Contrarian

Fintwit commenter 🗣️ and options flow follower 🐋 Not financial advice.

$CRDO $CRWV $KRMN $RDDT $SHOP
$BWA $MOD

[Contrarian @baggedtrader]

$NVDA Jensen said this 3 weeks ago…

Just buy it.

$CRWV

[Contrarian @baggedtrader]

@PhotonBull $CRDO

[Contrarian @baggedtrader]

@matthew_sigel Excellent write up

[Contrarian @baggedtrader]

$AAOI Breakdown watch 👀

[Contrarian @baggedtrader]

@amitisinvesting 🔴-6% YTD lol

[Contrarian @baggedtrader]

$CRDO Big buyer 400 July $290 calls for 800k. She’s ready to fly 🚀

[Contrarian @baggedtrader]

$CRDO fwd P/E revised down to 25, yes only 25! post earnings.

Another re-rate to 40+ puts the stock at $340+

[Contrarian @baggedtrader]

@zerohedge This is ZeroHedges super bowl

[Contrarian @baggedtrader]

@TrendSpider I’ve never heard anybody use the 30 week SMA but sure 😂

[Contrarian @baggedtrader]

$MXL Another hard reject back below the 20 day.

I want to own this name but prefer a sweep under $70 again and that 50 day SMA + supportive options flow.

[Contrarian @baggedtrader]

@PhotonBull As bullish as I am on $AAOI this thing cannot be fun to hold day to day.

[Contrarian @baggedtrader]

$HPE A must own stock here IMO. Some hard to ignore options flow recently.

2000 December 70 calls for 4.35, way OTM

2000 January $60 calls 7.35

Trades at only 12x FWD….

$DELL $CRWV $NBIS $NVDA $AVGO

[Contrarian @baggedtrader]

$KRMN Big ripper off the lows after this call buyer.

Still has nearly 8,000 short puts in OI for June ‘27 $60 strike as well.

A no brainier buy at this level and I personally bought more today.

[RegardedTrader @JonEtrades]

$KRMN 60 C 9/18/2026

Vol: 1,145
OI: 100
Avg: $3.91
Prem: $447,199

[Contrarian @baggedtrader]

$NBIS is a Neocloud

$CRWV is a hyperscaler

$IREN is a joke

[Small Cap Snipa @SmallCapSnipa]

NEW: $NVDA just released an 11 page research report titled “Five Layers of the AI Cake” mentioning $NBIS as a Neocloud partner

“Capacity is being built out by hyperscalers alongside a rapidly emerging set of regional and sovereign providers, including neoclouds such as Nebius”

$CRWV is also mentioned as a hyperscaler

[Contrarian @baggedtrader]

@athuinvests $FN missing is shocking to say the least

[Contrarian @baggedtrader]

Funny how $CRDO been getting so many deep dives recently. Where were all these guys back in March? LMAO

[Contrarian @baggedtrader]

@OG_PViews Just gotta zoom out man. Still flagging nicely at highs and well above the 20 day SMA at $ 70ish. Could easily see it retest that level. Nearly all bullish option positioning still holding.

[Contrarian @baggedtrader]

My two favorite data center stocks right now. So strong.

$BWA $MOD

[Contrarian @baggedtrader]

@RJCcapital But that one youtuber declared it SaaS summer…

[Contrarian @baggedtrader]

@ZaStocks Mfs just throw the word “generational” around like it’s nothing these days

[Contrarian @baggedtrader]

$AAOI More major insider selling next week? 🤔