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@KairosPraxis "@StockAvengers Thanks for the great thread. I'm a big fan of Trubar but how much room do you think the company has for growth with just a protein bar (+ a protein powder) The market cap is currently 88M"
@KairosPraxis Avatar @KairosPraxis on X 2025-06-24 20:42:43 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, 9449 engagements

"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, 2821 engagements

"@optionsly @MikeFritzell @optionsly - your beef is with writers who share crappy ideas and get defensive Your point is valid of course but if you keep sharing terrible ideas subscribers will just drop out"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-20 23:11:19 UTC XXX followers, XXX engagements

"@JerryCap This is a competitive space but market hasn't fully recognized $WISE's potential to collaborate with banks across the world via its platform"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-15 19:39:47 UTC XXX followers, XXX engagements

"It's hard to write about companies like $TSM that are one-of-a-kind and firing on all cylinders and there's literally nothing to criticize. "Risk of invasion" - that's pretty much the entire bear case"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-08 19:04:00 UTC XXX followers, 8202 engagements

"@no_cap_cap Instead of paying for a blue check I'd rather spend that $X buying XXX shares of $HOOD or something 🙈"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 21:21:33 UTC XXX followers, XX engagements

"$CSU.TO is so 🐐-ed that if you're a serial acquirer just hiring an ex-CSU employee is enough to get shareholders all excited about your stock"
@KairosPraxis Avatar @KairosPraxis on X 2025-06-20 17:44:00 UTC XXX followers, 4926 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

"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, 1675 engagements

"@BradoCapital Saw this chart that Google Cloud is essentially AWS but XX quarters ago (more tailwinds now thanks to AI maybe)"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-24 16:40:44 UTC XXX followers, XX engagements

"@wolfofharcourt I'm sure it's Uber adyen or meli. What terrible businesses 😉"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 16:17:14 UTC XXX followers, XXX 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

"@no_cap_cap @KeyStocks It fits your nerdy compounder criteria. But growth has been pretty slow and lumpy historically"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 21:34:40 UTC XXX followers, XX engagements

"3: $HASH.V took the opposite approach - financing everything through share issuance. XXX% dilution in XX months (38M to 108M shares). The rapid pace created chaos: audit delays cease trade orders failed integrations. Hard to build value when you can't leverage synergies"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 20:57:43 UTC XXX followers, XXX 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, 2656 engagements

"@yetundiscovered Could you explain what you mean I use reddit daily"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 23:17:21 UTC XXX followers, XX engagements

"@VoyagerResBina Nice BTW is your display name a star trek reference"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-24 04:50:39 UTC XXX followers, XX engagements

"I don't own shares of $APP but the anecdotal data from Twitter suggests that their foray into e-commerce is going very very well. Currently Applovin is allowing brands that spend $10K on $META to pilot test its e-commerce platform"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-14 17:05:00 UTC XXX followers, 7731 engagements

"@no_cap_cap @bigpoppastonk @SimeonResearch_ Dude WTF is this cursed image"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 23:10:26 UTC XXX followers, XX engagements

"@Skeptical1704 You are right that price is driving narrative here and I will eat my words by the end of the year if I'm wrong. That said I don't think management deserves a gold star more missteps than misfortune IMO (dilution issues with GM/cash burn debt etc.)"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 23:10:57 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 Jeez what a terrible terrible bio. So bland"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-20 19:08:08 UTC XXX followers, XX engagements

"@no_cap_cap Yeah thought he spelled out the thesis superbly Made me more bullish on MATTR"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 23:34:12 UTC XXX followers, XX engagements

"@no_cap_cap Lol you're on to me. I just fed a bunch of Buffett quotes to ChatGPT. Now it's time to sit back and collect my elonbux"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 21:08:54 UTC XXX followers, XX engagements

"@RedshirtInsight What do you think is reddit's advantage in terms of its ad ecosystem compared to say Instagram or YouTube"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 23:18:41 UTC XXX followers, XX engagements

"@no_cap_cap @StephenFrampto9 In the end it doesn't even MATR"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-18 00:00:57 UTC XXX followers, XX engagements

"Arista Networks' CEO Jayshree Ullal has got to be one of the most underrated leaders in Silicon Valley. She's been the CEO of $ANET since Oct 2008 the stock IPO'ed in June 2014 and is up 2523%. She's been the CEO for XX years and the company's still crushing it in Datacenters"
@KairosPraxis Avatar @KairosPraxis on X 2025-06-20 15:05:00 UTC XXX followers, 3544 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, XX engagements

"@optionsly Say more. I get Stripe and Adyen getting a cut but what else am I missing If they do offer a lower price that will attract more customers"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-19 00:24:16 UTC XXX followers, XXX engagements

"@bizalmanac Very nicely articulated. What do you mean which returns are "available to you" (I can guess but would like to hear your version)"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-15 19:52:37 UTC XXX followers, XXX 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, 3839 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

"@atelicinvest Oh that's not the interesting part. They own a sewer pipe company and large Bitcoin holdings"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 02:10:05 UTC XXX followers, XXX engagements

"My barebones investing thesis for $GOOG is that GCP is uniquely positioned to benefit from Enterprise AI (internal model longer context window better chips)"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-16 14:35:00 UTC XXX followers, 1788 engagements

"@no_cap_cap I am going to become one of those accounts that post esoteric Buffet-esque quotes (created by ChatGPT) just to annoy you"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-18 17:04:29 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, 4599 engagements

"@NestBetter In the money with John Ewing he also mentions as one of his favourite names and explains clearly why investors are still apprehensive about the stock"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-12 19:03:28 UTC XXX followers, XXX engagements

"@ALEXEIMARTOV Yeah fully agree. I use Claude XX - Gemini XX. But I use Gemini for all the heavy token stuff (lots of docs long conversations). So there's some selection bias here"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-24 16:36:24 UTC XXX followers, XX 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

"@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

"@BerkelKip I'm unable to find anything about this group via Google. It's completely misunderstanding my intent and showing me all the groups CSU "acquire"d 😂"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-13 20:02:34 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

"@egr_investor Very cool Anything that really surprised you/challenged your priors"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-24 05:46:02 UTC XXX followers, XX engagements

"@MetacriticCap @irbezek Tbh he'll just do it in a more surreptitious way lol. Thanks for the job postings data"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 02:33:58 UTC XXX followers, XX 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

"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, XXX engagements

"@compoundpapi X. Gross Margins will never hit peak (75%) again due to structural issues (tariffs cogs TSM etc.) X. Airpocket as chip demand slows down and robotics/etc don't pick up. X. Weak networking revenue. X. Huawei comes up with alternative. X. AMD/Asics will replace NVDA"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 23:19:24 UTC XXX followers, XXX 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, 12.1K 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, 1720 engagements

"If you want to learn more about $CHG.DE and how its approach differs from Constellation and other serial acquirers check out the newsletter by @MichaelGielkens of Tresor Cap. I highly recommend you subscribe"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 21:20:14 UTC XXX followers, XXX engagements

"How much would you pay for an acquisition $CSU vs $TYL CSU: IRR XXXX% No way XX% or walk away. Tyler: In 2019 acquired Courthouse Tech. CFO noted "price wouldn't have mattered" because they could roll out the jury selection software across thousands of courts nationwide"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-15 14:15:00 UTC XXX followers, 3113 engagements

"@ALEXEIMARTOV @no_cap_cap Love the explanation Implicitly understanding variance is so hard"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-15 16:53:55 UTC XXX followers, XXX engagements

"@RedshirtInsight I would take the math olympiad result with a grain of salt. GPT always seems to do well after the questions have been out for a while which suggests data leakage"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-19 22:35:57 UTC XXX followers, XX engagements

"@NestBetter @no_cap_cap It's not just the fanclub. MATR is in the middle of its turnaround story and it's a little complicated so it could take a while"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-16 02:51:15 UTC XXX followers, XXX engagements

"@no_cap_cap I hear you. I often wonder how I read Lord of the Rings at 15"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-19 16:09:23 UTC XXX followers, XX engagements

"@atelicinvest Have you looked into Namesilo It's. interesting"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 01:11:54 UTC XXX followers, XXX engagements

"2: $FTG's playbook: Patient but synergistic acquisitions (7 since 2004) + complementary product offerings. They use debt to buy companies then aggressively pay it down. Zero dilution. In XX years of major acquisitions share count went from 24.09M to 24.92M"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 20:56:12 UTC XXX followers, XXX engagements

"Fascinating stat from $NFLX earnings call: No individual show contributes more than X% of viewing time. NFLX seems to have learned its lesson from the streaming wars. The platform is so diversified that losing any one "hit show" would hardly would hardly impact viewers"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 14:40:00 UTC XXX followers, XXX 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, 1796 engagements

"Just realized there's a Constellation Brands (beer/wine) Constellation Energy (nuclear 🐐) and Constellation Software (VMS 🐐). Portfolio diversification hack: just buy every company named Constellation and call it a day"
@KairosPraxis Avatar @KairosPraxis on X 2025-06-10 16:31:00 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

"A tale of two M&A approaches: Firan vs Simply Solventless $FTG operates in the aerospace industry (PCBs & flight recorders) while $HASH.V is an end-to-end cannabis producer. Both companies rely on M&A but the execution couldn't be more different and the results reflect that. 🧵"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 20:54:16 UTC XXX followers, 3204 engagements

"@neilagarwal98 Your point is well taken. Things are too tight right to justify the risk of going with Mediatek. I did read that Google is making two versions of its 7th gen TPU. Perhaps the cheaper one goes to Mediatek"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 22:22:06 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

"@lokoyacap @BenBajarin As budgets go up wouldn't they be more incentives to "pilot test" mediatek with a cheaper or lower stakes chip"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-24 18:44:13 UTC XXX followers, XX engagements

"@bigpoppastonk @SimeonResearch_ @no_cap_cap"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 22:49:51 UTC XXX followers, XX engagements

"@DutchInvestors Long runway ahead for $WISE platform"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-17 01:42:15 UTC XXX followers, XXX engagements

"How does past performance predict the future ❌- Stocks that went up or strategies that performed well in the past continuing to deliver ✅- Good capital allocators still allocating capital in fantastic ways"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 20:57:00 UTC XXX followers, XXX engagements

"@3Plantey2 You're right. Historically they've had a lousy rep. Not sure if they'll overcome that"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 22:08:32 UTC XXX followers, XXX engagements

"Are there other companies that meet this criterion - great businesses with virtually zero competition that are executing perfectly and the bear case is a one-liner A few other great businesses that come close to but fall short of this bar: - $NET - $SHOP - $ARM - $RACE"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-08 19:13:56 UTC XXX followers, 1371 engagements

"@no_cap_cap Damn. Forgot about your background in philosophy. Heidegger judging you"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-19 16:20:11 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

"@ALEXEIMARTOV @Investor_NICK_ Just found out Lyft market cap is only 6B"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-19 21:09:49 UTC XXX followers, XX engagements

"@ChudCap Honestly more value to society than GenAI (at the moment) lol"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 17:03:46 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

"@StephenFrampto9 Other boring stuff like $MATR may also benefit from infrastructure build out"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-17 19:01:05 UTC XXX followers, XXX engagements

"$MCB.TO McCoy Global is a $78M provider of automated tubular running services for the O&G industry recently pivoting to a bundling + SaaS revenue model. Lots of smart folks cover McCoy but I want to provide a different perspective on what makes this company unique: 🧵: 1/4"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-15 21:05:16 UTC XXX followers, 18.2K 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

"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, 1415 engagements

"If you thought $WISE was all about stealing customers from traditional banks think again. Wise allows many of the top banks to piggyback off its payment infrastructure via its white-label "Wise Platform" service including some big players"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-09 14:49:39 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

"@jamesganes101 That's an interesting difference. Thanks. I guess real estate is more about turnarounds/realizing value as you put it vs companies can increase their earnings over a long horizon"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 23:58:25 UTC XXX followers, XX engagements

"@ALEXEIMARTOV @no_cap_cap On a serious note this is why I don't recommend ideas to family. Invariably get a call X weeks later asking why the stock hasn't gone up yet. Thankfully @no_cap_cap doesn't have my address"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-15 15:52:13 UTC XXX followers, XXX engagements

"@optionsly Yup personal portfolios and individual equities. When do you sell"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 19:53:02 UTC XXX followers, XXX engagements

"@MWG_Jamie Superb perspective esp the notion being the best along a Pareto frontier. I'm not a fan of their pricing strategy but Hock Tan is truly the 🐐 in terms of execution over the years"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 21:25:22 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, 18.7K engagements

"@BobGrayson15 Thanks for the backdrop. I think Mediatek only one needs one win (e.g. an inference focused ASIC) and the game is on. But even if that doesn't pan out agree with you on low cost chips"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 05:52:44 UTC XXX followers, XX engagements

"@SimeonResearch_ I like Lumine but they definitely feel like the problem child now"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-15 19:11:07 UTC XXX followers, XXX engagements

"@RahulSetty_ Thanks - makes sense that both Gitlab and Github have a long runway ahead. My (minor) concern is Github has some advantage in AI-integration due to MSFT but so far that hasn't shown up in the product/demand"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-22 05:50:46 UTC XXX followers, XX engagements

"@no_cap_cap You know there is a solution to this right Just have Elon's babies 😅"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 22:30:51 UTC XXX followers, XX engagements

"@WagieCapital I think Meta will be fine boosting as revenue via GenAI. Anything beyond that I'm not sure"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 02:40:29 UTC XXX followers, X 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

"@optionsly Thanks that makes sense. Would you buy $DOCN Honestly great business and lots to like but I can't get over the fact that they no real moat (even though the reddit comments are great)"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-10 18:01:49 UTC XXX followers, XXX engagements

"If you invested in Descartes $DSG.TO at the peak of the dotcom bubble in March 2000 as of today you will be up by checks notes $XXXX (CAD)"
@KairosPraxis Avatar @KairosPraxis on X 2025-06-23 15:23:00 UTC XXX followers, XXX engagements

"Honestly $CLBT is the perfect example of hold your nose and buy (h/t @valuedrift). Can't think of a more secular trend than "violation of civil liberties""
@KairosPraxis Avatar @KairosPraxis on X 2025-07-11 21:19:40 UTC XXX followers, 2806 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, 1762 engagements

"@irbezek @MetacriticCap Ian is spot on. CEO has walked back the comments but there may be short term fall out. My X cents: they see AI as a way to scale quickly and improve margins. More content= better retention. Whether they can do it without losing their magic is anybody's guess"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-21 02:19:13 UTC XXX followers, XXX 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

"@MetacriticCap A few companies I know block all the cutting edge models (ChatGPT Claude etc.) and give employees access to an internal AI. It's so bad"
@KairosPraxis Avatar @KairosPraxis on X 2025-07-23 18:46:16 UTC XXX followers, XX engagements