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@KairosPraxis Avatar @KairosPraxis Kairos

Kairos posts on X about $mda, products, $mdato, $zomdv the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% cryptocurrencies XXXXX% stocks XXXX% technology brands XXXX% currencies XXX% luxury brands XXX% nhl XXX% countries XXX%

Social topic influence $mda 5.49%, products 4.4%, $mdato #1, $zomdv #2, $lpth 4.4%, stocks #4528, $pstg #21, strong 4.4%, ai 3.3%, ceo #2715

Top accounts mentioned or mentioned by @vmaxpax @nocapcap @madcap_cap @tickertango @bondkingjanush1 @tidefallcapital @shipoey @81ninjau @fundmyfund @ridireresearch @hastminja @joinyellowbrick @valuedrift @4layer123572 @viggykrishnan @boudnic24 @toddwenning @spacestation @3plantey2 @bigpoppastonk

Top assets mentioned Moeda Loyalty Points (MDA) Pure Storage, Inc. (PSTG) Metadium (META) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) monday.com Ltd. Ordinary Shares (MNDY) Globalstar, Inc. (GSAT) Tradetomato (TTM) Alphabet Inc Class A (GOOGL) Northrop Grumman Corporation (NOC) Coldstack (CLS) The GEO Group, Inc. (GEO) DraftKings Inc. Class A Common Stock (DKNG) Enova International, Inc. (ENVA) The Official XX coin (76) Sandisk Corporation Common Stock (SNDK) 4 (FOUR) Toast, Inc. (TOST) Ondas Holdings Inc. Common Stock (ONDS) Interactive Brokers Group, Inc. (IBKR) Shopify Inc (SHOP) NVIDIA Corp. (NVDA) Rubrik, Inc. (RBRK)

Top Social Posts

Top posts by engagements in the last XX hours

"$CRDO's valuation is a different beast altogether. The stock is still trading around 40-50x FY2027 earnings (May 2026 - Apr 2027) Assumptions: - Revenue grows XX% to 1.5B - Operating margin around XX% - New products take a while to ramp up"
X Link 2025-12-08T18:37Z 2893 followers, 1466 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 2025-09-23T21:03Z 2894 followers, 3478 engagements

"The most insightful bit from the $MDA.TO call: SpaceX acquisition of Echostar is leading to more consolidation in the field. Some customers in wait-and-see mode but others forming partnerships before finalizing deal. Lesser surface area for $MDA but larger contract eventually"
X Link 2025-11-15T16:00Z 2894 followers, 3296 engagements

"I can't stop thinking about $CRDO's earnings & how they're just getting started - X hyperscalers XX% of revenue 5th one ramping. - Three new products (Optics ALCs OmniConnect): TAM from $3B to $10B. - CEO keen on 🔼 revenue from 1B to 5B next few years (at XX% margin)"
X Link 2025-12-08T17:59Z 2893 followers, 29.2K engagements

"And you're bearish on $CLS anon For context Celestica makes Google's datacenters run. From: - Building Google's custom TPU server to - Manufacturing the 800G/1.6T networking switches to - Integrating the entire server rack (even storage) $CLS does it all"
X Link 2025-11-25T16:05Z 2893 followers, 5033 engagements

"Pretty weak earnings for my smaller caps this quarter. In terms of market reaction: The star - $DBO.TO The OKs - $CLBT $LASR $TOI.V The duds - $NCI.V $MCB.TO $ZOMD.V $MNDY $LPTH"
X Link 2025-11-28T21:36Z 2893 followers, 4304 engagements

"Dystopian stock basket: I'm starting to think that a basket of stocks that assume humanity is headed for the worst possible future will do well from here $CLBT- Zero privacy/rights $META - AI slop machine $GEO - Private prisons $DKNG - Gambling $ENVA/$PRL.TO - Predatory lending"
X Link 2025-12-02T18:07Z 2893 followers, 2824 engagements

"@viggy_krishnan They were so early with Watson. Bit of a shame really although their genAI revenue is growing at a decent clip"
X Link 2025-12-11T04:31Z 2893 followers, XXX engagements

"Two things that give me hope: - $PSTG is working closely with every single hyperscaler - They've hoarded enough to nand supply to weather the storm Is the stock a buy here Still trading at 29x 2026 EPS. Prudent to wait for a better entry"
X Link 2025-12-04T20:47Z 2893 followers, 1621 engagements

"$ZOMD.V: I believe Q4 XX revenue growth 11%. Math: - In Q3 '25 rev dropped X% yoy because of 1-time event (Euro cup) in Q3 '24. - Without the event (guess) Q3 '24 = (Q2+Q4)/2 = 14.5M. - Compared to guess Q3 '25 grew at XXXXX% - Q4 '25 will be better due to new customers"
X Link 2025-12-09T21:45Z 2893 followers, 1179 engagements

"Closed out my Unity $U position. Some thoughts: X. CEO has executed one of the best turnarounds this year reviving both the brand & getting pricing right X. Large runway outside of gaming (e.g. auto AR). X. Above takes time. Recent growth tied to advertising highly volatile"
X Link 2025-12-11T19:58Z 2894 followers, 1181 engagements

"My barebones investing thesis for Descartes $DSG.TO is that tariffs have fundamentally altered the dynamics of global trade and you need increasingly complex digital solutions to help sellers navigate these choppy waters"
X Link 2025-09-19T16:32Z 2885 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 2025-09-23T21:03Z 2884 followers, 1274 engagements

"4: TLDR: Yes there is a risk and yes $MDA could be hit badly if SpaceX/Kuiper acquires $GSAT. But that outcome seems unlikely given Apple's involvement here. Also $MDA.TO will benefit from Canada's (and others') push for space sovereignty"
X Link 2025-10-31T16:05Z 2885 followers, 1611 engagements

"1: $MDA.TO is a manufacturer of satellites. They also supply components for XX% of all satellites manufactured worldwide. The stock is currently trading at a NTM PE of XXXX and (imo) 13x 2027 earnings. This is my 2nd highest conviction idea at current r/r"
X Link 2025-11-04T18:59Z 2884 followers, 34.2K engagements

"2: Strong catalysts in 26/27: - Moar satellites (4.6B backog 13B in pipeline) - Tailwinds: $MDA supplies components for XX% of all satellites - Radarsat2: High margin satellite-as-a-service - Canada's push for space sovereignty - Acquisition of Satixfy (earnings acc by 27)"
X Link 2025-11-04T18:59Z 2885 followers, 4730 engagements

"3: Risks - Stock down because of $GSAT risk but imo that's a nothing burger - Competitive space: SpaceX is #1 player but $MDA is a manufacturer for hire - No new contracts. (Concern but Telesat/$GSAT should keep things ticking). - Weak ROIC"
X Link 2025-11-04T18:59Z 2885 followers, 3127 engagements

"@BondKingJanusH1 Any thoughts Fake-Larry Have you looked at $MDA"
X Link 2025-11-04T20:14Z 2885 followers, XXX engagements

"Extremely bullish on Bombardier $BBDB.TO for a lot of reasons but this one takes the cake. (Also who are these cheapo billionaires who refuse to pay XX% more for a private jet)"
X Link 2025-11-07T18:10Z 2890 followers, 2680 engagements

"@shipoey Yeah tough question. I own a big position too but decided not to add. Possible the stock goes to $XX in a year but. I don't like the pipeline conversion at the moment. $MDA's rep has taken a hit because of delays and overall uncertainty is bad"
X Link 2025-11-15T00:25Z 2884 followers, XXX engagements

"2: Almost always better to invest in the picks and shovels plays such as $LPTH $PNG.V $MPTI $FTG.TO that work closely with multiple primes (equipment manufacturers) and tend to do well regardless of who gets the contract and which ones are delayed"
X Link 2025-11-18T21:41Z 2885 followers, 4545 engagements

"I've pitched Pure Storage in the past. The stock is finally interesting (still expensive) at $XX but the NAND market is now in crazy town thanks to the meteoric rise of $SNDK Kioxia and others. How does the nand shortage impact $PSTG Short 🧵"
X Link 2025-11-21T16:53Z 2884 followers, 5823 engagements

"Credit where it's due. I mentioned that $FOUR has no real advantage in stadiums so it's only fair that they prove me wrong"
X Link 2025-11-22T16:01Z 2885 followers, 2170 engagements

"The Canadian stadium space seems to be up for grabs. Adyen partnered with Montreal Canadiens and Shift X with the Senators. Adyen has been expanding its salesforce in the country so this should be interesting to watch"
X Link 2025-11-22T17:18Z 2885 followers, XXX engagements

"@sv_techie Lol 🤷♂ people just discovered that eh. $MNDY also investing heavily in AI products. Remains to be seen if it works out. Problem is all their competitors also have the similar AI offerings"
X Link 2025-12-02T01:50Z 2886 followers, XXX engagements

"nLight $LASR is a picks & shovels defense play specializing in (you guessed it) lasers. They've strategically pivoted from lasers for industrial welding to the Deathstar and just achieved their first quarter of profitable EBITDA ($7.1m) Quick 🧵"
X Link 2025-12-02T20:00Z 2875 followers, 25K engagements

"3: Valuation: Backlog 400m + unnamed contracts. Good chance stock price reaches $XX by end of 2028. - A&D revenue grows by XX% rest remains flat. - EBITDA Margins = 20-25% (10% in Q3 2025 already) - Terminal Valuation = 20x EBITDA (no dilution etc)"
X Link 2025-12-02T20:00Z 2885 followers, XXX engagements

"4: Commentary: I bought the stock during the recent dip. Will buy again if price $XX. My valuation is optimistic but I'm comfortable owning for the long run - Endless opportunities if you listen to the earnings call. - Mgmt is conservative+ long-term focus + technical edge"
X Link 2025-12-02T20:07Z 2890 followers, XXX engagements

"Feedback on the thread please What did I miss @no_cap_cap @Vmaxpax @pennycheck"
X Link 2025-12-02T20:12Z 2884 followers, XXX engagements

"2: $LPTH: IR cameras for drones/defense Growth at any cost - Total debt 5.6M (net positive thanks to $ONDS) - Strong dilution. Filed intent for 200M additional dilution - Explosive CEO with strong record but no skin in the game. - 0.4M EBITDA with no guidance for improving"
X Link 2025-12-03T18:59Z 2885 followers, XXX engagements

"So why even invest in $LPTH Because of FOM. I believe this could be a generational company. - Incredible product (Infrared) that goes into drones/defense/cameras/etc - Proprietary Germanium alternative = no dependence on China for rare earth - Great acquisitions so far"
X Link 2025-12-03T19:16Z 2885 followers, 1293 engagements

"@TickerTango You make a valid argument. I have a large watchlist (larger than usual this year). Hoping to consolidate some more. One thing is as I read more on datacenters and defense I get a better understanding of which stocks are positioned for success"
X Link 2025-12-03T19:36Z 2885 followers, XXX engagements

"@TickerTango My large positions like $IBKR $SHOP $NVDA I barely pay attention to. I did add to $ZOMD.V recently. But tbh I'm maxed out on the position. For microcaps I typically add 1-3% and let the stock grow"
X Link 2025-12-03T19:39Z 2885 followers, XXX engagements

"@no_cap_cap XXX% this. In the past have waited for 1.5-2 years before buying $ADYEN etc. This year FOMO is off the charts lol"
X Link 2025-12-03T19:48Z 2885 followers, XXX engagements

"If and when this happens this may be a great buying for Canadian stocks with superb fundamentals/management (but limited tariff impact) such as $BBDB.TO $PNG.V $TVK.TO $FTG.TO"
X Link 2025-12-04T18:30Z 2890 followers, 3080 engagements

"$RBRK is up XX% today after an incredible Q3. Honestly not much commentary other than "Everything was awesome". What stood out to me: - Strong FCF: XX% margins - Bundling: New identity product already 20M arr - XX% increase in 100K customers and XX new 1m+ customers"
X Link 2025-12-05T20:23Z 2885 followers, 2006 engagements

"Wherever I go I see its influence (LLM writing)"
X Link 2025-12-09T18:29Z 2890 followers, 1801 engagements

"PureStorage $PSTG released pretty good earnings this week. Revenue growth picked up (16% yoy) record margins (20.3% op margins) and importantly 2exabyte shipments to $META (vs 1EB guidance). Naturally the stock crashed 20%. So what spooked the market 🧵"
X Link 2025-12-04T20:38Z 2892 followers, 3098 engagements

"$PSTG Q3: What went wrong - Higher capex and depressed future margins. - $META wants to renegotiate that sweet sweet XX% royalty margins Neither of these from a position of strength. No guidance for 2026 yet 🤔"
X Link 2025-12-04T20:39Z 2892 followers, 1120 engagements

"@ridireresearch Insane that $CRWD still gives XX% of its revenue as sbc"
X Link 2025-12-05T21:17Z 2892 followers, XX engagements

"TAM feels legit as each of the X products address a genuine bottleneck: - ALCs reach 30metres vs current AEC only 7m. - Zero-Flap Optics: prevents training runs from crashing. - OmniConnect: 30x more memory capacity using commodity DDR"
X Link 2025-12-08T18:04Z 2892 followers, 1464 engagements

"@Hastminja Harder to predict for $zomd.v because they've only been profitable for a while. Intuitively makes sense that Q4 has more sales because of holiday shopping and all that. But personally I'd bet on new customers -- higher revenue than seasonality"
X Link 2025-12-11T18:36Z 2893 followers, XX engagements

"Still pretty bullish on Unity $U. So why did I sell the stock Market seems to have pulled forward a couple of years of earnings. Much of the story now depends on their grow segment (ads). Don't think $U has any serious moat here + better stocks to invest in this segment"
X Link 2025-12-11T20:03Z 2894 followers, XXX engagements