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@dcurras1 "@KairosPraxis Looks like a new 800GB AI-first networking challenger is coming for $ANET and $NVDA. Those protein-rich fiber optics might actually be the real gem 👀"
X Link @dcurras1 2025-10-09T16:40Z XXX followers, XXX engagements

"Jensen Huang: "In the next X years one of the things that is really cool that's going to get solved is the fusion of artificial intelligence and mechatronics robotics. we're all going to grow up with our own R2-D2.""
X Link @dcurras1 2025-10-04T19:25Z XXX followers, XXX engagements

"$CPRT Will need to dig into this but if true it's definitely a red flag"
X Link @dcurras1 2025-09-10T13:12Z XXX followers, XXX engagements

"When does this go from untouchable to expensive 650-675$ $AXON"
X Link @dcurras1 2025-10-13T20:03Z XXX followers, XXX engagements

"Deep Dive Brief: How to Build a DCF for Serial Acquirers Like Constellation Software - Part #3 It includes models for both $CSU and spin-offs $TOI.V $LMN.V 🔗 Full article in the thread below"
X Link @dcurras1 2025-10-08T11:46Z XXX followers, 3070 engagements

"@KairosPraxis Give me this and I will say thank you once to Andy"
X Link @dcurras1 2025-10-15T12:01Z XXX followers, XX engagements

"$CPRT Q425 earnings digest is out. Headline: Profitability Shines Volume Softness. My takeaway from the call: mgmt doubled down on what makes Copart unbeatable - superior auction liquidity. CEO Jeff Liaw highlighted this moat throughout the CC. 🔗 Full article in profile"
X Link @dcurras1 2025-09-05T10:46Z XXX followers, 2244 engagements

"$MSFT Satya is no bum"
X Link @dcurras1 2025-10-15T11:43Z XXX followers, XXX engagements

"$TDG . Bla bla bla. 🐐"
X Link @dcurras1 2025-09-27T18:03Z XXX followers, XXX engagements

"Everything everywhere all at once. by $MELI"
X Link @dcurras1 2025-10-07T09:40Z XXX followers, 1466 engagements

"Third chapter of the $CSU.TO trilogy is already out. Topic: How to build a DCF for serial acquirers using ROIC and reinvestment rate as input assumptions (free to read). Both Models for CSU and spin-offs are available for download (subscribers). 🔗 Find it in my profile"
X Link @dcurras1 2025-10-09T18:24Z XXX followers, 4331 engagements

"A more fundamental approach: ROIC & Reinvestment Rate-Driven DCF. Practical guide + example with $CSU $CSU.TO Includes downloadable models for CSU and its spin-offs (Topicus and Lumine Group). 🔗 Link in thread or profile"
X Link @dcurras1 2025-10-10T14:17Z XXX followers, 1015 engagements

"The third (and final) chapter of the $CSU.TO $CSU trilogy is on the way. Well break down how to build a DCF for serial acquirers like CSU driven by ROIC and reinvestment rates instead of the usual revenue/margin assumptions. Also coming in October: A Deep Dive Brief on $ISRG"
X Link @dcurras1 2025-10-02T13:00Z XXX followers, 7222 engagements

"The real question for $AMZN is whether the Trainium bet pays off. If it doesnt expect continued underperformance vs $MSFT and $GOOG for the foreseeable future"
X Link @dcurras1 2025-10-15T11:46Z XXX followers, XXX engagements