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[@ContrarianCurse](/creator/twitter/ContrarianCurse)
"I fear the great George Hotz has been one shotted"  
[X Link](https://x.com/ContrarianCurse/status/1978632952524194075) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-16T01:23Z 14.4K followers, 5552 engagements


"One do the best opportunities youll get to buy this business for a VERY long time"  
[X Link](https://x.com/ContrarianCurse/status/1979013604935340117) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T02:36Z 14.4K followers, 76.6K 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](https://x.com/ContrarianCurse/status/1964516831273898203) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-09-07T02:31Z 14.3K followers, 258.8K engagements


"$BE $RKT $BLDR $OC all working well today. Nothing hurts more than $SNPS. Jesus christ I'm in a dark place"  
[X Link](https://x.com/ContrarianCurse/status/1965771996308115908) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-09-10T13:39Z 14.3K followers, 4378 engagements


"Recently brought up if we thought our alts and giant $BN stake were correlated. Didnt seem to cross anyones mind"  
[X Link](https://x.com/ContrarianCurse/status/1973198759560618045) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-01T01:30Z 14.3K followers, 4438 engagements


"Everyone saying $FOUR a merchant acquirer is dirt cheap at 10x"  
[X Link](https://x.com/ContrarianCurse/status/1974284858676629779) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-04T01:26Z 14.3K followers, 16.4K 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](https://x.com/ContrarianCurse/status/1975569772575064210) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-07T14:31Z 14.3K followers, 5349 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](https://x.com/ContrarianCurse/status/1975623497780240668) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-07T18:05Z 14.3K followers, 5049 engagements


"Quantum computing revenues will not be affected by tariffs"  
[X Link](https://x.com/ContrarianCurse/status/1978090241442406743) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-14T13:27Z 14.3K followers, 53.4K engagements


"$DASH thesis to me"  
[X Link](https://x.com/ContrarianCurse/status/1978112602560422009) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-14T14:56Z 14.3K followers, 9312 engagements


"$LVMUY way ahead across the board really without much specific commentary on China perking up. Just executing well and good buzz around the core brands for the first time in a while"  
[X Link](https://x.com/ContrarianCurse/status/1978152936116035793) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-14T17:36Z 14.3K followers, 3299 engagements


"$BE the painnnn of not being delusional"  
[X Link](https://x.com/ContrarianCurse/status/1978465321842344229) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-15T14:17Z 14.3K followers, 2687 engagements


"Mackenzie Scott has given away $19.25b to 2524 charities. You may as well light it on fire. If I know anything about charities / NGOs at least XX% of these are complete scams How can you be married to one of the greatest capitalists of all time a man that distributes goods for basically the lowest cost possible created 1T+ in equity value and hundreds of thousands of jobs And your first instinct it to blast that cash T-shirt cannon style into the wind"  
[X Link](https://x.com/ContrarianCurse/status/1978473470703870458) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-15T14:50Z 14.3K followers, 58.6K engagements


"The reason its so hard to outperform S&P is because in years like this you have to forget everything you've ever been taught academically about finance Some people never end up doing it"  
[X Link](https://x.com/ContrarianCurse/status/1978505796930461864) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-15T16:58Z 14.3K followers, 36K engagements


"Don't get me wrong what we are seeing is retarded But bidding CTAS ROP COST FICO CPRT etc north of 40x each on SD growth was pretty dumb too"  
[X Link](https://x.com/ContrarianCurse/status/1978559436621861156) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-15T20:31Z 14.3K followers, 13.9K engagements


"There is no bigger anchor around the neck of the middle class in both US & Canada than auto ownership & with no fix to cost of new vehicles "just buy used" yes lets tie up XX% of the amount of new and then have open ended risk for sudden multi-thousand dollar repairs. Perfect"  
[X Link](https://x.com/ContrarianCurse/status/1978851492292345878) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-16T15:52Z 14.3K followers, 6227 engagements


"Oooo boy would it ever sting if Financials crumbles and AI just kept. fucking. pressing"  
[X Link](https://x.com/ContrarianCurse/status/1978909619717066980) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-16T19:43Z 14.3K followers, 3338 engagements


"Invest in what you have on your Home Screen"  
[X Link](https://x.com/ContrarianCurse/status/1979013863220646224) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T02:37Z 14.3K followers, 5693 engagements


"I left it out of the piece but I just don't believe in AR at all. It would be worth explaining further probably And I could see Tiktok better monetizing to be honest I think they are not capturing even a fraction of the economics Meta is against time spent. If anything it could bring more competition into the space for ad dollars"  
[X Link](https://x.com/ContrarianCurse/status/1979269995302645901) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T19:35Z 14.3K followers, XXX 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](https://x.com/ContrarianCurse/status/1969858994660687912) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-09-21T20:19Z 14.4K followers, 80.6K engagements


"I'm actually pretty bullish the underlying economy But the way that OWL APO BX KKR are trading does not suggest good things"  
[X Link](https://x.com/ContrarianCurse/status/1975928859469209807) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-08T14:18Z 14.4K followers, 29.4K engagements


"Still think the market is vastly underpricing the chance of a comprehensive trade deal where China makes large investments in the US provides certain technologies and allows US further access for certain companies (which they will make sure doesn't actually make much headway) In this scenario there will be US casualties. Been an interesting move in $TE this week. Other than $FSLR this is another US based cell manufacturer but would be required to make some pretty significant investments to bring up meaningful capacity. One company in China I think would massively benefit from the outcome I'm"  
[X Link](https://x.com/ContrarianCurse/status/1978840850642657364) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-16T15:09Z 14.3K followers, 6515 engagements


"1. Margins have been coming down for years X. well of course sfh building is hurting. that is the point X. the idea is that the reliable distribution makes up for the spread of going direct. They don't want to play in this space. BLDR might tell them to fuck off X. so fragmented so is HD with SRS. Very easy to say harder to do. QXO does mostly roofing/siding BLDR does from start to close up primarily + some finishing"  
[X Link](https://x.com/ContrarianCurse/status/1979269449816658012) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T19:33Z 14.4K followers, XXX engagements


"@RandolphDuke7 @cmo040958 Condos over SFH is a crazy bet and you saying there is no shortage goes against what has happened with prices. Geo specific but broadly wed have lower prices then"  
[X Link](https://x.com/ContrarianCurse/status/1979299786672263363) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T21:33Z 14.4K followers, XXX engagements


"@rcwhiteley Not with more pre training is my point"  
[X Link](https://x.com/ContrarianCurse/status/1979561800317456516) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-18T14:54Z 14.4K followers, XXX engagements


"Still firmly believe that housing will behave counter cyclically this cycle. If you believe in lower rates and a flatter curve long RKT/Short big X works"  
[X Link](https://x.com/ContrarianCurse/status/1974206722077307061) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-03T20:15Z 14.4K followers, 9174 engagements


"You should hate Benioff. Since they've started buybacks they taken out 35m shares. spending 24b. At $250/avg share that would be.$8.75b. One of the worst offenders among many"  
[X Link](https://x.com/ContrarianCurse/status/1978123832004116755) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-14T15:40Z 14.4K followers, 2996 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](https://x.com/ContrarianCurse/status/1948081761424167339) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-07-23T18:04Z 14.4K followers, 16K 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](https://x.com/ContrarianCurse/status/1963705902873379290) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-09-04T20:49Z 14.4K followers, 24.2K 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](https://x.com/ContrarianCurse/status/1976003807013470625) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-08T19:16Z 14.4K followers, 4758 engagements


"I've seen this movie on fintwit before with $MELI If you are all thinking you are getting a great deal you probably aren't"  
[X Link](https://x.com/ContrarianCurse/status/1978841762140463368) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-16T15:13Z 14.4K followers, 6672 engagements


"I'm sort of a big idiot with options I will sometimes do spreads/structures put usually I just look at a strike & tenor see what my break even is and go "yea I think it could that sure" I probably should make it more complicated than that but whatever. PnLgreeks"  
[X Link](https://x.com/ContrarianCurse/status/1978849589517005162) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-16T15:44Z 14.4K followers, 8482 engagements


"$BE going from 1GW of capacity to now needing 3x that. @insane_analyst highlighting some presentations at OCP about the viability of the technology. Basically (if you can get them) you can stand these up for about 2x the kWh price vs turbines and have options for fuel (nat gas/hydrogen/mixes of the two). Why use this Well 1) you can actually get it 2) cleaner / less emissions 3) same or better conversion efficiency 4) no moving parts. Cost here isn't the main consideration because power cost is not material when using something like this as a % of input yet power IS the main bottleneck. If a"  
[X Link](https://x.com/ContrarianCurse/status/1979254800173744214) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T18:34Z 14.4K followers, 7072 engagements


"$BLDR is my largest PA holding levered to housing. I'm still more concerned about timing vs is this the right way to express it but I am encouraged by some of the bounces in consumer adjacent names off of very low expectations -XX% levered to resi where I think demand is the most pent up. -provides one stop shop for distribution of materials/services needed for large scale homebuilders. -they are aggregating dozens of building product suppliers/skus and providing distribution + in house capabilities like engineered wood products (trusses wall panels) millwork installation services. -carrying"  
[X Link](https://x.com/ContrarianCurse/status/1979262396700201474) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T19:05Z 14.4K followers, 17.1K engagements


"$AMZN bull case sure as shit isn't coming from AWS now barring some miracle So they better have some magic is efficiency from AI/robotics on the retail side that no one can touch"  
[X Link](https://x.com/ContrarianCurse/status/1979263438128927096) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T19:09Z 14.4K followers, 8092 engagements


"The Karpathy interview is scathing. We arent short compute we are short breakthroughs that replicate things the human brain can do. No doubt we will get there but wouldnt be surprised to see market sputter on Monday while this makes the rounds. Really honest stuff"  
[X Link](https://x.com/ContrarianCurse/status/1979371837378433061) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-18T02:19Z 14.4K followers, 41.9K engagements


"Write this down somewhere No commodity will move higher if it can constantly respond to demand with sufficient / surplus supply You need tightness here. Dont care how. Could be Russia blown up could be opec cutting could be barrels going below cost. But you need less somehow"  
[X Link](https://x.com/ContrarianCurse/status/1979547534319358359) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-18T13:58Z 14.4K followers, 2835 engagements


"If you believe in @benthompson aggregation theory which basically says whoever controls demand in a tech market wins Then BKNG EXPE signing up to potentially be abstracting away by the chat layer is actually taking the market back to one where supply controls who wins. In this particular market its the hotels themselves. This is a massive risk for them"  
[X Link](https://x.com/ContrarianCurse/status/1979960443851436098) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-19T17:18Z 14.4K followers, 13.5K engagements


"$NVO friendly reminder this dumbass company forgot to file a patent renewal multiple times in Canada and now Ozempic is generic here starting in 2026. One of the most ridiculous corporate things Ive ever seen"  
[X Link](https://x.com/ContrarianCurse/status/1979968530188509395) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-19T17:50Z 14.4K followers, 49.5K engagements


"@ConcaveMMT I think they needed to fill out a form and send $XXX. And were reminded numerous times But yes that as well"  
[X Link](https://x.com/ContrarianCurse/status/1979974966289293813) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-19T18:16Z 14.4K followers, 3208 engagements


"A cool thing about high luxury goods is that TCO decreases at the very highest end (ignoring opportunity cost) A Michael Kors bag is worthless in X years a Birkin appreciates 4-5% You can effectively own a Ferrari Rolex Birkin sell it X years later and likely have no outlay"  
[X Link](https://x.com/ContrarianCurse/status/1980083115256094935) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-20T01:26Z 14.4K followers, 29K engagements


"How to fix Starbucks for less than what you are paying Niccol 1) halve the redemption rate on rewards back to the old level 2) cut prices XX% through membership combos free mods 3) kick ANYONE out of the store who is not a paying customer 4) thin the menu out further 5) make sure the coffee is FUCKING BANGIN every god damn time Like thats it. They are currently failing on these simple things. Its like Im taking crazy pills. The first X. Is prob like a 200bps drag on margin that investors would love to see top line accel. Like WHO CARES about your margins people are worried youre never gunna"  
[X Link](https://x.com/ContrarianCurse/status/1980109526511607917) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-20T03:11Z 14.4K followers, 10.6K engagements


"@ayden_parga Well since they are a coffee shop it should be #1 but I realize how hard that is so I made it 5"  
[X Link](https://x.com/ContrarianCurse/status/1980112664157114421) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-20T03:23Z 14.4K followers, XXX engagements


"My theory is that AI will ultimately be deflationary to many parts of the goods and services basket leaving more capital to chase truly scarce finite assets. AAA RE luxury high end experiences/concerts exclusive resorts precious metals Bitcoin high end restaurants The rich will live in the real world the poor will live online"  
[X Link](https://x.com/ContrarianCurse/status/1980115192059998390) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-20T03:33Z 14.4K followers, 89.2K engagements