Contrarian Capital
@longoption
Come join me on my journey of investing. My posts are educational/entertainment, not financial advice. Bullish on $HIMS $NBIS $SERV $SOFI $ASML $OSCR $UNH $CAVA
$ASML is already up around 4-5% in the premarket, but 0% tariffs are the top of the iceberg for this name’s growth. So far, $ASML’s EUV machines, including their next generation EUV High NA machines, have been used for logic chips (mainly CPUs and GPUs). I believe we are…
Do you think that the industry a company is in should determine their multiple? Or do you think growth rate is the only thing that matters? $SOFI and $OSCR investors are both betting that growth is growth, regardless of what industry it comes from.
Most people are going to see their insurance rates go through the roof in January. One huge reason for this is GLP-1s. $HIMS as a model can fix this from being a systemic issue.
What stock are you looking to add aggressively during this next pullback?
Some stocks that are likely to benefit as we build out our AI infrastructure (no particular order): $ASML $TSM $NVDA $AMD $MRVL $AVGO $LAM $OKLO $NBIS $IREN $CRWV $AMZN $GOOG $MSFT $META $ARM $VRT $ETN $GNRC $ORCL $ANET $CSCO $PLTR $SNOW $NOW $MP what did I miss?
This was a historic week for AI policy. President Trump gave his first major speech on AI, the White House released its AI Action Plan, and President Trump signed three important executive orders. If you missed it, here is a recap of the major themes and actions. 🧵
IMO- Taking peptides or any other drugs that don't have long term safety data is like investing in companies that don't file SEC forms or do proper disclosures/compliance. It is possible that you've found a hidden gem, but it is much more likely to just be a bad idea.
I’m seeing so much bullish sentiment on $NBIS. as someone who’s happily held the stock since about $30, and successfully reduced my cost basis significantly by selling covered calls- this is an incredible business. But it is worth shouting out the risks as well: - they aren’t…
Earnings coming up this week. Which ones are you most excited for?
$OSCR sentiment is turning bearish The folks that were saying $UNH is an easy buy at 320 are suddenly starting to wonder if this drop was fully deserved at 280 We might be nearing a bottom…
The average European driveway after they double the amount of energy they're buying from us with nowhere else to use it:
Where do Futures open, given the china tariffs 90 day pause and the EU trade deal being announced?
A lot of $HIMS ultra-bulls are getting a reality check with some of the recent posts on this platform. Truth is- if we close at $50/share this year and then grow at 50% CAGR, that puts us at: $75 at the end of ‘26 $112.5 at the end of ‘27 $168.75 at the end of ‘28 Even this…
Education and experience do not matter- you can always learn. Risk tolerance varies even on X. The only thing that sets us apart is the undying desire to make it. And to be honest, we can all win because of the 80% of the population that will never try.
If it happens, I would love to see $ASML leadership come out and confirm that they can now guide for growth in 2026.
BREAKING: President Trump says there is a 50-50 chance of a US-EU trade deal and we “will probably know in an hour.”