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# ![@contrarcap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1577787296408928257.png) @contrarcap Contrarian Capital

Contrarian Capital posts on X about $root, $unh, $amd, $pypl the most. They currently have XXXXXX followers and 2077 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1577787296408928257/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577787296408928257/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +25%
- X Months XXXXXXXXX +1,441%

### Mentions: XXX [#](/creator/twitter::1577787296408928257/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577787296408928257/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +21%
- X Months XXXXX +872%

### Followers: XXXXXX [#](/creator/twitter::1577787296408928257/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577787296408928257/c:line/m:followers.svg)

- X Week XXXXXX +2.10%
- X Month XXXXXX +28%
- X Months XXXXXX +1,447%

### CreatorRank: XXXXXXX [#](/creator/twitter::1577787296408928257/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577787296408928257/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1577787296408928257/influence)
---

**Social category influence**
[stocks](/list/stocks)  #4787 [finance](/list/finance)  #5893 [cryptocurrencies](/list/cryptocurrencies)  #1360 [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$root](/topic/$root) #2, [$unh](/topic/$unh) #57, [$amd](/topic/$amd) #129, [$pypl](/topic/$pypl) #1530, [$hood](/topic/$hood) #193, [$crm](/topic/$crm) #23, [stocks](/topic/stocks) #2974, [$sofi](/topic/$sofi) #164, [$bb](/topic/$bb) #1, [has been](/topic/has-been) XXXX%

**Top accounts mentioned or mentioned by**
[@yodastockinvest](/creator/undefined) [@kabraxfx](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@ashton1nvests](/creator/undefined) [@tacticzh](/creator/undefined) [@dividenddudex](/creator/undefined) [@elneneloco813](/creator/undefined) [@himshouse](/creator/undefined) [@amitisinvesting](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@brandonlbonomo](/creator/undefined) [@mrderivatives](/creator/undefined) [@sojustfollowme](/creator/undefined) [@hypertechinvest](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@theeuinvestor](/creator/undefined) [@wearycenturion](/creator/undefined) [@theronnievshow](/creator/undefined) [@meeijer](/creator/undefined) [@winnerinvestor](/creator/undefined)

**Top assets mentioned**
[The Root Network (ROOT)](/topic/$root) [UnitedHealth Group (UNH)](/topic/$unh) [Advanced Micro Devices (AMD)](/topic/$amd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Cream (CRM)](/topic/$crm) [RAI Finance (SOFI)](/topic/$sofi) [BounceBit (BB)](/topic/$bb) [Ethereum (ETH)](/topic/$eth) [Progressive Corp (PGR)](/topic/$pgr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir (PLTR)](/topic/$pltr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [IREN Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/$btc) [BGC Group, Inc. Class A Common Stock (BGC)](/topic/$bgc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Adobe, Inc. (ADBE)](/topic/$adbe) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UiPath, Inc. (PATH)](/topic/$path) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Snowflake, Inc. (SNOW)](/topic/$snow) [Novo-Nordisk (NVO)](/topic/$nvo) [holoride (RIDE)](/topic/$ride) [Microsoft Corp. (MSFT)](/topic/$msft) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [ZetaChain (ZETA)](/topic/$zeta) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [OwlDAO (OWL)](/topic/$owl) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [IonQ, Inc. (IONQ)](/topic/$ionq) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Tesla, Inc. (TSLA)](/topic/tesla) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [T-Mobile (TMUS)](/topic/$tmus) [Autozone Inc (AZO)](/topic/$azo) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [SPDR GOLD ETF (GLD)](/topic/$gld) [dogwifhat (WIF)](/topic/dogwifhat) [Boeing Co (BA)](/topic/$ba) [milestoneBased (MILE)](/topic/$mile) [DisChain (DIS)](/topic/$dis) [Magic Eden (ME)](/topic/$me) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Brookfield Corporation (BN)](/topic/$bn) [Trade Desk, Inc. (TTD)](/topic/$ttd)
### Top Social Posts [#](/creator/twitter::1577787296408928257/posts)
---
Top posts by engagements in the last XX hours

"I don't think I know a single person that's managed to trade $UNH successfully. Buy this damn name and hold it. $AMD is the same way and I learned my lesson by selling too early there"  
[X Link](https://x.com/contrarcap/status/1968786475215954196) [@contrarcap](/creator/x/contrarcap) 2025-09-18T21:17Z 12.5K followers, 9140 engagements


"I am going to start a journey to find the next $BBW (or $AZO or $TXRH) No AI. No robotics or other cutting edge technology. Just a great customer experience and top-tier management. what company should I look at first"  
[X Link](https://x.com/contrarcap/status/1961119218167890392) [@contrarcap](/creator/x/contrarcap) 2025-08-28T17:30Z 12.5K followers, 7879 engagements


"I love when a companys financials look like this 👀 Usually signals a huge huge opportunity"  
[X Link](https://x.com/contrarcap/status/1964772011785515347) [@contrarcap](/creator/x/contrarcap) 2025-09-07T19:25Z 12.5K followers, 153.5K engagements


"I would love to get to buy $AMZN at XXX Another week like this one would get us there"  
[X Link](https://x.com/contrarcap/status/1971283065407463502) [@contrarcap](/creator/x/contrarcap) 2025-09-25T18:38Z 12.5K followers, 20.5K engagements


"$ROOT respecting the post-earnings trendline of support Watch for a nice bounce here. I bought today on the dip"  
[X Link](https://x.com/contrarcap/status/1973094487569121504) [@contrarcap](/creator/x/contrarcap) 2025-09-30T18:35Z 12.5K followers, 2684 engagements


"Growth investing is buying companies that are growing fast Value investing is investing in companies that look cheap based on the their multiples (such as P/E P/S FCF yield etc) When you combine these two and find cheap + fast growing companies- thats where the magic is"  
[X Link](https://x.com/contrarcap/status/1974901441526681678) [@contrarcap](/creator/x/contrarcap) 2025-10-05T18:16Z 12.5K followers, 11.3K engagements


"Here's a really interesting setup. $BGC is down pretty big. Insiders are buying very heavily. Notably Howard Lutnick (the current secretary of commerce and a director) sold his entire stake but his son bought a nearly equal amount. I'll be looking into $BGC"  
[X Link](https://x.com/contrarcap/status/1975549692688662829) [@contrarcap](/creator/x/contrarcap) 2025-10-07T13:12Z 12.5K followers, 4380 engagements


"$BGC is sitting at a really interesting point technically not super overvalued (last quarter net income was 57.55M MC is 4.45B so about XXXX price/net income) Looks like profits are suppressed due to a merger which should clear up Is this name going to run like crazy"  
[X Link](https://x.com/contrarcap/status/1975570843783815302) [@contrarcap](/creator/x/contrarcap) 2025-10-07T14:36Z 12.5K followers, 2583 engagements


"When I said I was buying $PYPL People in my comments were warning me that it might not break $XX for another year or two"  
[X Link](https://x.com/contrarcap/status/1975941370704691489) [@contrarcap](/creator/x/contrarcap) 2025-10-08T15:08Z 12.5K followers, 3403 engagements


"Continuing my research on $BGC very interesting recent aquisition for them:"  
[X Link](https://x.com/contrarcap/status/1976048042680762399) [@contrarcap](/creator/x/contrarcap) 2025-10-08T22:12Z 12.5K followers, 1619 engagements


"@joecarlsonshow I think the problem is not the exec comp The thing people mind is the worker salaries being so low If we fixed the workers salaries I imagine there would be fewer complaints about exec comp On the other hand there might be complaints no matter what"  
[X Link](https://x.com/contrarcap/status/1976113165793624463) [@contrarcap](/creator/x/contrarcap) 2025-10-09T02:31Z 12.5K followers, 42.5K engagements


"Me waiting for a $ROOT dip under $XX to buy more:"  
[X Link](https://x.com/contrarcap/status/1976283938390974703) [@contrarcap](/creator/x/contrarcap) 2025-10-09T13:49Z 12.5K followers, 2686 engagements


"I think thats a WORSE environment for XX% of people. Most people are better at their jobs when theyre able to create chemistry with their co-workers and be in an environment they like. Maybe XX% or fewer of people are actual productivity demons but the rest of the population is way more productive and will have a much better career in an environment with human interaction friends and proper in person mentorship/teamwork/etc"  
[X Link](https://x.com/contrarcap/status/1976462765771387265) [@contrarcap](/creator/x/contrarcap) 2025-10-10T01:40Z 12.5K followers, 9817 engagements


"Did anyone actually have issues with Robinhood outside of alt-coins Im seeing a ton of anger but this strikes me as a systemic issue with the crypto (and especially alt-coin) markets. Unlike stocks there are no market makers in altcoin markets. No one is obligated to take your trade on the other side and if theres no buyers (or no sellers) you could just genuinely be screwed. Alt-coins have much less actual liquidity than people realize. This should probably be a wake up call that investing in fartcoin isnt the same as buying shares of a quality profitable company. The issues with altcoins"  
[X Link](https://x.com/contrarcap/status/1977041640431788461) [@contrarcap](/creator/x/contrarcap) 2025-10-11T16:00Z 12.5K followers, 3125 engagements


"Can $SOFI reclaim this nice ascending channel"  
[X Link](https://x.com/contrarcap/status/1977475718239178936) [@contrarcap](/creator/x/contrarcap) 2025-10-12T20:45Z 12.5K followers, 2738 engagements


"$ROOT Institutional Ownership continues to ride as the price drops. Note the jump in september and continued increase into october. The last time I saw a setup like this was $SOFI where the price dropped from XX all the way to below XX while institutional ownership continued to increase. The stock more than doubled since"  
[X Link](https://x.com/contrarcap/status/1977763226835370455) [@contrarcap](/creator/x/contrarcap) 2025-10-13T15:47Z 12.5K followers, 9919 engagements


"To be clear if you had a tiny amount invested without leverage or otherwise were reasonable about it I think thats fine I bet on sports and do all kinds of things that arent serious assets. Sometimes you make and sometimes you lose money but its fun. Im not taking about those people"  
[X Link](https://x.com/contrarcap/status/1977791519357866202) [@contrarcap](/creator/x/contrarcap) 2025-10-13T17:40Z 12.5K followers, 1005 engagements


"@StockMKTNewz Feels like the market doesnt care unless its at least a 400B dollar deal with both sides getting equity in the other"  
[X Link](https://x.com/contrarcap/status/1978074313354870853) [@contrarcap](/creator/x/contrarcap) 2025-10-14T12:24Z 12.5K followers, 2604 engagements


"@BourbonCap $ROOT for me Rare to find an opportunity this mispriced in the market"  
[X Link](https://x.com/contrarcap/status/1978155770098168110) [@contrarcap](/creator/x/contrarcap) 2025-10-14T17:47Z 12.5K followers, 10.2K engagements


"When you start to get hate for being bullish on a stock- More often than not youre actually on the right path. Weird how that works"  
[X Link](https://x.com/contrarcap/status/1978218707760431262) [@contrarcap](/creator/x/contrarcap) 2025-10-14T21:57Z 12.5K followers, 8565 engagements


"@MMatters22596 There's a case to be made here to ONLY buy the stocks in the top tier especially if there's high correlation between stocks in different tiers. Concentration in high conviction names versus diversification is a delicate balance"  
[X Link](https://x.com/contrarcap/status/1978507312735178887) [@contrarcap](/creator/x/contrarcap) 2025-10-15T17:04Z 12.5K followers, 1117 engagements


"@TheRonnieVShow Valuation dilution capital return and profitability are all important Easy to ignore in a bull run but just ask anyone who was buying $SNOW right after IPO"  
[X Link](https://x.com/contrarcap/status/1978507749605376355) [@contrarcap](/creator/x/contrarcap) 2025-10-15T17:06Z 12.5K followers, 1165 engagements


"@TheRonnieVShow Yeah I'm just personally traumatized by $SNOW haha"  
[X Link](https://x.com/contrarcap/status/1978508209150104030) [@contrarcap](/creator/x/contrarcap) 2025-10-15T17:08Z 12.5K followers, XXX engagements


"@Mindset4Money_X $ASML is the ultimate patience stock management will pretty much never give you that huge satisfying pop off an announcement but if you just hold for X years you'll turn around and have done really well"  
[X Link](https://x.com/contrarcap/status/1978509333521387908) [@contrarcap](/creator/x/contrarcap) 2025-10-15T17:12Z 12.5K followers, XXX engagements


"@TheBrilliantBu1 Holding is harder than picking the winners in the first place"  
[X Link](https://x.com/contrarcap/status/1978559420687691896) [@contrarcap](/creator/x/contrarcap) 2025-10-15T20:31Z 12.5K followers, XXX engagements


"Im seeing so much hate over concepts like: -buying the dip -DCAing into companies you like -having conviction in a company through a downturn Do you guys understand that not everyone is looking to daytrade the XX minute candle Some are buying companies that they believe are well suited for the next X X or even XX years"  
[X Link](https://x.com/contrarcap/status/1978565406592811250) [@contrarcap](/creator/x/contrarcap) 2025-10-15T20:55Z 12.5K followers, 2241 engagements


"The market does all kinds of crazy things in the short term I dont think $AMD for instance was a bad buy earlier this year even though it was below its XXX DMA. Neither was $GOOG nor $UNH nor any number of other Investments. If you intend to actually hold the shares for years DCAing in and buying at the start of each day/week/month regardless of the price is totally fine"  
[X Link](https://x.com/contrarcap/status/1978568364210471012) [@contrarcap](/creator/x/contrarcap) 2025-10-15T21:07Z 12.5K followers, XXX engagements


"@mattscottcap Im seeing this mainly for people buying dips on companies that are way off ATHs too Like $ROOT $ADBE $NVO $PYPL and others"  
[X Link](https://x.com/contrarcap/status/1978570281946906805) [@contrarcap](/creator/x/contrarcap) 2025-10-15T21:14Z 12.5K followers, XXX engagements


"@SoJustFollowMe @Ashton_1nvests I will never bet against Lisa Su after the turnaround with $AMDs CPUs regardless of the incumbent It seems unlikely now but the future is full of surprises"  
[X Link](https://x.com/contrarcap/status/1978578543102615772) [@contrarcap](/creator/x/contrarcap) 2025-10-15T21:47Z 12.5K followers, XXX engagements


"@SoJustFollowMe @Ashton_1nvests Agree with all of that I just mean that I believe $AMD could put out an objectively superior GPU product. It wouldnt be very surprising to me if they did"  
[X Link](https://x.com/contrarcap/status/1978580771095953501) [@contrarcap](/creator/x/contrarcap) 2025-10-15T21:56Z 12.5K followers, XXX engagements


"@thegrowthplay @TheBrilliantBu1 These arent mutually exclusive strategies. He bought the dip on $UNH as an example"  
[X Link](https://x.com/contrarcap/status/1978583761341088134) [@contrarcap](/creator/x/contrarcap) 2025-10-15T22:08Z 12.5K followers, XXX engagements


"@thegrowthplay @TheBrilliantBu1 Fairly certain that buffet started buying way back in Q2 He got clearance to hide the stock for X quarters from the SEC He has also bought at lower prices with occidental"  
[X Link](https://x.com/contrarcap/status/1978597043955224885) [@contrarcap](/creator/x/contrarcap) 2025-10-15T23:01Z 12.5K followers, XX engagements


"@Mr_Derivatives $GLD Bear market incoming"  
[X Link](https://x.com/contrarcap/status/1978617724021424310) [@contrarcap](/creator/x/contrarcap) 2025-10-16T00:23Z 12.5K followers, XXX engagements


"@TheBrilliantBu1 Waiting to deposit more at the end of the month to buy $ROOT personally"  
[X Link](https://x.com/contrarcap/status/1978852448576921794) [@contrarcap](/creator/x/contrarcap) 2025-10-16T15:56Z 12.5K followers, XXX engagements


"Come on man Youre being intentionally obtuse Theres a clear implication that he expects a short squeeze. Its unprofessional to do stuff like that. Again you dont *have* to defend him. You can just say that yeah its not a good look but youre invested for reasons other than the CEOs Twitter activity and thats fine"  
[X Link](https://x.com/contrarcap/status/1978971182641877104) [@contrarcap](/creator/x/contrarcap) 2025-10-16T23:47Z 12.5K followers, XX engagements


"@weary_centurion Yeah I'd agree with that. If the global economy suffers to the point that payment processors are meaningfully hurting what do you think happens to the businesses actually receiving the payments"  
[X Link](https://x.com/contrarcap/status/1979252394690019517) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:25Z 12.5K followers, XXX engagements


"@Kross_Roads The magic of $SOFI that no one is seeing right now is that they're going after populations that are going to be very high earners if they aren't already: -Immigrants -College students (especially with grad degrees) -otherwise high credit score customers"  
[X Link](https://x.com/contrarcap/status/1979255663843754479) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:38Z 12.5K followers, XXX engagements


"After friday's collapse I decided to actually go over to the crypto page on $HOOD and see what alt-coins people are actually buying. If you had your life savings in a leveraged position in "Moo Deng" or "DogWifHat" I'm sorry but I simply don't think that you get to blame trump for what happened on Friday. If you are invested heavy in these alt-coins (which i struggle to call 'assets') you have to take a hard look in the mirror and ask yourself if you were just being stupid. There are no fundamentals to back any of this it's just nonsense. Falling for this and putting significant money behind"  
[X Link](https://x.com/contrarcap/status/1977786823503196213) [@contrarcap](/creator/x/contrarcap) 2025-10-13T17:21Z 12.5K followers, 3687 engagements


"Incredible weakness in $ROOT today. I sold my $PYPL to raise funds for $ROOT and bought more LEAPS and shares to capitalize on this gift from Mr. Market"  
[X Link](https://x.com/contrarcap/status/1978913149089722867) [@contrarcap](/creator/x/contrarcap) 2025-10-16T19:57Z 12.5K followers, 9350 engagements


"Examples other than just $BB $RIDE and $BYND: $DIS $BA $MILE $SPCE $ME (or whatever 23&Mes ticker was) $LTCH Thats X including X S&P500 examples. Anyone whos saying that retail favorites dont mostly fail simply hasnt been investing that long and has never seen a bear market"  
[X Link](https://x.com/contrarcap/status/1979713652593709267) [@contrarcap](/creator/x/contrarcap) 2025-10-19T00:58Z 12.5K followers, XXX engagements


"In a market downturn you want a company with a strong MOAT reliable growth inelastic demand and a solid balance sheet. Here's my thoughts on Intuitive Surgical which fits that mold $ISRG 🧵👇"  
[X Link](https://x.com/contrarcap/status/1958149009979126100) [@contrarcap](/creator/x/contrarcap) 2025-08-20T12:47Z 12.5K followers, 19.2K engagements


"I just found one of my favorite indicators: the Chande Absolute Trend Strength (CHATS) Candles turn green as they're overbought and purple as they're oversold. Here's $UNH let's look at a few others:"  
[X Link](https://x.com/contrarcap/status/1977538400908640763) [@contrarcap](/creator/x/contrarcap) 2025-10-13T00:54Z 12.5K followers, 9061 engagements


"4- $FICO Today $FICO uses more AI than ever to generate the scores that it provides to lenders. Modern improvements to these scores include industry-specific scores and the FICO 10T score which is able to take into account trends from credit data. The result Revenue has been up and to the right"  
[X Link](https://x.com/contrarcap/status/1979573767450800340) [@contrarcap](/creator/x/contrarcap) 2025-10-18T15:42Z 12.5K followers, XXX engagements


"@Mindset4Money_X Id go 50/50 between $QQQM and $BN The least diversified pick Id go with is $QXO"  
[X Link](https://x.com/contrarcap/status/1979729249805521210) [@contrarcap](/creator/x/contrarcap) 2025-10-19T02:00Z 12.5K followers, XXX engagements


"@SoJustFollowMe While true how does that explain winners and losers within a sector For instance AI hyperscalers as a sector are doing incredible well- but $AMZN continues to struggle while $MSFT has done great"  
[X Link](https://x.com/contrarcap/status/1979739979330003412) [@contrarcap](/creator/x/contrarcap) 2025-10-19T02:42Z 12.5K followers, XXX engagements


"Some retail favorites that I think are worth learning more about: 1- $UNH UnitedHealthcare 2- $DLO D-local 3- $OSCR Oscar Health 4- $HIMS Hims and Hers health 5- $ZETA Zeta Global 6- $ROOT Root Insurance 7- $HOOD Robinhood Markets 8- $SOFI SoFi 9- $TTD The Trade Desk 10- $IREN IREN (formerly Iris Energy) 11- $DUOL Duolingo 12- $NBIS Nebius 13- $PLTR Palantir 14- $OPEN Opendoor 15- $AMD Advanced Micro Devices"  
[X Link](https://x.com/contrarcap/status/1969017638954180831) [@contrarcap](/creator/x/contrarcap) 2025-09-19T12:36Z 12.5K followers, 34.6K engagements


"On september 25th the CEO and chairman of $MRVL bought over $1M+ of stock. The stock is up XX% since then. Could this be an indication of an even bigger move to come for the chip designer"  
[X Link](https://x.com/contrarcap/status/1975541379196440758) [@contrarcap](/creator/x/contrarcap) 2025-10-07T12:39Z 12.5K followers, 2097 engagements


"This is what a safe haven store of value looks like on a red day by the way $UNH"  
[X Link](https://x.com/contrarcap/status/1975604336588706038) [@contrarcap](/creator/x/contrarcap) 2025-10-07T16:49Z 12.5K followers, 15.1K engagements


"This man can make you very very rich. Here's how: 🧵 👇"  
[X Link](https://x.com/contrarcap/status/1975911972001526115) [@contrarcap](/creator/x/contrarcap) 2025-10-08T13:11Z 12.5K followers, 6529 engagements


"This is Brad Jacobs the CEO of $QXO. We'll get to $QXO in a second but first let's just understand Brad's track history. He founded United Waste Systems United Rentals XPO logistics and a few other companies. Each of these companies operated in a 'boring' space: waste collection construction equipment rental and logistics. They each used technology to bring newfound efficiency to their respective areas and in the process produced money hand over fist"  
[X Link](https://x.com/contrarcap/status/1975911973188403331) [@contrarcap](/creator/x/contrarcap) 2025-10-08T13:11Z 12.5K followers, 1665 engagements


"Each of these companies produced massive returns. United Rentals ($URI) is up 3997% all time. XPO logistics ($XPO) is up 6952% all time. These are fantastic companies that have done very very well. Brad has a history of simply delivering massive results"  
[X Link](https://x.com/contrarcap/status/1975911974639669578) [@contrarcap](/creator/x/contrarcap) 2025-10-08T13:11Z 12.5K followers, XXX engagements


"Their total acquisiton of Beacon closed this past quarter which makes trends etc much tougher to analyze. We need time to let the company actually operate. However a few things are clear: The market is bullish the leadership is exceptional and the TAM is huge"  
[X Link](https://x.com/contrarcap/status/1975911980868231344) [@contrarcap](/creator/x/contrarcap) 2025-10-08T13:11Z 12.5K followers, 1248 engagements


"My verdict: This is likely not a name I will add to my actively traded portfolio because I don't think it is the kind of stock that I would trade. Growth will be slow and incremental but is likely to heavily compound over time (think $WM but much earlier on in the process). I think this stock is a good fit for long-term portfolios especially to add during dips due to larger macro weakness (especially in housing and construction). What do you think Do you like/own $QXO"  
[X Link](https://x.com/contrarcap/status/1975911982726307935) [@contrarcap](/creator/x/contrarcap) 2025-10-08T13:11Z 12.5K followers, 2019 engagements


"$UNH I remember when people were calling for $XXX on this name Spreading fear would get you lots of clicks But it turns out $UNH is a pretty damn good company and didnt deserve to trade that low"  
[X Link](https://x.com/contrarcap/status/1975924012136944013) [@contrarcap](/creator/x/contrarcap) 2025-10-08T13:59Z 12.5K followers, 2737 engagements


"This is a solid reminder that cheap can ALWAYS get cheaper. I LOVE the risk/reward for $ROOT right now but I am investing primarily with LEAPS- I am not worried about short-term price action. We saw a very similar story with $UNH which was already quite cheap at $XXX and then became much much cheaper at $XXX. Not financial advice just my thoughts on where $ROOT is headed"  
[X Link](https://x.com/contrarcap/status/1975982137611301009) [@contrarcap](/creator/x/contrarcap) 2025-10-08T17:50Z 12.5K followers, 7979 engagements


"The key question for me before entering any trade: what will cause this stock to rerate in the coming days/weeks/months Heres the answer for my positions: $ROOT - the market will rerate the multiple as growth accelerates thanks to increased M&S spend + continued profitability forecast $PYPL - the market will rerate the multiple as advertising initiatives and other new programs grow the business faster than expected $UNH (in August) - the market will rerate the multiple as fear calms down and they realize that the core business will rapidly recover under better leadership and policy repricing"  
[X Link](https://x.com/contrarcap/status/1975998598950289794) [@contrarcap](/creator/x/contrarcap) 2025-10-08T18:55Z 12.5K followers, 3844 engagements


"@Dividend_Dollar Why is $UNH listed as $XXX Its about $XXX right now"  
[X Link](https://x.com/contrarcap/status/1976345267759886781) [@contrarcap](/creator/x/contrarcap) 2025-10-09T17:53Z 12.5K followers, 3424 engagements


"I found an incredible fintech company. Their payment processing operations are live all over the world They have stablecoin technology that theyre using to stay ahead of crypto disruption Theyre building a brand new ads business to allow brands to reach out to customers directly Their distribution is incredible with them owning the top X slots in the app store for their category Name recognition is fantastic and well trusted Theyre massively profitable and returning huge sums to shareholders via buybacks The only problem Its named Paypal and Wall Street doesnt like that yet. $PYPL"  
[X Link](https://x.com/contrarcap/status/1976646026522988635) [@contrarcap](/creator/x/contrarcap) 2025-10-10T13:48Z 12.5K followers, 4387 engagements


"One recent trend in the larger AI trade: Nobody wants a monopoly at any point in the chain. Everyone understands that you need multiple fabs ($INTC AND $TSM) multiple chip designers ($AMD AND $NVDA but also $AVGO and $MRVL) multiple hyperscalers etc. Two notable cases in this process: 1- $ASML is the only company that cant be replaced. Their tech is probably a decade ahead of everyone else. 2- $PLTR on the other hand has shockingly little competition and $PATH is the closest company thats able to challenge them. $PATH has already announced partnerships with key players- watch for the industry"  
[X Link](https://x.com/contrarcap/status/1976663552241938912) [@contrarcap](/creator/x/contrarcap) 2025-10-10T14:58Z 12.5K followers, 2029 engagements


"@TacticzH Ive long put $NVO into the too hard category This graph might make me change my mind"  
[X Link](https://x.com/contrarcap/status/1976670489683878327) [@contrarcap](/creator/x/contrarcap) 2025-10-10T15:25Z 12.5K followers, 7866 engagements


"$JD A good lesson: Find your supports and resistance levels and don't worry too much about options flow. The problem with flow is that you don't know what the buying party is actually doing. If it turns out that they're just hedging a massive short position you could end up mistakenly assuming a long position when they're actually net short. I exited the $JD trade as part of my move to consolidate my portfolio down to fewer higher conviction names. That move ended up being lucky but in retrospect the bearish price movement with respect to support should've been a massive warning to me as"  
[X Link](https://x.com/contrarcap/status/1976719153164960087) [@contrarcap](/creator/x/contrarcap) 2025-10-10T18:39Z 12.5K followers, 5964 engagements


"$ROOT -didnt close below key $XX support even as the S&P500 fell X% -still massively undervalued and hated by the market on every metric -earnings coming up which should get rid of the fears of they guided for an unprofitable quarter - reinvesting profits for faster growth -quickly maximizing CAC/LTV ratio -small float with lots of room to run This is still one of the best setups in the entire market. I dont care whats happening with China $ROOT is set to massively win in any macro"  
[X Link](https://x.com/contrarcap/status/1977446126379831376) [@contrarcap](/creator/x/contrarcap) 2025-10-12T18:47Z 12.5K followers, 9539 engagements


"2) $FLNC Fluence Energy provides energy storage products services and AI-powered software for renewable energy projects and electric grids. This stock has been looking to regain investors' trust after a massive gap down in february. This is a great contrarian pick with structural tailwinds if you believe in management's ability to execute"  
[X Link](https://x.com/contrarcap/status/1977488159324745982) [@contrarcap](/creator/x/contrarcap) 2025-10-12T21:34Z 12.5K followers, 4887 engagements


"@BagelC47 @PaperBagInvest Whats the likelihood that they flip net income positive at the end of it in your calculation"  
[X Link](https://x.com/contrarcap/status/1977498701926199765) [@contrarcap](/creator/x/contrarcap) 2025-10-12T22:16Z 12.5K followers, XXX engagements


"@weary_centurion new deposits or are you selling $DLO/$PYPL to fund this"  
[X Link](https://x.com/contrarcap/status/1977771126043398553) [@contrarcap](/creator/x/contrarcap) 2025-10-13T16:19Z 12.5K followers, XXX engagements


"If youre bullish on $PATH You are going to love what you learn when you do a deep dive on $CRM"  
[X Link](https://x.com/contrarcap/status/1977798427346862230) [@contrarcap](/creator/x/contrarcap) 2025-10-13T18:07Z 12.5K followers, 12.1K engagements


"Last time $CRM was this cheap it ripped some faces off. Is the same thing coming"  
[X Link](https://x.com/contrarcap/status/1977812271117328731) [@contrarcap](/creator/x/contrarcap) 2025-10-13T19:02Z 12.5K followers, 15.4K engagements


"@TheBrilliantBu1 Even $SOL I kind of personally struggle with but yeah I could see it. $BTC I can definitely see and I personally own a small bit of $ETH. But leverage in "moo deng" is horrendous risk management"  
[X Link](https://x.com/contrarcap/status/1977812639104585823) [@contrarcap](/creator/x/contrarcap) 2025-10-13T19:04Z 12.5K followers, XXX engagements


"$PYPL When you see changes like this they dont happen overnight They take weeks and months to design implement test and roll out"  
[X Link](https://x.com/contrarcap/status/1977841286313820507) [@contrarcap](/creator/x/contrarcap) 2025-10-13T20:58Z 12.5K followers, 12.6K engagements


"Why are we back to discussing $SOFI vs $HOOD I thought we moved past this stupid argument"  
[X Link](https://x.com/contrarcap/status/1978073484166103089) [@contrarcap](/creator/x/contrarcap) 2025-10-14T12:20Z 12.5K followers, 2880 engagements


"@em013L Hmm the only other thing I can think of: Private credit $OWL and similar"  
[X Link](https://x.com/contrarcap/status/1978160032802893871) [@contrarcap](/creator/x/contrarcap) 2025-10-14T18:04Z 12.5K followers, XXX engagements


"Which one of you got this crazy fill Confess. $UNH"  
[X Link](https://x.com/contrarcap/status/1978457786473123889) [@contrarcap](/creator/x/contrarcap) 2025-10-15T13:47Z 12.5K followers, 10.1K engagements


"Every time I see the finviz graphic I get more bullish on $AMD"  
[X Link](https://x.com/contrarcap/status/1978479134268412179) [@contrarcap](/creator/x/contrarcap) 2025-10-15T15:12Z 12.5K followers, 2661 engagements


"$PATH If you're looking in the rear view mirror quarterly revenue is up XX% which is decently strong However the magic is really in the forward looking projections. Management guided for 390-395M in revenue for Q3 which means a XXX% increase QUARTER OVER QUARTER. That's a XX% annualized increase. I think they'll end up growing even faster"  
[X Link](https://x.com/contrarcap/status/1978504903095156893) [@contrarcap](/creator/x/contrarcap) 2025-10-15T16:55Z 12.5K followers, 6623 engagements


"$CRM AgentForce is putting up insane growth numbers AND growing the pipeline very quickly. The stock is just about the cheapest it's ever been. In a year or two AgentForce is poised to grow into THE dominant enterprise AI implementation. It is a MISTAKE to look just at revenue growth projections in the near term. I've been guilty of looking at the company this way. If you look at where this sales funnel is heading it is incredibly bullish"  
[X Link](https://x.com/contrarcap/status/1978515978808889368) [@contrarcap](/creator/x/contrarcap) 2025-10-15T17:39Z 12.5K followers, 8364 engagements


"@JM_Investment0 I dont think its because of $PGR Seems more related to the market selloff given how hard it dipped + the timing of when it started to dip"  
[X Link](https://x.com/contrarcap/status/1978515999042269241) [@contrarcap](/creator/x/contrarcap) 2025-10-15T17:39Z 12.5K followers, XXX engagements


"No changes to this analysis after $PGR earnings today. If anything I'm slightly more bullish than I was"  
[X Link](https://x.com/contrarcap/status/1978545209605534143) [@contrarcap](/creator/x/contrarcap) 2025-10-15T19:35Z 12.5K followers, 3151 engagements


"@AxiaozCn What do you mean people said you were fake"  
[X Link](https://x.com/contrarcap/status/1978834638995906894) [@contrarcap](/creator/x/contrarcap) 2025-10-16T14:45Z 12.5K followers, XX engagements


"$ROOT Price action has been awful but the fundamentals are unchanged. I believe this selloff is due to the poor ER from $PGR $ROOT reports earnings on 11/5 which should provide a lot more clarity"  
[X Link](https://x.com/contrarcap/status/1978840948793618790) [@contrarcap](/creator/x/contrarcap) 2025-10-16T15:10Z 12.5K followers, 5685 engagements


"@weary_centurion Too much hate for both of these names I love their numbers and expect a strong Q3 I still love $PYPL and I think itll do well (as I believe you think of $ROOT)"  
[X Link](https://x.com/contrarcap/status/1978916421686981050) [@contrarcap](/creator/x/contrarcap) 2025-10-16T20:10Z 12.5K followers, XXX engagements


"@StonkChris I feel compelled to defend $UNH here It's a good buy ever since the new CEO took over I agree though that no one has ever had a perfect record in the stock market but TLI never really admits mistakes"  
[X Link](https://x.com/contrarcap/status/1978993014413422684) [@contrarcap](/creator/x/contrarcap) 2025-10-17T01:14Z 12.5K followers, 5409 engagements


"$ROOT - theyve solved pricing and are now trying to optimize for maximum growth as fast as possible. Theyre pushing M&S spend and have a ton of cool funnels for it. DEEPLY undervalued. Starting to expand beyond car insurance but this is still their main gig. $LMND - FCF positive but not yet net income positive theyve got a lot more customers but less premiums in force (due to the mix of insurance that they provide; pet insurance is simply cheaper than car insurance). Theyre better at acquiring customers and as they reduce reinsurance they should see a mix of more premium in force + retaining"  
[X Link](https://x.com/contrarcap/status/1979004261683073488) [@contrarcap](/creator/x/contrarcap) 2025-10-17T01:59Z 12.5K followers, XXX engagements


"@EasyInvest1ng I appreciate it I think both companies are great buys but the current price for $ROOT is incredible"  
[X Link](https://x.com/contrarcap/status/1979018826768425060) [@contrarcap](/creator/x/contrarcap) 2025-10-17T02:57Z 12.5K followers, XXX engagements


"@investwithsheng I agree with all of that but I think its yet to be seen just how much deflation we really see For better or for worse were probably at least a number of years from any real deflation"  
[X Link](https://x.com/contrarcap/status/1979019615377162484) [@contrarcap](/creator/x/contrarcap) 2025-10-17T03:00Z 12.5K followers, XXX engagements


"@DeepIceValue Is there even a float left at this point"  
[X Link](https://x.com/contrarcap/status/1979165645687095383) [@contrarcap](/creator/x/contrarcap) 2025-10-17T12:40Z 12.5K followers, XXX engagements


"@DeepIceValue Isnt 900M the total number of shares"  
[X Link](https://x.com/contrarcap/status/1979168138034819239) [@contrarcap](/creator/x/contrarcap) 2025-10-17T12:50Z 12.5K followers, XXX engagements


"@mattscottcap Selling off here and the market entering extreme fear is an overreaction to this risk. Is there some risk for bad loans Sure. But by and large the health of the both the consumer and commercial borrower is pretty robust and GDP growth is projected to come in strong"  
[X Link](https://x.com/contrarcap/status/1979175943949140397) [@contrarcap](/creator/x/contrarcap) 2025-10-17T13:21Z 12.5K followers, XX engagements


"@TheBrilliantBu1 I dont think stricter lending would be so bad. Id watch private credit like $OWL to get hit hard (though theyre already down a decent bit)"  
[X Link](https://x.com/contrarcap/status/1979176515423162449) [@contrarcap](/creator/x/contrarcap) 2025-10-17T13:23Z 12.5K followers, XXX engagements


"@MichaelZero10 We're getting to valuations where even if a competitor were to pay 2-3X the market cap of $ROOT for a buyout they'd still be getting a pretty good deal Have to imagine that the folks at $PGR and $BRK.B are thinking about it"  
[X Link](https://x.com/contrarcap/status/1979253090315325519) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:28Z 12.5K followers, XXX engagements


"Are we cooked"  
[X Link](https://x.com/contrarcap/status/1979256712163930287) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:42Z 12.5K followers, 4872 engagements


"It's not that worrying to me personally but at the same time I'd have expected more growth in the rest of the economy. It's not like Ford UnitedHealthGroup Lennar Homes or Shell is investing in datacenters. Plenty of companies are deploying capital in other areas but that deployment isn't leading to growth"  
[X Link](https://x.com/contrarcap/status/1979258289595547942) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:48Z 12.5K followers, XXX engagements


"@mattscottcap It's tough to view AI as a true macro tailwind until it makes the rest of the economy grow faster"  
[X Link](https://x.com/contrarcap/status/1979259795958812846) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:54Z 12.5K followers, XXX engagements


"@DataDInvesting I love that the blockchain backend is totally invisible to the end user. "It just works""  
[X Link](https://x.com/contrarcap/status/1979260559510909198) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:57Z 12.5K followers, XXX engagements


"I think they've done a good job of removing the engagement bait over time. A few months ago there were endless 'good morning say it back' or 'let's all follow each other' threads which in retrospect made the platform worse (even if they offered smaller accounts a lot of quick growth)"  
[X Link](https://x.com/contrarcap/status/1979260862796878061) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:58Z 12.5K followers, XX engagements


"@CreativeCap89 They're diversifying away from $CVNA anyways. I think there's some risk here sure but the other channels are growing rapidly and make the long term risk near-0 (even if the short term risk is there)"  
[X Link](https://x.com/contrarcap/status/1979264870445961721) [@contrarcap](/creator/x/contrarcap) 2025-10-17T19:14Z 12.5K followers, XXX engagements


"You can make a ton of money in a bubble. I won't lie to you and say I know how this ends or when this pops. But I will say that I would be very surprised if whenever this bubble ends Anthropic/OpenAI/FigureAI/Anduril are all still private companies. Until they IPO I expect the music to keep playing. Any dips between now and there are just the DJ stepping away to go get some water"  
[X Link](https://x.com/contrarcap/status/1979265237019955712) [@contrarcap](/creator/x/contrarcap) 2025-10-17T19:16Z 12.5K followers, 1587 engagements


"@dissectmarkets Great explainer I saw recently by @Arturraposo1R"  
[X Link](https://x.com/contrarcap/status/1979294893865398476) [@contrarcap](/creator/x/contrarcap) 2025-10-17T21:14Z 12.5K followers, XXX engagements


"@YodaStockInvest easily $AMD IMO"  
[X Link](https://x.com/contrarcap/status/1979354464034394584) [@contrarcap](/creator/x/contrarcap) 2025-10-18T01:10Z 12.5K followers, XXX engagements


"@disruptorinvest Thats kinda weird- I see the same thing on Robinhood but on several other platforms I see this:"  
[X Link](https://x.com/contrarcap/status/1979640138306306155) [@contrarcap](/creator/x/contrarcap) 2025-10-18T20:06Z 12.5K followers, XX engagements


"@Spike_1567 Whats the most convincing bear case youve found"  
[X Link](https://x.com/contrarcap/status/1979645525063569585) [@contrarcap](/creator/x/contrarcap) 2025-10-18T20:27Z 12.5K followers, XX engagements


"@markinvesth @cantonmeow I agree with that But whats the argument for $BTC to be worth more than $ETH today now that they both exist The iPhone wouldnt have been created without the iPod coming before but its worth more than iPod because it has much more functionality"  
[X Link](https://x.com/contrarcap/status/1979650324354007222) [@contrarcap](/creator/x/contrarcap) 2025-10-18T20:46Z 12.5K followers, XX engagements


"While everyones (rightfully) talking about $AMZN- I think $CRM is setting up to quietly put up a HUGE 2026. As Ive learned more its become clear that Benioff isnt getting the respect he deserves. This stock isnt going to fall forever and the move back up could be violent"  
[X Link](https://x.com/contrarcap/status/1977471644655305108) [@contrarcap](/creator/x/contrarcap) 2025-10-12T20:29Z 12.5K followers, 5047 engagements


"@MMatters22596 People who are incredibly skeptical that $AMD can compete in this market should study what Lisa Su did in the CPU space against Intel"  
[X Link](https://x.com/contrarcap/status/1979916700221915362) [@contrarcap](/creator/x/contrarcap) 2025-10-19T14:25Z 12.5K followers, XXX engagements


"Im a huge fan of companies that are able to use AI to actually make the business better. These will be the companies that outperform. I think $QXO might be one such hidden gem. Im learning more and will share my thoughts soon"  
[X Link](https://x.com/contrarcap/status/1973595455327183229) [@contrarcap](/creator/x/contrarcap) 2025-10-02T03:46Z 12.5K followers, 4647 engagements


"$PYPL First $DASH now $UBER too PayPal is pushing hard to rapidly expand Venmo which works well given their new ads business This is not the same company as it was X years ago. They will catch a huge bid very soon imo"  
[X Link](https://x.com/contrarcap/status/1975910351763071324) [@contrarcap](/creator/x/contrarcap) 2025-10-08T13:05Z 12.5K followers, 9091 engagements


"Call me crazy but I really do believe that $ROOT deserves ATHs that's about +540% from here"  
[X Link](https://x.com/contrarcap/status/1976041472383434963) [@contrarcap](/creator/x/contrarcap) 2025-10-08T21:46Z 12.5K followers, 42.8K engagements


"Just saw quite a few posts in a row about $CAVA This is a prime example of a broken stock not a broken business A X P/S for a restaurant chain isnt cheap but this name has had exceptional fundamentals. Has $CAVA found a bottom here"  
[X Link](https://x.com/contrarcap/status/1976340335367471234) [@contrarcap](/creator/x/contrarcap) 2025-10-09T17:33Z 12.5K followers, 5362 engagements


"What exactly causes a market buy to be rejected on a broker Seeing tons of screenshots of this happening on $HOOD which is honestly super confusing"  
[X Link](https://x.com/contrarcap/status/1976810147092816117) [@contrarcap](/creator/x/contrarcap) 2025-10-11T00:40Z 12.5K followers, 2069 engagements


"So now what I think we keep dancing for a bit from here. I want to see major private AI companies actually IPO (no bubble has ever peaked without a huge IPO window first). I dont see widespread euphoria- Yes weve had a crazy few months but the YTD performance is much more modest. We cant ignore the fact that we dipped significantly when discussing the markets recent exceptional performance"  
[X Link](https://x.com/contrarcap/status/1977414970250854542) [@contrarcap](/creator/x/contrarcap) 2025-10-12T16:44Z 12.5K followers, XXX engagements


"Ultimately its a matter of your own risk tolerance as well. At some point there will be a bear market- a proper recession. It wont be easy to foresee exactly when. But if you keep re-evaluating your stocks and manage your risk as the frenzy grows there is still a ton of opportunity"  
[X Link](https://x.com/contrarcap/status/1977414973434327277) [@contrarcap](/creator/x/contrarcap) 2025-10-12T16:44Z 12.5K followers, XXX engagements


"Theres a difference between we are due for a 3-5% pullback versus we are actively in a bubble This is NOT a bubble. Yes $IONQ $RGTI and $OKLO have seen huge runs but in 2021 it was far worse. At least these are companies where you know what they do rather than SPACs trading at 234x NAV before even finding a target. We have yet to see: -large AI companies go public -mega cap leaders in AI ( $AMZN $CRM $GOOG) fetch higher multiples than $WMT and $COST -rate cuts push people higher up the risk curve This time isnt different. And that means it isnt done yet"  
[X Link](https://x.com/contrarcap/status/1978112523950858365) [@contrarcap](/creator/x/contrarcap) 2025-10-14T14:55Z 12.5K followers, 3142 engagements


"This is really bullish for $LMND Incredible use of tech here I really like this as a product release"  
[X Link](https://x.com/contrarcap/status/1978961509251170519) [@contrarcap](/creator/x/contrarcap) 2025-10-16T23:09Z 12.5K followers, 10.7K engagements


"@joecarlsonshow I agree its puzzling how AI has been a headwind for the stock despite $CRM deploying AI as well as any other major tech company"  
[X Link](https://x.com/contrarcap/status/1979000942738481280) [@contrarcap](/creator/x/contrarcap) 2025-10-17T01:46Z 12.5K followers, XXX engagements


"Throwing a bit of hopium out there for anyone looking to trade $ROOT in the very short term: the stock is really oversold on the daily chart. Last time we were here it rallied XX% on no news. This time we have earnings as a potential catalyst. In addition for the first time since Q2 earnings we are seeing flow start to move in a positive direction. The moving average of the flow (red dotted line) is picking up which is starting to look bullish. I added heavily to my position right around XX but with shares and LEAPS that have 1-2 YEARS on them. I don't even really care what happens to price"  
[X Link](https://x.com/contrarcap/status/1979249978657620054) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:15Z 12.5K followers, 4436 engagements


"In fact most tech and growth-focused companies are highly correlated. Wishing for someone else's portfolio to do poorly is almost always a death wish for your own holdings. There's almost no way that Uber Tesla Nvidia AMD and Palantir could all do poorly but every other company continues to do well. Like it or not we're all in the same macroeconomic boat. Either we all sink or we all swim"  
[X Link](https://x.com/contrarcap/status/1979250537703800872) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:17Z 12.5K followers, 4717 engagements


"@QualityInvest5 definitely not as strong of a moat or success story as $GOOG but beaten down unfairly nonetheless. I think buying both $ADBE and $FIG from here is a combined trade that can't really lose"  
[X Link](https://x.com/contrarcap/status/1979258831268917372) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:50Z 12.5K followers, 1006 engagements


"@disruptorinvest At some point you have to wonder if $SLNH is a cadidate to be taken private by a larger player (like $NBIS $CRWV $IREN etc). They could easily do it as an all-stock deal"  
[X Link](https://x.com/contrarcap/status/1979260420503269789) [@contrarcap](/creator/x/contrarcap) 2025-10-17T18:57Z 12.5K followers, XXX engagements


"@StonkChris The fundamentals here are incredible and sentiment is in the gutter after $PGR reported poor earnings. Buying here never feels good but that's a great sign that it's the right move"  
[X Link](https://x.com/contrarcap/status/1979261221606977639) [@contrarcap](/creator/x/contrarcap) 2025-10-17T19:00Z 12.5K followers, XXX engagements


"@n23618 @QualityInvest5 That's why it's a pair trade either $FIG grows into it's valuation by taking share from $ADBE or $ADBE retains it's moat and offsets any multiple contraction from $FIG Most likely outcome IMO: they both grow"  
[X Link](https://x.com/contrarcap/status/1979264284543623177) [@contrarcap](/creator/x/contrarcap) 2025-10-17T19:12Z 12.5K followers, XXX engagements


"$PGY a FinX favorite that makes money from originating loans is down almost XX% from its peak just about a month ago. Fears around regional banking troubles have hit this name hard. are you buying here"  
[X Link](https://x.com/contrarcap/status/1979288321395155170) [@contrarcap](/creator/x/contrarcap) 2025-10-17T20:48Z 12.5K followers, 5287 engagements


"Which price does $HIMS see first from here $XX or $60"  
[X Link](https://x.com/contrarcap/status/1979299960836493689) [@contrarcap](/creator/x/contrarcap) 2025-10-17T21:34Z 12.5K followers, 7739 engagements


"If $RIVN is able to solve self-driving 1) what does that mean for $TSLA 2) What does that mean for every legacy automaker still struggling with this This would honestly be a shocking development"  
[X Link](https://x.com/contrarcap/status/1979354884756639916) [@contrarcap](/creator/x/contrarcap) 2025-10-18T01:12Z 12.5K followers, 5644 engagements


"Has any company as volatile as $HIMS ever turned out to be a good long-term investment"  
[X Link](https://x.com/contrarcap/status/1979557876755824985) [@contrarcap](/creator/x/contrarcap) 2025-10-18T14:39Z 12.5K followers, 18.3K engagements


"1- Duolingo $DUOL Many think of this company as 'just' a language learning app. In reality they're quickly turning into a cash-generating machine with AI as a massive tailwild. Ex-R&D costs are flat while revenue and net income are rising faster than ever before"  
[X Link](https://x.com/contrarcap/status/1979573760916160988) [@contrarcap](/creator/x/contrarcap) 2025-10-18T15:42Z 12.5K followers, XXX engagements


"2- United Healthcare $UNH Yes they're known for Health Insurance. But their OptumInsights Business quietly routinely steals talent from AI juggernauts like $PLTR and $MSFT- they have built up the largest healthcare datasets on earth and use them to develop new tools to help insurance companies providers and pharmaceutical companies alike. They're quietly the most important AI company in all of healthcare and no one knows about it"  
[X Link](https://x.com/contrarcap/status/1979573762417660361) [@contrarcap](/creator/x/contrarcap) 2025-10-18T15:42Z 12.5K followers, XXX engagements


"3- $ROOT $ROOT has spent years using AI approaches to perfect their pricing models. Today: they're profitable and have the lowest loss ratios in the entire industry to the point where they're actually entirely focused on growth. Buying now means skipping through years of building a proprietary dataset and enjoying the massive growth that is yet to come"  
[X Link](https://x.com/contrarcap/status/1979573764942680160) [@contrarcap](/creator/x/contrarcap) 2025-10-18T15:42Z 12.5K followers, 1144 engagements


"I think for a normal company that's correct. However the Mag7 are all simply exceptional companies that have a way of growing even when it seems unlikely. The most recent example: $GOOG was actually down over the trailing three years at april lows and then proceeded to rip 70%"  
[X Link](https://x.com/contrarcap/status/1979589199591350767) [@contrarcap](/creator/x/contrarcap) 2025-10-18T16:43Z 12.5K followers, XXX engagements


"@Kross_Roads Do you think that prediction markets are something that is mainly popular when markets are doing well (similar to crypto trading) or do you anticipate that it'll continue to generate revenue in a downturn"  
[X Link](https://x.com/contrarcap/status/1979589628421398655) [@contrarcap](/creator/x/contrarcap) 2025-10-18T16:45Z 12.5K followers, XXX engagements


"@DataDInvesting @FunOfInvesting Honestly when I first learned of $BMNR I wrote it off as just a stock that'll track the price of $ETH After learning just a little bit about their strategy I quickly realized that was VERY wrong lol"  
[X Link](https://x.com/contrarcap/status/1979589979962519776) [@contrarcap](/creator/x/contrarcap) 2025-10-18T16:46Z 12.5K followers, XXX engagements


"Honestly: The more I actually bookmark and check back on stocks that are a buy purely due to TA: The more disappointed I am by the results. Meanwhile stocks driven by fundamentals vastly outperform. Fundamentals everything else"  
[X Link](https://x.com/contrarcap/status/1979643614079922411) [@contrarcap](/creator/x/contrarcap) 2025-10-18T20:19Z 12.5K followers, 3555 engagements


"@cantonmeow This might make some folks very angry but I believe that $ETH deserves to be worth more than $BTC $ETH has actual real use cases and is much less energy intensive"  
[X Link](https://x.com/contrarcap/status/1979647137559536097) [@contrarcap](/creator/x/contrarcap) 2025-10-18T20:33Z 12.5K followers, XXX engagements


"Id argue the adoption has been way better for $ETH Major financial institutions and serious companies actually use it. The adoption for $BTC is more hype than anything. A country not selling seized $BTC isnt the same as buying it. Proof of stake is also superior to proof of work in terms of negative externalities for the planet"  
[X Link](https://x.com/contrarcap/status/1979654061252104409) [@contrarcap](/creator/x/contrarcap) 2025-10-18T21:01Z 12.5K followers, XX engagements


"@Mindset4Money_X Im most skeptical of $MU (semis are historically very cyclical) Im most bullish on $UBER and $AMZN I like $GRND the least (theyre rumored to be bought out soon)"  
[X Link](https://x.com/contrarcap/status/1979655148994757098) [@contrarcap](/creator/x/contrarcap) 2025-10-18T21:05Z 12.5K followers, 3355 engagements


"Historically most niche retail favorites turn out to be remarkably poor investments. Just take a look at $BB which was a beloved name in 2021. The same fate will befall most (not all) of the names that are popular on X today such as $HIMS $OSCR $RKLB $ASTS $LMND $ROOT $IREN $NBIS $PATH and others. Invest wisely"  
[X Link](https://x.com/contrarcap/status/1979661965543764051) [@contrarcap](/creator/x/contrarcap) 2025-10-18T21:32Z 12.5K followers, 19.2K engagements


"@groksuperman I cant predict if $IREN will be like $PLTR or $BB I wish I could 🤷♂ Ive seen bullish and bearish takes alike though"  
[X Link](https://x.com/contrarcap/status/1979669724675166633) [@contrarcap](/creator/x/contrarcap) 2025-10-18T22:03Z 12.5K followers, XXX engagements


"@QualityGrowthFV $BB was net income positive when it was a retail favorite Many of these businesses arent even there yet"  
[X Link](https://x.com/contrarcap/status/1979692556394053727) [@contrarcap](/creator/x/contrarcap) 2025-10-18T23:34Z 12.5K followers, XXX engagements


"I think a lot of people on X will look at this and go wow institutions are dumb. Maybe thats true. But I think its worth taking a page out of @SoJustFollowMes playbook and actually studying the XXXX% that are beating the market because many of them are the same guys that do it year after year after year. The more I read Denistatratos stuff the more convinced I slowly become that hes got the right formula with the way he invests"  
[X Link](https://x.com/contrarcap/status/1979695300055871898) [@contrarcap](/creator/x/contrarcap) 2025-10-18T23:45Z 12.5K followers, 5823 engagements


"@QualityGrowthFV I see a lot of that sentiment today if Im being honest"  
[X Link](https://x.com/contrarcap/status/1979695601802785255) [@contrarcap](/creator/x/contrarcap) 2025-10-18T23:46Z 12.5K followers, XX engagements


"For every $HOOD or $PLTR theres a lot of trash that was loved by retail too. I remember when $BYND was a retail favorite too. Ditto for $RIDE I can remember when people were writing off the short report as FUD. The point isnt that any one of these companies is good or bad its that the likelihood of them ALL working or even more than a fraction of them working is very low. Dont cherry pick names. Instead try to read understand and engage in a thoughtful discussion"  
[X Link](https://x.com/contrarcap/status/1979710050328256764) [@contrarcap](/creator/x/contrarcap) 2025-10-19T00:43Z 12.5K followers, XXX engagements


"@investingluc Is Sydney Sweeney next"  
[X Link](https://x.com/contrarcap/status/1979713922744885675) [@contrarcap](/creator/x/contrarcap) 2025-10-19T00:59Z 12.5K followers, XXX engagements


"@StrawHatTrade The whole thesis on $BB was innovation. They were supposed to be part of the wave of 5G technology needed to power the world"  
[X Link](https://x.com/contrarcap/status/1979718967221690535) [@contrarcap](/creator/x/contrarcap) 2025-10-19T01:19Z 12.5K followers, XXX engagements


"@QualityInvest5 Spin offs usually unshackle a good business from a shitty one Dont pick the shitty one"  
[X Link](https://x.com/contrarcap/status/1979721243181117687) [@contrarcap](/creator/x/contrarcap) 2025-10-19T01:28Z 12.5K followers, XXX engagements


"Never as easy as it sounds sir A lot of people continued to hold thinking it was a temporary dip If you can avoid being greedy and take chips off the table people will accuse you of being paper handed $RKLB has already dipped before. How do you know the difference between a real dip and a fake one"  
[X Link](https://x.com/contrarcap/status/1979729039314059444) [@contrarcap](/creator/x/contrarcap) 2025-10-19T01:59Z 12.5K followers, XXX engagements


"@8bitsteveo If you want to sell at todays price imo sell short dated deep ITM call options Your total return (premium + strike) will still be greater than the current price Otherwise Id sell CCs at the price you do want to sell at"  
[X Link](https://x.com/contrarcap/status/1979735039001968754) [@contrarcap](/creator/x/contrarcap) 2025-10-19T02:23Z 12.5K followers, XXX engagements


"Every mid to small cap retail favorite should be viewed with skepticism. $ZETA for instance is highly sensitive to macro conditions because it is fundamentally based on M&S spend which is quickly cut during a recession. Im not saying that $ZETA or any other stock is good or bad. Just that retail investors must be aware that their stocks come with REAL risk + their stocks arent set-it-and-forget-it investments like Apple or Google; you have to keep up with the company"  
[X Link](https://x.com/contrarcap/status/1979749533375475826) [@contrarcap](/creator/x/contrarcap) 2025-10-19T03:20Z 12.5K followers, XXX engagements


"@Mr_Derivatives I did not realize $TMUS is that big"  
[X Link](https://x.com/contrarcap/status/1979763642901110852) [@contrarcap](/creator/x/contrarcap) 2025-10-19T04:16Z 12.5K followers, 2518 engagements


"@Mr_Derivatives No I got it. Im just shocked it makes it into the top XX by weighting. I assume $QQQ is weighed by MC. Im surprised that $TMUS has that big of a market cap. Looked it up- $258B. Bigger than $CRM. Just for providing cellular service"  
[X Link](https://x.com/contrarcap/status/1979764553216045491) [@contrarcap](/creator/x/contrarcap) 2025-10-19T04:20Z 12.5K followers, XXX engagements


"@nikoliasgoninus Take a look at these replies Yours was thoughtful clearly not emotional and you changed your mind once I clarified a bit. That is NOT the sentiment Im getting from retail investors right now at least not the ones commenting on this post"  
[X Link](https://x.com/contrarcap/status/1979915217698971995) [@contrarcap](/creator/x/contrarcap) 2025-10-19T14:19Z 12.5K followers, XX engagements


"I spoke to a close friend who works in the quantum computing field as a researcher. He confirmed what already seems obvious: the current quantum companies are all useless. Their technology is unusable today. Interestingly he thought $RGTI had the worst technology but believes $IONQ and others are also going to X. Im not shorting and this isnt financial advice. Just sharing an interesting conversation with a friend"  
[X Link](https://x.com/contrarcap/status/1979918118706122859) [@contrarcap](/creator/x/contrarcap) 2025-10-19T14:30Z 12.5K followers, 1987 engagements