[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ContrarianCurse SuspendedCap SuspendedCap posts on X about $be, $orcl, china, meta the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1696522613168943106/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXX +154% - X Year XXXXXXXXX +12,094% ### Mentions: XX [#](/creator/twitter::1696522613168943106/posts_active)  - X Week XX -XXXX% - X Month XXX +5.50% - X Months XXX +207% - X Year XXX +771% ### Followers: XXXXXX [#](/creator/twitter::1696522613168943106/followers)  - X Week XXXXXX +1.20% - X Month XXXXXX +12% - X Months XXXXXX +195% - X Year XXXXXX +1,578% ### CreatorRank: XXXXXXX [#](/creator/twitter::1696522613168943106/influencer_rank)  ### Social Influence [#](/creator/twitter::1696522613168943106/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [social networks](/list/social-networks) XXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [automotive brands](/list/automotive-brands) XXX% [fashion brands](/list/fashion-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$be](/topic/$be) #5, [$orcl](/topic/$orcl) #370, [china](/topic/china) 0.75%, [meta](/topic/meta) 0.75%, [canada](/topic/canada) 0.5%, [$bldr](/topic/$bldr) 0.5%, [finance](/topic/finance) 0.5%, [tesla](/topic/tesla) 0.5%, [luxury](/topic/luxury) 0.25%, [dior](/topic/dior) XXXX% **Top accounts mentioned or mentioned by** [@gordocap18](/creator/undefined) [@frothyassets](/creator/undefined) [@apkramar](/creator/undefined) [@mrchartsandcode](/creator/undefined) [@obsidiancap1](/creator/undefined) [@optionsly](/creator/undefined) [@cmo040958](/creator/undefined) [@metacriticcap](/creator/undefined) [@incogwitness](/creator/undefined) [@sonny_beez](/creator/undefined) [@rustyshakk](/creator/undefined) [@c0n5tantinople](/creator/undefined) [@herculeanthug](/creator/undefined) [@yseth005](/creator/undefined) [@sigmazerocap](/creator/undefined) [@citrini7](/creator/undefined) [@taobanker](/creator/undefined) [@randolphduke7](/creator/undefined) [@marketplunger1](/creator/undefined) [@sonnybeez](/creator/undefined) **Top assets mentioned** [Bloom Energy Corporation (BE)](/topic/$be) [Oracle Corporation (ORCL)](/topic/$orcl) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Tesla, Inc. (TSLA)](/topic/tesla) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Owens Corning (OC)](/topic/$oc) [Synopsys, Inc. (SNPS)](/topic/$snps) [First Solar, Inc. (FSLR)](/topic/$fslr) [Fair Isaac, Corp. (FICO)](/topic/$fico) [BRP Inc. Common Subordinate Voting Shares (DOOO)](/topic/$dooo) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Brookfield Corporation (BN)](/topic/$bn) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [4 (FOUR)](/topic/$four) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Intel Corporation (INTC)](/topic/$intc) [Dash (DASH)](/topic/$dash) [MercadoLibre Inc (MELI)](/topic/$meli) [Lition (LIT)](/topic/$lit) ### Top Social Posts [#](/creator/twitter::1696522613168943106/posts) --- Top posts by engagements in the last XX hours "In luxury heritage buys you shots on goal. For great CDs in the industry there is always someone great before you a storied name and brand to put on your resume and even more seductive the one that brought it back This is why LVMH is still a long. LV and Dior have been shit for years but now you got Pharell and Jonathan Anderson looking to revive the brands and leave their legacy. Across all their houses you will have some good and some bad but this dynamic stays the same" [X Link](https://x.com/ContrarianCurse/status/1978270554416120092) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-15T01:23Z 14.3K followers, 5987 engagements "$BE going from 1GW of capacity to now needing 3x that. @insane_analyst highlighting some presentations at OCP about the viability of the technology. Basically (if you can get them) you can stand these up for about 2x the kWh price vs turbines and have options for fuel (nat gas/hydrogen/mixes of the two). Why use this Well 1) you can actually get it 2) cleaner / less emissions 3) same or better conversion efficiency 4) no moving parts. Cost here isn't the main consideration because power cost is not material when using something like this as a % of input yet power IS the main bottleneck. If a" [X Link](https://x.com/ContrarianCurse/status/1979254800173744214) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T18:34Z 14.3K followers, 6705 engagements "Oooo boy would it ever sting if Financials crumbles and AI just kept. fucking. pressing" [X Link](https://x.com/ContrarianCurse/status/1978909619717066980) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-16T19:43Z 14.3K followers, 3315 engagements "Stockholm syndrome ass country voted back in the party that destroyed the place for X years So you know what I aint suffering I have my gripes but Im sure not the one struggling from those choices. Fuck em enjoy" [X Link](https://x.com/ContrarianCurse/status/1975042626253701543) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-06T03:37Z 14.3K followers, 8464 engagements "The Karpathy interview is scathing. We arent short compute we are short breakthroughs that replicate things the human brain can do. No doubt we will get there but wouldnt be surprised to see market sputter on Monday while this makes the rounds. Really honest stuff" [X Link](https://x.com/ContrarianCurse/status/1979371837378433061) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-18T02:19Z 14.3K followers, 27.1K engagements "$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, 4373 engagements "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 14.3K followers, 5519 engagements "One of my fave 2021 mania facts is that somehow PYPL briefly passed MA in market cap in Q1 2021" [X Link](https://x.com/ContrarianCurse/status/1978471816965267873) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-15T14:43Z 14.3K followers, 2434 engagements "Love when companies just memory hole old m&a as soon as they can get away with it for something new and shiny Totally forgot ORCL bought Cerner. Im sure its shriveled up and died" [X Link](https://x.com/ContrarianCurse/status/1973374040372027604) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-01T13:06Z 14.3K followers, 4176 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, 6484 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, 53.3K engagements "Interesting framing for everyone I'm lifting from a reply that I lost(sorry feel free to take credit): We are clearly going to end up with an early days Uber-like situation of massive consumer/enterprise surplus here. Tokens will be sold for well below value for a number of years. So the question will be - who can arb the cost of those tokens vs the value they can deliver on their UI/modality No different than when META was selling ads well below ROAS. I think the companies best placed to do this are. well software. Now it is a very fine line. Are the tokens being generated an outright" [X Link](https://x.com/ContrarianCurse/status/1975601904215298096) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-07T16:39Z 14.3K followers, 10.5K engagements "Just so we are clear on $FICO. I think the recent move makes sense but 40x+ earnings reflects a more quiet steady march of pricing and end market changes Not fucking fireworks" [X Link](https://x.com/ContrarianCurse/status/1976003807013470625) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-08T19:16Z 14.3K followers, 4751 engagements "@RandolphDuke7 @cmo040958 Condos over SFH is a crazy bet and you saying there is no shortage goes against what has happened with prices. Geo specific but broadly wed have lower prices then" [X Link](https://x.com/ContrarianCurse/status/1979299786672263363) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T21:33Z 14.3K followers, XXX engagements "The reason the taco trade is the taco trade is because China has no actual leverage. US is the axis of consumption they do not have the internal market structure and habits to transition their economy away from exports. They have created an industrial base by abusing the rules and in a zero sum way all around the world. They cannot offer anything to the US allies other than cheap shit those countries dont see the need to make. The Chinese dont take down enough wine cars and goods to offset the hollowing out of the industries they abuse. China would have to win a world war to change the regime" [X Link](https://x.com/ContrarianCurse/status/1976856371040862284) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-11T03:44Z 14.3K followers, 22K engagements "$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, 3292 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 $XXX million in FCF over that period. For a manufacturing business pretty capital light X% of revs on capex over last 13" [X Link](https://x.com/ContrarianCurse/status/1948081761424167339) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-07-23T18:04Z 14.3K followers, 16K engagements "The reason its so hard to outperform S&P is because in years like this you have to forget everything you've ever been taught academically about finance Some people never end up doing it" [X Link](https://x.com/ContrarianCurse/status/1978505796930461864) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-15T16:58Z 14.3K followers, 35.9K engagements "$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, 2679 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, 258.7K 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 $META having no offsetting revs lol" [X Link](https://x.com/ContrarianCurse/status/1975623497780240668) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-07T18:05Z 14.3K followers, 5047 engagements "I left it out of the piece but I just don't believe in AR at all. It would be worth explaining further probably And I could see Tiktok better monetizing to be honest I think they are not capturing even a fraction of the economics Meta is against time spent. If anything it could bring more competition into the space for ad dollars" [X Link](https://x.com/ContrarianCurse/status/1979269995302645901) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T19:35Z 14.3K followers, XXX engagements "$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 14.3K followers, 7389 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, 5656 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, 4437 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 14.3K followers, 75.7K 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, 58.5K 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 $RKT" [X Link](https://x.com/ContrarianCurse/status/1975569772575064210) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-07T14:31Z 14.3K followers, 5346 engagements "There is no bigger anchor around the neck of the middle class in both US & Canada than auto ownership & with no fix to cost of new vehicles "just buy used" yes lets tie up XX% of the amount of new and then have open ended risk for sudden multi-thousand dollar repairs. Perfect" [X Link](https://x.com/ContrarianCurse/status/1978851492292345878) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-16T15:52Z 14.3K followers, 6206 engagements "$HOOD basically just becoming the stated goal of FTX in the end" [X Link](https://x.com/ContrarianCurse/status/1978123115503739335) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-14T15:37Z 14.3K followers, 3462 engagements "Est. for $AMAT. Let me just say I doubt 2026 will only be up 2%. mmmk" [X Link](https://x.com/ContrarianCurse/status/1975222283011854349) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-06T15:31Z 14.3K followers, 4908 engagements "$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 14.3K followers, 13.8K engagements "I swear to god if I see tap dancing on crypto I think crypto is complete bullshit and a waste but lets not pretend like it hasnt been basically the best performing asset of the last decade" [X Link](https://x.com/ContrarianCurse/status/1977083132336914697) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-11T18:45Z 14.3K followers, 41.5K 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 14.3K followers, 29.4K 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 14.3K followers, 24.2K engagements "Wired framed dry walled taped and painted this fucker. $XXX vs 6k quoted. I timed myself. It took 7hr. Fuck you trades people omggggg I can use a miter saw Im MicHaELanGeLo" [X Link](https://x.com/ContrarianCurse/status/1975025664760951001) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-06T02:29Z 14.3K followers, 273.7K engagements "1. Margins have been coming down for years X. well of course sfh building is hurting. that is the point X. the idea is that the reliable distribution makes up for the spread of going direct. They don't want to play in this space. BLDR might tell them to fuck off X. so fragmented so is HD with SRS. Very easy to say harder to do. QXO does mostly roofing/siding BLDR does from start to close up primarily + some finishing" [X Link](https://x.com/ContrarianCurse/status/1979269449816658012) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-17T19:33Z 14.3K followers, XXX engagements "Don't get me wrong what we are seeing is retarded But bidding CTAS ROP COST FICO CPRT etc north of 40x each on SD growth was pretty dumb too" [X Link](https://x.com/ContrarianCurse/status/1978559436621861156) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-15T20:31Z 14.3K followers, 13.9K engagements "This is XXX% long EW AVGO ORCL MSFT NVDA - the X mega horseman of AI Short -XXX% WCLD" [X Link](https://x.com/ContrarianCurse/status/1955285958879854773) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-08-12T15:11Z 14.3K followers, 27.6K engagements "I'm sort of a big idiot with options I will sometimes do spreads/structures put usually I just look at a strike & tenor see what my break even is and go "yea I think it could that sure" I probably should make it more complicated than that but whatever. PnLgreeks" [X Link](https://x.com/ContrarianCurse/status/1978849589517005162) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-16T15:44Z 14.3K followers, 8435 engagements "$INTC 170b with basically zilch LO sponsorship after years of suffering" [X Link](https://x.com/ContrarianCurse/status/1973789496861921683) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-02T16:37Z 14.3K followers, 5508 engagements "$DASH thesis to me" [X Link](https://x.com/ContrarianCurse/status/1978112602560422009) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-14T14:56Z 14.3K followers, 9294 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 14.3K followers, XXX engagements "Like Ive said Im ok with being wrong and I hate Zuck I hate the attention economy I hate the slop. So if I wrong and FUCKING Vibes takes Meta to being a 6T company or whatever then fine my faith in humanity will just be lower than it is now. Anyways. MKBHD pops up on YouTube. Hes reviewing a phone. Of course he is doing it for his own gain. But there is a connection / value being provided that feels transactional. I watch an ad or two but I get this nice video from this right tail person that has unique thoughts views etc. To be clear this happens with some thot dancing on TikTok Alix Earle" [X Link](https://x.com/ContrarianCurse/status/1975028333852471454) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-06T02:40Z 14.3K followers, 20.8K engagements "I've seen this movie on fintwit before with $MELI If you are all thinking you are getting a great deal you probably aren't" [X Link](https://x.com/ContrarianCurse/status/1978841762140463368) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-16T15:13Z 14.3K followers, 6629 engagements "$LIT I rarely roll options but my Oct XX 48s are up XXX% and I truly believe this is one of the few reasonably priced energy plays left. ETF has a CATL Tesla ALB and other major Chinese players. So you are getting some spec factor Chinese a lithium supply has tightened suddenly with a Chinese mine closure. Ultimately I believe that batteries will be essential is dealing with the peaky and centralized nature of distribution. Could envision a future where most homes have batteries and you get to choose how big and how you charge them and sell back to the grid is a distributed way. Also solar is" [X Link](https://x.com/ContrarianCurse/status/1969954414552395941) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-09-22T02:38Z 14.3K followers, 5103 engagements "The most important part about not listening to anyone regarding what decisions you make is not that you necessarily always know better Its that if you are wrong you can live with the fact that YOU made the mistake rather than resenting that someone else made it for you" [X Link](https://x.com/ContrarianCurse/status/1978149570921075023) [@ContrarianCurse](/creator/x/ContrarianCurse) 2025-10-14T17:23Z 14.3K followers, 5508 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
SuspendedCap posts on X about $be, $orcl, china, meta the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks XXXX% finance XXXX% countries XXXX% technology brands XXXX% social networks XXX% cryptocurrencies XXX% automotive brands XXX% fashion brands XXXX% travel destinations XXXX%
Social topic influence $be #5, $orcl #370, china 0.75%, meta 0.75%, canada 0.5%, $bldr 0.5%, finance 0.5%, tesla 0.5%, luxury 0.25%, dior XXXX%
Top accounts mentioned or mentioned by @gordocap18 @frothyassets @apkramar @mrchartsandcode @obsidiancap1 @optionsly @cmo040958 @metacriticcap @incogwitness @sonny_beez @rustyshakk @c0n5tantinople @herculeanthug @yseth005 @sigmazerocap @citrini7 @taobanker @randolphduke7 @marketplunger1 @sonnybeez
Top assets mentioned Bloom Energy Corporation (BE) Oracle Corporation (ORCL) Builders FirstSource, Inc. (BLDR) Tesla, Inc. (TSLA) Rocket Companies, Inc. (RKT) Owens Corning (OC) Synopsys, Inc. (SNPS) First Solar, Inc. (FSLR) Fair Isaac, Corp. (FICO) BRP Inc. Common Subordinate Voting Shares (DOOO) Metadium (META) Amazon.com, Inc. (AMZN) Brookfield Corporation (BN) Interactive Brokers Group, Inc. (IBKR) 4 (FOUR) JAMES HARDIE INDUSTRIES plc. (JHX) Robinhood Markets, Inc. (HOOD) Applied Materials, Inc. (AMAT) Intel Corporation (INTC) Dash (DASH) MercadoLibre Inc (MELI) Lition (LIT)
Top posts by engagements in the last XX hours
"In luxury heritage buys you shots on goal. For great CDs in the industry there is always someone great before you a storied name and brand to put on your resume and even more seductive the one that brought it back This is why LVMH is still a long. LV and Dior have been shit for years but now you got Pharell and Jonathan Anderson looking to revive the brands and leave their legacy. Across all their houses you will have some good and some bad but this dynamic stays the same"
X Link @ContrarianCurse 2025-10-15T01:23Z 14.3K followers, 5987 engagements
"$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 @ContrarianCurse 2025-10-17T18:34Z 14.3K followers, 6705 engagements
"Oooo boy would it ever sting if Financials crumbles and AI just kept. fucking. pressing"
X Link @ContrarianCurse 2025-10-16T19:43Z 14.3K followers, 3315 engagements
"Stockholm syndrome ass country voted back in the party that destroyed the place for X years So you know what I aint suffering I have my gripes but Im sure not the one struggling from those choices. Fuck em enjoy"
X Link @ContrarianCurse 2025-10-06T03:37Z 14.3K followers, 8464 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 @ContrarianCurse 2025-10-18T02:19Z 14.3K followers, 27.1K engagements
"$BE $RKT $BLDR $OC all working well today. Nothing hurts more than $SNPS. Jesus christ I'm in a dark place"
X Link @ContrarianCurse 2025-09-10T13:39Z 14.3K followers, 4373 engagements
"I fear the great George Hotz has been one shotted"
X Link @ContrarianCurse 2025-10-16T01:23Z 14.3K followers, 5519 engagements
"One of my fave 2021 mania facts is that somehow PYPL briefly passed MA in market cap in Q1 2021"
X Link @ContrarianCurse 2025-10-15T14:43Z 14.3K followers, 2434 engagements
"Love when companies just memory hole old m&a as soon as they can get away with it for something new and shiny Totally forgot ORCL bought Cerner. Im sure its shriveled up and died"
X Link @ContrarianCurse 2025-10-01T13:06Z 14.3K followers, 4176 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 @ContrarianCurse 2025-10-16T15:09Z 14.3K followers, 6484 engagements
"Quantum computing revenues will not be affected by tariffs"
X Link @ContrarianCurse 2025-10-14T13:27Z 14.3K followers, 53.3K engagements
"Interesting framing for everyone I'm lifting from a reply that I lost(sorry feel free to take credit): We are clearly going to end up with an early days Uber-like situation of massive consumer/enterprise surplus here. Tokens will be sold for well below value for a number of years. So the question will be - who can arb the cost of those tokens vs the value they can deliver on their UI/modality No different than when META was selling ads well below ROAS. I think the companies best placed to do this are. well software. Now it is a very fine line. Are the tokens being generated an outright"
X Link @ContrarianCurse 2025-10-07T16:39Z 14.3K followers, 10.5K engagements
"Just so we are clear on $FICO. I think the recent move makes sense but 40x+ earnings reflects a more quiet steady march of pricing and end market changes Not fucking fireworks"
X Link @ContrarianCurse 2025-10-08T19:16Z 14.3K followers, 4751 engagements
"@RandolphDuke7 @cmo040958 Condos over SFH is a crazy bet and you saying there is no shortage goes against what has happened with prices. Geo specific but broadly wed have lower prices then"
X Link @ContrarianCurse 2025-10-17T21:33Z 14.3K followers, XXX engagements
"The reason the taco trade is the taco trade is because China has no actual leverage. US is the axis of consumption they do not have the internal market structure and habits to transition their economy away from exports. They have created an industrial base by abusing the rules and in a zero sum way all around the world. They cannot offer anything to the US allies other than cheap shit those countries dont see the need to make. The Chinese dont take down enough wine cars and goods to offset the hollowing out of the industries they abuse. China would have to win a world war to change the regime"
X Link @ContrarianCurse 2025-10-11T03:44Z 14.3K followers, 22K engagements
"$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 @ContrarianCurse 2025-10-14T17:36Z 14.3K followers, 3292 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 $XXX million in FCF over that period. For a manufacturing business pretty capital light X% of revs on capex over last 13"
X Link @ContrarianCurse 2025-07-23T18:04Z 14.3K followers, 16K engagements
"The reason its so hard to outperform S&P is because in years like this you have to forget everything you've ever been taught academically about finance Some people never end up doing it"
X Link @ContrarianCurse 2025-10-15T16:58Z 14.3K followers, 35.9K engagements
"$BE the painnnn of not being delusional"
X Link @ContrarianCurse 2025-10-15T14:17Z 14.3K followers, 2679 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 @ContrarianCurse 2025-09-07T02:31Z 14.3K followers, 258.7K 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 $META having no offsetting revs lol"
X Link @ContrarianCurse 2025-10-07T18:05Z 14.3K followers, 5047 engagements
"I left it out of the piece but I just don't believe in AR at all. It would be worth explaining further probably And I could see Tiktok better monetizing to be honest I think they are not capturing even a fraction of the economics Meta is against time spent. If anything it could bring more competition into the space for ad dollars"
X Link @ContrarianCurse 2025-10-17T19:35Z 14.3K followers, XXX engagements
"$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 @ContrarianCurse 2025-10-17T19:09Z 14.3K followers, 7389 engagements
"Invest in what you have on your Home Screen"
X Link @ContrarianCurse 2025-10-17T02:37Z 14.3K followers, 5656 engagements
"Recently brought up if we thought our alts and giant $BN stake were correlated. Didnt seem to cross anyones mind"
X Link @ContrarianCurse 2025-10-01T01:30Z 14.3K followers, 4437 engagements
"One do the best opportunities youll get to buy this business for a VERY long time"
X Link @ContrarianCurse 2025-10-17T02:36Z 14.3K followers, 75.7K 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 @ContrarianCurse 2025-10-15T14:50Z 14.3K followers, 58.5K engagements
"Everyone saying $FOUR a merchant acquirer is dirt cheap at 10x"
X Link @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 $RKT"
X Link @ContrarianCurse 2025-10-07T14:31Z 14.3K followers, 5346 engagements
"There is no bigger anchor around the neck of the middle class in both US & Canada than auto ownership & with no fix to cost of new vehicles "just buy used" yes lets tie up XX% of the amount of new and then have open ended risk for sudden multi-thousand dollar repairs. Perfect"
X Link @ContrarianCurse 2025-10-16T15:52Z 14.3K followers, 6206 engagements
"$HOOD basically just becoming the stated goal of FTX in the end"
X Link @ContrarianCurse 2025-10-14T15:37Z 14.3K followers, 3462 engagements
"Est. for $AMAT. Let me just say I doubt 2026 will only be up 2%. mmmk"
X Link @ContrarianCurse 2025-10-06T15:31Z 14.3K followers, 4908 engagements
"$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 @ContrarianCurse 2025-10-17T19:05Z 14.3K followers, 13.8K engagements
"I swear to god if I see tap dancing on crypto I think crypto is complete bullshit and a waste but lets not pretend like it hasnt been basically the best performing asset of the last decade"
X Link @ContrarianCurse 2025-10-11T18:45Z 14.3K followers, 41.5K 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 @ContrarianCurse 2025-10-08T14:18Z 14.3K followers, 29.4K 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 @ContrarianCurse 2025-09-04T20:49Z 14.3K followers, 24.2K engagements
"Wired framed dry walled taped and painted this fucker. $XXX vs 6k quoted. I timed myself. It took 7hr. Fuck you trades people omggggg I can use a miter saw Im MicHaELanGeLo"
X Link @ContrarianCurse 2025-10-06T02:29Z 14.3K followers, 273.7K engagements
"1. Margins have been coming down for years X. well of course sfh building is hurting. that is the point X. the idea is that the reliable distribution makes up for the spread of going direct. They don't want to play in this space. BLDR might tell them to fuck off X. so fragmented so is HD with SRS. Very easy to say harder to do. QXO does mostly roofing/siding BLDR does from start to close up primarily + some finishing"
X Link @ContrarianCurse 2025-10-17T19:33Z 14.3K followers, XXX engagements
"Don't get me wrong what we are seeing is retarded But bidding CTAS ROP COST FICO CPRT etc north of 40x each on SD growth was pretty dumb too"
X Link @ContrarianCurse 2025-10-15T20:31Z 14.3K followers, 13.9K engagements
"This is XXX% long EW AVGO ORCL MSFT NVDA - the X mega horseman of AI Short -XXX% WCLD"
X Link @ContrarianCurse 2025-08-12T15:11Z 14.3K followers, 27.6K engagements
"I'm sort of a big idiot with options I will sometimes do spreads/structures put usually I just look at a strike & tenor see what my break even is and go "yea I think it could that sure" I probably should make it more complicated than that but whatever. PnLgreeks"
X Link @ContrarianCurse 2025-10-16T15:44Z 14.3K followers, 8435 engagements
"$INTC 170b with basically zilch LO sponsorship after years of suffering"
X Link @ContrarianCurse 2025-10-02T16:37Z 14.3K followers, 5508 engagements
"$DASH thesis to me"
X Link @ContrarianCurse 2025-10-14T14:56Z 14.3K followers, 9294 engagements
"@rcwhiteley Not with more pre training is my point"
X Link @ContrarianCurse 2025-10-18T14:54Z 14.3K followers, XXX engagements
"Like Ive said Im ok with being wrong and I hate Zuck I hate the attention economy I hate the slop. So if I wrong and FUCKING Vibes takes Meta to being a 6T company or whatever then fine my faith in humanity will just be lower than it is now. Anyways. MKBHD pops up on YouTube. Hes reviewing a phone. Of course he is doing it for his own gain. But there is a connection / value being provided that feels transactional. I watch an ad or two but I get this nice video from this right tail person that has unique thoughts views etc. To be clear this happens with some thot dancing on TikTok Alix Earle"
X Link @ContrarianCurse 2025-10-06T02:40Z 14.3K followers, 20.8K engagements
"I've seen this movie on fintwit before with $MELI If you are all thinking you are getting a great deal you probably aren't"
X Link @ContrarianCurse 2025-10-16T15:13Z 14.3K followers, 6629 engagements
"$LIT I rarely roll options but my Oct XX 48s are up XXX% and I truly believe this is one of the few reasonably priced energy plays left. ETF has a CATL Tesla ALB and other major Chinese players. So you are getting some spec factor Chinese a lithium supply has tightened suddenly with a Chinese mine closure. Ultimately I believe that batteries will be essential is dealing with the peaky and centralized nature of distribution. Could envision a future where most homes have batteries and you get to choose how big and how you charge them and sell back to the grid is a distributed way. Also solar is"
X Link @ContrarianCurse 2025-09-22T02:38Z 14.3K followers, 5103 engagements
"The most important part about not listening to anyone regarding what decisions you make is not that you necessarily always know better Its that if you are wrong you can live with the fact that YOU made the mistake rather than resenting that someone else made it for you"
X Link @ContrarianCurse 2025-10-14T17:23Z 14.3K followers, 5508 engagements
/creator/x::ContrarianCurse