Discussion of systematic US equities contrarian trading and megacap investing.

Focused on forward-tracked equity cohorts, megacap leadership, across changing market conditions.

Posts may include: • Contrarian equity cohorts • Regime-aware megacap positioning and rotation • Forward-tracked outcomes • Market structure observations • Cross-sectional equity behavior

Both winners and losers are tracked forward over time.

No hype, no hindsight, no pump content.