ContraireBear

Deep Value | Spec Sits | Compounders | Options👉Not expert or professional in anything. You will get the results you deserve if you take anything as advice👈

[ContraireBear @PContraire]

Rec leagues here are not good. Our main goal was to give our kid a chance to play HS ball. Up to him to go further.

[Kenny @kennyfgan]

Middle America families stuck in the biggest Ponzi scheme of all time that is travel baseball.

Baseball needs Legion Ball played at high school fields in t-shirts and gray pants more than ever right now.

[ContraireBear @PContraire]

Added two more positions last week. $CELH and $CALM. Rough start since buying…

[ContraireBear @PContraire]

Next rotation might be mega cap tech. When it becomes obvious that AI is margin accretive to $ADBE and $CRM they are going to rip.

[Brandon Beylo @marketplunger1]

I am confident enough in myself to say that I feel like I'm the only person not making life-changing money in semiconductors and AI stocks.

Like I completely missed it.

So now I feel the desire to buy "the next rotation."

I don't know.

Hope my insecurities help others.

[ContraireBear @PContraire]

Why not both???

[KEDM.com @KEDM_COM]

The new KEDM Weekly is live.

This week: our thinking on oil & gas through refiners, plus several event-driven setups.

🔗 https://t.co/UphZ80Z75k

[ContraireBear @PContraire]

@tleilax___ @HFI_Research Smugglers

[Marcelo P. Lima @MarceloLima]

@WealthyReadings Of course they do; those companies have armies of engineers using AI to improve those products.

[ContraireBear @PContraire]

@RampCapitalLLC @nathan_covey I am waiting for the blackberry type to make a comeback. Convenient text, email, and phone with physical keyboard. We are coming full circle.

[ContraireBear @PContraire]

I spit my drink out

[Hunter SPX Thompson ❎ @CoorsLightCEO]

microsoft+meta+amazon+google all reporting on the same day is like a total solar eclipse but for overweight dudes on the spectrum

[ContraireBear @PContraire]

New falling knife, I mean investment, $CELH. Shot out of the sky for slowing growth - international is next. Started position while I learn more.

[ContraireBear @PContraire]

@the_white_tig3r @MikeFritzell @IBKR It doesn’t convert currency for the trade, it does margin even if you have USD. Click on negative balance in app and convert it to save interest. Same happened to me when I bought EMAAR on Dubai exchange.

[ContraireBear @PContraire]

@EconomPic 68 second split for two laps. Brutal

[ContraireBear @PContraire]

Let’s go!

[MacroValue @pradeeepk]

$CRM usage has spiked since Jan
Traffic was +15% yoy last week

[ContraireBear @PContraire]

@marketplunger1 Would be hilarious if this was semiconductor top

[ContraireBear @PContraire]

@JoshYoung Nah - smugglers. Probably gap in surveillance aircraft and all went at once, or safety in numbers

[ContraireBear @PContraire]

Should help with falling birth rates

[Javier Blas @JavierBlas]

The world’s top condom maker says it plans to raise prices by 20%-30% and possibly further due to the impact of the US-Iran war in the petrochemical industry.

Malaysia's Karex Bhd told Reuters is also seeing a surge in condom demand as rising freight costs and shipping delays have left many of its customers with lower stockpiles than usual.

Karex produces over 5 billion condoms annually and is a supplier to leading brands like Durex.

[ContraireBear @PContraire]

@EquityBrian $NINE: exited bankruptcy with debt wiped. Probably $1.80 in EPS. Trades for less than replacement costs in recovering domestic oil market. Not highest conviction ($ADBE, $CRM, $VAL) but fun

[ContraireBear @PContraire]

Big Oil Plows Billions Into Far-Flung Drilling Sites to Escape Iran Turmoil $VAL https://t.co/YcUy4wLW11

[ContraireBear @PContraire]

Don’t fall for it. This is a psych-op to get intel guys to leak real info… lol. Also, what is a towed array and why 75Hz?

[dizzee @diz__zee]

mythical reel gem alarm

[ContraireBear @PContraire]

Probably time to lean in on VAL warrants

[Brandon Beylo @marketplunger1]

I'm seeing a lot of victory lapping from Oil Bears today.

Not saying they are wrong (they've been right so far).

But hear me out.

What if oil just holds the 50D here?

Would be a textbook washout for the next leg higher IMO.

Lots of cheap E&Ps today too.

[ContraireBear @PContraire]

@FedProm Cool. As I get older, I am hating picking up and carrying heavy things. FEL for the win.