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@KairosPraxis "@no_cap_cap Superb company. It's a "set and forget""
X Link @KairosPraxis 2025-10-10T21:36Z 1889 followers, XX engagements

"@no_cap_cap DED"
X Link @KairosPraxis 2025-10-10T19:49Z 1887 followers, XX engagements

"@NewcomerInvest Very nice :) do you think this is eventually just a bet on price of gold or is there more"
X Link @KairosPraxis 2025-10-15T02:14Z 1888 followers, XXX engagements

"@no_cap_cap Buy and hold builds character (whatever doesn't kill you makes you stronger)"
X Link @KairosPraxis 2025-10-08T23:39Z 1887 followers, XX engagements

"@CopyCat_Invest @hhuang @EricJhonsa Thanks. I think market has partially priced in both the OpenAI deal and $GOOG rampup but possibly more upside still here"
X Link @KairosPraxis 2025-10-14T17:59Z 1888 followers, XXX engagements

"@no_cap_cap High PE because of SBC. It's a haas saas work of art"
X Link @KairosPraxis 2025-10-14T20:42Z 1887 followers, XXX engagements

"A few months ago people were sure that AI chip startups (Groq Cerebras SambaNova) would displace $NVDA as inference training. Yet they've dropped off the radar. They bet massively on on-chip memory but the chips couldn't scale with model size nor handle new architectures"
X Link @KairosPraxis 2025-10-07T16:51Z 1886 followers, 2063 engagements

"@atelicinvest Why would they make typos if they are using ChatGPT"
X Link @KairosPraxis 2025-10-15T18:26Z 1889 followers, XXX engagements

"1: Electro Optimal Systems $EOS.AX defense firm with a laser weapon system to destroy drones. + NATO & middle east needs this badly. + They divested less profitable satcom segment. - Reason: Not sure how to value the business yet. Multiple feels lofty"
X Link @KairosPraxis 2025-09-23T21:03Z 1882 followers, XXX engagements

"@TacticzH Sorry should have explained better. - Geopolitical situation is nasty. Markets are extremely volatile. A single tweet can push a stock up or down by 1000%. - People trade stocks non-stop - Best way to play is to buy $IBKR (or other brokers). More trading = more revenue"
X Link @KairosPraxis 2025-10-10T21:30Z 1864 followers, XXX engagements

"@no_cap_cap @BradoCapital They don't do P/(FCF-SBC)"
X Link @KairosPraxis 2025-10-14T21:38Z 1887 followers, XX engagements

"@phyrefoxx To your earlier question. I see them crossing $0.5-$0.6 later this year but movie attendance in Q3 might be weaker. F1 revenue will be strong (there were some tariff concerns earlier this year but they are covered by USMCA/CUSMA for now)"
X Link @KairosPraxis 2025-10-13T23:29Z 1886 followers, XXX engagements

"@no_cap_cap Did you just say EPS"
X Link @KairosPraxis 2025-10-14T18:49Z 1887 followers, XX engagements

"@no_cap_cap"
X Link @KairosPraxis 2025-10-08T19:20Z 1887 followers, XX engagements

"The best way to get a sense for how the datacenter build out is going to play out is so listen to the earnings calls of $CLS and other ODMs. Not even joking"
X Link @KairosPraxis 2025-10-14T16:13Z 1889 followers, XXX engagements

"@BlackScholesMan Any thoughts on $CODA sonar imaging vs $PNG (kraken robotics)"
X Link @KairosPraxis 2025-10-07T19:55Z 1883 followers, XXX engagements

"$ADYEN's network effects could be a secret growth vector too. $SHOP a Stripe loyalist was forced to work with Adyen because its merchants in Europe essentially demanded it (h/t @wolfofharcourt)"
X Link @KairosPraxis 2025-09-15T23:31Z 1859 followers, 5264 engagements

"$AVGO stock jumped by XX% after the announcement of a partnership with OpenAI except if you were paying attention to Celestica earnings calls everything was telegraphed as early as Q4 2024 including timeline + custom asics at rack scale. $CLS 2026 guidance gonna be 🔥"
X Link @KairosPraxis 2025-10-14T14:54Z 1888 followers, 9127 engagements

"@no_cap_cap Thesis for zomd is super simple: advertising getting very complex. They are managing budgets for other clients. If you want to build conviction the interview with the chairman is a good place to start"
X Link @KairosPraxis 2025-10-08T00:26Z 1887 followers, XX engagements

"@CDInewsletter"
X Link @KairosPraxis 2025-10-15T03:40Z 1889 followers, XXX engagements

"@accrued_int @AxonAdsManager $APP has a bigger market cap than $AXON so I can't even complain about the name 😂 Agree with you though. Pretty savvy move pushing Axon"
X Link @KairosPraxis 2025-10-07T00:47Z 1888 followers, XXX engagements

"Strava is a great example of how to build a social network focused on a niche vertical and scale it over time without losing your core identity or sense of community. Imo Strava users are among the most committed I've seen"
X Link @KairosPraxis 2025-10-13T20:35Z 1889 followers, 2231 engagements

"@eyesigh558 @JerryCap Apples to oranges right Don't have an answer for you but I own both and would be comfortable owning them for the next XX years or so"
X Link @KairosPraxis 2025-10-15T18:22Z 1888 followers, XX engagements

"@no_cap_cap Hahaha that's fair. I guess technically $TOI is mostly EU based"
X Link @KairosPraxis 2025-10-11T03:19Z 1889 followers, XXX engagements

"I don't understand the fascination with historical multiples. $ADYEN is a very different business to what it was in 2021. - Revenue no longer growing at XX% - More competition in payments - New growth levers - Platforms and Embedded finance still ongoing - Impact from tariffs"
X Link @KairosPraxis 2025-09-30T18:47Z 1889 followers, 4020 engagements

"Serious question: Why do companies like $CSU $BN and $TVK that have an excellent track record of reinvesting cash bother with such miniscule dividends"
X Link @KairosPraxis 2025-08-13T18:30Z 1882 followers, 18.7K engagements

"The $SHOP thesis is dead simple. In the traditional web $AMZN was the gatekeeper that controlled your access to 3P merchants. In the agentic web you get to interact directly with sellers and $SHOP owns the infrastructure"
X Link @KairosPraxis 2025-09-30T14:56Z 1863 followers, 3473 engagements

"@ReneSellmann @FatHomie525 Many of their employees are not in the US so I'm hoping they don't have the same sbc pressures as the bay area companies. Let's see"
X Link @KairosPraxis 2025-10-08T05:17Z 1882 followers, XX engagements

"Just heard another fund manager say "Software is the best industry to invest in because every marginal customer comes at XXX% margins" 💀💀 Think of all that datacenter capex by hyperscalers and think about who's going to be paying for all those GPUs"
X Link @KairosPraxis 2025-10-14T17:54Z 1889 followers, 1010 engagements

"$BESI trading at XXX at P/E of XX. Their long-term guidance is 1.5-1.9B revenue (3x current levels) at 40-55% operating margins. Even assuming they hit the high end AND maintain a 30x terminal multiple you're looking at XX% CAGR over X years. Better to wait"
X Link @KairosPraxis 2025-10-09T15:18Z 1889 followers, 2245 engagements

"@Larryjamieson_ Thanks appreciate it. It looks like they are trying reinvetn themselves for the younger generation (collab with Luckin' coffee) so let's see how it goes"
X Link @KairosPraxis 2025-10-04T22:32Z 1879 followers, XXX engagements

"@TacticzH This is my thesis for $IBKR. In short markets be crazy"
X Link @KairosPraxis 2025-10-10T20:48Z 1869 followers, XXX 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"
X Link @KairosPraxis 2025-07-11T16:16Z 1888 followers, XXX engagements

"@no_cap_cap Probably just a bull market momentum thing. You identify a hot stock and naturally others do too and it goes up"
X Link @KairosPraxis 2025-10-15T21:38Z 1889 followers, XX engagements

"@oc_ulus @valuedrift Don't know if I agree with that. $AXON Stock dropped to $XXX because of a random disagreement with Flock safety that was irrelevant"
X Link @KairosPraxis 2025-10-01T04:23Z 1859 followers, XXX engagements

"@no_cap_cap"
X Link @KairosPraxis 2025-10-14T04:21Z 1887 followers, XX engagements

"Three stocks that I think are trading attractively here: 1) $MNDY: $XXX Strong FCF. Capitalize on agentic enterprise tools. SBC/Costs in '26. 2) $ZOMD.V: XX P/E Revenue growing 20%. Improving margins. $$ for acquisition. 3) $CLBT: 30P/FCF Lots of new govt. contracts"
X Link @KairosPraxis 2025-10-07T20:34Z 1886 followers, 6682 engagements

"@phyrefoxx Oooh that would be good. I would even just like to see them scale out the F1 partnership. Still in early innings. Hard to speculate because management doesn't do calls"
X Link @KairosPraxis 2025-10-13T23:28Z 1887 followers, XXX engagements

"In the context of OpenAI's deal with $AVGO worth pointing out - the economics of Asics invariably push hyperscalers towards tooling their own chips. Maybe not OpenAI but as TPUs start contributing more $GOOG is incentivized to cut out $AVGO Jensen summed it up nicely"
X Link @KairosPraxis 2025-10-13T18:56Z 1889 followers, 1532 engagements

"@capitalatrisk23 Agree with you on this being a strategic move with one caveat. Foreign ownership of US equities going up too"
X Link @KairosPraxis 2025-10-14T20:03Z 1882 followers, XX engagements

"@oc_ulus Other stocks that almost made the cut - $TOI.V - $XXX - $NCI.V - $XXX - $TVK - $XXX - $MCB - $XXX Need to drop further - $RBRK - $XX - $PSTG - $80"
X Link @KairosPraxis 2025-10-07T21:02Z 1888 followers, 1081 engagements

"@no_cap_cap Super attractive at 139"
X Link @KairosPraxis 2025-10-10T20:33Z 1887 followers, XX engagements

"@no_cap_cap XX% serious. The number of tailwinds propping up LPTH is insane. Good to trim and ride imo"
X Link @KairosPraxis 2025-10-14T18:54Z 1889 followers, XX engagements

"Over the last few weeks I've added a number of solid stocks to my watchlist: $EOS.AX - Lasers for drone defence $BESI - ASML for packaging semis $CODA - 3D sonar for UUVs $GRID.TO - Hardware/Analytics for aging grid $ATRL - SMRs $GTT - Designs for LNG ships BUT"
X Link @KairosPraxis 2025-10-14T20:30Z 1889 followers, 6444 engagements

"@Citrini7 If you don't mind why did you sell They telegraphed the openAI build out perfectly back in January"
X Link @KairosPraxis 2025-10-16T03:39Z 1889 followers, XXX engagements

"Quick clarification: $PSTG's multiple is stretched right - I'd suggest waiting for a better entry point. (I don't obsess over multiples during due diligence. Prefer to find good businesses/stocks and wait for temporary mispricings)"
X Link @KairosPraxis 2025-10-15T13:38Z 1889 followers, XXX engagements

"2: TTMI Technologies $TTM PCBs for hyperscalers ($GOOG and others) and defense cos ($LMD $NOC) + Secular tailwinds from both defense and AI 😯 + 23x forward earnings Reason: Haven't done enough DD"
X Link @KairosPraxis 2025-09-23T21:03Z 1874 followers, 1155 engagements

"@mapleleafinvest Think the $ANET reaction is underserved. $ALAB might see some short term headwinds"
X Link @KairosPraxis 2025-10-15T00:52Z 1889 followers, XXX engagements

"If a stock dives without any catalyst probably best to sit this down out $AXON (at least until the facts emerge)"
X Link @KairosPraxis 2025-10-15T19:10Z 1888 followers, XXX engagements

"$DBO.TO extremely attractive at 14P/E. I added to my position at $XXX Thesis: - 1000 Dbox seats in XXX theaters last year. High margin royalty revenue yoy. - CEO just bought $44K shares in open market at $XXXX - Constantly pushing the envelope in military training/racing sims"
X Link @KairosPraxis 2025-10-10T20:27Z 1889 followers, 4887 engagements

"@jevgenijs Why affirm and not klarna"
X Link @KairosPraxis 2025-10-13T23:12Z 1882 followers, XXX engagements

"@hhuang $CLS mentioned the rack scale thing in their earnings call too. 2026 guidance gonna be 🔥"
X Link @KairosPraxis 2025-10-13T22:52Z 1889 followers, 3104 engagements

"@atelicinvest $FOUR is a good business but it's telling that all people are excited about is the multiple 🤷♂"
X Link @KairosPraxis 2025-10-09T04:00Z 1887 followers, 1471 engagements

"@egr_investor Oh good question. Short answer: I don't know. Longer answer: Perhaps a variant where we are constrained by manufacturing limits. For example even if there's infinite demand for private air travel bombardier can only manufacture XXX jets a year. So prices go up"
X Link @KairosPraxis 2025-10-13T23:27Z 1864 followers, XX engagements

"$MNDY starting to look attractive here at $XXX - Expanding beyond project management - New suite of AI products will accelerate growth (agents for normies) - Land-and-expand model (only X% have X products) - SBC projected to 🔽. Insider ownership XX% - Superb FCF margins (30%)"
X Link @KairosPraxis 2025-10-01T14:46Z 1889 followers, 5575 engagements

"Move over $SNDK/Kioxia I have a new favorite Flash memory stock. - $PSTG is pricey right now around 40x NTM P/E (50x P/FCF). - However the hyperscaler deals take a while to materialize so planning to buy on dips. - Topline growth is not as strong this is a margin story"
X Link @KairosPraxis 2025-10-06T16:45Z 1882 followers, 2933 engagements

"Samsara $IOT specializes in sensors for making fleets efficient. Love a good haas-saas company but at XX EV/S the risks outweigh the +ves: - Competition from Geotab & Motive (both cheaper) - Economic uncertainty (freight volumes ) - SBC - Not as many verticals to grow into"
X Link @KairosPraxis 2025-09-26T15:21Z 1888 followers, 1774 engagements

"Cc @hhuang @CopyCat_Invest @EricJhonsa Thoughts on what all this means for $CLS"
X Link @KairosPraxis 2025-10-14T15:27Z 1889 followers, XXX engagements

"@no_cap_cap Catch - XX% of their revenue is from Shein. People think this is a weakness. I think this is a strength. Shein will always advertise because of their business model. Moat - CEO talks about some secret sauce algo which imo is ok. The real moat is switching costs"
X Link @KairosPraxis 2025-10-08T00:53Z 1887 followers, XX engagements

"@egr_investor Today is a good day to think about Baumol I guess. You may find this interesting :)"
X Link @KairosPraxis 2025-10-13T23:30Z 1887 followers, XX engagements

"@hhuang Could you explain how this impacts CRDO Thank you 🙏"
X Link @KairosPraxis 2025-10-14T00:37Z 1886 followers, 1244 engagements

"@CopyCat_Invest @eyesigh558 @hhuang @EricJhonsa +1 what copycat says. This is a bit more long term but they're also going to be providing "services" once the datacenter build out is completed which should improve margins"
X Link @KairosPraxis 2025-10-15T00:17Z 1889 followers, XXX engagements

"The economy is running on datacenter capex right now. But investors are not accounting for how long these DCs take to come online. Any business that can help cut down the timeline or get the AI loads online faster will continue to do well. For example $IREN $GLW $VRT"
X Link @KairosPraxis 2025-10-03T18:29Z 1889 followers, 2055 engagements

"@no_cap_cap Net income is all over the place"
X Link @KairosPraxis 2025-10-15T18:19Z 1889 followers, XX engagements

"For what it's worth I'm extremely bullish on Kraken Robotics $PNG.V but right now the fundamentals and the multiples are not in the same plane of reality"
X Link @KairosPraxis 2025-10-12T21:32Z 1882 followers, XXX engagements

"If Strava launched a dating app $MTCH would be toast. Runners love marrying each other"
X Link @KairosPraxis 2025-10-13T21:03Z 1887 followers, XXX engagements

"@no_cap_cap"
X Link @KairosPraxis 2025-10-10T19:29Z 1887 followers, XX engagements

"As data centers become larger fire risk seems pretty serious: higher chip density tighter spaces more power. $JCI could be interesting here - Relationships with all hyperscalers - Only XX% revenue from data centers + backlog growing faster - Margins expanding"
X Link @KairosPraxis 2025-08-26T16:51Z 1874 followers, 1271 engagements

"1: The partnership: Why $PSTG gets XX% gross margins - PSTG works closely with $META to develop the flash storage technology - Meta uses PSTG's Purity software to manage storage (huge switching costs flash is non-trivial) - PSTG gets royalty revenue based on storage volume()"
X Link @KairosPraxis 2025-10-06T15:38Z 1859 followers, XXX engagements

"@no_cap_cap No excuses haha. I was thinking of more growthy names but I realize TOI was at $XXX until recently"
X Link @KairosPraxis 2025-10-07T21:15Z 1888 followers, XX engagements

"@Sec00ritized No need to apologize you're right about pstg being overpriced right now. That's why it's on the watchlist 😅 Could you share more on why $MU SNDK PSTG I think PSTG is more exciting because you could work with multiple vendors"
X Link @KairosPraxis 2025-10-14T23:47Z 1887 followers, XXX engagements

"@no_cap_cap Making money is not as important as feeling smart 🤓"
X Link @KairosPraxis 2025-10-14T23:49Z 1887 followers, XX engagements

"@triangulate Thought $PNG stock price was $XX for a second (the way it's been going)"
X Link @KairosPraxis 2025-10-08T15:35Z 1877 followers, XXX engagements

""Without data centers GDP growth was XXX% in the first half of 2025". OK but datacenter capex is not just chips. People dismiss how many areas of the "real economy" are supported by the datacenter build out"
X Link @KairosPraxis 2025-10-13T16:02Z 1887 followers, 2879 engagements

"@PineGroveCap04 🎯🎯 One nuance here is "quality" does a lot of heavy lifting here. If you buy $AXON or $SNDK your downside is somewhat protected by the fact that these firms will be fine in X years. I wouldn't do the Druck method for $FORA.TO 😉"
X Link @KairosPraxis 2025-10-02T20:03Z 1887 followers, XXX engagements

"3. My thesis on $CLBT: Incredible moat when it comes to government contracts (many depts. can't function without them). New contracts not reflected in guidance yet. (thanks to @oc_ulus)"
X Link @KairosPraxis 2025-10-07T20:34Z 1889 followers, 2432 engagements

"If you're not Applovin' you're Apphatin'. $APP"
X Link @KairosPraxis 2025-10-06T22:54Z 1887 followers, 2696 engagements

"@valuehurts ADBE/DHR/CSU/FOUR/ISRG Not the most hated but good entry points"
X Link @KairosPraxis 2025-10-05T22:07Z 1882 followers, 1017 engagements

"1. My thesis on $MNDY What doesn't show up in models is their superb execution and management"
X Link @KairosPraxis 2025-10-07T20:34Z 1888 followers, 1033 engagements

"I don't understand why folks keep pushing this narrative that certain payment processors have sustainable advantages in specific verticals (e.g. $TOST for restaurants or $FOUR for stadiums). It's pretty much a free for all (for the most part)"
X Link @KairosPraxis 2025-10-15T18:19Z 1888 followers, 2096 engagements

"Is $AXON planning on buying $CLBT 🤔"
X Link @KairosPraxis 2025-10-15T18:24Z 1888 followers, 7522 engagements

"@no_cap_cap Gemini picks up the slack from ad revenue so I think $GOOG will be fine. Also AI mode is cracked so I may be wrong"
X Link @KairosPraxis 2025-10-10T19:16Z 1889 followers, XX engagements

"@triangulate I get your point but microcaps by definition do things that are weird and wonky. That's why lots of risk and asymmetric upside. Heard to find a Google or Nvidia in this universe. (Not saying own $CHER.V)"
X Link @KairosPraxis 2025-10-12T16:45Z 1863 followers, XX engagements

"@no_cap_cap"
X Link @KairosPraxis 2025-10-14T22:59Z 1887 followers, XX engagements

"One question: As margins grow what does $DBO.TO do with all that cash - Buybacks seem obvious but no NCIB yet - Capex/Opex: Installing dbox seats for free for a higher cut - Acquisition () - Dividends not their style Thoughts @Stocks_Stones @subset_member @nitinkinvests"
X Link @KairosPraxis 2025-10-10T21:00Z 1887 followers, XXX engagements

"@no_cap_cap Genius 😅😅"
X Link @KairosPraxis 2025-10-09T17:43Z 1887 followers, XX engagements

"If there's one concern I have about $PSTG it's that their topline growth is a bit sluggish 10%. - Can more datacenter deals accelerate revenue growth to XX% - Pretty much a margin story otherwise as they get more royalty revenue + upsell services"
X Link @KairosPraxis 2025-10-14T21:00Z 1889 followers, XXX engagements

"@dcurras1 They're forcing anthropic to use trainium so that masks true demand"
X Link @KairosPraxis 2025-10-15T11:54Z 1889 followers, XXX engagements

"@no_cap_cap TOI as savings account"
X Link @KairosPraxis 2025-10-10T20:36Z 1887 followers, XX engagements

"3: Partnering with $PSTG is a no-brainer for other hyperscalers - Given the shortage in NAND multi-vendor is critical. - Just the power savings alone is enough motivation - NAND getting cheaper and cheaper vs HDDs"
X Link @KairosPraxis 2025-10-06T15:38Z 1886 followers, XXX engagements

"Apropos of nothing I've been thinking about which stocks in my portfolio I would be comfortable holding for the next XX years. In order: $BN $COST $ARM $AXON $IBKR Maybes (1015 years): $TVK $CSU/$TOI $WISE $ADYEN $AMZN Any other "non-obvious" stocks come to mind"
X Link @KairosPraxis 2025-09-29T15:03Z 1889 followers, 9859 engagements

"@investlikeiroh @SimeonResearch_ Oooh high praise. I guess their ecosystem draws parallels to AAPL . (Also you guys need to stop pitching these great stocks. My watchlist is full and I only have such time every week)"
X Link @KairosPraxis 2025-10-13T22:24Z 1888 followers, XX engagements

"$NVDA generated 72B in FCF LTM. How do they deploy so much $$ maintaining high ROIC - Can't do big M&A (remember $ARM) - Only so much you can put into Intel/$CRWV - Buybacks Giving OpenAI 100B was genius. Perhaps it's time to get into datacenter infra and energy"
X Link @KairosPraxis 2025-10-03T15:12Z 1859 followers, 1756 engagements

"Most people have heard of the "Scaled economies shared" model by Sleep & Zakaria. @ToddWenning posted a nice write-up highlighting how the best exemplar of this business model today is $WISE. One key difference imo: Unlike $COST $WISE operates in a very competitive space"
X Link @KairosPraxis 2025-10-08T14:53Z 1887 followers, 6370 engagements

"@jevgenijs cc @optionsly you might want to check out Jev's stuff on Klarna (and Affirm)"
X Link @KairosPraxis 2025-10-13T23:24Z 1859 followers, XX engagements

"@JerryCap Yup. Agree with you they seem fairly valued here all things considered"
X Link @KairosPraxis 2025-09-30T23:05Z 1886 followers, XXX engagements

"Pure Storage $PSTG essentially offers storage-as-a-service using Flash memory. I never took them seriously because there's no moat in storage. But the more I read about their datacenter deal with $META the more I am impressed 🧵"
X Link @KairosPraxis 2025-10-06T15:38Z 1889 followers, 6375 engagements

"@onecentinvest I like $FLT as a business* but good god the stock price is completely disconnected from the fundamentals right now. * - they pivoted from drone manufacturing (low margin) to offering drones as a service (high margin) - experienced ceo"
X Link @KairosPraxis 2025-10-05T01:28Z 1883 followers, XXX engagements

"@ALEXEIMARTOV AGI (Apple general intelligence) is coming"
X Link @KairosPraxis 2025-10-13T17:17Z 1882 followers, XX engagements

"@roncohen0547 When are you going to buy $MNDY 😉"
X Link @KairosPraxis 2025-10-09T17:37Z 1888 followers, XXX engagements

"There are a few obvious businesses like payment gateways ($V/$MA) waste management ($WM/$GFL) and railroads ($CP/$CN) that we all agree will be thriving XX years from now. Tried to call out a few non-obvious software-leaning stocks. Notably no saas names though"
X Link @KairosPraxis 2025-09-30T16:06Z 1863 followers, 1497 engagements

"@no_cap_cap After Apple introduced privacy regulations ad industry consolidated. Anyone with data is 👑 their clients don't dare leave them because of how much data zomd has on them"
X Link @KairosPraxis 2025-10-08T00:54Z 1887 followers, XX engagements

"Any thoughts on $MNDY $ZOMD.V or $CLBT at these prices"
X Link @KairosPraxis 2025-10-07T23:16Z 1887 followers, 3320 engagements

"@NuclearFact You sure (another one in Poland too)"
X Link @KairosPraxis 2025-10-14T23:50Z 1888 followers, XX engagements

"@capitalatrisk23 🎯🎯 spot on about trade in USD == investments as well. I saw the article about the Australian mining co using RMB as well. Strange times"
X Link @KairosPraxis 2025-10-14T20:08Z 1882 followers, XX engagements

"Second acts are tough. It's rare to find CEOs who've successfully grown two separate companies. - Larry Culp had an incredible run at $DHR before executing $GE's turnaround. - Bill McDermott was great at $SAP before becoming a rockstar at $NOW. Other recent CEOs come to mind"
X Link @KairosPraxis 2025-08-27T18:10Z 1889 followers, 36.8K engagements

"$PSTG reminds me of $RBRK. Nothing shiny just a simple service done really really well against secular tailwinds"
X Link @KairosPraxis 2025-10-06T19:34Z 1882 followers, XXX engagements

"@no_cap_cap Not claiming it's cheap. It's at 55P/FCF. Main reason I'm waiting before buying"
X Link @KairosPraxis 2025-10-14T21:20Z 1887 followers, XX engagements

"@no_cap_cap I wouldn't be surprised if there's some kid on tiktok who bought all the hot stocks and is up XXX% ytd"
X Link @KairosPraxis 2025-10-10T01:18Z 1887 followers, XX engagements

"@no_cap_cap Really like your latest moves. You not looking to diversify globally Except 319A lot of US/Canadian exposure"
X Link @KairosPraxis 2025-10-11T03:08Z 1887 followers, XX engagements

"@no_cap_cap Hold it X bagger for sure"
X Link @KairosPraxis 2025-10-14T18:43Z 1887 followers, XX engagements

"2: Why is this a big deal for $META - Can source NAND memory from multiple vendors (Kioxia SK $MU) - Huge power savings - Failure rate of XXXX% vs XXXX% for ssds - XXX TB --- 300TB (soon) --- 600TB (roadmap)"
X Link @KairosPraxis 2025-10-06T15:38Z 1859 followers, XXX engagements

"@SimeonResearch_ Thanks. Feels like investing in Shark ninja $SN. As long as they can continue innovating and keeping prices low they should do well"
X Link @KairosPraxis 2025-10-13T22:11Z 1887 followers, XXX engagements

"@no_cap_cap"
X Link @KairosPraxis 2025-10-15T21:36Z 1889 followers, XX engagements

"The one stock that excites me the most is PureStorage $PSTG - Secular tailwinds as HDD -- Flash + moar data - Moat on top of tailwinds: Huge power savings - XX% recurring revenue + royalties from datacenters - Good FCF + buybacks + strong management"
X Link @KairosPraxis 2025-10-14T20:30Z 1889 followers, 2174 engagements

"@lhamtil What do you mean when you say gold has no counterparty risk Feels like you're implicitly comparing to bitcoin/crypto"
X Link @KairosPraxis 2025-10-15T21:53Z 1888 followers, XXX engagements

"This ended up being a smart move in hindsight because of the sell-off on Friday. But the main takeaway here is to decouple your buying and selling decisions. If you only sell when you need capital then you may be forced to make poor decisions (esp if the market is crashing)"
X Link @KairosPraxis 2025-10-12T21:07Z 1860 followers, 1239 engagements