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![longoption Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1577787296408928257.png) Contrarian Capital [@longoption](/creator/twitter/longoption) on x 4566 followers
Created: 2025-07-17 18:40:42 UTC

I’m saying industry wide 

We’ve made $NVDA the most valuable enterprise to ever exist. We have remarkably little to show for it with regards to actual total revenue growth. 

$PLTR is a success story, as are some other companies (like $TEM, also mentioned in this thread) but it’s not enough to justify the hundreds of billions being thrown at Capex by big tech and others.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945916586176684379/c:line.svg)

**Related Topics**
[pltr](/topic/pltr)
[nvda](/topic/nvda)
[billions](/topic/billions)
[quarterly earnings](/topic/quarterly-earnings)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)
[$pltr](/topic/$pltr)
[$tem](/topic/$tem)

[Post Link](https://x.com/longoption/status/1945916586176684379)