Not exactly. They are all tech stocks, but NASDAQ has large cap tech stocks, which 'only' saw a ~30% drop YTD in the index.

The ones I invested in were growth stocks that saw particularly steep corrections of around 70-90% when I invested.

My bet was that though they were overvalued, it was an overreaction that would on average get me a ~3X return in 3 years.

So yes, they are similar, but IMO the similarity was an overreaction that was not based on fundamentals. As mentioned earlier, I'd make the same bet again now for all but Peloton.

Keep in mind these are longer-term (3+ year) investments. If you watch the market, the wild swings (especially in these stocks) still tell us the market doesn't know how to value them.

Back to the OP's question, to get any significant outsized return you often have to be contrarian AND right. I felt I knew enough about the fundamentals of these companies and the market that I had enough confidence to make the bet. Only time will tell.