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@KairosPraxis Avatar @KairosPraxis Kairos

Kairos posts on X about $mtch, $googl, $cls, open ai the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks technology brands finance cryptocurrencies #6770 social networks countries travel destinations

Social topic influence $mtch, $googl, $cls #35, open ai, stocks, $ibkr, $gtlb, asml, $wise, $nflx

Top assets mentioned Match Group Inc (MTCH) Alphabet Inc Class A (GOOGL) Coldstack (CLS) Interactive Brokers Group, Inc. (IBKR) GitLab Inc. Class A Common Stock (GTLB) Wise (WISE) Netflix Inc (NFLX) Metadium (META) Duolingo, Inc. Class A Common Stock (DUOL) Dave Inc. Class A Common Stock (DAVE) Robinhood Markets, Inc. (HOOD) Reddit, Inc. (RDDT) Bitcoin (BTC) Amazon.com, Inc. (AMZN) Charg Coin (CHG) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Axon Enterprise, Inc. (AXON) Marvell Technology Inc (MRVL) Uber Technologies, Inc. (UBER) NVIDIA Corp. (NVDA) Remitly Global, Inc. Common Stock (RELY) GE Vernova Inc. (GEV)

Top Social Posts #

Top posts by engagements in the last XX hours

"Interesting anecdote from the annual shareholder meeting of the Chapters Group $CHG.DE on how a subsidiary increased prices by XX% and saw zero churn. $CHG.DE aims to increase organic EBITDA growth to low double digit percentages by 2025 and beyond"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 21:17:04 UTC XXX followers, 3075 engagements

"Question for the hive mind: What is your strategy for selling when valuations become really stretched I typically trim half my position when price fundamentals and let the other half run until thesis breaks. But open to considering other approaches"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 19:05:51 UTC XXX followers, 2851 engagements

"@JerryCap This is funny but Claude's cofounder said that they'd like to be Adyen (and OpenAI is Stripe) as they target enterprise use cases"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-28 15:14:07 UTC XXX followers, 4819 engagements

"@no_cap_cap I'm sorry but it's hilarious watching you struggle"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-27 15:55:49 UTC XXX followers, XX engagements

"No smoke without fire Mediatek rumored to have won the award for manufacturing Meta's new ASIC focused on inference. A few interesting narratives on Broadcom vs Mediatek/Other lower-cost ASIC providers:"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 16:36:11 UTC XXX followers, XXX engagements

"@no_cap_cap Trailing stops make me feel like a loser but honestly I saw some data the other day suggesting that this is the right approach (vs selling when things get frothy)"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 21:09:49 UTC XXX followers, XX engagements

"On paper $RDDT doesn't look like it has a moat in selling ads (sophisticated users hostile to advertising). So I was surprised to hear Sharkninja's CEO say Reddit is where they're ramping ad spend the most this year"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 18:36:00 UTC XXX followers, 2766 engagements

"@CopyCat_Invest What do you think about $CLS right now Copycat I've noticed some risk from Stargate not taking off but other than that should continue growing at the same clip here. Although 50+P/FCF is a bit rich"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 22:52:13 UTC XXX followers, XX engagements

"@BrownMarubozu Ah okay. I thought owning bitcoin was the surprising part"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 22:39:09 UTC XXX followers, XXX engagements

"Will AI disrupt vertical market software That seems to be the question on everyone's mind. Two similar but complementary approaches on how VMS will integrate AI from Chapters $CHG.DE and Constellation $CSU.TO 🧵"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-25 21:01:00 UTC XXX followers, 4060 engagements

"So if General Mills owns Cheerios Chex Lucky Charms Trix and Cocoa Puffs does that make them a. Cereal acquirer"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-07 21:05:00 UTC XXX followers, 3848 engagements

"@no_cap_cap yeah agree with what you said. Lots of people I follow pitching $FEIM out of the blue so spidey senses tingling lol"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-12 16:05:42 UTC XXX followers, XXX engagements

"@Investor_NICK_ Honestly this feels like a PhD thesis compared to some of the other stock pitches I've seen 😅"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 22:47:19 UTC XXX followers, XX engagements

"When I pitched $CLS on June XX it was more as a "this is a great business but overvalued stock so add it to your watchlist" idea 🤷♂ Since then the stock is up XX% and after the incredible Q2 earnings (revenue up XX% EPS up XX% guidance revision) is now my #1 position"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-29 13:45:25 UTC XXX followers, 2330 engagements

"@no_cap_cap Oops sorry. Hope they're planning on getting Sydney Sweeney to promote those sexy defense products"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-24 20:02:47 UTC XXX followers, XX engagements

"@sv_techie @MaxTheComrade @Rubenslashh Thanks that makes sense. The copilot space is too competitive for me (Cursor Windsurf Claude code Gemini-cli) so i don't think that's where the pricing power will come from"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-25 18:30:50 UTC XXX followers, XXX engagements

"@invest091 Bonus fun fact: Duolingo has a taqueria in Pittsburgh that has a 4.7-star rating on Google and does somewhere around $800K - $1.3million in revenue Naturally you get a discount if you order in Spanish"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-09 17:03:00 UTC XXX followers, XXX engagements

"@WagieCapital Yup. To be fair I think GenAI will be good for ad revenue. Anything beyond that I'm not sure"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 02:49:47 UTC XXX followers, XX engagements

"@Investor_NICK_ Caesars mentioned something about Canadian travelers skipping Vegas but that domestic demand was strong. Interesting to see this follow up"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-28 22:12:06 UTC XXX followers, XXX engagements

"@CopyCat_Invest Thanks I'm mostly aligned with you that in the short term $GOOG capex should continue to benefit $CLS. As you said lots left in the tank. I will be watching earnings call for concentration though. Whether they benefit from $META $AMZN etc (vs just $GOOG)"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 23:19:41 UTC XXX followers, XXX engagements

"@no_cap_cap Always assumed that $DAVE is Dave and Buster's but their ticker is much cooler"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-28 00:28:15 UTC XXX followers, XX engagements

"@CopyCat_Invest I agree but even XX% yoy (current estimates) is incredible. Conseratively If they can grow bottomline at XX% CAGR over the next 3-5 years this will be a great hold"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-29 17:43:27 UTC XXX followers, XX engagements

"@atelicinvest Sounds like there wasn't much conviction to begin with ( Really depends on whether you're buying a shitco or constellation software or something in between)"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-28 21:37:34 UTC XXX followers, XXX engagements

"Continuing secular trend: Trading volumes keep increasing due to overall volatility FOMO buy-the-dippers and greater access for retail investors/traders. $IBKR commission revenues up XX% in Q2"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-18 14:42:00 UTC XXX followers, 1776 engagements

"@3Plantey2 @atelicinvest Buy $IBKR/$HOOD is the only correct answer here"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-28 21:47:12 UTC XXX followers, XX engagements

"@MichaelGielkens Very cool He also laid out a nice thesis for $CHG in that podcast. I wonder how ex-$CSU employees do in other companies that prefer more growth-y names. It's like doing a math PhD and then going to work in a quant firm"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-11 16:16:08 UTC XXX followers, XX engagements

""Investing is this tension between having eternal patience which you need to be able to have if the business is performing well and the stock isnt versus the other end of that spectrum where you become stubborn and you wont react to new information". - Bill Nygren"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-18 16:29:00 UTC XXX followers, XXX engagements

"@no_cap_cap Exactly. Don't like to invest in such businesses as a matter of principle but they can do well when the economy sucks Propel holdings $PRL is another such stock that Canadian institutions love"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-28 01:55:13 UTC XXX followers, XXX engagements

"Cellebrite $CLBT is hailed as the next $AXON due to recurring revenue from law enforcement. Yet the stock rarely shows up on screeners because of negative earnings in '23 & '24. More concerning - the net income seems to be getting worse. So what gives A small mystery: 🧵"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-11 15:39:55 UTC XXX followers, 9838 engagements

"@no_cap_cap @sv_techie Lots of smart people on twitter promoting $GTLB but id still like a larger margin of safety here. It's not a slam dunk for me yet"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 00:47:44 UTC XXX followers, XXX engagements

"@optionsly Thanks Hedging out via options when markets are frothy definitely feels like the right approach here. I've found it hard to optimize around taxes. Unless you/your-spouse plan on retiring wouldn't you be incurring the tax hit sooner or later Stocks are rarely forever holds"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 21:00:52 UTC XXX followers, XXX engagements

"@dcurras1 This feels like a win for the US rather than the EU. ASML and BESI are one of a kind so people would have paid up regardless of price"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-27 20:22:16 UTC XXX followers, XXX engagements

"@optionsly My inference from this (no pun intended) is that hyperscalers are seeing the demand 2-3 years out vs 20"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-27 17:03:06 UTC XXX followers, XXX engagements

"@no_cap_cap @Bonecondor Brilliant. Wish I could repeat this in polite company"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 18:53:39 UTC XXX followers, XX engagements

"@no_cap_cap Maybe I misjudged $MRVL on Amazon Trainium. If and when this becomes official the stock should pop nicely"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-17 13:55:40 UTC XXX followers, XXX engagements

"@viggy_krishnan @MWG_Jamie AVGO is a 1.3T company now. Not sure if they'll find enough large companies to acquire. (famous last words)"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 19:14:18 UTC XXX followers, XX engagements

"This is at direct odds with the "Broadcom playbook". Before AI and datacenters Broadcom was known as the company that acquired smaller businesses and jacked up prices"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 20:29:28 UTC XXX followers, 1089 engagements

"@CopyCat_Invest Wasn't the digital native customer supposed to be openAI That's why I was concerned about Stargate. OpenAI now partnering mostly with oracle. Regardless I think 1.6T should lead to nice pricing power etc. you're right"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 23:50:22 UTC XXX followers, XX engagements

"Wanted to take a break from posting about ATHs and multibaggers. So here are my biggest investing Ls in recent memory and what I've learned from them: 1) $MTCH: Down XX% (trimmed position) 2) $CHGG: Sold for XX% loss (lol) Short 🧵"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-04 20:08:28 UTC XXX followers, 12.2K engagements

"@bizalmanac Yep you have a point. There's a few people here who are thoughtful and constructive and worth "arguing" with them in good faith. Most others I feel just get so offended if you criticize their favorite stock"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 02:23:02 UTC XXX followers, XX engagements

"@optionsly Lyft is usually a few dollars cheaper. Uber doesn't have wait and save in some cities"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 18:54:43 UTC XXX followers, XXX engagements

"@NestBetter This is not an investing style that particularly jives with me but as you mentioned if you have the ability to quickly size up a stock + formulate a thesis it can be great"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 23:01:19 UTC XXX followers, XXX engagements

"@no_cap_cap Bro can I interest you in this underrated hidden gem called $NVDA"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 20:52:07 UTC XXX followers, XXX engagements

"@DurableCreators Market feels frothy. My totally random guess is everyone goes down"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 17:29:16 UTC XXX followers, XXX engagements

"@Investor_NICK_ He looks like Pedro Pascal in this 😂"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-29 16:34:02 UTC XXX followers, XX engagements

"@bezoutte $MCB.TO 😂😂 Kidding. On a serious note $ZDC.V $KITS.TO $PNG.V $FTG.TO"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-04 18:24:51 UTC XXX followers, XXX engagements

"@NicoperJES Just got done researching $WISE: X. I like their platform business now (+2 years). X. Five years is tricky as this is a competitive space but I see them bundling a lot of services with traditional banking for both SMBs and digital nomads"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-28 05:46:24 UTC XXX followers, XXX engagements

"@no_cap_cap How is being interpreted this a signal of AI peaking They literally can't meet demand. Imagine selling NFLX after that cracked down on password sharing"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-28 23:42:29 UTC XXX followers, XX engagements

"The best thing about investing is how little opinions and feelings matter. If you believe the market is undervaluing a stock you put your money where your mouth is. If you're right you get richer. There's no ROI for arguing with randos on the internet"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-25 14:30:01 UTC XXX followers, 3181 engagements

"@no_cap_cap @sv_techie 😭😭😭 this has to be the single worst statistic I've ever heard"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 01:37:17 UTC XXX followers, XX engagements

"@no_cap_cap Dave is a digital bank focusing on cash advances. Doesn't seem so exciting"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-28 00:35:57 UTC XXX followers, XX engagements

"Personal injury lawyers pay up to $250/click on Google. But will these high-intent searches ever migrate to ChatGPT Hard to see why someone who just got injured would want a deep conversation about tort law vs finding the best lawyer in their neighborhood"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-27 15:05:00 UTC XXX followers, XXX engagements

"@NestBetter Agreed. I think revenues gonna be lumpy but huge boost when the contracts land. Also another growth vector that we should see soon is offshore drilling - they've been investing in technology for this space"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-18 23:36:07 UTC XXX followers, XXX engagements

"@IrrationalMrkts @TrentBlair19 Do you have good examples of acquirers that sustainably boost margins I can only think of TVK thanks to steel price (maybe CSU but don't have actual data on this)"
@KairosPraxis Avatar @KairosPraxis on X 2025-06-11 05:23:02 UTC XXX followers, XXX engagements

"@no_cap_cap I've been in 5-10% cash since May 😬 so you're probably right"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 02:25:41 UTC XXX followers, XX engagements

"@CopyCat_Invest Definitely agree with you directionally and holding on to my shares here. I expect another pop after this earnings but let's see"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 23:54:23 UTC XXX followers, XX engagements

"@atelicinvest Gemini's context window is such a super power. If only it didn't hallucinate/deviate so bad"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-27 23:29:58 UTC XXX followers, XXX engagements

"@sloth_cap I don't think there's a great answer to this question. Deepseek pretty damn good. My reason - I'm always worried about products that get cancelled. Chatgpt here for the long haul. - I also pay for Gemini. Long context window. I can upload lots of earnings docs"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 20:34:40 UTC XXX followers, XX engagements

"$WISE vs $RELY - Marketing expenses For context $WISE growing topline at 15-20% whereas $RELY at XX% in most recent year"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-28 18:14:00 UTC XXX followers, XXX engagements

"@shomikghosh21 Did you have a specific company in mind"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 03:59:37 UTC XXX followers, XX engagements

"@CapitanoJacko So true. Anything too obvious doesn't even get through first round lol"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-28 02:05:30 UTC XXX followers, XX engagements

"@WelfareCapLLC Who pays for healthcare in Mexico Is it mostly out of pocket or providers and would this impact your thesis"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-25 17:21:45 UTC XXX followers, XXX engagements

"Pareto principle for investment research: Once you build out your portfolio XX% of your time should be spent doing maintenance on stocks you already own vs XX% on due diligence for new stocks. In bull markets everyone seems to be doing the opposite 😅"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 19:20:00 UTC XXX followers, 17.8K engagements

"@no_cap_cap Hahaha agree with you on ASML. Difficult to predict demand when you only make XX machines a year. Which is also my issue with GE Vernova"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-24 23:16:58 UTC XXX followers, XX engagements

"@IrrationalMrkts Great thread. Appreciate you fleshing out the basic economics of the franchise model. The stock has forever been on my radar but I've never had the courage to pull the trigger because a) need for constant dilution b) they've been flirting with profitability for a while now"
@KairosPraxis Avatar @KairosPraxis on X 2025-06-26 04:35:00 UTC XXX followers, XXX engagements

"@no_cap_cap Can't get this cursed image out of my head"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 03:50:24 UTC XXX followers, XX engagements

"@moneyflowinvest Never bet against the bitter lesson - ie our ability to throw more compute against hard problems"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 17:35:28 UTC XXX followers, XX engagements

"@no_cap_cap I'm just kidding but you should listen to this guy"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-24 22:04:16 UTC XXX followers, XXX engagements

"Funny that CEOs write the same type of BS on LinkedIn as the rest of us"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-20 15:00:02 UTC XXX followers, XXX engagements

"@CopyCat_Invest @EricJhonsa On the competitive headwinds it looks like they lost to Alchip mostly because Amazon didn't want to pay a lot for their Amazon Basics chips"
@KairosPraxis Avatar @KairosPraxis on X 2025-06-28 22:55:19 UTC XXX followers, XXX engagements

"$KITS.TO is a DTC low-cost eyewear retailer. Their value prop is their vertical integration + immunity to tariffs. KITS is a beast: they've been growing revenues at over XX% ten qtrs in a row and aim to reach 500m in X years The stock is up XXX% YTD. So what's the prob 🧵"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-10 21:13:59 UTC XXX followers, 2728 engagements

"@atelicinvest Sorry if this is a stupid question but why is this better than just having a project on Claude with the same docs in the project knowledge"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-25 20:51:36 UTC XXX followers, XXX engagements

"@dcurras1 Good point on less macro uncertainty for ASML and others 💯"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-27 21:28:59 UTC XXX followers, XX engagements

"@RahulSetty_ Totally agree about AI - more people writing spaghetti code implies more need for workflow and process. What are your thoughts on competition Will GitHub catch up on the enterprise front"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 03:37:17 UTC XXX followers, XXX engagements

"@DMTCapital @compoundpapi Agreed. It's very cool. I'm curious about the revenue share between OpenAI and $CART"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-12 14:54:47 UTC XXX followers, XXX engagements

"My barebones investing thesis for $GTLB: AI will create an exponential increase in spaghetti code. When machines write faster than humans can review you need tighter control over the entire software lifecycle - version control testing deployment. More AI code = more GitLab"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-25 16:35:00 UTC XXX followers, XXX engagements

"Mccoy Global $MCB.TO feels like a solid buy here based on minimal assumptions: Revenue growth: XX% for X years (upcoming contracts) Profit Margin: XX% in 2027 (rentals saas) Total Shares outstanding: XXXX million 2027 Price: $6.58/share with 13PE Current Price: $4/share"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-18 20:45:00 UTC XXX followers, 4682 engagements

"5: Everything in this thread was synthesized from a superb article written by the folks at @KeyStocks. They have a great podcast which I highly recommend if you're into Canadian small/micro caps"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 21:10:00 UTC XXX followers, XXX engagements

"It's wild that some of the most technologically sophisticated firms in the world are the ones benefitting the most from GenAI Excerpts from $NFLX and $TSM earnings calls:"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 14:11:28 UTC XXX followers, 2058 engagements

"@no_cap_cap Not tonight dear I have a software update"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 19:06:43 UTC XXX followers, XX engagements

"Love that $WISE calls it 'Owner Relations' instead of 'Investor Relations.' Even the URL is wisedotcom/owners"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-27 18:05:00 UTC XXX followers, 6572 engagements

"My barebones investment thesis for $GOOG is that their cloud offering will continue growing at 20-25% CAGR for the next X years at higher margins (AWS is at 39%) whereas Youtube will grow at XX% for the next X years"
@KairosPraxis Avatar @KairosPraxis on X 2025-06-02 15:04:00 UTC XXX followers, 4705 engagements

"@no_cap_cap Hah Nice one. Too sleepy to make corning I mean corny puns"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-29 06:24:31 UTC XXX followers, XX engagements

"1: $MTCH: Current stock price $XX (cost basis: $46) Original Thesis: Invest in companies even an idiot can run. Lessons: Never underestimate bad management. Invest in companies that don't squeeze their customers. Incentives (platform wants you to stay customers want to leave)"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-04 20:11:25 UTC XXX followers, 1802 engagements

"@MikeFritzell @viggy_krishnan Sounds great I actually like the businesses owned by FFH India although no opinion on Ben. That said the quality of the underwriting for Fairfax Canada has been superb too"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-29 06:23:16 UTC XXX followers, XX engagements

"@Skeptical1704 Ok that's very reasonable. Thanks. Are you concerned about the gross margins dipping all of a sudden"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-24 15:18:03 UTC XXX followers, XX engagements

"@moneyflowinvest Yes well said. Thanks for the perspective. This is exactly why I'm amused when wall street goes wow at the number of tokens used. Doesn't mean what they think for reasoning models"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 18:32:52 UTC XXX followers, XX engagements

"Imagine every single consumer business - $NFLX $MTCH $DUOL $SPOT - making 15-30% more profit on at least half its subscriptions. From interview with Hinge CEO Justin McLeod"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-18 18:35:00 UTC XXX followers, 1494 engagements

"Do I think the stock is overvalued here - Yes Do I think $CLS has a long runway ahead - Also yes. As long as data center buildouts continue and then some more. They're still fulfilling contracts from 4-5 years ago"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-29 16:57:38 UTC XXX followers, XXX engagements

"$AVGO still a remarkable business but cracks finally showing up in its armor as hyperscalers turn to cheaper ASIC providers (based out of Taiwan) to cut costs"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 15:04:00 UTC XXX followers, 19.5K engagements

"@optionsly I'm so confused about the American economy right now"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-29 20:35:36 UTC XXX followers, XXX engagements

"@no_cap_cap All the dev/software folks I follow going crazy about $gtlb right now"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-26 21:38:08 UTC XXX followers, XXX engagements

"@TickerTango Very nice thesis + secular tailwinds. If I can add rising middle class = more retail traders = good for $IBKR and $HOOD"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-25 22:50:28 UTC XXX followers, XXX engagements