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01:08
Jun 04

@contrariancurse

@KaneCapz There are many many winners in the space but specifically for AP / associated inspection, those are the ones

01:07
Jun 04

@contrariancurse

@Franny8 @PorcellianView Fully agree

01:04
Jun 04

@contrariancurse

@KaneCapz Camt q 268a besi disco

00:41
Jun 04

@contrariancurse

@P_Remarks The metaverse spending bailed them out on the other two issues

00:09
Jun 04

@contrariancurse

@taobanker Consumers don’t pay for shit. $200 a month is stone cold retarded

00:09
Jun 04

@contrariancurse

@CobaltHeretic Not what I’m talking about but ok

00:06
Jun 04

@contrariancurse

$META got 3 options 1) they do discover the magic elixir and ads rips. ROIC is sick. Zuck is god. Vindicated 2) then sell the overbuild of c…

META FLIP

MED

23:57
Jun 03

@contrariancurse

The fact the the single biggest supporter of this technology has traded this poorly is remarkable. I honestly don’t think you could try to d…

23:46
Jun 03

@contrariancurse

As I’ve said before Advanced packaging & Inspection intensity (vertical structures, more steps, packages), OSATs Are the giga cycles. Th…

22:58
Jun 03

@contrariancurse

@outerbridgecap I think it looks fine here

17:49
Jun 03

@contrariancurse

$STM Very rarely does a stock give you the satisfaction of literally going up in a straight line like this

STM

LOW

17:47
Jun 03

@contrariancurse

Honestly IGV/software has very little to do with AI disruption and almost everything to do with the interplay of the Ant/OAI ecosystems Ripp…

MSFT 1ST GOOGL ORCL 1ST

MED

17:06
Jun 03

@contrariancurse

@OberynJaksho I believe this. I'm pretty sure a blindfolded electrician to come do something at my house would be $200/hr

17:05
Jun 03

@contrariancurse

They've gotta cut rates lol, and needed to for at least 18 months now. JP is a retard https://t.co/Ov5ei5DYSa

16:45
Jun 03

@contrariancurse

Both are absurd But CRWD at 32x sales makes AXON look like a screaming buy

AXON 1ST CRWD

MED

16:25
Jun 03

@contrariancurse

Do you have input costs (labor/materials) that are escalating as a business? Is your pricing power capped for some reason? Could be regulato…

16:21
Jun 03

@contrariancurse

Thanks Ray! Enjoy another Jazz festival buddy and fuck off! *DALIO SAYS AI BUBBLE WILL BURST EVENTUALLY

15:00
Jun 03

@contrariancurse

@conksresearch And that'll cost them

14:54
Jun 03

@contrariancurse

$EME These sandbagging sons a bitches only have 4% EPS growth for this year while everyone is squealing they can't get trade labor If they h…

EME 1ST

MED

14:45
Jun 03

@contrariancurse

@hummusgoatee Its definitely like oil in some ways, you got that right

14:30
Jun 03

@contrariancurse

Its a very fine line to be bullish commodities and bullish the rest of the market

21:12
Jun 02

@contrariancurse

I should buy $META leaps to hedge out my shit talking so either way I can be happy

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