Calls
121
#10
Alpha Score 99.0
contrariancurse
Hyperscalers Trader
Win Rate
54.2%
return
+14.7%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jan 06
$241.65
+1.7%
Author discloses current long position in AMZN; acknowledges it is more consensus than other holdings but still sees meaningful room for positioning expansion.
Author discloses current long position in AMZN; acknowledges it is more consensus than other holdings but still sees meaningful room for positioning expansion.
Hyperscalers
Long
Jan 02
$97.98
+143.6%
Buy BE as its effective cost is lower than perceived due to efficiency, credits, and faster deployment, with costs declining faster than gas turbines.
Buy BE as its effective cost is lower than perceived due to efficiency, credits, and faster deployment, with costs declining faster than gas turbines.
Clean Energy
Long
Jan 08
$326.66
+8.7%
Buy GOOG calls as a low-cost hedge against NVDA weakness, expecting GOOG to become the largest company by January end.
Buy GOOG calls as a low-cost hedge against NVDA weakness, expecting GOOG to become the largest company by January end.
Hyperscalers
Long
Jan 14
$260.29
+21.0%
Buy AAPL on the thesis that its unique user data and Gemini integration at WWDC provide a durable competitive advantage in on-device AI.
Buy AAPL on the thesis that its unique user data and Gemini integration at WWDC provide a durable competitive advantage in on-device AI.
AI Hardware
Long
Jan 11
$184.86
+13.9%
Long NVDA calls as part of a pair bet on market cap convergence with GOOG, high leverage to gap narrowing over ~3 weeks.
Long NVDA calls as part of a pair bet on market cap convergence with GOOG, high leverage to gap narrowing over ~3 weeks.
AI Compute
Long
Jan 04
$268.87
+125.1%
Author discloses a large existing long call position in AMAT with massive unrealized gains, signaling strong bullish conviction on semiconductor equipment.
Author discloses a large existing long call position in AMAT with massive unrealized gains, signaling strong bullish conviction on semiconductor equipment.
Foundry Equipment
Long
Jan 06
$631.97
-10.4%
Author discloses current long position in AXON, citing non-consensus positioning with significant room for further institutional accumulation as a key upside driver.
Author discloses current long position in AXON, citing non-consensus positioning with significant room for further institutional accumulation as a key upside driver.
Defense
Long
Feb 24
$33.97
+110.5%
Author discloses an active long position in STMicroelectronics as part of current holdings; no specific catalyst given but position is confirmed as ongoing.
Author discloses an active long position in STMicroelectronics as part of current holdings; no specific catalyst given but position is confirmed as ongoing.
AI ASIC
Long
Jan 02
$636.96
+22.7%
Buy EME due to construction bottlenecks and conservative backlog recognition, expecting upward revisions in pricing, RPO, and earnings.
Buy EME due to construction bottlenecks and conservative backlog recognition, expecting upward revisions in pricing, RPO, and earnings.
Construction & Infrastructure
Long
Jan 21
$2643.07
+6.0%
Initiated CSU as part of deliberate contrarian rotation away from AI factor; author explicitly avoiding doubling down on AI exposure after trimming semi positions.
Initiated CSU as part of deliberate contrarian rotation away from AI factor; author explicitly avoiding doubling down on AI exposure after trimming semi positions.
AI Software
Long
Jan 16
$1352.15
+33.1%
ASML's customer base expanded from 1 to 5, and tightness in memory and logic will drive a surge in backlog, supporting significant upside.
ASML's customer base expanded from 1 to 5, and tightness in memory and logic will drive a surge in backlog, supporting significant upside.
Foundry Equipment
Long
Jan 24
$133.11
-19.4%
Author signals intent to add to NOW on any Monday weakness, treating a failure to rip as a buying opportunity; conditional long add with short-term catalyst framing around over-extended shorts.
Author signals intent to add to NOW on any Monday weakness, treating a failure to rip as a buying opportunity; conditional long add with short-term catalyst framing around over-extended shorts.
AI Software
Long
Jan 15
$34.75
-6.8%
Buy GitLab as AI-driven code volume growth structurally increases demand for CI/CD minutes, security scanning, compliance, and repo activity — usage-based revenue expansion offsets any seat-count pressure from vibe-coding trends.
Buy GitLab as AI-driven code volume growth structurally increases demand for CI/CD minutes, security scanning, compliance, and repo activity — usage-based revenue expansion offsets any seat-count pressure from vibe-coding trends.
AI Software
Long
Jan 15
$126.80
-29.3%
Buy TRI as law firms structurally reduce associate headcount while maintaining billing rates, accelerating adoption of Thomson Reuters' proprietary legal data and usage-based document generation — sticky distribution and owned data create durable moat.
Buy TRI as law firms structurally reduce associate headcount while maintaining billing rates, accelerating adoption of Thomson Reuters' proprietary legal data and usage-based document generation — sticky distribution and owned data create durable moat.
Capital Markets
Long
Jan 13
$470.08
-18.0%
Author holds MSFT as a contrarian long within software, positioning defensively while the broader software sector is under significant pressure; views MSFT as insulated from the sector-wide pain.
Author holds MSFT as a contrarian long within software, positioning defensively while the broader software sector is under significant pressure; views MSFT as insulated from the sector-wide pain.
Hyperscalers
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contrariancurse has 121 trade ideas tracked on Buzzberg across 110 tickers since January 2026. Win rate 54% across 120 evaluated calls, average return +14.7%. Ranked #10 on the Buzzberg Alpha leaderboard. Most covered: AMZN, BE, GOOGL.
