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Robots and Chips's avatar

The contrarian approach of selling market leaders and buying smaller alternatives is intriguing, but I'd be cautious about timing. The example of closing four winners in one day is cherry-picking a specific moment - what matters more is the overall strategy's consistency over time. The 'Sell Nvidia, Buy XXXXX' recommendation is interesting, but context matters: is this alternative truly ahead in fundametals, or just enjoying a short-term momentum surge? I appreciate the willingness to challenge conventional wisdom, but contrarian investing requires deep analysis beyond simply identifying smaller competitors. The Amazon 2005 comparison is compelling if the company has similar moats.

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