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[@ContrarianCurse](/creator/twitter/ContrarianCurse)
"The thing you gotta understand about our reality and society vs XX years ago is that this registers around a 3/10 on the shock scale. XX years ago this would've been wall to wall The Nelk boys just interviewed Netanyahu for fuck sakes"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1947673165288616333) 2025-07-22 15:00:43 UTC 10.1K followers, 2783 engagements


"@yifan_zzz I think the only if is IF they are going to be forced to restructure in the next XX months. I think that is a very high probability"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1948908436512801197) 2025-07-26 00:49:14 UTC 10.1K followers, XXX engagements


"$DECK $ANF are really interesting here. Consumer stocks whip like this because to the upside earnings can jump in massive steps when you have heat and your marketing spend to generate that top line barely needs to move To the downside there is no needed or structural floor on revenues industry is littered with dead brands so the terminal value gets discounted hard. Key question in these situations is not even "are they going to hit their bogeys" because eventually they will lap the weak comps if the brand survives it is purely a question of "is the brand impaired". You can attack that as you"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1945840283822030990) 2025-07-17 13:37:30 UTC 10.1K followers, 24.6K engagements


"Biggest source of alpha for the mega caps is the market constantly underestimating just how long growth could go on for"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1947481772943650818) 2025-07-22 02:20:11 UTC 10K followers, 14K engagements


"$HOOD $IBKR If I haven't made it clear in my posts these two companies directly capture the market regime as the vector for economic nihilism and gambling. This is not cyclical. These can both be massive companies"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1946206295645704262) 2025-07-18 13:51:54 UTC 10.1K followers, 25.7K engagements


"@hissklarman Wont happen here but BBD is up 1400% in X years. Sometimes you have to cut off the leg to save the patient"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1948915329759125937) 2025-07-26 01:16:38 UTC 10.1K followers, XXX engagements


"$OC I think its time here. This is an excellently positioned company very cheap (and if you've followed me for a while you know I barely give a fuck about valuation at all) and is levered to housing volumes. aka doesn't matter if rates come down or prices do: -Dominant position in insulation with PINK brand. Deep contractor/distribution network supported with reward programs familiarity training programs etc. Secular tailwind from efficiency and energy savings push. XX% EBITDA margins guide -Strong position in high margin roofing business. Again lots of familiarity difficult to budge US"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1947723979265085875) 2025-07-22 18:22:38 UTC 10.1K followers, 9778 engagements


"@AlwaysBeBullish And checks on DHI were that it was going to crater into the sun"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1947740598229766446) 2025-07-22 19:28:40 UTC 10.1K followers, XXX engagements


"Honest to god just buy $ETN for the next X years and enjoy the 25%+ CAGR"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1945171869721616739) 2025-07-15 17:21:27 UTC 10.1K followers, 47.9K engagements


"Basically all things housing are hated. Building materials the builders themselves origination everything. Rates consensus moving higher. Affordability awful. All for good reason. Which means"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1945519436196196692) 2025-07-16 16:22:34 UTC 10.1K followers, 10.8K engagements


"Here is my o3 DR prompt. I keep adjusting but it gives me good results. Combine with 10K/earnings transcripts/whatever else you want it to ingest You are an elite investment research analyst. This intent of this prompt is to become a universal one for generating primers and a deep understanding of a publicly listed company. This should be exhaustive enough that after reading it I should have a very clear comprehensive understanding of the company in which I can use as a foundation for other research going forward. Here is the information I want you to ensure that you collect and include:"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1943050516918935556) 2025-07-09 20:51:58 UTC 10.1K followers, 89.4K engagements


"Finally hit 10k followers. I want to say thank you to everyone that DMs me here with kind words and interesting discussions. The two goals I've always had for the account 1) trade journal/chat with people 2) rescue me from the prairies"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1947690907504910825) 2025-07-22 16:11:13 UTC 10.1K followers, 5887 engagements


"Hard to pin exactly where but you will start to see big lumpy AI driven value pop up in the next 18-24 months. I think one of the most obvious is $APP. Basically they made an Algo that turned on a XX% EBITDA margin XX% growth geyser. You will see some insurer rip out their entire risk system and lift margins X% or something. Or JPM cut XX% of their KYC team stuff like that"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1947403688844398868) 2025-07-21 21:09:55 UTC 10.1K followers, 54.7K engagements


"$BE has had an intense move last week or so. The single most important metric for DC builders right now is time-to-power. Utes have some excess capacity but not for long. If turbines werent already ordered years ago get in line with everyone else. Nuclear will come in a few years. So I hate to admit this but renewables are what is left. Solar and wind take a lot of footprint and are intermittent. Bloom can stand up modules in under XX days use hydrogen or nat gas and TCO is now 10c per kWh which is still 2x nat gas but doable. Only other way that is better in these situations is literally"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1948907646507253948) 2025-07-26 00:46:06 UTC 10.1K followers, 3042 engagements


"@CCM_Brett Up X% there is a price for everything bud you might just not know it"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1948807217790287878) 2025-07-25 18:07:02 UTC 10.1K followers, XXX engagements


"$INTC is still interesting and closer to a long every period that marches on. They basically asked to be saved yesterday. They know one of the main players (AMD QCOM NVDA AAPL AVGO) isnt coming. So you need a hyper scaler that takes a massive order and sweetheart deal as an all in moment to escape Nvidias grasp or you need the US gov to prepay for 30-50b in some sort of chips in the future. x86 will structurally decline but it wont be fast. A fabless version of that business can be ran down for pure cash for years. Then you have the equipment. Honestly the closest analog I can think of was"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1948905433017843901) 2025-07-26 00:37:18 UTC 10.1K followers, 5107 engagements


"There will be more than a few of these $META super hires that Andrew Luck themselves right out of the industry. Happened at early Waymo"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1947775722992673163) 2025-07-22 21:48:14 UTC 10.1K followers, 7711 engagements


"$VST $CEG $TLN oh crazy who would've thought"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1947762892301893801) 2025-07-22 20:57:15 UTC 10.1K followers, 2573 engagements


"I don't know who i have to make this clear to but any stock that cyclically can have earnings drop XX% and gain more than XXX% in a year will be 30-50% off the bottom while still reporting terrible numbers"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1947741289895620657) 2025-07-22 19:31:25 UTC 10.1K followers, 19.7K engagements


"$FDS Factset is dog water fucking garbage compared to Bloomberg wow. I lasted X weeks. Its absolutely terrible. Koyfin is better than this shit"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1942640936397463579) 2025-07-08 17:44:26 UTC 10.1K followers, 9461 engagements


"$CEG $VST This reaction honestly makes me laugh. You're telling me. that when there is a massive surge in demand for a product. that the price goes up No fucking way"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1948019805602148605) 2025-07-23 13:58:08 UTC 10.1K followers, 1355 engagements


"A decent check on if something is secular is asking the question - is this the purest form possible of this product For example - NFLX arguably is - a basically unlimited on demand selection of media SPOT is as well - any song any time for cheap. How can you beat that AMZN as well - basically any good can manifest itself on your doorstep in hours. There is not tons out there so when you find one more often than not itll be a banger"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1946265886555553927) 2025-07-18 17:48:41 UTC 10.1K followers, 6063 engagements


"Sell side guy a couple months ago reallyyyy went out of his way to convince me to sell $CSX into $CP. I never listen to these guys but FOR SURE never listening to them again"  
![@ContrarianCurse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1696522613168943106.png) [@ContrarianCurse](/creator/x/ContrarianCurse) on [X](/post/tweet/1948054810277646444) 2025-07-23 16:17:14 UTC 10.1K followers, 2946 engagements