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@eyesigh558 "@KairosPraxis And $avgo $10bn customer from last call isnt openAI so that could be extra upside for $CLS if theyre involved"
X Link @eyesigh558 2025-10-14T17:22Z XXX followers, XXX engagements

"@Crussian17 $csu.to not even rallying lol"
X Link @eyesigh558 2025-10-06T18:03Z XXX followers, XXX engagements

"@AndrewDoPaco1 5th is BN at $100bn cap. Assuming the 5th compounds at X% till decade CSU needs XX% IRR to get there Hopefully can get there from high teens compounding and a bit on the multiple. Neutral / slight positive AI impact and continued strong M&A runway needed"
X Link @eyesigh558 2025-10-15T13:17Z XXX followers, XX engagements

"@hhuang @EricJhonsa @KairosPraxis @CopyCat_Invest Think its a stretch for F26 but can easily see a $5bn revenue from oAI run rate for $CLS from F27 at X% OM. Prob can do $16-17bn of revenue ex oAI which can get you to $12+ of EPS"
X Link @eyesigh558 2025-10-14T22:36Z XXX followers, XXX engagements

"@KairosPraxis @JerryCap Adyen or csu - who wins over X years"
X Link @eyesigh558 2025-10-15T15:15Z XXX followers, XX engagements

"@compoundpapi XX gold XX btc"
X Link @eyesigh558 2025-10-15T11:12Z XXX followers, XX engagements

"@KairosPraxis @JerryCap Of course but in somewhat similar camps of being capital disciplined tech compounders that arent considered cutting edge The multiple vs compounding algo is slightly different (adyen a bit higher growth) but interesting to see which one beats the fade more"
X Link @eyesigh558 2025-10-15T18:35Z XXX followers, XX engagements