ContrarianCurse (2026-06-20) argues that equipment exposure—driven by four large players they estimate at roughly $2 trillion—has become big enough to produce a fresh 'LO pain trade' (pressure on long-only investors). The post then names a batch of companies expected to report 'hot earnings' (valuation intentionally ignored): BE, ONTO, CAMT, AMAT, BESI, AIXA, ASML, Q, ESI, ENTG, STM, TXN, IFX, LITE and TSEM.
Author @ContrarianCurse (post dated 2026-06-20) claims 'equipment (which big 4 is around 2T)' has grown large enough to trigger a new round of 'LO pain trade' (implying long-only funds may be forced to react).
Piss these flew. Think that now equipment (which big 4 is around 2T) has become big enough for the latest round of the LO pain trade
SuspendedCap (@ContrarianCurse)
Hot Earnings, no particular order, valuation ignored
BE ONTO CAMT AMAT BESI AIXA ASML
Q ESI ENTG
AIXA STM TXN IFX
LITE TSEM
— https://nitter.net/ContrarianCurse/status/2067048774690615527#m