycle low. - Second I've said many times in private chat"  
[X Link](https://x.com/wtkthecontrari1/status/1991032515050835996)  2025-11-19T06:35Z [---] followers, [---] engagements


"The WTK Report: Episode [--] - ChartPack S&P Bullish Percent Index $NVDA $QQQ $SPY $IWM $PLTR $TSLA $TGT $MTA $B $NEM $TGB $DB $BTU $UNG & #Bitcoin #Ethereum and #Crypto. What happens with Nvidia's earnings tonight rebound or breakdown https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-4-chart-packr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-4-chart-packr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1991174836672966766)  2025-11-19T16:00Z [---] followers, [---] engagements


"Wow $20 trillion market cap target for $NVDA. I am raising my [----] target on Nvidia $NVDA from $10 trillion to $20 trillion market cap. It may sound extreme but my new analysis lays out a data-driven fundamentally grounded case for how Nvidia can realistically reach a $20 trillion market cap by [----]. Link in bio. I am raising my [----] target on Nvidia $NVDA from $10 trillion to $20 trillion market cap. It may sound extreme but my new analysis lays out a data-driven fundamentally grounded case for how Nvidia can realistically reach a $20 trillion market cap by [----]. Link in bio"  
[X Link](https://x.com/wtkthecontrari1/status/1991235659382526396)  2025-11-19T20:02Z [---] followers, [---] engagements


"Carmel Christkindlmarkt between the Palladium concert hall and the Tarkington theater. Beneath twinkling lights browse more than [--] wooden huts selling authentic products imported from Germany like wooden toys nutcrackers music boxes ornaments and more. #Carmel #Indiana"  
[X Link](https://x.com/wtkthecontrari1/status/1991316911368683733)  2025-11-20T01:25Z [---] followers, [---] engagements


"The Playbook 11/21/2025: Crypto Falls First Then The Speculative Names Then The Generals $BMNR $MSTR $QQQ $IBIT $BITU $OKLO $RGTI $IWM $HOOD $SCHW $META $NVDA $CRWV $GOOGL $GOOG $PLTR $SPY $CRCL $ORCL. #Crypto #Bitcoin #Ethereum. https://open.substack.com/pub/tkthecontrarian/p/the-playbook-11212025-crypto-fallsr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/the-playbook-11212025-crypto-fallsr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1991880728645382190)  2025-11-21T14:45Z [---] followers, [---] engagements


"Really interesting AI take in the $GOOGL $GOOG versus $NVDA standoff. I just asked Gemini [---] to analyze the $GOOG vs $NVDA dynamic. Read this. I could be generational wealth changing. Everyone is comparing Gemini [---] vs GPT-5.1 on benchmarks. You're watching the wrong scoreboard. The real war isn't about who is smarter. It's about who creates I just asked Gemini [---] to analyze the $GOOG vs $NVDA dynamic. Read this. I could be generational wealth changing. Everyone is comparing Gemini [---] vs GPT-5.1 on benchmarks. You're watching the wrong scoreboard. The real war isn't about who is smarter."  
[X Link](https://x.com/wtkthecontrari1/status/1992308097226813878)  2025-11-22T19:04Z [---] followers, [---] engagements


"The WTK Report: Episode [--] - FCF Dig $SPY Put Volume Nat Gas & Google Implications On $NVDA. Highest free cash flow yield for [----] Will it be $CBRL $CROX $RIG $BTU $LEG $NEM $AR $EQT $EXE $MOS $VFC $RH $PAAS $CLF $BABA $LYB or $CCOI https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-7-fcf-digr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-7-fcf-digr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1992351041862697195)  2025-11-22T21:54Z [---] followers, [---] engagements


"Nice walk through of a DCF example with $KO including starting valuations investor expectations and why high quality companies rarely screen well using a DCF approach. Thus it is even more important when they do. Today a community member reached out after running a DCF on Coca-Cola and asked half-shocked: Could $KO really be this overvalued (The intrinsic value estimate was around $20 vs. the current price of $73) And honestly that reaction is completely normal when someone https://t.co/B3kIWJlPdN Today a community member reached out after running a DCF on Coca-Cola and asked half-shocked:"  
[X Link](https://x.com/wtkthecontrari1/status/1992572986587762913)  2025-11-23T12:36Z [---] followers, [---] engagements


"@APompliano @profplum99 Agree @APompliano That was a terrific piece. Think of it this way The Effective Minimum Wage From [----] Expressed In Gold Terms Would Be Equivalent To An Annualized $293383 Salary Today In [----]. https://open.substack.com/pub/tkthecontrarian/p/the-effective-minimum-wage-from-1970r=23ihse&utm_medium=ios https://open.substack.com/pub/tkthecontrarian/p/the-effective-minimum-wage-from-1970r=23ihse&utm_medium=ios"  
[X Link](https://x.com/wtkthecontrari1/status/1992921563910521040)  2025-11-24T11:41Z [---] followers, [----] engagements


"The WTK Report: Episode [--] - Capital Cycle $GS/China $BABA Struggling with the AI Bubble $GOOGL and $NVDA Not sure what to make of natural gas Consider the capital cycle as a foundation. Homework read Chancellor's Capital Returns book. #AIBubble https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-9-capitalr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/the-wtk-report-episode-9-capitalr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1992991304213795250)  2025-11-24T16:18Z [---] followers, [---] engagements


"This is how the market game works. $NVDA emailed the sell-side to push their narrative. Nvidia emailed a memo to Wall Street sell side analysts to push back on my arguments. I stand by my analysis. Obviously the full analysis does not fit in a tweet. I will release on my timeline. The first post in The Heretics Guide to AIs Stars Supply-Side Gluttony is up Nvidia emailed a memo to Wall Street sell side analysts to push back on my arguments. I stand by my analysis. Obviously the full analysis does not fit in a tweet. I will release on my timeline. The first post in The Heretics Guide to AIs"  
[X Link](https://x.com/wtkthecontrari1/status/1993071972578632175)  2025-11-24T21:39Z [---] followers, [---] engagements


"Excellent point specifically that Value ex-U.S. is having an excellent year. Case in point $DB a laggard and left for dead stock for so many years (financials struggled on a relative basis) is up 114.8% YTD. Quietly. Reading all the year-end market outlooks at the new Idea Farm site and one thing pops out to me. Lots of chatter about US stocks at all time highs lots of chatter about gold. Some chatter about the USD down and foreign stocks having a strong year but no mention anywhere Reading all the year-end market outlooks at the new Idea Farm site and one thing pops out to me. Lots of"  
[X Link](https://x.com/wtkthecontrari1/status/1993454760171803098)  2025-11-25T23:00Z [---] followers, [---] engagements


"Pretty good take on @Lane_Kiffin and @LSUfootball here. For the record I think Lane should get to coach his team @OleMissFB in the @CFBPlayoff . #drama #standoff. Everyone waiting on a decision from Kiffin/Ole Miss. A few things are clear: Lane wants the LSU job AND to coach his team in the CFP. Ole Miss is not going to allow him to do so but doesnt want to sabotage their best season in [--] years. Keith Carter gets paid to make tough Everyone waiting on a decision from Kiffin/Ole Miss. A few things are clear: Lane wants the LSU job AND to coach his team in the CFP. Ole Miss is not going to"  
[X Link](https://x.com/wtkthecontrari1/status/1995121293956415776)  2025-11-30T13:22Z [---] followers, [---] engagements


"Disagree here but lol "If Lane Kiffin wants to finish what he started all he has to do is stay at Ole Miss. You don't get to tell the world you're leaving your wife for your mistress in January but you want to spend one more Christmas with your wife and kids. @Lane_Kiffin"  
[X Link](https://x.com/wtkthecontrari1/status/1995153153642418499)  2025-11-30T15:29Z [---] followers, [---] engagements


"Interesting take on the @Lane_Kiffin decision. Come to think of it this is the LeBron taking my talents to South Beach decision for college football and for a new era. @OleMissFB @LSUfootball Yes Saban and Herbstreit are both represented by the same firm as Lane Kiffin which presents a conflict of interest that should be disclosed (at a minimum). But the truth is that even if they werent there are business interests that prevent media from being honest in Yes Saban and Herbstreit are both represented by the same firm as Lane Kiffin which presents a conflict of interest that should be"  
[X Link](https://x.com/wtkthecontrari1/status/1995162795432898973)  2025-11-30T16:07Z [---] followers, [----] engagements


"Wow. Explains why Ryan Williams sat out the Iron Bowl last night. JUST IN: Alabama star WR Ryan Williams is expected to follow Lane Kiffin to LSU per multiple reports. Williams has agreed to a $2 million NIL deal and will join Kiffin in Baton Rouge once his transition from Alabama is finalized. Williams will sit out the remainder of the https://t.co/9gkGf4FczK JUST IN: Alabama star WR Ryan Williams is expected to follow Lane Kiffin to LSU per multiple reports. Williams has agreed to a $2 million NIL deal and will join Kiffin in Baton Rouge once his transition from Alabama is finalized."  
[X Link](https://x.com/wtkthecontrari1/status/1995198522329805170)  2025-11-30T18:29Z [---] followers, [---] engagements


"Wow what a investment track record by $GOOGL $GOOG. $GOOGL may have the best investing track record of all time: Acquired Android in [----] for $50M now valued at $200B+ (operating system market share) - a 4000x return Invested in Stripe Series B in [----] (valued at $100M) now valued at $70B - a 700x return Acquired https://t.co/GbmNBNohU4 $GOOGL may have the best investing track record of all time: Acquired Android in [----] for $50M now valued at $200B+ (operating system market share) - a 4000x return Invested in Stripe Series B in [----] (valued at $100M) now valued at $70B - a 700x return"  
[X Link](https://x.com/wtkthecontrari1/status/1999633664158630104)  2025-12-13T00:13Z [---] followers, [---] engagements


"Starting valuation is extremely important even for a great business like $cost. $COST is down 21% over the last [--] months. And I've been skeptical of $COST's valuation for quite some time. Below I shared a SHORT THESIS from VIC (now that's a contrarian call). In my view $COST is still extremely () expensive trading close to 50x LTM earnings. I'm not https://t.co/vw9sgYPQkT $COST is down 21% over the last [--] months. And I've been skeptical of $COST's valuation for quite some time. Below I shared a SHORT THESIS from VIC (now that's a contrarian call). In my view $COST is still extremely ()"  
[X Link](https://x.com/wtkthecontrari1/status/1999673023419601267)  2025-12-13T02:49Z [---] followers, [--] engagements


"Another lesson that demonstrates it is hard to hold on. Have owned $MU since [----]. Never forget Mohnish Pabrai had $MU as his #1 position for [--] years Then sold the entire thing before it tripled LOL https://t.co/rcYZc21cka Never forget Mohnish Pabrai had $MU as his #1 position for [--] years Then sold the entire thing before it tripled LOL https://t.co/rcYZc21cka"  
[X Link](https://x.com/wtkthecontrari1/status/2002164531024572420)  2025-12-19T23:49Z [---] followers, [---] engagements


"This is funny. Nic Cage anyone This is going to make stealing the Declaration of Independence much harder for him. This is going to make stealing the Declaration of Independence much harder for him"  
[X Link](https://x.com/wtkthecontrari1/status/2002879805478289854)  2025-12-21T23:12Z [---] followers, [--] engagements


"Interesting thought. Wonder how it felt in [----] when [--] of the [--] largest S&P [---] companies were commodity or resource related. Hard to believe the move in gold and precious metals this year. $SPY $SPX $QQQ $GDX $GLD. Areas of investment where it takes 5-10 years to be right (resources + permabears) creates polarizing individuals. When you wake up every day hoping the world gets worse so you can make money - this is not a good mental place to stay in. I lived in this world in the mid 2000's Areas of investment where it takes 5-10 years to be right (resources + permabears) creates polarizing"  
[X Link](https://x.com/wtkthecontrari1/status/2004583599669194763)  2025-12-26T16:02Z [---] followers, [---] engagements


"Wow Nikola Joki last night. If my calculations are correct Nikola Joki recorded a [----] game score (GmSc) tonight which would be the 7th-highest in NBA history. https://t.co/MObPqWoBp0 If my calculations are correct Nikola Joki recorded a [----] game score (GmSc) tonight which would be the 7th-highest in NBA history. https://t.co/MObPqWoBp0"  
[X Link](https://x.com/wtkthecontrari1/status/2004679087814836718)  2025-12-26T22:21Z [---] followers, [--] engagements


"Takeaway on $FOUR. 'this is a high-risk high-reward situation not a no-brainer compounder. Asymmetric bets are acceptable when you recognize them as such' My conclusion too https://t.co/qNTp00Tbwx 'this is a high-risk high-reward situation not a no-brainer compounder. Asymmetric bets are acceptable when you recognize them as such' My conclusion too https://t.co/qNTp00Tbwx"  
[X Link](https://x.com/wtkthecontrari1/status/2004885828678681061)  2025-12-27T12:03Z [---] followers, [---] engagements


"The bearish natural gas take from Goldman. $GS. I dont think this will happen BTW. #Natgas So GS is forecasting TTF to drop all the way down to Henry Hub (no spread at all) in spring 28/29 Bold prediction to say that realized price will be HALF of what futures are pricing. $VG $NEXT $LNG https://t.co/W4vzqvKVsl So GS is forecasting TTF to drop all the way down to Henry Hub (no spread at all) in spring 28/29 Bold prediction to say that realized price will be HALF of what futures are pricing. $VG $NEXT $LNG https://t.co/W4vzqvKVsl"  
[X Link](https://x.com/wtkthecontrari1/status/2006051768866615413)  2025-12-30T17:16Z [---] followers, [---] engagements


"Cool history of the Bay Area map and the birth of semiconductor industry. $QQQ $SMH. Look at this satellite image. Youre looking at the most valuable real estate on Earth. But why Why did this random bay on the California coast become the center of global technology The answer starts with a gap. The Pacific Coast of California is a wall of mountains. Only Look at this satellite image. Youre looking at the most valuable real estate on Earth. But why Why did this random bay on the California coast become the center of global technology The answer starts with a gap. The Pacific Coast of"  
[X Link](https://x.com/wtkthecontrari1/status/2006332860417122434)  2025-12-31T11:53Z [---] followers, [--] engagements


"Math seems a bit aggressive. The point remains though inflation has been the only answer. Currency debasement. Pretty wild. $SLV $GLD #InflationTheOnlyAnswer. @BryceMLipscomb @KelloggsUS For min wage to equal home buying power in [----] which was $3.35 pr hr allowing me to buy a home with my one income for $22k today's MIN wage would have to be $68-$72. Unless young people can reach the dream they're NOT going to work for slave wages. https://t.co/MRMlCAajXD https://t.co/LxL2nxEil6 @BryceMLipscomb @KelloggsUS For min wage to equal home buying power in [----] which was $3.35 pr hr allowing me to"  
[X Link](https://x.com/wtkthecontrari1/status/2006358246165197161)  2025-12-31T13:34Z [---] followers, [---] engagements


"$XOM $CVX #Venezuela Quite a contrast between Exxon and Chevron at the White House in substance and style: XOM calls Venezuela uninvestable (while giving a [---] on oil investing) CVX says it can increase its Venezuelan oil output by 50% in 18-24 months. There are more opportunities than not Quite a contrast between Exxon and Chevron at the White House in substance and style: XOM calls Venezuela uninvestable (while giving a [---] on oil investing) CVX says it can increase its Venezuelan oil output by 50% in 18-24 months. There are more opportunities than not"  
[X Link](https://x.com/wtkthecontrari1/status/2009763665306644643)  2026-01-09T23:06Z [---] followers, [---] engagements


"Thiel on $META and selling too early. Peter Thiel on selling Facebook too early: I thought growth stalled at $100B. In hindsight going from $100B to $1T was the easiest part. $NVDA going from $1T to $10T may be easier than $100B to $1T. Lets see. https://t.co/DppQZV3DbS Peter Thiel on selling Facebook too early: I thought growth stalled at $100B. In hindsight going from $100B to $1T was the easiest part. $NVDA going from $1T to $10T may be easier than $100B to $1T. Lets see. https://t.co/DppQZV3DbS"  
[X Link](https://x.com/wtkthecontrari1/status/2009777741512474869)  2026-01-10T00:02Z [---] followers, [--] engagements


"@oasishealthapp @oasishealthapp What makes the Swiffer Dusters so bad"  
[X Link](https://x.com/wtkthecontrari1/status/2011199240618295316)  2026-01-13T22:10Z [---] followers, [----] engagements


"Pretty remarkable that we are back to [----] for energy equities. Even more remarkable energy stocks have quietly materially outperformed $SPY since their [----] lows admittedly rebounding with the help of very attractive starting valuations. Oil divided by the S&P is at the same level as in [----] and [----]. In both cases oil massively outperformed the S&P afterward. Whats the similarity In all instances oil was hated: - 1998: The dot-com bubble sucked all liquidity out of the market espec - 2020: Oil went https://t.co/A2KYJSdZ4Z Oil divided by the S&P is at the same level as in [----] and [----]. In"  
[X Link](https://x.com/wtkthecontrari1/status/2011203775391035612)  2026-01-13T22:28Z [---] followers, [--] engagements


"@BillAckman I am going with the Louisiana Purchase where originally negotiators only wanted New Orleans and ultimately they walked away with the whole territory prime real estate BTW as a bigger deal"  
[X Link](https://x.com/wtkthecontrari1/status/2012116940240593214)  2026-01-16T10:57Z [---] followers, [--] engagements


"Thinking Out Loud 1/16/26: My Brain Is Paralyzed A Bit Here With The Amazing Price Action In [----] Following A Successful/Humbling [----] $QQQ $IWN $SPY $PTHRF $CBRL $RH $NEM $B $PAAS $TGB $SBSW $WBD $BTU $CLF $PL $TGB $BORR $RIG $SDRL. https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-11626-my-brainr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-11626-my-brainr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/2012194556088090753)  2026-01-16T16:05Z [---] followers, [--] engagements


"Tea & Water. Within just [--] hour of drinking a single cup (200 mL) of green tea we can significantly cut down on the rate of DNA damage in our cells. This is because green tea significantly boosts the activity of a DNA repair enzyme in our body that can fix DNA damage. https://t.co/E0CA3lmiLY https://t.co/DFyqdKji61 Within just [--] hour of drinking a single cup (200 mL) of green tea we can significantly cut down on the rate of DNA damage in our cells. This is because green tea significantly boosts the activity of a DNA repair enzyme in our body that can fix DNA damage. https://t.co/E0CA3lmiLY"  
[X Link](https://x.com/wtkthecontrari1/status/2012502966037512637)  2026-01-17T12:31Z [---] followers, [--] engagements


"Agree. Terrific national anthem That's how you sing the national anthem https://t.co/tNay3r4g0A That's how you sing the national anthem https://t.co/tNay3r4g0A"  
[X Link](https://x.com/wtkthecontrari1/status/2013059021020770389)  2026-01-19T01:20Z [---] followers, [---] engagements


"$GE not $GEV fueled Chris Hohns [----] year. These two have had similar one-year and five-year returns though. What a turnaround. Hohns story is wild. In [----] he lost 43% and watched his fund collapse from $19 billion to under $5 billion. Investors fled. He publicly swore off activism after getting humiliated in a railroad proxy fight. [--] years later he just posted the largest single-year hedge fund Hohns story is wild. In [----] he lost 43% and watched his fund collapse from $19 billion to under $5 billion. Investors fled. He publicly swore off activism after getting humiliated in a railroad"  
[X Link](https://x.com/wtkthecontrari1/status/2013228196313825459)  2026-01-19T12:33Z [---] followers, [---] engagements


"Feeling the same feeling here with the overwhelming spike of interest in precious metals mining stocks by many that werent looking at them a year ago. Also those holding physical are taking massive discounts to spot prices to sell here. $GLD $SLV #Gold #Silver #Platinum. Im finally feeling the urge to dump these mining stocks Ive been holding for a year. Look you guys know Ive always been into precious and industrial metals and I still am. I get that theres prob more upside left. But seeing all these korean retail traderswho were just Im finally feeling the urge to dump these mining stocks"  
[X Link](https://x.com/wtkthecontrari1/status/2015482962712637578)  2026-01-25T17:52Z [---] followers, [---] engagements


"Monthly Buys Small-Cap Value & Best Stocks From 1985-2024 $NEM $DB $BCS $SAN $UBS $EWI $BABA $SPY $UUP $NVDA $MSFT $CVX $DVN $XOM $GLD $SLV $AMD $LEG $WDS $BTU $CLF $BORR $RIG $SDRL $VFC $SBSW $IWN $QQQ $AR $BP $IBM $T. https://open.substack.com/pub/tkthecontrarian/p/monthly-buys-small-cap-value-andr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/monthly-buys-small-cap-value-andr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1963038172746494060)  2025-09-03T00:35Z [---] followers, [----] engagements


"Milton Hershey is an amazing story. My own dad a school history teacher would take students every year to three places Hershey Pennsylvania Washington D.C. and Disney World. He loved his Hershey bars in the freezer. Have always owned a few $HSY shares for that reason. He sat in a mansion built for children who would never come and he decided that silence would not be the end of the story. In [----] in the company town of Hershey Pennsylvania Milton Hershey was forty-three years old and wildly successful. His chocolate company was thriving. https://t.co/E9D0gkFPlM He sat in a mansion built for"  
[X Link](https://x.com/wtkthecontrari1/status/2005626799922061772)  2025-12-29T13:07Z [---] followers, [---] engagements


"Thinking Out Loud 1/16/26: My Brain Is Paralyzed A Bit Here With The Amazing Price Action In [----] Following A Successful/Humbling [----]. $QQQ $IWN $SPY $PTHRF $CBRL $RH $SBSW $B $WBD $PAAS $NEM $TGB $SBSW $BTU $CLF $PL $BORR $RIG $SDRL. https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-11626-my-brainr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-11626-my-brainr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/2012196097754574917)  2026-01-16T16:11Z [---] followers, [--] engagements


"Thinking Out Loud 1/16/26: My Brain Is Paralyzed With The Amazing Price Action In [----] Following A Successful/Humbling [----]. $QQQ $IWN $SPY $PTHRF $CBRL $RH $SBSW $B $WBD $PAAS $NEM $TGB $SBSW $BTU $CLF $PL $BORR $RIG $SDRL $LYB $AR. https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-11626-my-brainr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-11626-my-brainr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/2012196310753902824)  2026-01-16T16:12Z [---] followers, [---] engagements


"Salesforce overestimated AIs capabilities. $CRM. #AIBubble "Recently senior executives at Salesforce have admitted both internally and publicly that they massively overestimated AIs capabilities. They have found that AI simply cant cope with the complex nature of customer service and totally fails at nuanced issues escalations and "Recently senior executives at Salesforce have admitted both internally and publicly that they massively overestimated AIs capabilities. They have found that AI simply cant cope with the complex nature of customer service and totally fails at nuanced issues"  
[X Link](https://x.com/wtkthecontrari1/status/2012514968596254838)  2026-01-17T13:18Z [---] followers, [---] engagements


"Bonds Top First Then Stocks Then Commodities $DB $SAN $BCS $EWY $WFC $C $GLD $SPY $QQQ $IWM $BMNR $MSFT $AAL $SPY $NVDA $AAL $ENPH. #Stocks #Bonds #Commodities #MassiveSpeculation #InflationIsTheOnlyAnswer. https://open.substack.com/pub/tkthecontrarian/p/bonds-top-first-then-stocks-thenr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/bonds-top-first-then-stocks-thenr=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1943938311292150226)  2025-07-12T07:39Z [---] followers, [---] engagements


"Indeed early is not wrong. $BRKA $BRKB #Buffett #Bigshort Early is not wrong. https://t.co/9jsyJYOGZS Early is not wrong. https://t.co/9jsyJYOGZS"  
[X Link](https://x.com/wtkthecontrari1/status/1991236128138002895)  2025-11-19T20:04Z [---] followers, [---] engagements


"The WTK Report: Episode [--] - FCF Dig Part II Sunday Musings Market Recap $HRL $CAG $CPB $STX $CAT. Market recap for the week ending 11/21/2025 Bitcoin led markets lower down 7.2% for the week and off 6.5% YTD the Invesco QQQ Trust $QQQ lost 3.1% last week and it is up 15.9% YTD the SPDR S&P [---] ETF $SPY lost 1.9% for the week and it is higher by 13.4% YTD $IWM lost 0.8% for the week and it is up 7.5% YTD $XLE lost 2.8% for the week with XLE higher by 7.0% YTD and $TLT gained 0.7% last week with TLT higher by 6.3% YTD. Also looked at free cash flow yields for $HRL $CAG $CPB $STZ and $CAT."  
[X Link](https://x.com/wtkthecontrari1/status/1992775419343565263)  2025-11-24T02:00Z [---] followers, [---] engagements


"Excellent observation as it is hard to have patience and conviction through an extended down cycle such as we have seen with offshore think $RIG $BORR $NE $VAL and $SDRL which have quietly been strengthening. On this note conviction must be earned not borrowed. Some of the sharpest macro minds spent [--------] pounding the table on offshore drillers as the cheapest cyclical on earth then purged the entire theme the moment the cycle delays showed up right as $PBR slips another tender and floater utilization is quietly creeping back Some of the sharpest macro minds spent [--------] pounding the"  
[X Link](https://x.com/wtkthecontrari1/status/1995200043356409857)  2025-11-30T18:35Z [---] followers, [---] engagements


"Opportunistic low bid by $SGI for $LEG. Good news here is that the SGI bid shines light on the undervaluation in LEG particularly when viewed through a free cash flow angle or sum of the parts analysis. Somnigroup $SGI has proposed an all stock acquisition of Leggett & Platt $LEG at $12 per share about a 30% premium to the [--] day average and 17% above the Nov [--] close. All stock no financing contingency with a response requested by Dec [--] https://t.co/mqqVhSQ4Fb Somnigroup $SGI has proposed an all stock acquisition of Leggett & Platt $LEG at $12 per share about a 30% premium to the [--] day"  
[X Link](https://x.com/wtkthecontrari1/status/1995461927552590333)  2025-12-01T11:56Z [---] followers, [---] engagements


"Similar to the turnaround at GE. $GE $GEV $ENR. Shares in Siemens Energy which fell below [--] in late [----] amid problems at its wind business are now trading around [---]. Siemens Energys order backlog stood at a record 138bn as of September with the next available delivery slot for one of its large gas turbines in [----]. https://t.co/93pwyP5CAi Shares in Siemens Energy which fell below [--] in late [----] amid problems at its wind business are now trading around [---]. Siemens Energys order backlog stood at a record 138bn as of September with the next available delivery slot for one of its large gas"  
[X Link](https://x.com/wtkthecontrari1/status/2006680702398644555)  2026-01-01T10:55Z [---] followers, [--] engagements


"Does $CCOI really carry 25% of the worlds internet traffic on their global network How does this compare to $LUMN Digging in to this one"  
[X Link](https://x.com/wtkthecontrari1/status/1992227483740193082)  2025-11-22T13:43Z [---] followers, [---] engagements


"Thinking Out Loud 12/1/2025 - Patience Is Required $LEG $NVDA Burry Tangible Book Values & Conviction Must Be Earned Not Borrowed. $SGI $RIG $QQQ $SPY #Bitcoin. https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-1212025-patiencer=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/thinking-out-loud-1212025-patiencer=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1995670580105011349)  2025-12-02T01:45Z [---] followers, [---] engagements


"Great observation on the price spread on silver in China. More specifically it only 1% versus the widely quoted numbers. $SLV. #Silver. #Silver: In order to better gauge the true spread between spot silver prices on the Shanghai Gold Exchange and London it is necessary to adjust for Chinas 13% VAT which applies to physical delivery. Once this tax component is stripped out the SGE premium peaked yesterday at https://t.co/YnubpJXRi4 #Silver: In order to better gauge the true spread between spot silver prices on the Shanghai Gold Exchange and London it is necessary to adjust for Chinas 13% VAT"  
[X Link](https://x.com/wtkthecontrari1/status/2016257997849170268)  2026-01-27T21:12Z [---] followers, [---] engagements


"Gold silver and forward inflation. $GLD $SLV #Gold #Silver I'm uncomfortable with the idea that this move in gold/silver is about the market pricing forward inflation. 1) I think its mostly something else 2) This idea ignores the fact there's a market that prices forward inflation and it hasn't moved during this whole gold bull market. https://t.co/QcnEdqpDSh I'm uncomfortable with the idea that this move in gold/silver is about the market pricing forward inflation. 1) I think its mostly something else 2) This idea ignores the fact there's a market that prices forward inflation and it hasn't"  
[X Link](https://x.com/wtkthecontrari1/status/2016259391230447667)  2026-01-27T21:17Z [---] followers, [---] engagements


"The Effective Minimum Wage From [----] Expressed In Gold Terms Would Be Equivalent To An Annualized $293383 Salary Today In [----]. $GLD $GOLD $SPY $QQQ $NVDA $MSFT $AAPL $IBM $T #Bitcoin #Crypto #Inflation #Debasement #GoldStandard @elonmusk. https://open.substack.com/pub/tkthecontrarian/p/the-effective-minimum-wage-from-1970r=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tkthecontrarian/p/the-effective-minimum-wage-from-1970r=23ihse&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/wtkthecontrari1/status/1955070078166143095)  2025-08-12T00:53Z [---] followers, [----] engagements


"Horizon Kinetics one of my favorites. The insights they have made over the years about active versus passive are invaluable IMO. There is a golden opportunity that has been here since [----] and remains hidden in plain sight. #passivecreateschaos https://horizonkinetics.com/app/uploads/Horizon-Kinetics-Q3-2025-Commentary-Final.pdf https://horizonkinetics.com/app/uploads/Horizon-Kinetics-Q3-2025-Commentary-Final.pdf"  
[X Link](https://x.com/wtkthecontrari1/status/1988311484808757370)  2025-11-11T18:22Z [---] followers, [--] engagements


"Texas A&M's @AggieFootball wild comeback versus @GamecockFB in the @SEC and Auburn booster catnip. #12thMan #texasaggies #auburntigers #CollegeGameDay #CollegeFootball. https://tkthecontrarian.substack.com/p/sunday-morning-musings-11162025 https://tkthecontrarian.substack.com/p/sunday-morning-musings-11162025"  
[X Link](https://x.com/wtkthecontrari1/status/1990063826931245368)  2025-11-16T14:26Z [---] followers, [---] engagements


"This mining riff on Silicon Valley gets me. $GLD $SLV #Gold #Silver #Platinum. *Mining* silver What No mining. Why would you dig for silver If you produce silver people will ask you how much and it will never be enough. The second you mine your first ounce is the day you become a Utility. Why sell ounces to Chinese solar producers when you can sell https://t.co/h6xoiQotEu *Mining* silver What No mining. Why would you dig for silver If you produce silver people will ask you how much and it will never be enough. The second you mine your first ounce is the day you become a Utility. Why sell"  
[X Link](https://x.com/wtkthecontrari1/status/2016828344331813323)  2026-01-29T10:58Z [---] followers, [---] engagements


"Nice trades. The Market Gods were on my side. After waiting patiently I saw Korean retail investors hitting peak euphoria and heard rumors of a few desks blowing up so I sized up a massive short position. It paid off. I want to thank everyone who offered both advice and mockery on my last https://t.co/o0FebGlmns The Market Gods were on my side. After waiting patiently I saw Korean retail investors hitting peak euphoria and heard rumors of a few desks blowing up so I sized up a massive short position. It paid off. I want to thank everyone who offered both advice and mockery on my last"  
[X Link](https://x.com/anyuser/status/2016913418490454141)  2026-01-29T16:36Z [---] followers, [--] engagements


"AI bear case playing out in real time #AI #AIbubble The Edge AI Bear Case is Playing Out in Real-Time 1/ If you're not on X and listening to podcasts you're behind on the AI speed. Mainstream financial media is 6-12 months behind what's actually happening. Case in point: @GavinSBaker warned us about the "scariest bear case" for The Edge AI Bear Case is Playing Out in Real-Time 1/ If you're not on X and listening to podcasts you're behind on the AI speed. Mainstream financial media is 6-12 months behind what's actually happening. Case in point: @GavinSBaker warned us about the "scariest bear"  
[X Link](https://x.com/anyuser/status/2017953542170976295)  2026-02-01T13:29Z [---] followers, [--] engagements

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