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

SuspendedCap posts on X about ai, in the, business, ipo the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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

- [--] Week [-------] -41%
- [--] Month [---------] +25%
- [--] Months [----------] +353%
- [--] Year [----------] +2,926%

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

- [--] Week [---] -22%
- [--] Month [---] +42%
- [--] Months [-----] +156%
- [--] Year [-----] +930%

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

- [--] Week [------] +2.20%
- [--] Month [------] +8.30%
- [--] Months [------] +96%
- [--] Year [------] +1,296%

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

### Social Influence

**Social category influence**
[stocks](/list/stocks)  31.85% [technology brands](/list/technology-brands)  25.93% [finance](/list/finance)  11.11% [countries](/list/countries)  2.96% [products](/list/products)  2.22% [events](/list/events)  1.48% [celebrities](/list/celebrities)  1.48% [automotive brands](/list/automotive-brands)  1.48% [social networks](/list/social-networks)  0.74% [cryptocurrencies](/list/cryptocurrencies)  0.74%

**Social topic influence**
[ai](/topic/ai) 16.3%, [in the](/topic/in-the) 3.7%, [business](/topic/business) 3.7%, [ipo](/topic/ipo) #856, [software](/topic/software) 2.96%, [if you](/topic/if-you) 2.96%, [$axon](/topic/$axon) #39, [we are](/topic/we-are) 2.96%, [asml](/topic/asml) 2.96%, [$gtlb](/topic/$gtlb) #22

**Top accounts mentioned or mentioned by**
[@rustyshakk](/creator/undefined) [@kelvman11](/creator/undefined) [@buccocapital](/creator/undefined) [@khokandatta](/creator/undefined) [@rosyprosperity](/creator/undefined) [@wild_randomness](/creator/undefined) [@dbull888](/creator/undefined) [@stocksailer](/creator/undefined) [@mrtnzalvrz](/creator/undefined) [@samofamerica](/creator/undefined) [@tbu12345678](/creator/undefined) [@comfyleverage](/creator/undefined) [@andrewtakes](/creator/undefined) [@2wings__2fly](/creator/undefined) [@sebasti13651557](/creator/undefined) [@gobirds555](/creator/undefined) [@karlkbuilds](/creator/undefined) [@alloneword7a](/creator/undefined) [@ltvcapital](/creator/undefined) [@trackdalf](/creator/undefined)

**Top assets mentioned**
[Axon Enterprise, Inc. (AXON)](/topic/$axon) [GitLab Inc. (GTLB)](/topic/$gtlb) [Apple, Inc. (AAPL)](/topic/$aapl) [Datadog Inc (DDOG)](/topic/$ddog) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Oracle Corporation (ORCL)](/topic/$orcl) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [EMCOR Group, Inc. (EME)](/topic/$eme) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Now Coin (NOW)](/topic/$now) [SAP SE (SAP)](/topic/$sap) [DisChain (DIS)](/topic/$dis) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [ResMed Inc. (RMD)](/topic/$rmd) [Logitech International SA (LOGI)](/topic/$logi) [Dell Technologies, Inc. (DELL)](/topic/$dell) [HP Inc (HPQ)](/topic/$hpq) [Synopsys, Inc. (SNPS)](/topic/$snps) [Whirlpool Corporation (WHR)](/topic/$whr) [Alien Base (ALB)](/topic/$alb) [Alcoa, Corp. (AA)](/topic/$aa) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Waste Connections, Inc. (WCN)](/topic/$wcn) [IBM (IBM)](/topic/ibm) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Fermi Inc. (FRMI)](/topic/$frmi) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Love when a client sends me an email: "have you seen this" and its some Trump headline from CNN Like brother. My eyes are bolted to a [--] monitor slot machine with blinking lights and bright red headlines for 8hrs a day. I've seen it I assure you"  
[X Link](https://x.com/ContrarianCurse/status/2020914412580634889)  2026-02-09T17:35Z 21.1K followers, 103.5K engagements


"The funny thing is Im a huge AI bull. I believe this is transformational one in a generation tech But yea lets fuck up an engineering firm cause Opus is going to be mocking up a bridge Like fuckkkk you"  
[X Link](https://x.com/ContrarianCurse/status/2022382933903032530)  2026-02-13T18:50Z 21.1K followers, 14.4K engagements


"Lets just say its been a really good time to be 21.5% OW Industrials. Sweet lord in christ"  
[X Link](https://x.com/ContrarianCurse/status/2021304206590681107)  2026-02-10T19:24Z 21.1K followers, [----] engagements


"CC and Opus [---] was really the moment late in [----] so I do believe there will be more dispersion by 2H in software for some SaaS cos that got the message embraced the tools and hit the gas"  
[X Link](https://x.com/ContrarianCurse/status/2021991330927518190)  2026-02-12T16:54Z 21.1K followers, [----] engagements


"@D_Bvrt They switch the value based pricing. Its not the labor its the liability"  
[X Link](https://x.com/ContrarianCurse/status/2022443118340231248)  2026-02-13T22:49Z 21.1K followers, [---] engagements


"PA - well through ytd highs chosen megas - goog amzn aapl semis - amat (still huge) snps housing - rkt bldr software - sap axon (shut up I'm putting it here) solar - te tan jks energy - be leu eqt are"  
[X Link](https://x.com/ContrarianCurse/status/1993749282491650450)  2025-11-26T18:30Z 21.1K followers, 36.2K engagements


"Up 90% on the $ARE calls already Canada will (shockingly) be very proactive on Nuclear technology"  
[X Link](https://x.com/ContrarianCurse/status/1998425242839155187)  2025-12-09T16:11Z 21.1K followers, [----] engagements


"Long $LLY/short $RMD 51.5% of patients with Sleep Apnea in the [----] Surmount trial had resolution of the disease. [----] is *the* massive volume inflection year for GLPs and many parts of the med device complex can face pressure but CPAPs will be one of the most immediate"  
[X Link](https://x.com/ContrarianCurse/status/1999155042885185951)  2025-12-11T16:31Z 21K followers, [----] engagements


"$LOGI $DELL $HPQ I'd go out and get a Macbook now if you need one"  
[X Link](https://x.com/ContrarianCurse/status/2001317726418059444)  2025-12-17T15:45Z 20.9K followers, [----] engagements


"Software today. Least $SNPS up 3%"  
[X Link](https://x.com/ContrarianCurse/status/2007186239406129281)  2026-01-02T20:24Z 20.9K followers, [----] engagements


"Long Semi cap / Short hardware (downstream memory/logic/packaging tightness issues) is THE play"  
[X Link](https://x.com/ContrarianCurse/status/2008204903597199562)  2026-01-05T15:52Z 21.1K followers, 64.3K engagements


"220 to [---] is [--] months for 64gb of RAM on Amazon. I'm sure these will fly off the shelves for consumers"  
[X Link](https://x.com/ContrarianCurse/status/2008225689091416416)  2026-01-05T17:14Z 21K followers, [----] engagements


"@Kelvman11 Brother. MU is telling you everything you need to know"  
[X Link](https://x.com/ContrarianCurse/status/2008316208529977669)  2026-01-05T23:14Z 20.7K followers, [----] engagements


"I've tweeted about this before. but I do think that China will overall pursue less destructive/deflationary policies in [--]. Chemicals are a nasty oversupply one that can be toned down"  
[X Link](https://x.com/ContrarianCurse/status/2008638452716232880)  2026-01-06T20:35Z 20.9K followers, [----] engagements


"Tepper is going to get $WHR right There is so much leverage on this pig. In terms of housing volume leverage. you gotta think R&R here not builders. New builders were able to incent volumes existing stock that was completely frozen. The only way to get into a new shack for like [--] years was a new build If rates get jimmied down existing / AAA volumes are going to start to move. Housing stock is old as fuck. People do paint appliances DIY (HD/LOW supplies volumes) exteriors (JHX) then non-discretionary in that order. So SHW WHR HD LOW JHX OC gunna blow your dick off if we go sub 5.75% For WHR"  
[X Link](https://x.com/ContrarianCurse/status/2009734909678563418)  2026-01-09T21:11Z 21.1K followers, 31.8K engagements


"Interesting that something like $AXON which is mostly software now has performed a lot better than the rest Having the hardware hook definitely part of the reason"  
[X Link](https://x.com/ContrarianCurse/status/2011453394100391946)  2026-01-14T15:00Z 20.7K followers, [----] engagements


"High level thesis I had going into the year was that the Chinese might slowly back off their absolutely retarded deflationary industrial policies to be more supportive of their local markets And the price action in $JKS $LYB so far definitely supports that. $ALB $AA also reflect this possibility https://twitter.com/i/web/status/2011473960014102945 https://twitter.com/i/web/status/2011473960014102945"  
[X Link](https://x.com/ContrarianCurse/status/2011473960014102945)  2026-01-14T16:22Z 21K followers, 10.1K engagements


"I find it interesting overall that in this moment of massive technological intensity that you see also a lot of yearning / demand for nostalgia New demand for single use/dumb/analog devices. People pushing back against dating apps being 'too online' promoting getting together to drink/socialize more As AI becomes better and better for a digital sales motion - the people actually willing to get lunch and make a connection likely win (thanks to broski in the DMs for highlighting this) Maybe AI is just a little too much. Maybe paradoxically it can get so good that it actually allows us to put"  
[X Link](https://x.com/ContrarianCurse/status/2011481151685185937)  2026-01-14T16:50Z 21.1K followers, [----] engagements


"When I laid out my bull case on Apple my argument was that the best context for who you are probably lives with your apps and messages on your phone. I imagine Gemini will help them out come June WWDC. No one can replace the data they have amassed. https://x.com/dflieb/status/2011482391169417720s=20 [--] months later my AI assistant knows anything I know including when my last haircut was. (Wish it had iMessage access) https://t.co/fElc8Uoujw https://x.com/dflieb/status/2011482391169417720s=20 [--] months later my AI assistant knows anything I know including when my last haircut was. (Wish it had"  
[X Link](https://x.com/ContrarianCurse/status/2011538496675033107)  2026-01-14T20:38Z 21.1K followers, [----] engagements


"*VAIL RESORTS: SEASON-TO-DATE SKIER VISITS DOWN 20% Y/Y Have they tried making lift tickets $400 a day Maybe that will do it"  
[X Link](https://x.com/ContrarianCurse/status/2011819918618927391)  2026-01-15T15:17Z 21.1K followers, 102K engagements


"GLP disaster Took my first dose last Saturday. 1/4 dose. Had Thai that night threw up Monday. Fine rest of the week. Good noise way down. Ate within the parameters but had a rich lunch Friday. By 7pm Im burping and getting nauseous. Comes out and then I shit you not extreme nausea for [--] hours and threw up [--] times Go to hospital IV and anti nausea (a lot to stabilize). Go home. Feel ok. Bland diet - toast soups yogurts etc. had a couple salads and [--] chicken fingers. Happened again. Back in the hospital on fluids. Obviously not continuing the drug trying to figure out why my body flipped out"  
[X Link](https://x.com/ContrarianCurse/status/2013328215100793272)  2026-01-19T19:10Z 21.1K followers, 63.6K engagements


"God damn nice one This is going to shit on the guide down due to margins but you wanna own it for WWDC and Gemini integrations Closed my $AAPL leaps up 50%. Been a great idea but I think it prob floats here and then reports in line numbers and drops and then youd want to own it again there into the Gemini integration for WWDC Closed my $AAPL leaps up 50%. Been a great idea but I think it prob floats here and then reports in line numbers and drops and then youd want to own it again there into the Gemini integration for WWDC"  
[X Link](https://x.com/ContrarianCurse/status/2013733784575701358)  2026-01-20T22:02Z 21.1K followers, [----] engagements


"Saw someone post today somehow we are in a bear market for AI Cause nvidia is off 15% Its because of memory. Ive tweeted it many times. This raises capex budgets across the board. It raises opex via cloud costs for many companies in a material way. It absolutely smokes consumer electronics I literally tweeted wonder how long itll take the market to realize $50 MU earnings fucks the entire hardware ecosystem Well it very well could be happening https://twitter.com/i/web/status/2013792673744760855 https://twitter.com/i/web/status/2013792673744760855"  
[X Link](https://x.com/ContrarianCurse/status/2013792673744760855)  2026-01-21T01:56Z 21.1K followers, 50.9K engagements


"Cut some $AMAT in my fund finally. Combined with $ASML these had grown to about 14% at the peak. Been trimming here and there. Bought $WCN more $EME $TRI $CSU. No point in jamming it straight into another AI factor so we go contrarian. This is about staying on the front foot as I said https://twitter.com/i/web/status/2014033825605570955 https://twitter.com/i/web/status/2014033825605570955"  
[X Link](https://x.com/ContrarianCurse/status/2014033825605570955)  2026-01-21T17:54Z 21.1K followers, 24.7K engagements


"You gotta work in a gov setting to understand this They simply do. not. give. a. fuck. If it works at all its staying put. Also no reason that the current VMS vendors can't leverage the exact same tools. You think CC just exists on an island in SV https://x.com/RagingVentures/status/2014191205563732371s=20 I disagree. I think legacy applications and middleware from companies like $CSU.TO or $IBM are most exposed as AI eliminates many of the historical ETL barriers-to-switch: Upgrading to modern SaaS solutions and systems of record will now be much easier and cheaper."  
[X Link](https://x.com/ContrarianCurse/status/2014353779009663457)  2026-01-22T15:05Z 21K followers, 15.8K engagements


"$GTLB if coding gets that easy you could get seat growth from non-technical people in the organization"  
[X Link](https://x.com/ContrarianCurse/status/2014378973937987847)  2026-01-22T16:45Z 21.1K followers, 11.9K engagements


"$SMNEY Believe it or not I think this has plenty of juice in the tank"  
[X Link](https://x.com/ContrarianCurse/status/2014400700139151718)  2026-01-22T18:12Z 21.1K followers, [----] engagements


"$GTLB/ $DDOG spiked/puked within a few min of one another"  
[X Link](https://x.com/ContrarianCurse/status/2014440112608678210)  2026-01-22T20:48Z 20.7K followers, 14.6K engagements


"NBA street style heat check into $TWST and $BILL and $DDOG"  
[X Link](https://x.com/ContrarianCurse/status/2014711365252866453)  2026-01-23T14:46Z 20.9K followers, [----] engagements


"This could be about AI or ICE I dont actually know But there is a lot of alpha in the nothing ever changes camp. Claude the giga god android CLI shitting out iPhone apps all of a sudden isnt going to change the world because some people dont use fucking Google let alone AI. They are not an active participant they are a passive passenger. AND THATS OK OMG ICEEEEE HOLY SHIT. Take [--] days off of X (even as much as Im on here I understand this) - but the vast majority of people do not care. 95% of people are finding a good marinade for their chicken thighs and making sure Jacob has a ride to"  
[X Link](https://x.com/ContrarianCurse/status/2015251471814574206)  2026-01-25T02:32Z 21.1K followers, 13.8K engagements


"Bought my $NOW calls and now got a pretty solid hunk of software $NOW $SAP $MSFT $DDOG $TRI $BILL $GTLB Fund got a lot of $CSU Thursday but of $TRI. Needed to expand CAD holdings so couple decent spots to do that"  
[X Link](https://x.com/ContrarianCurse/status/2015809506257650021)  2026-01-26T15:30Z 20.7K followers, 12.6K engagements


"Guys will see this and their $SMNEY going up everyday and just think hell ya"  
[X Link](https://x.com/ContrarianCurse/status/2015947768154501185)  2026-01-27T00:39Z 21K followers, [----] engagements


"Tbh that Roper reaction doesnt instil a ton of confidence"  
[X Link](https://x.com/ContrarianCurse/status/2016204125860724788)  2026-01-27T17:38Z 20.8K followers, 14.6K engagements


"ROOFED Whether it was true or not the market [--] months ago thought that $ASML had [--] customer LT Now it has five. Look it me when I say that based on the smoke around 14A the tightness in memory and the imminent tightness in Logic That backlog is going to fucking roof Whether it was true or not the market [--] months ago thought that $ASML had [--] customer LT Now it has five. Look it me when I say that based on the smoke around 14A the tightness in memory and the imminent tightness in Logic That backlog is going to fucking roof"  
[X Link](https://x.com/ContrarianCurse/status/2016393992414663130)  2026-01-28T06:12Z 20.9K followers, 14.6K engagements


"I'm going to get stopped out on $AXON sad. But I feel like if its going to puke the modest bounce it has this easily its likely going much lower as much as I love it"  
[X Link](https://x.com/ContrarianCurse/status/2016610679487394002)  2026-01-28T20:33Z 21.1K followers, [----] engagements


"I gotta really respect Zuck willing to spend over 50% of revenue next year when they still havent delivered a single compelling AI product Hell ya"  
[X Link](https://x.com/ContrarianCurse/status/2016639083486073145)  2026-01-28T22:26Z 20.7K followers, 73.8K engagements


"Sheesh what a disaster. Software might actually be toast"  
[X Link](https://x.com/ContrarianCurse/status/2016873130032320969)  2026-01-29T13:56Z 21.1K followers, 62.5K engagements


"Meta and NFLX came off 75% plus due to terminal fears in [--] just saying"  
[X Link](https://x.com/ContrarianCurse/status/2017027739748814999)  2026-01-30T00:11Z 20.8K followers, 19.7K engagements


"I like telling clients that Im bullish equities for cynical reasons You think your dollars are going to buy you more in [--] years You think AAA real estate is going to be affordable You think a ticket to Disney is going to go down in price You gotta be invested and some. If you have access to capital you should have a war chest to deploy at all times when we crack https://twitter.com/i/web/status/2018016468932133149 https://twitter.com/i/web/status/2018016468932133149"  
[X Link](https://x.com/ContrarianCurse/status/2018016468932133149)  2026-02-01T17:39Z 20.9K followers, 17.1K engagements


"$ZM as the Anthropic vehicle for Sonnet 4.7/5 seems like a smooth brain but right call here"  
[X Link](https://x.com/ContrarianCurse/status/2018353094300414379)  2026-02-02T15:57Z 21K followers, 13.6K engagements


"Increasingly clear that we are early cycle. I'm 20% OW industrials in the fund - by far my biggest bet of any sort even more consequential than semicap Admin despite their lunacy deregulating and letting business rip + fiscal bonanza + cuts flowing through + AI cap cycle=hot"  
[X Link](https://x.com/ContrarianCurse/status/2018367351888945166)  2026-02-02T16:54Z 21K followers, 51.5K engagements


"@stocksailer DE FERG OC ODFL EME"  
[X Link](https://x.com/ContrarianCurse/status/2018369274851553452)  2026-02-02T17:01Z 20.7K followers, [----] engagements


"$NVDA doesn't really have a choice but to shove capital into OAI. That's the truth"  
[X Link](https://x.com/ContrarianCurse/status/2018435020600357177)  2026-02-02T21:23Z 21K followers, 12.8K engagements


"OAI clearly trying to leverage NVDA. The model is complete shit. This is where the margins could get tough. You've got META spending 50% of revs. ORCL betting the farm and levering up. OAI doing round after round to burn more capital. Market not liking MSFT's approach. The complex economics are sucking wind and shoveling cash into the fire all while GOOG takes the TPU advantage and leave the boot on the neck Ant outperforming here prob shifts the power back to OAI in negotiations imo https://twitter.com/i/web/status/2018437248362950776 https://twitter.com/i/web/status/2018437248362950776"  
[X Link](https://x.com/ContrarianCurse/status/2018437248362950776)  2026-02-02T21:31Z 21K followers, 16.1K engagements


"So let me gets this straight overpays for Twitter. Makes xAI. Uses AI hype cycle to absorb Twitter and make everyone whole. Then uses SpaceX IPO hype to absorb that entity. Will pump the living shit out of the SpaceX IPO and buy more stuff with equity Like of course people keep giving this guy capital. He finds a way. Its crazy https://twitter.com/i/web/status/2018445612400955726 https://twitter.com/i/web/status/2018445612400955726"  
[X Link](https://x.com/ContrarianCurse/status/2018445612400955726)  2026-02-02T22:05Z 21.1K followers, 274.5K engagements


"polypropolene poly whatever I don't even give a fuck right now we are reflating and chems aren't bytes baby $LYB"  
[X Link](https://x.com/ContrarianCurse/status/2018723123848221102)  2026-02-03T16:27Z 21.1K followers, 13.5K engagements


"Don't know how $AMZN doesn't put up a monster"  
[X Link](https://x.com/ContrarianCurse/status/2018740063538999443)  2026-02-03T17:35Z 21.1K followers, 25.8K engagements


"You know what isn't bytes $DIS parks. Love the appointment for CEO. Wouldn't be surprised if they bagged the guide for him. Great slate 2H new experiences marching out next couple years for parks. Woke shit is gone activist opp is high 15x"  
[X Link](https://x.com/ContrarianCurse/status/2018740516490256539)  2026-02-03T17:37Z 21.1K followers, [----] engagements


"Surprising PE/thoma hasn't stepped in here. Any ideas why not They must be sucking wind themselves"  
[X Link](https://x.com/ContrarianCurse/status/2018780242547220711)  2026-02-03T20:14Z 21.1K followers, 43.5K engagements


"@MrtnzAlvrz Not good for PC in that case"  
[X Link](https://x.com/ContrarianCurse/status/2018781531465240947)  2026-02-03T20:19Z 21K followers, [----] engagements


"@SamofAmerica I'm down 40bps today in my PA I'm doing just fine thanks"  
[X Link](https://x.com/ContrarianCurse/status/2018783527131828257)  2026-02-03T20:27Z 21.1K followers, [----] engagements


"Elon knows to surpass OAI gotta raise triple digit billions - wasn't going to do that through xAI siloed but through SpaceX and IPO def possible"  
[X Link](https://x.com/ContrarianCurse/status/2018788045798224033)  2026-02-03T20:45Z 20.9K followers, [----] engagements


"$AMD problem for them is that even if you breakthrough you aren't getting to the front of the line with $TSM. How do you proliferate the ecosystem when you are structurally unable to access volumes This is my top candidate for $INTC customer at 14A"  
[X Link](https://x.com/ContrarianCurse/status/2018801645489189337)  2026-02-03T21:39Z 21.1K followers, 23.2K engagements


"If memory is a true bottleneck for AI (it is) then of course China is going to go And if China goes the koreans go And if the Koreans go the americans go etc etc https://x.com/jukan05/status/2018593518613414182s=20 Here it comes. https://t.co/VQazHOHodp https://x.com/jukan05/status/2018593518613414182s=20 Here it comes. https://t.co/VQazHOHodp"  
[X Link](https://x.com/ContrarianCurse/status/2018811237736517632)  2026-02-03T22:18Z 20.7K followers, 46.3K engagements


"I feel like Im taking crazy pills here. There aint going to be [--] fucking MWs in space let alone a gig. Absolutely retarded "Its roughly [---] Starship launches to get them to a gigawatt in space." So each launch adds [----] MW of compute or [--] kW/ton (if mass to LEO is [---] tons for each Starship launch) "Its roughly [---] Starship launches to get them to a gigawatt in space." So each launch adds [----] MW of compute or [--] kW/ton (if mass to LEO is [---] tons for each Starship launch)"  
[X Link](https://x.com/ContrarianCurse/status/2018902192758100306)  2026-02-04T04:19Z 21K followers, 57.1K engagements


"@ROLCapital [--] days"  
[X Link](https://x.com/ContrarianCurse/status/2019047351474925936)  2026-02-04T13:56Z 20.7K followers, [---] engagements


"@AM_crytpo God same. So good"  
[X Link](https://x.com/ContrarianCurse/status/2019068580029964554)  2026-02-04T15:20Z 21.1K followers, [----] engagements


"My clients are becoming familiar with Valhalla https://x.com/ContrarianCurse/status/2018367351888945166s=20 Increasingly clear that we are early cycle. I'm 20% OW industrials in the fund - by far my biggest bet of any sort even more consequential than semicap Admin despite their lunacy deregulating and letting business rip + fiscal bonanza + cuts flowing through + AI cap cycle=hot https://x.com/ContrarianCurse/status/2018367351888945166s=20 Increasingly clear that we are early cycle. I'm 20% OW industrials in the fund - by far my biggest bet of any sort even more consequential than semicap"  
[X Link](https://x.com/ContrarianCurse/status/2019068988551004480)  2026-02-04T15:22Z 21K followers, 11.8K engagements


"OAI sentiment mean reversion trade for 80bps - ORCL May 180s"  
[X Link](https://x.com/ContrarianCurse/status/2019131612831838365)  2026-02-04T19:31Z 20.8K followers, [----] engagements


"fund up 70bps PA up 3.3% I tried to get you into these cyclicals and take a breath on semicap I tried"  
[X Link](https://x.com/ContrarianCurse/status/2019148737948610897)  2026-02-04T20:39Z 21.1K followers, [----] engagements


"Nothing better for the state of finance than for this fucking guy to get zeroed https://x.com/TrendingBitcoin/status/2019109700009156916s=20 SAYLOR ISSUES WARNING TO BITCOIN COMMUNITY: "IF BITCOIN WENT TO $10 MILLION DOLLARS TOMORROW I WANT YOU TO THINK ABOUT HOW YOU'D FEEL." https://t.co/95PfRrPHTX https://x.com/TrendingBitcoin/status/2019109700009156916s=20 SAYLOR ISSUES WARNING TO BITCOIN COMMUNITY: "IF BITCOIN WENT TO $10 MILLION DOLLARS TOMORROW I WANT YOU TO THINK ABOUT HOW YOU'D FEEL." https://t.co/95PfRrPHTX"  
[X Link](https://x.com/ContrarianCurse/status/2019153225530896595)  2026-02-04T20:56Z 21.1K followers, 124.9K engagements


"Are you not fucking entertained Haven't had this much fun in years"  
[X Link](https://x.com/ContrarianCurse/status/2019163179922911435)  2026-02-04T21:36Z 20.7K followers, 13.1K engagements


"Still has legs. People still don't seem to fully grasp the degree of demand des that will happen in consumer due to memory prices. $NTDOY and $QCOM both bad https://x.com/ContrarianCurse/status/2008204903597199562s=20 Long Semi cap / Short hardware (downstream memory/logic/packaging tightness issues) is THE play https://x.com/ContrarianCurse/status/2008204903597199562s=20 Long Semi cap / Short hardware (downstream memory/logic/packaging tightness issues) is THE play"  
[X Link](https://x.com/ContrarianCurse/status/2019173254729199941)  2026-02-04T22:16Z 21.1K followers, 19.8K engagements


"$CSU quietly 8.5% on the day. How many US pods are short this thing 😂😂"  
[X Link](https://x.com/ContrarianCurse/status/2019185585777438776)  2026-02-04T23:05Z 21.1K followers, [----] engagements


"$IGV Sonnet going to deep dish software one more time here and you best fucking believe Ill be hammering some leaps"  
[X Link](https://x.com/ContrarianCurse/status/2019254904267960608)  2026-02-05T03:40Z 21.1K followers, 24.2K engagements


"1st time you get in a Waymo its freaky and scary 2nd time is really cool 3rd time you just go on your phone. No one wants to chop it up with a driver. Its honestly a flawless experience. I get in my liked songs on Spotify are playing. The temp is right. I press go. Holy moly Waymo now 400000+ rides per week. 1M/rides per week going to come in a blink of an eye. The minute Waymo is in Minneapolis 90% of my rides will be with Waymo. I wont touch Uber or Lyft unless I need a Black SUV. Holy moly Waymo now 400000+ rides per week. 1M/rides per week going to come in a blink of an eye. The minute"  
[X Link](https://x.com/ContrarianCurse/status/2019257472741974297)  2026-02-05T03:51Z 20.8K followers, 87.7K engagements


"Pretty sure Tesla gets folded into SpaceX SpaceX likely goes for 1.5-1.75T raising 100b plus a pop. Tesla gets folded in through a merger. Combine co hits every fucking thematic bullseye - robotics AV space sat internet / phone EVs AI compute batteries/solar LLMs. A wet dream for the purus Valuation joins the mag [--] raises even more capital because fuck you why not Completely retarded high conviction outcome https://twitter.com/i/web/status/2019259374703652923 https://twitter.com/i/web/status/2019259374703652923"  
[X Link](https://x.com/ContrarianCurse/status/2019259374703652923)  2026-02-05T03:58Z 21.1K followers, 59.7K engagements


"Month and a half ago. Accelerating Claude Code probably the greatest software story in the last [--] years and it isn't talked about to the same degree of hype Claude Code probably the greatest software story in the last [--] years and it isn't talked about to the same degree of hype"  
[X Link](https://x.com/ContrarianCurse/status/2019271845409935786)  2026-02-05T04:48Z 20.7K followers, [----] engagements


"With this amount of completion and spend you are clearly going to be seeing tokens deployed for way below cost for some time. You should think about how and who can take advantage of this surplus and arb it This is no different than when Insta ads were dirt cheap and you could literally sell dog shit by banging a bazillion impressions for nothing You can for a couple years bazooka tokens at shit and get ROI https://twitter.com/i/web/status/2019275062121992702 https://twitter.com/i/web/status/2019275062121992702"  
[X Link](https://x.com/ContrarianCurse/status/2019275062121992702)  2026-02-05T05:01Z 21K followers, [----] engagements


"Anthropic trading 5c OAI 4c best model by end of March according to LLM arena which hasn't been updated yet"  
[X Link](https://x.com/ContrarianCurse/status/2019493913674092689)  2026-02-05T19:30Z 21.1K followers, 16.4K engagements


"Still outperforming. EME SMERY AMAT ASML CSU all green"  
[X Link](https://x.com/ContrarianCurse/status/2019506847338909713)  2026-02-05T20:22Z 20.9K followers, [----] engagements


"$KLIC sold too early. Banger"  
[X Link](https://x.com/ContrarianCurse/status/2019511902142099944)  2026-02-05T20:42Z 21.1K followers, [----] engagements


"$BE this company is just going so much fucking higher its gross. Goodness gracious +19%"  
[X Link](https://x.com/ContrarianCurse/status/2019522206234222706)  2026-02-05T21:23Z 21.1K followers, 13.8K engagements


"Don't think you have to be Albert Einstein here to understand that there is a very strong likelyhood that the hypers are out over their skis and the market will likely push [--] or more of them off their plans during [----] But at the same time it'll get carried out and single handedly drive industrial and economic growth in the US Behind the meter construction power components semi cap are the places to play https://twitter.com/i/web/status/2019527859841163597 https://twitter.com/i/web/status/2019527859841163597"  
[X Link](https://x.com/ContrarianCurse/status/2019527859841163597)  2026-02-05T21:45Z 21K followers, 19.3K engagements


"Few cross winds Warsh tighter overall (but way more stable next 6-12m) whip saw in positioning bled into mo factor claude code software bleed out got so bad people degrossed altogether. Didnt help that memory and semi cap went ballistic to the upside too more importantly facing credit issues in PC and privates now more pressure hypers went too hard. No one is going to out accelerate the depreciation now or will be very difficult. Market is going to press them to slow down tons of bad whip saws - LLY +10 to [---]. Many of these. Value factor +6 mo got smoked. People being wheeled the fuck out"  
[X Link](https://x.com/ContrarianCurse/status/2019565494475374710)  2026-02-06T00:15Z 20.9K followers, 12.6K engagements


"Heres the thesis search didnt work Why $KLIC Cowos is gone going to use Intel EMIB instead. Amkor has floor space is Korea to help with capacity now (OSAT). KLIC/Amkor are LT partners and this capacity is time sensitive unlikely their would use outside equipment at this time for EMIB have to go fluxless Why $KLIC Cowos is gone going to use Intel EMIB instead. Amkor has floor space is Korea to help with capacity now (OSAT). KLIC/Amkor are LT partners and this capacity is time sensitive unlikely their would use outside equipment at this time for EMIB have to go fluxless"  
[X Link](https://x.com/ContrarianCurse/status/2019568998904655914)  2026-02-06T00:29Z 21.1K followers, [----] engagements


"@buccocapital Business context and SoR still massively important and unique. Agents got [--] rows here but its just the AI layer. Could frame it as software being the persistent modality to work alongside workers. I dont think end game is clear at all here"  
[X Link](https://x.com/ContrarianCurse/status/2019600384030056629)  2026-02-06T02:33Z 20.7K followers, [----] engagements


"The Koreans are going If memory is a true bottleneck for AI (it is) then of course China is going to go And if China goes the koreans go And if the Koreans go the americans go etc etc https://t.co/wz0kQyitha If memory is a true bottleneck for AI (it is) then of course China is going to go And if China goes the koreans go And if the Koreans go the americans go etc etc https://t.co/wz0kQyitha"  
[X Link](https://x.com/ContrarianCurse/status/2019618706481934407)  2026-02-06T03:46Z 21.1K followers, 21K engagements


"Everyone flipped out on tech in [--] which nasdaq going -35% - but basically everyone was revising down on mental comps from [--]. Energy ripped 100% cause guess what - earnings grew a fuck load due to tight supply end of COVID and the war The problem with these massive guides is each of them are going to have a hard time outrunning their dep in [--] and especially [--] unless they accelerate very quickly. Google and AMZN I think have the best chance. Market believes Meta can - I dont really. MSFT / ORCL been shit cause they arent close. NVDA has been chopping because pace of [--] revisions has been"  
[X Link](https://x.com/ContrarianCurse/status/2019629452397781038)  2026-02-06T04:29Z 21.1K followers, 21.1K engagements


"The best thing you can accept as a small LO is that your information edge is either nil/working against you You can have edge in construction thematics sentiment reads risk management duration judgement instead"  
[X Link](https://x.com/ContrarianCurse/status/2019833310982336952)  2026-02-06T17:59Z 21.1K followers, 22.2K engagements


"Our Senior Business Process analyst (basically job is to speed up administrative tasks) hadn't heard of Claude Code or Power Automate"  
[X Link](https://x.com/ContrarianCurse/status/2019841617193312566)  2026-02-06T18:32Z 21K followers, [----] engagements


"ssris ritalin/adderall gender reassignment in minors gunna be the new lobotomies"  
[X Link](https://x.com/ContrarianCurse/status/2019886674335932639)  2026-02-06T21:31Z 21.1K followers, [----] engagements


"Called this out for months Connect the dots people. You can do it Connect the dots people. You can do it"  
[X Link](https://x.com/ContrarianCurse/status/2019951151450661148)  2026-02-07T01:47Z 21K followers, 18.8K engagements


"$AXON works here despite Val. Has all my hallmarks I think are important to software to be durable against AI -regulatory complexity -liability layer -sleepy/shitty/unsophisticated end market -huge value delivery / procedural efficiency -hardware bundling and tie in -prop data and integrations for every setting There aint NO ONE vibe coding this shit. I got stopped out at [---] added back today https://twitter.com/i/web/status/2019955344080847262 https://twitter.com/i/web/status/2019955344080847262"  
[X Link](https://x.com/ContrarianCurse/status/2019955344080847262)  2026-02-07T02:04Z 21.1K followers, 14.7K engagements


"A big raise or IPO at an IB can generate 50-100m. Prob 10-12 bankers and then double that in support. Lets say [--] altogether. So within a couple months of work or less you could make well over a mil per employee But yea get Claude to do the fucking slides"  
[X Link](https://x.com/ContrarianCurse/status/2019971033437245694)  2026-02-07T03:06Z 21K followers, 83.8K engagements


"Had my analyst say to me in our weekly meeting that he wanted more time to review the company before we added it (had all week)"  
[X Link](https://x.com/ContrarianCurse/status/2019986643323642124)  2026-02-07T04:08Z 21.1K followers, 46.3K engagements


"Lisan al gaib"  
[X Link](https://x.com/ContrarianCurse/status/2020142797752262713)  2026-02-07T14:29Z 21.1K followers, [----] engagements


"@snowballist I did"  
[X Link](https://x.com/ContrarianCurse/status/2020198567374131535)  2026-02-07T18:10Z 20.9K followers, [---] engagements


"My cousins kid that has a tough time focusing at school (teacher suggested Ritalin) 1) goes to bed at 11-midnight most nights 2) plays Switch 3hrs a day 3) also happens to be very social + a boy that doesnt wanna sit in a classroom for [--] straight hours Every parent should know about this new result. For kids with ADHD proper sleep might work better than drugs can to help your child. And that's not just true for kids with ADHD Every parent should know about this new result. For kids with ADHD proper sleep might work better than drugs can to help your child. And that's not just true for kids"  
[X Link](https://x.com/ContrarianCurse/status/2020200540605694273)  2026-02-07T18:18Z 21K followers, 50K engagements


"@atlas_invst I literally ran up ODFL calls 250% in [--] weeks you think I fuckin care"  
[X Link](https://x.com/ContrarianCurse/status/2020200936564539613)  2026-02-07T18:20Z 20.8K followers, [---] engagements


"If you are truly on this wave length so reason semis cant be 30-40% of SPY I think I am pretty AGI pilled now. And whats funny is I have been like wow so much skepticism this seems impossible to go to 100x sales bubble dumb shit and now Im like naw dude it DEF can. The disbelievers are falling lol I think I am pretty AGI pilled now. And whats funny is I have been like wow so much skepticism this seems impossible to go to 100x sales bubble dumb shit and now Im like naw dude it DEF can. The disbelievers are falling lol"  
[X Link](https://x.com/ContrarianCurse/status/2020522504826089568)  2026-02-08T15:37Z 21K followers, 17.7K engagements


"Goldilocks Hypers all in every penny of FCF AI potential easily seen but neg effects not diffused through yet Rate cuts flowing through inflation signals ticking up but subdued for now. AI may be a new governor on wage growth which prevents spiraling Consumer stabilizing Fiscal bazooka being underwritten by bonds until inflation north of 3.5% On 600b of hyper capex you are likely doing at least that in supportive capex plus all the high paid jobs to carry that out. Could easily be 1.5T in incremental growth to the economy + the positive margin and productivity effects from AI There will never"  
[X Link](https://x.com/ContrarianCurse/status/2020538285215383590)  2026-02-08T16:40Z 21.1K followers, 14.1K engagements


"@TBU12345678 These capex announcements akin to Bidens covid stimmy"  
[X Link](https://x.com/ContrarianCurse/status/2020540299185906081)  2026-02-08T16:48Z 21.1K followers, [----] engagements


"@comfyleverage it honestly doesnt matter but I still think AMAT ASML is the best"  
[X Link](https://x.com/ContrarianCurse/status/2020543947517411396)  2026-02-08T17:03Z 21.1K followers, [---] engagements


"This is mostly where ive arrived. We will see when the market does This is one of the most underrated observations in tech right now. if AI commoditizes software what's actually safe - regulated and liability-bearing businesses (someone has to be on the hook) - anything touching the physical world (hardware manufacturing energy) - This is one of the most underrated observations in tech right now. if AI commoditizes software what's actually safe - regulated and liability-bearing businesses (someone has to be on the hook) - anything touching the physical world (hardware manufacturing energy) -"  
[X Link](https://x.com/ContrarianCurse/status/2020565148344242287)  2026-02-08T18:27Z 21K followers, 21.2K engagements


"Elon almost certainly pumping space DCs into IPO as a structural differentiator for xAI. Its all so tiring to see people fall for the same shit over and over"  
[X Link](https://x.com/ContrarianCurse/status/2020569611364630832)  2026-02-08T18:45Z 21.1K followers, 21.1K engagements


"Depends. Ive usually steered them into an area. Certain sectors I see no point in debating nuanced fundamentals. Like in energy its whether you wanna be long the factor / barrels or not. There is a hierarchy of quality / beta. You choose how much against the rest of your port. For example I swapped a pipe for CVX last week to torque up. That can be done without much extra work. Thats a port decision https://twitter.com/i/web/status/2020710837313237035 https://twitter.com/i/web/status/2020710837313237035"  
[X Link](https://x.com/ContrarianCurse/status/2020710837313237035)  2026-02-09T04:06Z 21K followers, [---] engagements


"$ORCL you know when an upgrade does that positioning is ultra thin"  
[X Link](https://x.com/ContrarianCurse/status/2020874484320715166)  2026-02-09T14:56Z 21.1K followers, [----] engagements


"Now tell $MU they can get a HBM allocation at a lower price"  
[X Link](https://x.com/ContrarianCurse/status/2020881389571232060)  2026-02-09T15:24Z 21.1K followers, 18.5K engagements


"Hell ya why not"  
[X Link](https://x.com/ContrarianCurse/status/2020899618070856133)  2026-02-09T16:36Z 21K followers, 10.4K engagements


"@firstadopter Tae you don't understand market structures brother. Just pipe down"  
[X Link](https://x.com/ContrarianCurse/status/2020900510677524585)  2026-02-09T16:40Z 21.1K followers, [----] engagements


"Jony is built different. This is crazy https://x.com/juanbuis/status/2020862036092293158s=20 the new ferrari interior design by jony ive and lovefrom is absolutely stunning *this* is what an apple car could've looked like https://t.co/bIFTd6nORb https://x.com/juanbuis/status/2020862036092293158s=20 the new ferrari interior design by jony ive and lovefrom is absolutely stunning *this* is what an apple car could've looked like https://t.co/bIFTd6nORb"  
[X Link](https://x.com/ContrarianCurse/status/2020915310845428189)  2026-02-09T17:38Z 21K followers, 16.8K engagements


"No doubt Ant comes back to the trough for 40-50 at 600-700 within months $ZM prob 40-50% higher on that and then IPO 1T"  
[X Link](https://x.com/ContrarianCurse/status/2020996705672458373)  2026-02-09T23:02Z 21.1K followers, 17K engagements


"On todays episode of roving AI blow ups"  
[X Link](https://x.com/ContrarianCurse/status/2021021615941877955)  2026-02-10T00:41Z 21.1K followers, 11K engagements


"There is a book from [----] called the Managerial Revolution by James Burnham. Incredibly prescient book that talks about how higher complexity society will get captured by a managerial class of workers that will grow to control the means of production even beyond the actual owners. It is a story of bureaucracy basically. And what you have to understand is that in every organization inefficiency becomes a feature not a bug of departments. Leaders will subconsciously speak of the plight and essential nature of the people in their department to gather more bodies and resources to cement and grow"  
[X Link](https://x.com/ContrarianCurse/status/2021085406314262535)  2026-02-10T04:54Z 21.1K followers, 17.7K engagements


"Starting todays episode early"  
[X Link](https://x.com/ContrarianCurse/status/2021210617856548880)  2026-02-10T13:12Z 21.1K followers, [----] engagements


"Hohn eating shit MCO/SPGI 22% of port"  
[X Link](https://x.com/ContrarianCurse/status/2021211170183536879)  2026-02-10T13:14Z 21.1K followers, 36.9K engagements


"David is right. 'Style' rigid process and trying to systematize returns are a defensive reaction to the reality that markets are very difficult and you have to continually adapt. https://x.com/orrdavid/status/2021073899157585944s=20 This is how I feel when I listen to ideologue investors. Investing isn't as simple as value quality and/or growth. Even a balanced weighting of all [--] doesn't get you there. Yet so many people try to boil it down to just one of those. https://t.co/KJkwM8mvSS https://x.com/orrdavid/status/2021073899157585944s=20 This is how I feel when I listen to ideologue"  
[X Link](https://x.com/ContrarianCurse/status/2021306442586751113)  2026-02-10T19:33Z 21.1K followers, [----] engagements


"You got an SMB with [--] operational staff. You are profitable. You now need only [--] people to do the operational work. Or you can be 3x more productive. Has anyone considered this"  
[X Link](https://x.com/ContrarianCurse/status/2021307372895883285)  2026-02-10T19:36Z 21.1K followers, [----] engagements


"Claude can now do recipes with a new skill: Insurance Software:"  
[X Link](https://x.com/ContrarianCurse/status/2021668428742840644)  2026-02-11T19:31Z 21.1K followers, [----] engagements


"@AndrewTakes Claude is the best model in my experience and yes with all the integrations it is a no brainer vs ultra"  
[X Link](https://x.com/ContrarianCurse/status/2021682519691677801)  2026-02-11T20:27Z 21.1K followers, [----] engagements


"Luxury isnt dead. What used to be luxury is priced to the middle class and used the old prestige to sell it And actual luxury is so fucking high it isnt on most peoples radars"  
[X Link](https://x.com/ContrarianCurse/status/2008007750694109448)  2026-01-05T02:48Z 21.1K followers, 906.2K engagements


"If there is any stock I PRAY the market shoots right in the face and brings down to $300 its $AXON. DO IT. I will load the fucking boat"  
[X Link](https://x.com/ContrarianCurse/status/2018354424800739614)  2026-02-02T16:02Z 21.1K followers, 20.2K engagements


"God I am in the fucking zone"  
[X Link](https://x.com/ContrarianCurse/status/2021279621799444833)  2026-02-10T17:46Z 21.1K followers, [----] engagements


"Honestly heroic trading. Shit in my PA is blowing up and I'm finding gold alongside. I'm in the trenches. Scrapping"  
[X Link](https://x.com/ContrarianCurse/status/2018708058830967189)  2026-02-03T15:28Z 21.1K followers, [----] engagements


"My ENPH June 40/50s this morning"  
[X Link](https://x.com/ContrarianCurse/status/2019059693004464188)  2026-02-04T14:45Z 21.1K followers, [----] engagements


"I'm pretty long $DIS now. Been in LO purg for years basically other than Trian. Iger stabilized the biz and catalyst path for [--] looks great right guy to take over parks is and will remain the future of the co. Likely get an AD by summers end prob bagged the guide for him. Looks like other talent will stay. Bad talent like Kennedy out the door. Woke is dead and if an activist was to step in prob next 6m Studio on a heater with Zootopia/Avatar doing well. Fat slate in 2H Avengers back after a good breather Mandolorian as well. [----] has Frozen and Avengers finale. TS [--] and new pixar IP in 1H"  
[X Link](https://x.com/ContrarianCurse/status/2019118776340345039)  2026-02-04T18:40Z 21.1K followers, 22.5K engagements


"There is no position I look at less than $TJX No economic backdrop where someone on mat leave isn't going there to buy a $9 wooden bowl"  
[X Link](https://x.com/ContrarianCurse/status/2019484964073431109)  2026-02-05T18:55Z 21.1K followers, [----] engagements


"While everyone is blowing their brains out in [--] trying figure out if spending every last dollar of CF is the right thing to do $AAPL going to sit there looking like a genius"  
[X Link](https://x.com/ContrarianCurse/status/2019790688112578905)  2026-02-06T15:10Z 21.1K followers, [----] engagements


"This is the crux of my $EME bull case. Union relationships / owned labor will be able to flex pricing much higher in coming years. Structurally higher margins The biggest bottleneck in AI infrastructure isn't chips or power. It's electricians. BLS estimates [-----] unfilled electrician jobs per year in the US through [----]. McKinsey says we need [------] additional trained electricians plus [------] construction laborers by [----]. Some IBEW The biggest bottleneck in AI infrastructure isn't chips or power. It's electricians. BLS estimates [-----] unfilled electrician jobs per year in the US through"  
[X Link](https://x.com/ContrarianCurse/status/2020565656098250915)  2026-02-08T18:29Z 21.1K followers, 20.9K engagements


"$NTDOY is a buy at 21x earnings"  
[X Link](https://x.com/ContrarianCurse/status/2020921377835057342)  2026-02-09T18:02Z 21.1K followers, 10.6K engagements


"AI going to absolutely mint for the private sector and asset holders And then everyone fucked by it will vote in socialists and we end up an absolutely massive public workforce which is pseudo UBI"  
[X Link](https://x.com/ContrarianCurse/status/2021402873855385818)  2026-02-11T01:56Z 21.1K followers, 34K engagements


"Apple needs to have OpenClaw basically but operating on the iPhone. Everything is signed in all the context/data is there. Even more killer if they made a Max tier phone with a big ole M5 die and 32GB of RAM and ran this bitch locally"  
[X Link](https://x.com/ContrarianCurse/status/2021653320558105046)  2026-02-11T18:31Z 21.1K followers, [----] engagements


"I cannot imagine paying 30k/year for a Bloomberg for your analyst but not $200/month for a Claude Max sub"  
[X Link](https://x.com/ContrarianCurse/status/2021677468911100409)  2026-02-11T20:07Z 21.1K followers, 72.4K engagements


"Sold my IGV leaps up small because y'all are retarded but I've got the message. Still got $NOW $GTLB $ZM $SAP. Thats enough"  
[X Link](https://x.com/ContrarianCurse/status/2021964329432887795)  2026-02-12T15:07Z 21.1K followers, 10.5K engagements


"Atoms bits is basically the only trade in the market right now"  
[X Link](https://x.com/ContrarianCurse/status/2021985056085135658)  2026-02-12T16:29Z 21.1K followers, 19K engagements


"This is going to create some generational multi year opportunities here. There is no way no how the world is changing to this degree"  
[X Link](https://x.com/ContrarianCurse/status/2022002250693124243)  2026-02-12T17:37Z 21.1K followers, 145.2K engagements


"Many companies trading right now like Network Effects don't exist Even though might be one of the most powerful moats in business"  
[X Link](https://x.com/ContrarianCurse/status/2022040489952964649)  2026-02-12T20:09Z 21.1K followers, 13.9K engagements


"Give it another couple months but there is a fine line between the hypers building the new infrastructure layer that no one else can afford to build And the market tagging them as absolute retards and this being a super low ROIC pursuit"  
[X Link](https://x.com/ContrarianCurse/status/2022485287385928061)  2026-02-14T01:37Z 21.1K followers, 17.1K engagements


"The rolling AI blow ups sort of remind me of Trump tariffs. It was all very scary and bearish until he trotted out that fucking board and I realized it wasn't serious and nothing was going to change Brokers today is pretty fucking stupid"  
[X Link](https://x.com/ContrarianCurse/status/2021307148219682886)  2026-02-10T19:35Z 21.1K followers, 18.6K engagements


"Clawdbot make me Airbnb Ritchie Brothers and WSP Global make no mistakes. Make the pods squeal"  
[X Link](https://x.com/ContrarianCurse/status/2022425316627722557)  2026-02-13T21:39Z 21.1K followers, [----] engagements


"Anyone know why my Claude is fucked Had my Clawdbot pinging the Cortina website to get tickets for Can / Czech game. Eventually ran out of tokens and got rate limit message Now for 48hrs been trying to use it and it just says try again later. Uninstalled signed out cleared the app data etc. nothing https://twitter.com/i/web/status/2022460561951461499 https://twitter.com/i/web/status/2022460561951461499"  
[X Link](https://x.com/ContrarianCurse/status/2022460561951461499)  2026-02-13T23:59Z 21.1K followers, 10.6K engagements


"Yes like all the great FP&A departments of the largest companies in the world they announce massive reversals to their capex plans weeks after theyve been announced You fucking midwit"  
[X Link](https://x.com/ContrarianCurse/status/2022890822174220693)  2026-02-15T04:28Z 21.1K followers, [--] engagements

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