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![longoption Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1577787296408928257.png) Contrarian Capital [@longoption](/creator/twitter/longoption) on x 4528 followers
Created: 2025-07-20 13:22:04 UTC

Right now, I would pick:

$UNH over $ELV

$OSCR over $HIMS 

$LMND over $ROOT 

$CAVA over $SG

$ASML over $TSM 

$SOFI over $NU 

$DASH over $GRAB 

$LYFT over $UBER 

$AMD over $NVDA

Agree?


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946923566462829031/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[lyft](/topic/lyft)
[asml](/topic/asml)
[hims](/topic/hims)
[oscr](/topic/oscr)
[$amd](/topic/$amd)
[$nu](/topic/$nu)
[$sofi](/topic/$sofi)

[Post Link](https://x.com/longoption/status/1946923566462829031)