#  @KairosPraxis Kairos Kairos posts on X about ai, business, $cls, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1886165457599700992/interactions)  - [--] Week [-------] +78% - [--] Month [-------] +41% - [--] Months [---------] +223% - [--] Year [---------] +5,195,135% ### Mentions: [--] [#](/creator/twitter::1886165457599700992/posts_active)  - [--] Week [---] -8.80% - [--] Month [---] +15% - [--] Months [-----] +99% - [--] Year [-----] +259,500% ### Followers: [-----] [#](/creator/twitter::1886165457599700992/followers)  - [--] Week [-----] +2.70% - [--] Month [-----] +8.80% - [--] Months [-----] +186% - [--] Year [-----] +114,233% ### CreatorRank: [-------] [#](/creator/twitter::1886165457599700992/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 40.11% [finance](/list/finance) 33.16% [technology brands](/list/technology-brands) 19.79% [cryptocurrencies](/list/cryptocurrencies) 15.51% [luxury brands](/list/luxury-brands) 4.28% [social networks](/list/social-networks) 3.74% [currencies](/list/currencies) 2.14% [fashion brands](/list/fashion-brands) 2.14% [countries](/list/countries) 1.6% [automotive brands](/list/automotive-brands) 0.53% **Social topic influence** [ai](/topic/ai) 9.63%, [business](/topic/business) 9.09%, [$cls](/topic/$cls) #8, [stocks](/topic/stocks) 8.02%, [in the](/topic/in-the) 6.42%, [$crdo](/topic/$crdo) #98, [$bbdb](/topic/$bbdb) #1, [if you](/topic/if-you) 5.35%, [$meta](/topic/$meta) #631, [meta](/topic/meta) 4.28% **Top accounts mentioned or mentioned by** [@madcap_cap](/creator/undefined) [@madcapcap](/creator/undefined) [@nocapcap](/creator/undefined) [@atelicinvest](/creator/undefined) [@3plantey2](/creator/undefined) [@vmaxpax](/creator/undefined) [@danielgordon](/creator/undefined) [@ayzyzyz](/creator/undefined) [@ayz_yzyz](/creator/undefined) [@valuedrift](/creator/undefined) [@onodacapital](/creator/undefined) [@bezoutte](/creator/undefined) [@qa5679](/creator/undefined) [@nickcortellucci](/creator/undefined) [@tbu12345678](/creator/undefined) [@dixongeecapital](/creator/undefined) [@solutionorganic](/creator/undefined) [@diyas1989](/creator/undefined) [@levandovsky](/creator/undefined) [@plasticnewt3](/creator/undefined) **Top assets mentioned** [Coldstack (CLS)](/topic/$cls) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Metadium (META)](/topic/$meta) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Wise (WISE)](/topic/$wise) [monday.com Ltd. (MNDY)](/topic/$mndy) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Coupang, Inc. (CPNG)](/topic/$cpng) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Dash (DASH)](/topic/$dash) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Coherent Inc (COHR)](/topic/$cohr) [Live Nation Entertainment, Inc. (LYV)](/topic/$lyv) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Maplebear Inc. (CART)](/topic/$cart) [DoorDash Inc. (DASH)](/topic/doordash) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Moderna Inc (MRNA)](/topic/$mrna) [Brookfield Corporation (BN)](/topic/$bn) [Fluence (FLT)](/topic/$flt) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Shopify Inc (SHOP)](/topic/$shop) [Microsoft Corp. (MSFT)](/topic/$msft) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Costco Hot Dog (COST)](/topic/$cost) ### Top Social Posts Top posts by engagements in the last [--] hours "If you invested in Descartes $DSG.TO at the peak of the dotcom bubble in March [----] as of today you will be up by *checks notes* $5.98 (CAD)" [X Link](https://x.com/KairosPraxis/status/1937169526304502042) 2025-06-23T15:23Z [----] followers, [---] engagements "Does anyone know what's going on with Bombarder $BBDB" [X Link](https://x.com/KairosPraxis/status/1968714199078486478) 2025-09-18T16:30Z [----] followers, [----] 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](https://x.com/KairosPraxis/status/1970594852166422835) 2025-09-23T21:03Z [----] followers, [----] 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](https://x.com/KairosPraxis/status/1970594855358202048) 2025-09-23T21:03Z [----] followers, [----] engagements "Not a great sign for Terravest's HVAC equipment revenue although it's going up against weak comps $TVK.TO chatted with the boiler repairman today and he said business was real slow and even the wholesaler he buys parts from isnt moving inventory in New England winter. what im saying is Odd Lots needs to have me on the show right now chatted with the boiler repairman today and he said business was real slow and even the wholesaler he buys parts from isnt moving inventory in New England winter. what im saying is Odd Lots needs to have me on the show right now" [X Link](https://x.com/KairosPraxis/status/1990883010741158105) 2025-11-18T20:41Z [----] followers, [----] 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](https://x.com/KairosPraxis/status/1995917869066949033) 2025-12-02T18:07Z [----] followers, [----] engagements "Nittobo is a Japanese company that manufactures a glass fiber that is crucial for next-gen GPUs (sits inside the substrate and prevents signal loss). Fun fact: They also manufacture a reagent used in hospital labs to analyze urine samples. (Get you a stock that can do both) Most people know Ajinomoto for food flavoring. Fun fact: they also control 98% of ABF substrate IP - critical for CoWoS packaging and an important bottleneck in the AI supply chain. TSMC's AI expansion hinges on Ajinomoto's capacity. https://t.co/qAlZAMas8T Most people know Ajinomoto for food flavoring. Fun fact: they also" [X Link](https://x.com/KairosPraxis/status/1997354992877830641) 2025-12-06T17:18Z [----] followers, 111.5K engagements "@madcap_cap @AnishP144 $LPTH's advantage is their IR cameras can withstand a wider range of temps (thanks to G5) and are made in US. You can see Umicore's offerings here: https://eom.umicore.com/en/infrared-solutions/infrared-optics/ https://eom.umicore.com/en/infrared-solutions/infrared-optics/" [X Link](https://x.com/KairosPraxis/status/2001020990474870798) 2025-12-16T20:05Z [----] followers, [---] engagements "The opposite of the scale economies shared model is growing rent seekers - companies that extract more & more surplus as they grow. Some examples: Instagram/YT showing more and more ads as they get bigger. $LYV increasing fees across the board. Basically customers hate them" [X Link](https://x.com/KairosPraxis/status/2007938425341833580) 2026-01-04T22:13Z [----] followers, [----] engagements "Perhaps a better term is "Scale economies extracted". As companies like $UBER and $LYV grow they do get better margins from scale. But instead of passing them along they extract even more value from sellers/consumers via higher prices and more lock-in" [X Link](https://x.com/KairosPraxis/status/2007961673139888234) 2026-01-04T23:45Z [----] followers, [---] engagements "@madcap_cap @Vmaxpax I have a [--] page writeup that Claude wrote that I am still working my way through but here's a sneak peak. $HAI trading at 57x NTM PE due to a temporary depression but if all goes well it's 7.1x [----] earnings" [X Link](https://x.com/KairosPraxis/status/2010455489163960487) 2026-01-11T20:55Z [----] followers, [---] engagements "Great summary on why $IOT can be a good investment from here: - They are likely to emerge as the best-in-class in this space and have a wider range of offerings. - Huge TAM - Data can be a moat as they offer more AI-centric value adds. Makes their service very sticky. @KairosPraxis I kind of like Samsara here. I think Samsara doesnt need to exist in a different competitive landscape to work I just think they will eventually become the biggest (maybe). I studied their platform pretty thoroughly and I think it has serious potential to take most share. @KairosPraxis I kind of like Samsara here." [X Link](https://x.com/KairosPraxis/status/2011476077206503797) 2026-01-14T16:30Z [----] followers, [----] engagements "Founder-led companies are great but what's even better are companies like $PSTG $ANET $CRDO where the founder stayed on as CTO. Win-Win: Founders get to focus on pushing their vision while outsourcing capital allocation to a better operator. Any examples come to mind" [X Link](https://x.com/KairosPraxis/status/2011831995102294034) 2026-01-15T16:05Z [----] followers, [----] engagements "@sv_techie Oooh if you don't mind could you share your thoughts on $PSTG My 2c: I think it's a great business and will see good enterprise growth but stock is currently pricing in datacenter contracts and that's tricky because NAND is such a dynamic space right now" [X Link](https://x.com/KairosPraxis/status/2011850669242667140) 2026-01-15T17:19Z [----] followers, [---] engagements "The economics of food vs grocery delivery are fascinating: The average order value is $35 for restaurant orders vs $100 for groceries. Assuming $20/hr for drivers (+tips) per order $CART takes home 2x as much as $DASH (with lower commissions) Bigger baskets are all you need" [X Link](https://x.com/KairosPraxis/status/2012230946548752803) 2026-01-16T18:30Z [----] followers, [----] engagements "No surprises whatsoever that Doordash $DASH is trying to pivot hard into groceries and basically everything other than food delivery" [X Link](https://x.com/KairosPraxis/status/2012238658519089297) 2026-01-16T19:00Z [----] followers, [---] engagements "@Daniel___Gordon Yeah exactly. I think the problem is as Doordash extends to groceries and Walmart delivers its own groceries $CART has to find other verticals" [X Link](https://x.com/KairosPraxis/status/2012246080923005075) 2026-01-16T19:30Z [----] followers, [--] engagements "@Daniel___Gordon Great point on third party delivery being asset light. I agree with you. Smaller players don't have the scale that Walmart does so it makes sense to partner with $DASH or others" [X Link](https://x.com/KairosPraxis/status/2012251911043342515) 2026-01-16T19:53Z [----] followers, [--] engagements "@no_cap_cap Looks like Maris tech and Haivision compete in some domains. Need to look into this. Thanks" [X Link](https://x.com/KairosPraxis/status/2012930876460404882) 2026-01-18T16:51Z [----] followers, [---] engagements "Fun story: My biggest winner this year is $DRO.AX (47% ytd) but that's misleading. I bought Droneshield at $3.5 because their solutions (jamming drones) were better suited for EU cities plagued by drones. Worst possible timing because the stock dropped by 50% within a couple of weeks when insiders dumped shares. Total shitshow and poor communication. Thankfully it was a small position and I held as ship steadied and contracts trickled in. [--] days ago they announced a big partnership with Dutch C-UAS software company. "Integration has started and will be tested in the coming months at multiple" [X Link](https://x.com/KairosPraxis/status/2013364539492913265) 2026-01-19T21:34Z [----] followers, [----] engagements "@StoicInvestor42 Yeah that $ISSC drawdown was pretty random. I prefer trimming for micro caps but doesn't always work if I buy just before the drop" [X Link](https://x.com/KairosPraxis/status/2013400910043492739) 2026-01-19T23:59Z [----] followers, [---] engagements "Customer: Can you design a server and assemble the whole AI rack including GPUs CPUs and switches Celestica: Sure I'm on it. Customer: By the way do you know anyone who can help us design components for a submarine $CLS: You're not going to believe this" [X Link](https://x.com/KairosPraxis/status/2013644185958592625) 2026-01-20T16:06Z [----] followers, [----] engagements "@madcap_cap I don't want to jump to conclusions on $MTEK. Nobody had even heard of amorphous materials. There are 1000s of such private companies that could be on their radar" [X Link](https://x.com/KairosPraxis/status/2014386515623772660) 2026-01-22T17:15Z [----] followers, [---] engagements "@CopyCat_Invest You mean $TTMI acquiring $CLS $AVGO acquiring CLS" [X Link](https://x.com/KairosPraxis/status/2014405795358659062) 2026-01-22T18:32Z [----] followers, [---] engagements "@CopyCat_Invest Damn. Didn't realize $CLS market cap was 3x that of $TTMI. I used to own shares of TTM. Not a huge fan of the circuit board business in general (too competitive too low margin) but in fairness you could say the same thing for Celestica and EMS" [X Link](https://x.com/KairosPraxis/status/2014407895455060392) 2026-01-22T18:40Z [----] followers, [---] engagements "Constellation shareholders when you ask them why they're still holding onto $CSU.TO after a 50% drawdown" [X Link](https://x.com/KairosPraxis/status/2014453015080784110) 2026-01-22T21:40Z [----] followers, [----] engagements "Two of my favorite companies $RBRK and $PSTG join forces. Very cool The debate is over. Snapshots vs backups You need both working together. The Rubrik and @PureStorage Cyber Resilience Visibility Integration does exactly that. And it's available now Learn more 👉 https://t.co/onjn96C26Q https://t.co/TfBuwcTmiC The debate is over. Snapshots vs backups You need both working together. The Rubrik and @PureStorage Cyber Resilience Visibility Integration does exactly that. And it's available now Learn more 👉 https://t.co/onjn96C26Q https://t.co/TfBuwcTmiC" [X Link](https://x.com/KairosPraxis/status/2014759831207366687) 2026-01-23T17:59Z [----] followers, [----] engagements "Rough math (sorry if I got something wrong): $CSU currently trading at 20-21x TTM FCFA2S. If you make same assumptions as in quoted tweet then you get 15% IRR. Two thoughts now: [--]. If $CSU does buybacks here it would be a strong signal of variant perception they believe they can compound at say 20% CAGR. [--]. $CSU's IRR for large acquisitions is 20%. I think they should keep the same hurdle rate on buying back their stock. So either they buyback now or after another 10-20% drop both of which are revealing https://x.com/BerkelKip/status/1983674382833873394" [X Link](https://x.com/KairosPraxis/status/2015188849274536119) 2026-01-24T22:23Z [----] followers, [---] engagements "Being too early = Being wrong Moderna $MRNA is up a bunch this year thanks to the success of its personalized cancer drug and better guidance. Bittersweet feeling because I believed in their platform and cancer trials but ended up selling last year in the 30s and 40s because of the political environment around maha and lack of conviction. https://twitter.com/i/web/status/2015817506934464842 https://twitter.com/i/web/status/2015817506934464842" [X Link](https://x.com/KairosPraxis/status/2015817506934464842) 2026-01-26T16:02Z [----] followers, [----] engagements "@BRuss008 $BN $IBKR $TOI.V and among microcaps $FTG.TO" [X Link](https://x.com/KairosPraxis/status/2016002247197331698) 2026-01-27T04:16Z [----] followers, [----] engagements "One guess is stock is down because potential fraud but this makes zero sense. Why would $CLS directors raise the possibility that their number one customer $GOOG is moving to other suppliers 🙃" [X Link](https://x.com/KairosPraxis/status/2016946203762552877) 2026-01-29T18:47Z [----] followers, [----] engagements "Here's the crazy part about Celestica $CLS: A stock that's up 3400% in the last [--] years is reaccelerating its topline growth from [--] - [--] - 40%. Hard to see the capex as anything but bullish" [X Link](https://x.com/KairosPraxis/status/2016961857559372122) 2026-01-29T19:49Z [----] followers, [----] engagements "1: $CLS - Celestica is the OG AI beneficiary. A low-margin contractor that transitioned into providing high value services throughout the AI supply chain - from networking switches to servers to rack-level integration to cooling optics and recycling. https://x.com/KairosPraxis/status/1935433566394917098 Celestica $CLS is a electronics manufacturer that has quietly grown to become my #2 position. I find CLS to be one of the most underrated AI infra stocks and despite growing its EPS at 61% CAGR since [----] I don't see too many discussions of this business. A brief thread🧵" [X Link](https://x.com/KairosPraxis/status/2016977091183378798) 2026-01-29T20:49Z [----] followers, [----] engagements "2: $BBDB - Bombardier is a private jet manufacturer that's also secretly a defense stock. Best turnaround story of this decade. Strong tailwinds in private jets high-margin aftermarket services partnership with Saab for surveillance aircrafts. https://x.com/KairosPraxis/status/1963324573686141209 Bombardier's turnaround story is one for the books. Stock currently at EV/Adj. EBITDA [--]. The question is where does the next leg of growth come from (hint: defense services) A deep dive on $BBD.B and why I'm passing on the stock here 🧵 https://t.co/nloRfym4Wt" [X Link](https://x.com/KairosPraxis/status/2016977093054103789) 2026-01-29T20:49Z [----] followers, [----] engagements "4: $LASR: Deathstar Founder-led company that pivoted from industrial welding to high-energy directed weapons (lasers) for defense. Absolute must for asymmetric drone warfare: cheap drones require cheap lasers to take them out https://x.com/KairosPraxis/status/1995946113594241113 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 🧵 https://t.co/rP7EEDp5lm" [X Link](https://x.com/KairosPraxis/status/2016977097923633440) 2026-01-29T20:49Z [----] followers, [----] engagements "5: $MDA.TO MDA Space is a beneficiary of the space race. Satellite manufacturer for-hire with specialty in communication and robotics. Space sovereignty and resilient communications are a big deal and $MDA is poised to benefit from this. https://x.com/KairosPraxis/status/1985783902464528725 1: $MDA.TO is a manufacturer of satellites. They also supply components for 80% of all satellites manufactured worldwide. The stock is currently trading at a NTM PE of [----] and (imo) 13x [----] earnings. This is my 2nd highest conviction idea at current r/r. https://t.co/F7EgZXVVXI" [X Link](https://x.com/KairosPraxis/status/2016980548699160861) 2026-01-29T21:03Z [----] followers, [----] engagements "@Vmaxpax $FLT calling me right now at [----] 😉 (CGY perfect for staffing/training etc)" [X Link](https://x.com/KairosPraxis/status/2017131243045830676) 2026-01-30T07:02Z [----] followers, [---] engagements "Bombardier $BBDB down 7% today after risk of getting decertified or tariffed 50%" [X Link](https://x.com/KairosPraxis/status/2017276185114255403) 2026-01-30T16:38Z [----] followers, [---] engagements "My deep dive on Bombardier $BBDB. They benefit from being best in class when it comes to speed and operational costs - aftermarket services are a network effect. Think it's a good buy here at $220-$230 but we may see more dips on the way to USMCA https://x.com/KairosPraxis/status/2016977093054103789t=u6ug0LOFXzYxyzq-YL1uYA&s=19 2: $BBDB - Bombardier is a private jet manufacturer that's also secretly a defense stock. Best turnaround story of this decade. Strong tailwinds in private jets high-margin aftermarket services partnership with Saab for surveillance aircrafts. https://t.co/25IlNcIxpd" [X Link](https://x.com/KairosPraxis/status/2017285163101704386) 2026-01-30T17:13Z [----] followers, [---] engagements "If you need more reasons to invest in $BBDB Jensen owns a Bombardier Global Jet 7500" [X Link](https://x.com/KairosPraxis/status/2017296254993072430) 2026-01-30T17:58Z [----] followers, [---] engagements "@JerryCap Nittobo (And Ajinomoto makes ABF Substrates) https://x.com/KairosPraxis/status/1997354992877830641 Nittobo is a Japanese company that manufactures a glass fiber that is crucial for next-gen GPUs (sits inside the substrate and prevents signal loss). Fun fact: They also manufacture a reagent used in hospital labs to analyze urine samples. (Get you a stock that can do both) https://t.co/QXeYzJ3Rk3 https://x.com/KairosPraxis/status/1997354992877830641 Nittobo is a Japanese company that manufactures a glass fiber that is crucial for next-gen GPUs (sits inside the substrate and prevents" [X Link](https://x.com/KairosPraxis/status/2017299141068538107) 2026-01-30T18:09Z [----] followers, [---] engagements "Market is punishing $CRDO because optics. but I really like how the business is positioning itself for the future. First AECs aren't going anywhere (copper if you can fiber if you must). New technologies - ALCs and OmniConnect for GPU to memory are coming up. The new retimer for scale-up networking (GPUs to GPUs) could be a big deal. NVLink is obviously the boss right now but as more and more asics come online (or more AMD) hyperscalers will shift to UALink. $CRDO's retimers could become the standard as UALink connects larger and larger racks. The Scale-up Retimer could end up being a nothing" [X Link](https://x.com/KairosPraxis/status/2018384798159368582) 2026-02-02T18:03Z [----] followers, 10.2K engagements "@vikramskr @theaustinlyons would love your thoughts on this. Will scale-up retimers be a big deal and does $CRDO have any edge here" [X Link](https://x.com/KairosPraxis/status/2018390508465168388) 2026-02-02T18:26Z [----] followers, [----] engagements "Interesting strategy by $CRDO here: As AECs become more commoditized they're licensing their IP to 3M Amphenol and a bunch of others that manufacture cheaper alternatives. Credo may no longer control 88% of the market but I imagine the royalty revenue is great for margins" [X Link](https://x.com/KairosPraxis/status/2018408304620306611) 2026-02-02T19:36Z [----] followers, [----] engagements "@WisemanCap Well known software company $AXON getting destroyed 🤷" [X Link](https://x.com/KairosPraxis/status/2018423963492196681) 2026-02-02T20:39Z [----] followers, [----] engagements "@kimsbinvesting what did you think after your research on $CPNG Were you convinced to buy the stock" [X Link](https://x.com/KairosPraxis/status/2018458369263341640) 2026-02-02T22:55Z [----] followers, [---] engagements "@Daniel___Gordon Yeah I own $CPNG. They're the incumbent and more popular. But sounds like Naver is catching up. Need to keep watching" [X Link](https://x.com/KairosPraxis/status/2018460430042361958) 2026-02-02T23:04Z [----] followers, [---] engagements "@microcapcpa No unfortunately I did not. So many new contracts coming online but I could not bring myself to buy the stock at [--] NTM PE. Hope they succeed though been following them for a while" [X Link](https://x.com/KairosPraxis/status/2018507409971462227) 2026-02-03T02:10Z [----] followers, [--] engagements "@LukaCapital No you're absolutely right. This is what they said - "We expect a resurgence of growth in calendar [----] across the U.S. Federal sector. Our confidence in the re-acceleration of our top-line growth in [----] builds every week." My concern is Fed growth will get delayed" [X Link](https://x.com/KairosPraxis/status/2018764878853374304) 2026-02-03T19:13Z [----] followers, [---] engagements "Seems all but certain that Hanhwa is going to win the sub deal Bullish $KDEF" [X Link](https://x.com/KairosPraxis/status/2018804941435949566) 2026-02-03T21:53Z [----] followers, [----] engagements "For context Hyundai and others will set up shop in Canada only if the Hanhwa sub deal goes ahead. cc @valuedrift @BlackScholesMan @no_cap_cap" [X Link](https://x.com/KairosPraxis/status/2018809242262905270) 2026-02-03T22:10Z [----] followers, [---] engagements "@madcap_cap @JerryCap Stock growing topline at 40% and trading under 25x ntm pe. Why not" [X Link](https://x.com/KairosPraxis/status/2018867965543027155) 2026-02-04T02:03Z [----] followers, [---] engagements "@madcap_cap Yeah I bought some $CRDO so definitely feeling the pain 😭 Btw who do you think Lumentum and all those optics guys are supplying https://x.com/ayz_yzyz/status/2018298233077080412t=QIbEe81wcOr2TgvYhDIGFA&s=19 Co-Packaged Optics (CPO) The Next Big Thing for NVIDIA (2) https://t.co/9q8SLwpuib https://x.com/ayz_yzyz/status/2018298233077080412t=QIbEe81wcOr2TgvYhDIGFA&s=19 Co-Packaged Optics (CPO) The Next Big Thing for NVIDIA (2) https://t.co/9q8SLwpuib" [X Link](https://x.com/KairosPraxis/status/2018882617580638635) 2026-02-04T03:01Z [----] followers, [----] engagements "@SA_VanInvestor @valuedrift @no_cap_cap Hanhwa has partnered with a bunch of companies. Among the ones I follow - $MDA $CLS $BBDB" [X Link](https://x.com/KairosPraxis/status/2018894631107219492) 2026-02-04T03:49Z [----] followers, [---] engagements "@semivision_tw I wrote about Blue Heron yesterday. Do you think this could be a big source is revenue as UALink scales up or will there be competition from $MRVL/$ALAB soon https://x.com/KairosPraxis/status/2018384798159368582t=k3fKzpcK7sC3G3peHHkd3A&s=19 Market is punishing $CRDO because optics. but I really like how the business is positioning itself for the future. First AECs aren't going anywhere (copper if you can fiber if you must). New technologies - ALCs and OmniConnect for GPU to memory are coming up. The new https://t.co/cUnLOIoZtd" [X Link](https://x.com/KairosPraxis/status/2018895423604445235) 2026-02-04T03:52Z [----] followers, [---] engagements "@ayz_yzyz @madcap_cap Thanks for the clarification ayz. Your scale-up post was great. One quick question: do you think CPO for scale-up is bad news for $CRDO AECs or will they continue to benefit from asics. Their new blue heron retimer is interesting too" [X Link](https://x.com/KairosPraxis/status/2018935567132807458) 2026-02-04T06:32Z [----] followers, [----] engagements "@ayz_yzyz @madcap_cap So Blue Heron is a scale-up retimer for UALink (and Ethernet for scale-up). So it's not compatible with NVLink of course but my guess is AMD and Asics may use the product. Assuming UALink ramps up later this year. (Feel free to correct me.) https://investors.credosemi.com/news-events/news/news-details/2026/Credo-Introduces-Industrys-First-224G-Multiprotocol-AI-Scale-Up-Retimer-Supporting-UALink-ESUN-and-Ethernet/default.aspx" [X Link](https://x.com/KairosPraxis/status/2018938692354666503) 2026-02-04T06:44Z [----] followers, [---] engagements "$CSU.TO: We're so back" [X Link](https://x.com/KairosPraxis/status/2019045980079858001) 2026-02-04T13:50Z [----] followers, 18K engagements "Market leaving $CRDO for dead after $LITE call because. optics and scale-up CPO means bye bye copper wires (AECs). It's funny that a business that grew 150% for the last [--] quarters is now trading at 30x NTM PE" [X Link](https://x.com/KairosPraxis/status/2019093090070331653) 2026-02-04T16:58Z [----] followers, [----] engagements "If you don't believe me @vikramskr has some specifics here: https://x.com/vikramskr/status/2019071322253664613 Why is everyone plotting the end of copper cable We are not replacing [----] copper cables in the spine just yet are we Apparently CPO option in NVLink switch trays allow hooking up two NVL72 racks for Rubin Ultra. h/t @ayz_yzyz Thats cool but connecting racks is https://x.com/vikramskr/status/2019071322253664613 Why is everyone plotting the end of copper cable We are not replacing [----] copper cables in the spine just yet are we Apparently CPO option in NVLink switch trays allow" [X Link](https://x.com/KairosPraxis/status/2019104278259069042) 2026-02-04T17:42Z [----] followers, [----] engagements "@Stocks_Stones Great presentation. Thanks for sharing. David mentioned software a couple of times. What exactly is he referring to Is there an actual moat around dbox software or is it just paired with the actuators" [X Link](https://x.com/KairosPraxis/status/2019124764451958931) 2026-02-04T19:03Z [----] followers, [---] engagements "@no_cap_cap Yeah same. I'm sure it'll work in [--] years but like you said capex is all that people think of right now. Better to invest in suppliers who benefit from that capex like $CLS and $CRDO ;)" [X Link](https://x.com/KairosPraxis/status/2019138501569311225) 2026-02-04T19:58Z [----] followers, [---] engagements "@3Plantey2 @madcap_cap @RaleighPartners If they are not making buybacks because IRR is lower that is a signal. However ML has mentioned in previous meetings that he avoids buybacks because of information asymmetry. That is not shareholder friendly imo" [X Link](https://x.com/KairosPraxis/status/2019151843683639550) 2026-02-04T20:51Z [----] followers, [--] engagements "@3Plantey2 @madcap_cap @RaleighPartners No fricking way. Dividends are not tax efficient" [X Link](https://x.com/KairosPraxis/status/2019152723308937339) 2026-02-04T20:54Z [----] followers, [--] engagements "I added to my $CRDO position at $96.5. R/R seems extremely favorable at [--] NTM PE. Copper cables (AECs) aren't going anywhere any time soon and we should see in the next earnings call. Even if copper --- [--] in two years $CRDO seems to be skating towards where the 🏒 will be" [X Link](https://x.com/KairosPraxis/status/2019155691752374457) 2026-02-04T21:06Z [----] followers, [----] engagements "@OnodaCapital LOL. Have you used Ramp btw" [X Link](https://x.com/KairosPraxis/status/2019159944441016694) 2026-02-04T21:23Z [----] followers, [---] engagements "@OnodaCapital Hahaha. I had the (mis)fortune of using it recently and to put it mildly it did not live up to the hype. The way VC twitter is hyping it you would think it's like Claude Cowork for reimbursements" [X Link](https://x.com/KairosPraxis/status/2019162183079190742) 2026-02-04T21:32Z [----] followers, [---] engagements "@valuedrift That's been the theme of this whole presidency" [X Link](https://x.com/KairosPraxis/status/2019180961586454827) 2026-02-04T22:47Z [----] followers, [---] engagements "@BerkelKip Obviously you can't vibecode $MNDY or $CRM or whatever but it's going to take the market a loooong time to come that realization when they tweets/slides that look like the one you quoted" [X Link](https://x.com/KairosPraxis/status/2019183369855160399) 2026-02-04T22:56Z [----] followers, [---] engagements "@atelicinvest The mental gymnastics around second and third derivatives" [X Link](https://x.com/KairosPraxis/status/2019201962848481738) 2026-02-05T00:10Z [----] followers, [---] engagements "@TBU12345678 Something funny: Even $CLS is spending 1B on a new facility in TX based on confirmed orders from $GOOG. I imagine they recoup the capex pretty soon" [X Link](https://x.com/KairosPraxis/status/2019206203478536517) 2026-02-05T00:27Z [----] followers, [----] engagements "@NewcomerInvest I enjoyed your threads a lot and I'm not criticizing but the market could take a long time to come to the conclusion that the AI labs aren't disrupting $TRI" [X Link](https://x.com/KairosPraxis/status/2019251147891175565) 2026-02-05T03:26Z [----] followers, [---] engagements "@ALEXEIMARTOV Can't believe you did this 🙈" [X Link](https://x.com/KairosPraxis/status/2019280952120459558) 2026-02-05T05:24Z [----] followers, [--] engagements "Know your capex rules: $GOOG vs $META" [X Link](https://x.com/KairosPraxis/status/2019438868794163493) 2026-02-05T15:52Z [----] followers, [----] engagements "@PierreLEdwards1 @NewcomerInvest Probably in the long term it'll work out for $TRI. But who knows how long it is" [X Link](https://x.com/KairosPraxis/status/2019481572890628512) 2026-02-05T18:41Z [----] followers, [--] engagements "@egmt8 If there's a real bear market then it would be problematic if I had zero cash in hand. So the point still stands" [X Link](https://x.com/KairosPraxis/status/2019483389875683493) 2026-02-05T18:48Z [----] followers, [--] engagements "@Cashflowfarming @BerkelKip Neither agree nor disagree. The kind of organizations $MNDY works with they don't want to keep vibecoding software. But they will lose some business on the margin (not to claude but to more nimble competitors like Linear)" [X Link](https://x.com/KairosPraxis/status/2019486639173546477) 2026-02-05T19:01Z [----] followers, [---] engagements "@EricJhonsa Yup think you're right on other [--] customers. $META for sure - I believe $CLS gets 1B from them this year for joint design. https://globaltechresearch.substack.com/p/the-minerva-an-introduction-of-meta https://globaltechresearch.substack.com/p/the-minerva-an-introduction-of-meta" [X Link](https://x.com/KairosPraxis/status/2019492535702294755) 2026-02-05T19:25Z [----] followers, [---] engagements "@TheRealJunto Can commodities have lock-in and switching costs :) I think ChatGPT/Claude are pretty comparable but my workflows are embedded in Claude and I don't have the time to change" [X Link](https://x.com/KairosPraxis/status/2019493986067492924) 2026-02-05T19:31Z [----] followers, [---] engagements "@madcap_cap Wait till they announce Claude code makes propane tanks. (I'm still losing the bet but what a wild ride it's been lol.)" [X Link](https://x.com/KairosPraxis/status/2019495007091110388) 2026-02-05T19:35Z [----] followers, [---] engagements "@Mike10947310 More chips + More racks = More networking" [X Link](https://x.com/KairosPraxis/status/2019495333466673362) 2026-02-05T19:36Z [----] followers, [---] engagements "It's funny the market is treating $SHOP as an AI saas loser when this couldn't be further from the truth. - Agentic commerce overwhelmingly favors smaller e-commerce players are more people can discover them through ChatGPT. - $META's mentioned multiple times that smaller sellers are first to adopt new GenAI advertising tools. - $SHOP's moat is not the website design - it's the whole ecosystem you need to run a store online including payments inventory marketing CRM. https://twitter.com/i/web/status/2019511638769258901 https://twitter.com/i/web/status/2019511638769258901" [X Link](https://x.com/KairosPraxis/status/2019511638769258901) 2026-02-05T20:41Z [----] followers, [----] engagements "To be fair the stock is still trading at [--] times forward earnings so it's not cheap by any measure. But 30% topline growth for a 144B company is also pretty insane" [X Link](https://x.com/KairosPraxis/status/2019513453673611286) 2026-02-05T20:48Z [----] followers, [---] engagements "@Knz006 Yeah I agree. Personally I'd like it to go to 40times NTM earnings before buying more shares but I don't think it's going to get there unless there's a crazy correction" [X Link](https://x.com/KairosPraxis/status/2019513689444069605) 2026-02-05T20:49Z [----] followers, [---] engagements "@bezoutte Yup agreed. Usually you get at least one good buying opportunity per year so I'm being patient. Think they'll be Canada's first 500B market cap company sooner or later" [X Link](https://x.com/KairosPraxis/status/2019527169077309942) 2026-02-05T21:42Z [----] followers, [---] engagements "@OnodaCapital $AMZN is the new $MSFT is the new $AMZN" [X Link](https://x.com/KairosPraxis/status/2019532959200722950) 2026-02-05T22:05Z [----] followers, [----] engagements "@Daniel___Gordon" [X Link](https://x.com/KairosPraxis/status/2019549614223864071) 2026-02-05T23:12Z [----] followers, [--] engagements "@Daniel___Gordon Oooff that's nasty. Yeah last few days have been a bloodbath" [X Link](https://x.com/KairosPraxis/status/2019558145492717748) 2026-02-05T23:45Z [----] followers, [--] engagements "@DixonGeeCapital Could you share more What's keeping you at Wix vs another provider" [X Link](https://x.com/KairosPraxis/status/2019570851545559373) 2026-02-06T00:36Z [----] followers, [---] engagements "@GiuGiust That's a fair concern. Here's my [--] cents maybe I'm wrong. $SHOP sellers are pretty small so overall growing the pie is good for them. Imagine [--] units sold at 30% margins vs [---] units sold at 20%. Dara at Uber had a great response on this let me see if I can dig it up" [X Link](https://x.com/KairosPraxis/status/2019571998016598257) 2026-02-06T00:41Z [----] followers, [---] engagements "@JackFarley96 Yeah they benefit from both $AMZN and $MSFT's asics. Their recent acquisition of Celestial AI could be a gamechanger if it gets them a stronger foothold into optics" [X Link](https://x.com/KairosPraxis/status/2019575073481584958) 2026-02-06T00:53Z [----] followers, [---] engagements "@madcap_cap Double D = Due diligence eh You know what's funny. Some folks here made a big deal out of $HG moving out of Canada lol" [X Link](https://x.com/KairosPraxis/status/2019625935461302324) 2026-02-06T04:15Z [----] followers, [--] engagements "@ayz_yzyz Yeah you're right. They mainly have visibility into asics and white box switches. Not necessarily correlated with VR" [X Link](https://x.com/KairosPraxis/status/2019632683673088017) 2026-02-06T04:42Z [----] followers, [---] engagements "1. Superb execution/innovation (see attached tweet) [--]. Thesis: They will continue doing 20-25% CAGR over next [--] years and improve margins like crazy. - Growth vectors: Larger and larger enterprises (like Estee lauder) agentic commerce leading to more transactions international growth new initiatives in ads/finance. - They continue trading around 35-40PE (too bullish perhaps). https://x.com/KairosPraxis/status/1987552511658430964 https://x.com/KairosPraxis/status/1987552511658430964" [X Link](https://x.com/KairosPraxis/status/2019662383468118447) 2026-02-06T06:40Z [----] followers, [--] engagements "@zephyr_z9 $RBRK seems to be nicely poised here (although everyone else is too lol) https://x.com/KairosPraxis/status/2014088420939772125 $RBRK seems a solid buy here at $65 as market is throwing out baby with the saaswater. - AI or no AI cybersecurity spending expected to go up - Rubrik benefits from AI as new features insulate orgs from AI damage - Stock trading at 9.1x ARR. ARR grew at 34% last qtr. Quick https://t.co/OJ0M1uZegx https://x.com/KairosPraxis/status/2014088420939772125 $RBRK seems a solid buy here at $65 as market is throwing out baby with the saaswater. - AI or no AI" [X Link](https://x.com/KairosPraxis/status/2019666440199237849) 2026-02-06T06:56Z [----] followers, [----] engagements "@madcap_cap @nimesh3t Don't feel like trimming anything yet. Winners ($LASR $FTG $MDA $IBKR) have some juice left in them" [X Link](https://x.com/KairosPraxis/status/2019894855904760170) 2026-02-06T22:03Z [----] followers, [--] engagements "@DixonGeeCapital That's really cool Even if you can vibe code a design just having a site that's on all the time is half the battle" [X Link](https://x.com/KairosPraxis/status/2019899127648096707) 2026-02-06T22:20Z [----] followers, [--] engagements "@valuedrift Lmao. Big fan of normative determinism" [X Link](https://x.com/KairosPraxis/status/2019942189938217219) 2026-02-07T01:12Z [----] followers, [--] engagements "It's great to see the original thesis on $GOOG play out. In summary scale economies shared: Google's vertical integration (TPUs + own model) makes it the best choice for enterprise customers and GCP margins keep getting better and better. Addendum to thesis: Amazing management. Thomas Kurian (CEO of Google Cloud) might just be a better operator than Sundar. My barebones investing thesis for $GOOG is that GCP is uniquely positioned to benefit from Enterprise AI (internal model longer context window better chips) https://t.co/LcDBHKFhMK My barebones investing thesis for $GOOG is that GCP is" [X Link](https://x.com/KairosPraxis/status/2020529555455488153) 2026-02-08T16:06Z [----] followers, [----] engagements "@madcap_cap I ended up using Microsoft Paint 🙈 Bullish $MSFT" [X Link](https://x.com/KairosPraxis/status/2020543303830110646) 2026-02-08T17:00Z [----] followers, [--] engagements "Disclosure: If you're interested in $EOS.AX this is *not* a great time to buy shares or add to your position. Thanks to a short report the stock crashed 15% and trading was halted. This one concerns an unnamed Korean client which $EOS really hyped up. There may be some truth to the report but at the end of the day $EOS.AX is a legit battle-tested company and I suspect they'll be back on their feet sooner than later. 8: $EOS.AX - Traditional defence manufacturer that's positioning itself for the new world. Over the last [--] years $EOS.AX has grown its offerings from remote weapons systems to" [X Link](https://x.com/KairosPraxis/status/2020597348934849021) 2026-02-08T20:35Z [----] followers, [----] engagements "@SolutionOrganic Nah it's all good. Robinhood 's interface is so much better. I also own shares of $HOOD My only complaint is that they don't provide access to stocks listed outside the US" [X Link](https://x.com/KairosPraxis/status/2020705267214897653) 2026-02-09T03:44Z [----] followers, [---] engagements "@MaaizKhan The language gains are really interesting. I suspect this ends up helping $META as they can parse videos/reels in other languages" [X Link](https://x.com/KairosPraxis/status/2020904721544880169) 2026-02-09T16:56Z [----] followers, [---] engagements "@hhhypergrowth Perhaps after their Series Z funding round they will run out of letters in the alphabet and decide to IPO" [X Link](https://x.com/KairosPraxis/status/2020929080552718750) 2026-02-09T18:33Z [----] followers, [---] engagements "Gotta love a stock price with a vertical line 😍 $CRDO just upped their guidance for Q3 implying a 200% yoy growth for FY26 (their financial year ends in May). Market leaving $CRDO for dead after $LITE call because. optics and scale-up CPO means bye bye copper wires (AECs). It's funny that a business that grew 150% for the last [--] quarters is now trading at 30x NTM PE. https://t.co/PQBmy5LHBQ Market leaving $CRDO for dead after $LITE call because. optics and scale-up CPO means bye bye copper wires (AECs). It's funny that a business that grew 150% for the last [--] quarters is now trading at 30x" [X Link](https://x.com/KairosPraxis/status/2020970984199889359) 2026-02-09T21:20Z [----] followers, [----] engagements "@Qa5679 Thanks for the heads-up. Really cheered me up after that $MNDY crash haha" [X Link](https://x.com/KairosPraxis/status/2020971323544174858) 2026-02-09T21:21Z [----] followers, [---] engagements "$FTG.TO is one of those rare businesses where every time I hear the CEO speak I am tempted to buy more shares. One underrated aspect of the airline components industry is their subscription-like revenues once they qualify for a program. When a new aircraft is being developed it takes years fending off competition to get the qualification. Once you win you're sole-sourced for the program's life. No re-bidding required. Firan won the contract for the Boeing 787's circuit board in [----] - program continues to generate 1-2 million till today. https://twitter.com/i/web/status/2020978513470165357" [X Link](https://x.com/KairosPraxis/status/2020978513470165357) 2026-02-09T21:50Z [----] followers, [----] engagements "@Qa5679 What are you looking at in saas Not sure if $RDDT counts" [X Link](https://x.com/KairosPraxis/status/2020990525088620837) 2026-02-09T22:37Z [----] followers, [--] engagements "@madcap_cap That's the life eh. Retire after working in AI for a few years and acquiring Anthropic stock. I was serious about the philosopher thing lol. People conjecture that's why Claude is nicer to talk to over a longer time (not too obsequious not too combat-y)" [X Link](https://x.com/KairosPraxis/status/2020991636361101362) 2026-02-09T22:42Z [----] followers, [--] engagements "@SimeonResearch_ Great point on $LITE being a pure play 💯" [X Link](https://x.com/KairosPraxis/status/2020991908437283096) 2026-02-09T22:43Z [----] followers, [---] engagements "@WolfOfOakville Don't need the bridge. Not like anyone's travelling south anymore" [X Link](https://x.com/KairosPraxis/status/2020995716106109242) 2026-02-09T22:58Z [----] followers, [---] engagements "@no_cap_cap This company just ipo'ed in [----]. Their SBC to revenue is trending in the right duration. You know what's funny. Their SBC ratio is already better than (or comparable to) companies that have been around forever like $CRWD or $NOW" [X Link](https://x.com/KairosPraxis/status/2021012358429278425) 2026-02-10T00:04Z [----] followers, [---] engagements "@smannan ALCs are one of a kind. They just acquired the business so let's see. Omni connects compete with CXL solutions by SK Hynix and $ALAB and others. So it'll be an uphill battle. Lots of innovation in this space" [X Link](https://x.com/KairosPraxis/status/2021015551146066346) 2026-02-10T00:17Z [----] followers, [---] engagements "@diyas_1989 I don't follow $APP closely but this is hilarious "AppLovin's stock pops 14% after short seller CapitalWatch apologizes retracts report on shareholder"" [X Link](https://x.com/KairosPraxis/status/2021030322805391426) 2026-02-10T01:15Z [----] followers, [---] engagements "@levandovsky @WolfOfOakville Oh for sure. Next they'll ask to rename it to DJT Bridge as part of the "negotiations"" [X Link](https://x.com/KairosPraxis/status/2021030966278619364) 2026-02-10T01:18Z [----] followers, [--] engagements "@investing_bear Margins really getting hammered because of hiring and AI more spending on marketing. Did not like the earnings call at all. I own shares too 🥲" [X Link](https://x.com/KairosPraxis/status/2021048311218843734) 2026-02-10T02:27Z [----] followers, [---] engagements "@cmo040958 Yeah that's fair. I was being harsh. I thought zuck wanted a sota model that's why he spent the billions. Also if they want to use AI for internal purposes like ad gen I believe they need a top of the line model" [X Link](https://x.com/KairosPraxis/status/2021313622232723662) 2026-02-10T20:01Z [----] followers, [--] engagements "@no_cap_cap You buying $COHR" [X Link](https://x.com/KairosPraxis/status/2021436809738322160) 2026-02-11T04:11Z [----] followers, [--] engagements "Everyone has their own investing style but I'm always surprised to see some of the sharpest investors on fintwit spend months grinding through deep research and scuttlebutt to unearth valuable compounders only to sell them for a quick double or triple" [X Link](https://x.com/anyuser/status/1949937154349813854) 2025-07-28T20:57Z [----] followers, [----] engagements "Apropos of nothing I've been thinking about which stocks in my portfolio I would be comfortable holding for the next [--] 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](https://x.com/anyuser/status/1972678503091843578) 2025-09-29T15:03Z [----] followers, 10.7K engagements "@madcap_cap Yeah that is very cool. Umicore showed up as a competitor to 5NPlus as well Also full vertical integration is 🔥 All the way from the the material to the full sensor/lens" [X Link](https://x.com/KairosPraxis/status/2001508396768661705) 2025-12-18T04:22Z [----] followers, [---] engagements "Over the past year I've pitched quite a few stocks and some of them have gone on to do very well since. A 🧵 of 🧵s containing all of my deep dives to serve as a scorecard:" [X Link](https://x.com/anyuser/status/2016977089606344737) 2026-01-29T20:49Z [----] followers, 11.1K engagements "Coupang vs Naver: If you're not Korean it's hard to really capture the sentiment on $CPNG. @kimsbinvesting ran a few surveys which had interesting comments from actual customers: - Where $CPNG wins: Faster delivery (infra moat is real) better returns live sports preferred by small business. - Where Naver wins: Better selection (😲) lock-in due to Naver pay better cashback cheaper subscription. Naver grew active customers by 20% this year ($CPNG by 10%). Both players can thrive in equilibrium but the competition hurts $CPNG margins in long run. I still own $CPNG." [X Link](https://x.com/KairosPraxis/status/2018439282109624571) 2026-02-02T21:40Z [----] followers, [----] engagements "I don't understand why $IBKR is insisting on 2-factor authentication. The amount of money I'm losing on every single trade like buddy who else do you think it could be" [X Link](https://x.com/KairosPraxis/status/2020617132204241385) 2026-02-08T21:54Z [----] followers, 111.4K engagements "@plasticnewt3 @compoundpapi I'm not in this field but there has been nice research on stocks and bonds being more correlated these days https://research-center.amundi.com/files/nuxeo/dl/eb84a66b-ebac-4901-8d70-70f3ed02a0d4inline= https://research-center.amundi.com/files/nuxeo/dl/eb84a66b-ebac-4901-8d70-70f3ed02a0d4inline=" [X Link](https://x.com/KairosPraxis/status/2021788552611475819) 2026-02-12T03:28Z [----] followers, [--] engagements "If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their latest acquisition Suplos provides IT services for procurement and connects large enterprises to suppliers: - Suplos was ranked #93 in the Financial Times Americas' Fastest-Growing Companies of [----]. - In [----] its revenue was 3.7m and it compounded at a rate of 74.2% from 2020-2023 😯 - Suplos Revenue today* is 7m and they're likely growing at 20%+ If $CSU is having trouble deploying cash perhaps aiming for saas companies that can achieve more organic growth is one way to" [X Link](https://x.com/KairosPraxis/status/2022060646221697080) 2026-02-12T21:30Z [----] followers, 14.3K engagements "It's only February but the stars already seem aligned for $CLBT to have another disappointing year. They're heavily concentrated in DHS/ICE (large 11M contract recently + several smaller ones). CBP holds 20+ Cellebrite licenses. When your business is this tied to federal procurement cycles you live and die by budget timing. [----] was supposed to be the year federal headwinds cleared. Instead ARR growth decelerated from 23% in Q1 to mid-single digits guided for Q4. FedRAMP High authorization (DOJ-sponsored) is the obvious catalyst that could reaccelerate growth but timeline on that is unclear." [X Link](https://x.com/KairosPraxis/status/2018761297291030970) 2026-02-03T18:59Z [----] followers, [----] engagements "Lately my investing style has morphed into finding excellent businesses with a large runway for growth that the market has dismissed because it's already up 50/75/100% and multiples and multiples "seem" high. Has worked for me so far with $CLS $DBO.TO $FTG.TO" [X Link](https://x.com/KairosPraxis/status/2021347537563832586) 2026-02-10T22:16Z [----] followers, [----] engagements "@ByronOnX Yikes. Any reason for the bloodbath" [X Link](https://x.com/KairosPraxis/status/2021822577635893425) 2026-02-12T05:44Z [----] followers, [---] engagements "3: Negatives A near perfect call so I'm mostly nitpicking here. - [--] year ticking clock: CEO mentioned their advantage with synthetic germanium ends in [--] years as competitors catch up. (I would guess sooner given global forces) - Earnout liability: G5 will hurt GAAP profit until Q3 FY2027. At that point large cash payment to them. - Margins: 35% GM target is good but I'd like to see more guidance on EBITDA. But they are in scale-mode so not a concern for them" [X Link](https://x.com/KairosPraxis/status/2022023440950087952) 2026-02-12T19:02Z [----] followers, [---] engagements "If you want more deets on the earnings call and $LPTH in general @BussinBiotech is the guy to follow: https://x.com/BussinBiotech/status/2021738424051384576 $LPTH Great ER conference call as always. Some items discussed were already known quantities but some commentary was brand new that I want to highlight below. -"The space development agency (SDA) awarded in December $3.5 billion to build [--] tracking layer satellites. Those are https://t.co/itnV8yKQLS https://x.com/BussinBiotech/status/2021738424051384576 $LPTH Great ER conference call as always. Some items discussed were already known" [X Link](https://x.com/KairosPraxis/status/2022023790788849700) 2026-02-12T19:03Z [----] followers, [---] engagements "To be fair I'm totally extrapolating from a single data point. But some of Mark Miller's moves suggest that he cares more about synergies than Mark Leonard. Now if only he would open his mind to buybacks. https://x.com/KairosPraxis/status/1972761046470590925 Total speculation on my part but I believe Mark Miller will re-organize both Constellation and its operating groups around more focused verticals (e.g. transport finance etc.) which allows us more synergies and spinoffs when the time is right. https://t.co/2AIlFQMOgF https://x.com/KairosPraxis/status/1972761046470590925 Total speculation" [X Link](https://x.com/KairosPraxis/status/2022081405115834746) 2026-02-12T22:52Z [----] followers, [----] engagements "@varunv_malhotra They only share that for large acquisitions so to be honest I have no clue. I could guess 2x revenue (so $14M USD maybe) but that's not helpful since you want to reverse engineer the hurdle rate" [X Link](https://x.com/KairosPraxis/status/2022082219444252694) 2026-02-12T22:55Z [----] followers, [---] engagements "@BondKingJanusH1 In [----] $AMZN announced they were acquiring whole foods and $COST crashed" [X Link](https://x.com/KairosPraxis/status/2022096402235732097) 2026-02-12T23:52Z [----] followers, [---] 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 10% more for a private jet) Bombardier's turnaround story is one for the books. Stock currently at EV/Adj. EBITDA [--]. The question is where does the next leg of growth come from (hint: defense services) A deep dive on $BBD.B and why I'm passing on the stock here 🧵 https://t.co/nloRfym4Wt Bombardier's turnaround story is one for the books. Stock currently at EV/Adj. EBITDA [--]. The question is where does the next leg of growth come from (hint:" [X Link](https://x.com/KairosPraxis/status/1986858689756528996) 2025-11-07T18:10Z [----] followers, [----] engagements "Is this the decade of boring manufacturing businesses left for dead $CLS $BBDB.TO $HPS.TO Investors turn over so many rocks to find hidden gems when the boring datacenter plays are right in front of us. $HPS.TO makes transformers and filters (pretty competitive space). Their backlog just grew by 27% compared to the beginning of [----] + new facility in Mexico coming up https://t.co/xPAjDofz5t Investors turn over so many rocks to find hidden gems when the boring datacenter plays are right in front of us. $HPS.TO makes transformers and filters (pretty competitive space). Their backlog just grew" [X Link](https://x.com/KairosPraxis/status/1988271750401179675) 2025-11-11T15:45Z [----] followers, [----] engagements "Bombardier $BBDB.TO cannot stop winning. I truly underestimated their growth potential in defense + aftermarket when I passed on the stock. Bombardier's turnaround story is one for the books. Stock currently at EV/Adj. EBITDA [--]. The question is where does the next leg of growth come from (hint: defense services) A deep dive on $BBD.B and why I'm passing on the stock here 🧵 https://t.co/nloRfym4Wt Bombardier's turnaround story is one for the books. Stock currently at EV/Adj. EBITDA [--]. The question is where does the next leg of growth come from (hint: defense services) A deep dive on $BBD.B" [X Link](https://x.com/KairosPraxis/status/1990849989703094290) 2025-11-18T18:30Z [----] followers, [----] 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 Trump may use USMCA withdrawal as a bargaining tactic trade experts warn https://t.co/h2wqpfAgQT Trump may use USMCA withdrawal as a bargaining tactic trade experts warn https://t.co/h2wqpfAgQT" [X Link](https://x.com/KairosPraxis/status/1996648195560984580) 2025-12-04T18:30Z [----] followers, [----] engagements "The problem with trimming great businesses at local maxima is you feel really smart for a few weeks and then a big loser for the rest of your life once the stock crosses your sale price. This is before even accounting for tax considerations" [X Link](https://x.com/KairosPraxis/status/2011145975461511288) 2026-01-13T18:39Z [----] followers, [----] engagements "*puts on thought leader 🧢 This is going to be the decade of communication as we scale systems: - 1000s of satellites sending scans - Swarms of drones coordinating - Millions of agents need orchestration - AVs sharing real-time traffic - GPUs & HBM passing context and weights" [X Link](https://x.com/KairosPraxis/status/2012562101290541556) 2026-01-17T16:26Z [----] followers, [----] engagements "Thoughts on stocks that benefit from trend 🛰 Satellites: $MYNA $GILT - Drones: $HAI.TO $IRDM $ELS.AX - Agents: $CFLT $NET $DDOG - Self-driving: $QCOM $NOK - GPU/HBM: SK Hynix $CRDO Pretty much anything optics too" [X Link](https://x.com/KairosPraxis/status/2012582419241554033) 2026-01-17T17:46Z [----] followers, [----] engagements "Is Bombardier $BBD.B down 10% today because of the downgrade or because of the crash in Maine In any event this is a stock I've been tracking for a long time and was happy to buy a few shares today. Hoping to add to my position if there's further weakness" [X Link](https://x.com/KairosPraxis/status/2015897661572890981) 2026-01-26T21:20Z [----] followers, [----] engagements "Bombardier $BBDB.TO will continue growing at a strong clip (and improving margins) due to the strong underlying demand in private jets and aftermarket services for existing fleet. But there's a secret third tailwind: defense and the Globaleye program. My deep dive: https://x.com/kairospraxis/status/1963324573686141209 https://x.com/kairospraxis/status/1963324573686141209" [X Link](https://x.com/KairosPraxis/status/2015911462007341410) 2026-01-26T22:15Z [----] followers, [---] engagements "Celestica $CLS down 17% today after a crazy strong quarter makes no sense. - Topline is reaccelerating: They grew 44% in Q4 and guided for 37% revenue growth in [----]. Hard to believe this stock is up 40x in [--] years - Solid guidance: 44% EPS growth in [----] but the kicker: they expect similar growth in [----] as well. - Capex: They're building a 1B facility to support Google's AI manufacturing namely TPUs. Can't believe there were concerns over Celestica losing Google's business to Inventec lol. It's my largest position but still tempted to add some here." [X Link](https://x.com/KairosPraxis/status/2016942497910383051) 2026-01-29T18:32Z [----] followers, [----] engagements "@bezoutte Thanks You looking into $BBDB or any of these stocks" [X Link](https://x.com/KairosPraxis/status/2016987429480116364) 2026-01-29T21:30Z [----] followers, [---] engagements "Overview of all the deep dives I've put out in the last year: $CLS $BBDB $CLBT $MDA.TO $LASR $RBRK. Twitter's search feature is so bad I had to go to @joinyellowbrick to surface my own tweets. (highly recommend them) Over the past year I've pitched quite a few stocks and some of them have gone on to do very well since. A 🧵 of 🧵s containing all of my deep dives to serve as a scorecard: Over the past year I've pitched quite a few stocks and some of them have gone on to do very well since. A 🧵 of 🧵s containing all of my deep dives to serve as a scorecard:" [X Link](https://x.com/KairosPraxis/status/2017012963782042074) 2026-01-29T23:12Z [----] followers, [----] engagements "Deep dive of $LASR. Stock was up 40% since I pitched before today's pullback. This is a company I'd be comfortable holding for the next 3-5 years. They really are just getting started. https://x.com/KairosPraxis/status/1995946113594241113t=SKACCp0XZ4MxHGVl64Xx1Q&s=19 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 🧵 https://t.co/rP7EEDp5lm" [X Link](https://x.com/KairosPraxis/status/2019131959566631262) 2026-02-04T19:32Z [----] followers, [----] engagements "@RichardJKPE Didnt realize $LASR is now a $2.2B company. How quickly they grow up 🥲" [X Link](https://x.com/KairosPraxis/status/2019156343677124642) 2026-02-04T21:09Z [----] followers, [---] engagements "@Speedwell_LLC Was it a good idea for US investors to poke the bear and interfere in how the Govt. is handling Coupang Betrays serious lack of cultural understanding imo" [X Link](https://x.com/KairosPraxis/status/2019483848707338510) 2026-02-05T18:50Z [----] followers, [---] engagements "@Speedwell_LLC Yeah $CPNG is basically a Korean company. Calling them a US company and putting pressure on the Korean govt. to back off isn't helping them. Here's the article. https://www.reuters.com/commentary/breakingviews/coupang-investors-brazenly-channel-trump-korea-2026-01-26/ https://www.reuters.com/commentary/breakingviews/coupang-investors-brazenly-channel-trump-korea-2026-01-26/" [X Link](https://x.com/KairosPraxis/status/2019512456943661088) 2026-02-05T20:44Z [----] followers, [---] engagements "@ayz_yzyz Did you check out Celestica's call They explicitly mentioned that customers aren't looking for CPO yet before they get to 3.2T. Feel like $CLS has good visibility into what hyperscalers are thinking https://x.com/KairosPraxis/status/2019481163216093463t=k3xeaL2RxQdYW1MHnjP0MQ&s=19 Celestica's calls give a rare window into the future of the datacenter build out given their deep relationships with $GOOG $META and OpenAI. A few interesting bits from the Q4 call: - $CLS guided for 37% revenue growth in [----] but 51% in Q1. They don't really expect a" [X Link](https://x.com/KairosPraxis/status/2019629805671707134) 2026-02-06T04:30Z [----] followers, [----] engagements "When you understand the tailwinds for an industry well but aren't too confident about the technical advantages of any one player investing in the best-in-class market leader seems to be a decent bet. Good examples: defense + drones or photonics" [X Link](https://x.com/KairosPraxis/status/2019880905951826317) 2026-02-06T21:08Z [----] followers, [----] engagements "In defence for example there will likely be tons of winners in the small cap space. An equally good approach is to invest in a basket of picks-and-shovels stocks such as $MPTI $LASR $LPTH $AVIO.MI $DRO.AX $FTG.TO (these are just the ones I follow) https://x.com/KairosPraxis/status/1990898075351527588 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](https://x.com/KairosPraxis/status/2019886187159179689) 2026-02-06T21:29Z [----] followers, [----] engagements "You're absolutely right about chance of $LASR going lower + buying back after selling. In my case I overthink entry points. So I don't know if trailing stops are aligned with my style of investing. But will definitely think about more downside protection when stocks have had the run-up https://twitter.com/i/web/status/2019996002258682187 https://twitter.com/i/web/status/2019996002258682187" [X Link](https://x.com/KairosPraxis/status/2019996002258682187) 2026-02-07T04:45Z [----] followers, [--] engagements "So people claimed $COHR was better than $LITE because they had a 6-inch thing but it's not enough to just have a 6-inch tool you also need to know how to use it effectively" [X Link](https://x.com/KairosPraxis/status/2020897147055432151) 2026-02-09T16:26Z [----] followers, [----] engagements "For more details I recommend the $LITE vs $COHR earnings coverage by @insane_analyst https://irrationalanalysis.substack.com/p/226-earnings-roundup-lite-cohr-sitm https://irrationalanalysis.substack.com/p/226-earnings-roundup-lite-cohr-sitm" [X Link](https://x.com/KairosPraxis/status/2020905259804025229) 2026-02-09T16:58Z [----] followers, [---] engagements "@SimeonResearch_ Thanks and nice call on $LITE. It's trading at twice the multiple of the next competitor but I guess that's the price you pay for the best-in-class" [X Link](https://x.com/KairosPraxis/status/2020990656999571541) 2026-02-09T22:38Z [----] followers, [---] engagements "@atelicinvest Bending spoons is just artisanal constellation" [X Link](https://x.com/KairosPraxis/status/2021286286774985061) 2026-02-10T18:12Z [----] followers, [---] engagements "Anthropic: Claude Opus [---] OpenAI: ChatGPT Codex [---] $META AI: Facebook rolls out the ability for users to animate their profile picture and to restyle Stories or Memories using preset options or a text-based AI prompt (@jaypeters / The Verge) https://t.co/geK9JvzyPC https://t.co/VWg6KH3PEi 📥 Send tips https://t.co/wlNZvXtJTU Facebook rolls out the ability for users to animate their profile picture and to restyle Stories or Memories using preset options or a text-based AI prompt (@jaypeters / The Verge) https://t.co/geK9JvzyPC https://t.co/VWg6KH3PEi 📥 Send tips https://t.co/wlNZvXtJTU" [X Link](https://x.com/KairosPraxis/status/2021301817397686537) 2026-02-10T19:14Z [----] followers, [----] engagements "$META not being able to release a state-of-the-art LLM is one of the biggest mysteries of our time. Because the Chinese models Cohere and Mistral have been partially successful we've been assuming that LLMs are a commodity. But what if this is it What if nobody can catch up to Claude OpenAI and Gemini anymore and these models keep getting better and better https://twitter.com/i/web/status/2021310371232096300 https://twitter.com/i/web/status/2021310371232096300" [X Link](https://x.com/KairosPraxis/status/2021310371232096300) 2026-02-10T19:48Z [----] followers, [---] engagements "@diyas_1989 Serious question: If everyone uses ChatGPT to do thematic investing how does that change r/r going forward" [X Link](https://x.com/KairosPraxis/status/2021352729826951468) 2026-02-10T22:37Z [----] followers, [---] engagements "@Investor_NICK_ This is my investing thesis for $HOOD as well. Massive levels of degeneracy. We'll never have a normal economy ever again https://x.com/KairosPraxis/status/1966604379693195492 My barebones investing thesis for $HOOD is that the level of FOMO in the economy is off the charts right now. So many young people want to just day trade momentum names instead of doing a 9-5. https://t.co/iyf1JW0TOh https://x.com/KairosPraxis/status/1966604379693195492 My barebones investing thesis for $HOOD is that the level of FOMO in the economy is off the charts right now. So many young people want" [X Link](https://x.com/KairosPraxis/status/2021362035708264624) 2026-02-10T23:13Z [----] followers, [---] engagements "@barbell_ideas Is it the name SUSS :)" [X Link](https://x.com/KairosPraxis/status/2021363511541309947) 2026-02-10T23:19Z [----] followers, [--] engagements "@barbell_ideas Appreciate it. Thank you will dig into it 🙏" [X Link](https://x.com/KairosPraxis/status/2021367502769656314) 2026-02-10T23:35Z [----] followers, [---] engagements "@irbezek @diyas_1989 Brb need to pitch a few hidden gems in Reddit" [X Link](https://x.com/KairosPraxis/status/2021379875492213017) 2026-02-11T00:24Z [----] followers, [--] engagements "@no_cap_cap Think I could bug you into checking out $LITE's call. You have a good sense for these calls" [X Link](https://x.com/KairosPraxis/status/2021449704559763814) 2026-02-11T05:02Z [----] followers, [--] engagements "Maybe I was right on $MRNA after all - no point in earning pharma/biotech stocks while living in the dark ages. Being too early = Being wrong Moderna $MRNA is up a bunch this year thanks to the success of its personalized cancer drug and better guidance. Bittersweet feeling because I believed in their platform and cancer trials but ended up selling last year in the 30s and 40s because https://t.co/7jUtxuiEtw Being too early = Being wrong Moderna $MRNA is up a bunch this year thanks to the success of its personalized cancer drug and better guidance. Bittersweet feeling because I believed in" [X Link](https://x.com/KairosPraxis/status/2021694732804796719) 2026-02-11T21:16Z [----] followers, [----] engagements "Are you saying it's been proven wrong because it focuses on older models I guess the foundational labs are the best bet for finding studies on the latest models. This one focuses more on the limitations of the training/RL process and less on the transformer architecture itself. https://arxiv.org/pdf/2509.04664 https://arxiv.org/pdf/2509.04664" [X Link](https://x.com/KairosPraxis/status/2021721732537602212) 2026-02-11T23:03Z [----] followers, [---] engagements "@nitinkinvest @NickCortellucci Appreciate you breaking it down. Thanks. Totally agree that when retailers you need the margin of safety. Never know when sentiment does a U-turn" [X Link](https://x.com/KairosPraxis/status/2021770354197160339) 2026-02-12T02:16Z [----] followers, [--] engagements "@atelicinvest Yeah I hear you. If I'd bought one share of a memory stock every time I complained about Claude's context window and degrading conversations last year I'd be very rich now" [X Link](https://x.com/KairosPraxis/status/2022027240624861621) 2026-02-12T19:17Z [----] followers, [--] engagements "Aritzia $ATZ.TO hit $1B in revenue this quarter thanks to their new app which was #1 in the app store. App really gets basics right - visualize what you bought + what you need to complete outfits. Brands racing to add AI to e-commerce but there's so much low hanging fruit" [X Link](https://x.com/KairosPraxis/status/2012928555949125639) 2026-01-18T16:42Z [----] followers, [----] engagements "In their most recent earnings avg balance/per customer at $WISE grew by 17% for personal and 8% for business. They also announced a new payment gateway to take on Stripe. All of this hint at Wise's ambition to be a one-stop shop for global citizens/SMEs https://x.com/moneyflowinvest/status/2009813170823545291 After researching the launch of $Wise's upcoming payment gateway some more I am realizing this could be a low-key great move that flies under the radar. Not going to lie I totally dismissed it in my head as something that has [--] chance to work. Me: You have a million different" [X Link](https://x.com/KairosPraxis/status/2013299069418910086) 2026-01-19T17:14Z [----] followers, [----] engagements "If you're interested in $WISE I recommend reading @longriver_hk's 4Q letter. Good thoughtful read that spells out the investment case and what to look for from here. https://www.longriverinv.com/thought/4q25-letter https://www.longriverinv.com/thought/4q25-letter" [X Link](https://x.com/KairosPraxis/status/2013299497057620148) 2026-01-19T17:16Z [----] followers, [---] engagements "$WISE jumped 16% after a stronger than expected Q3 earnings update. TLDR: Everything is trending in the right direction. - Strength in business accounts is the highlight imo: business volume up 37% and customer count grew 25%. - Customer account balances up 31% which counters any decrease in interest rates. - Slight improvement in guidance: Profit-before-tax margins for [----] at 16%. One yellow flag: Platform now at 5% of total volume which feels slower than expected. https://twitter.com/i/web/status/2014056182390919408 https://twitter.com/i/web/status/2014056182390919408" [X Link](https://x.com/KairosPraxis/status/2014056182390919408) 2026-01-21T19:23Z [----] followers, [----] engagements "From an earlier tweet: $WISE's ambition is to become a one-stop banking solution for customers who are "global". Growth in business accounts and account balance suggests that the thesis is proceeding apace. https://x.com/KairosPraxis/status/2013299069418910086 In their most recent earnings avg balance/per customer at $WISE grew by 17% for personal and 8% for business. They also announced a new payment gateway to take on Stripe. All of this hint at Wise's ambition to be a one-stop shop for global citizens/SMEs https://t.co/Ziu3mnJNwy https://t.co/ugB89LMoSM" [X Link](https://x.com/KairosPraxis/status/2014060428285157538) 2026-01-21T19:40Z [----] followers, [---] engagements "At this rate $MNDY's organic growth (without performance marketing) will drop to 2% and they can become one of those "shitcos" acquired by Constellation Software $CSU.TO. $MNDY getting trashed after strong earnings but weak guidance for [----]. In short: - They lowered revenue guidance for [----] to 1.45-1.46B at 18-19% growth (prev 1.5B). For context it was 27% in [----]. - AI concerns Weaker guidance was attributed to not being able to acquire https://t.co/qbT4xEMYBl $MNDY getting trashed after strong earnings but weak guidance for [----]. In short: - They lowered revenue guidance for [----] to" [X Link](https://x.com/KairosPraxis/status/2021253072945807456) 2026-02-10T16:01Z [----] followers, [----] engagements "@plasticnewt3 @compoundpapi Does the theory mostly assume that historical correlations continue to hold in the future I guess that's another reason to go for [--] stocks over [--]. More robustness when your ex-ante assumptions fall apart" [X Link](https://x.com/KairosPraxis/status/2021788117108191292) 2026-02-12T03:27Z [----] followers, [--] engagements "@plasticnewt3 @compoundpapi Great point on society and violence intersecting in horrible ways. How do you think about overcoming these risks I feel everything's correlated these days. Venezuelan oil datacenter capex EU defence spending Indian IT. Crazy world" [X Link](https://x.com/KairosPraxis/status/2021812221391901158) 2026-02-12T05:02Z [----] followers, [--] engagements "@madcap_cap Lmao no. Still holding on to my shares. Constellation provides data insights renoworks does 3d visuals" [X Link](https://x.com/KairosPraxis/status/2021822292930535555) 2026-02-12T05:42Z [----] followers, [--] engagements "If you want to estimate what multiple $WISE will trade at the right question is whether Wise will become the defacto bank account for global individuals/SMEs or simply the payment rails powering the front end. Great framing by @longriver_hk" [X Link](https://x.com/KairosPraxis/status/2013274499878416671) 2026-01-19T15:37Z [----] followers, [----] engagements "$LASR is down today (presumably) because of momentum and their public offering at $44/share that would result in 7-9% dilution. Companies earn the right to dilute their shareholders. nLight has one of the most conservative managements in their industry - founder led always little to no debt. In the last five years they've only diluted once in [----]. Some context: US DoD's biggest priorities are directed weapons and hypersonics. $LASR plays a role in both. They recently increased guidance for Q4 and *doubled* their manufacturing capacity. For once I trust that the dilution will be beneficial." [X Link](https://x.com/KairosPraxis/status/2019118231949045854) 2026-02-04T18:37Z [----] followers, 14.6K engagements "Celestica's calls give a rare window into the future of the datacenter build out given their deep relationships with $GOOG $META and OpenAI. A few interesting bits from the Q4 call: - $CLS guided for 37% revenue growth in [----] but 51% in Q1. They don't really expect a slowdown they're just being conservative. Most of the revenue growth is from volume not price. - The capex and new facility in TX is for booked business for [----] [----]. - They're continuing to co-design with OpenAI. Revenue ramps up in [----]. - Optics: " We haven't seen customers looking for mass CPO adoption yet." Good for $CRDO." [X Link](https://x.com/KairosPraxis/status/2019481163216093463) 2026-02-05T18:40Z [----] followers, [----] engagements "$MNDY getting trashed after strong earnings but weak guidance for [----]. In short: - They lowered revenue guidance for [----] to 1.45-1.46B at 18-19% growth (prev 1.5B). For context it was 27% in [----]. - AI concerns Weaker guidance was attributed to not being able to acquire SMBs. I imagine SMBs spoiled for options these days. - Lowered guidance on FCF and operating margins as well. Meanwhile headcount to grow mid-teens. In the words of the CFO: "It will be choppy throughout 2026". Silver lining: - High retention rate and upselling existing customers. - Monday AI vibe coding platform hit 1M ARR." [X Link](https://x.com/KairosPraxis/status/2020935465394897163) 2026-02-09T18:58Z [----] followers, 12.5K engagements "Some stocks on my watchlist right now that have already run-up quite a bit but (imo) still have some growth left in them: $LITE $HAI.TO $TSEM $FLT $BESI. $TSEM is a very special business but no matter how I spin it I can never bring myself to justify the crazy multiple" [X Link](https://x.com/KairosPraxis/status/2021352488046297427) 2026-02-10T22:36Z [----] followers, [---] engagements "@NickCortellucci cc @nitinkinvest does this fall under your social arb bucket Would love to get your thoughts on whether $GRGD is undervalued right now" [X Link](https://x.com/KairosPraxis/status/2021450403498557951) 2026-02-11T05:05Z [----] followers, [--] engagements "@itsDanielWu Lol thanks. He's a good capital allocator/cost cutter but don't think technical competence is his thing. To add to what you said I don't think they've really had a clear ad strategy beyond "we have the full data"" [X Link](https://x.com/KairosPraxis/status/2021816719073833042) 2026-02-12T05:20Z [----] followers, [---] engagements "@atelicinvest ☠ Is there any other service that treats their customers as poorly as Twitter (Maybe anthropic)" [X Link](https://x.com/KairosPraxis/status/2022118867011875323) 2026-02-13T01:21Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@KairosPraxis Kairos
Kairos posts on X about ai, business, $cls, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +78%
- [--] Month [-------] +41%
- [--] Months [---------] +223%
- [--] Year [---------] +5,195,135%
Mentions: [--] #
- [--] Week [---] -8.80%
- [--] Month [---] +15%
- [--] Months [-----] +99%
- [--] Year [-----] +259,500%
Followers: [-----] #
- [--] Week [-----] +2.70%
- [--] Month [-----] +8.80%
- [--] Months [-----] +186%
- [--] Year [-----] +114,233%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 40.11% finance 33.16% technology brands 19.79% cryptocurrencies 15.51% luxury brands 4.28% social networks 3.74% currencies 2.14% fashion brands 2.14% countries 1.6% automotive brands 0.53%
Social topic influence ai 9.63%, business 9.09%, $cls #8, stocks 8.02%, in the 6.42%, $crdo #98, $bbdb #1, if you 5.35%, $meta #631, meta 4.28%
Top accounts mentioned or mentioned by @madcap_cap @madcapcap @nocapcap @atelicinvest @3plantey2 @vmaxpax @danielgordon @ayzyzyz @ayz_yzyz @valuedrift @onodacapital @bezoutte @qa5679 @nickcortellucci @tbu12345678 @dixongeecapital @solutionorganic @diyas1989 @levandovsky @plasticnewt3
Top assets mentioned Coldstack (CLS) Credo Technology Group Holding Ltd (CRDO) Metadium (META) nLIGHT, Inc. Common Stock (LASR) Alphabet Inc Class A (GOOGL) Lumentum Holdings Inc. Common Stock (LITE) Wise (WISE) monday.com Ltd. (MNDY) Interactive Brokers Group, Inc. (IBKR) Coupang, Inc. (CPNG) Amazon.com, Inc. (AMZN) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Pure Storage, Inc. (PSTG) Dash (DASH) Rubrik, Inc. (RBRK) Coherent Inc (COHR) Live Nation Entertainment, Inc. (LYV) Uber Technologies, Inc. (UBER) Maplebear Inc. (CART) DoorDash Inc. (DASH) TTM Technologies Inc (TTMI) Moderna Inc (MRNA) Brookfield Corporation (BN) Fluence (FLT) Axon Enterprise, Inc. (AXON) Astera Labs, Inc. (ALAB) Thomson Reuters Corporation (TRI) Shopify Inc (SHOP) Microsoft Corp. (MSFT) Robinhood Markets, Inc. (HOOD) Costco Hot Dog (COST)
Top Social Posts
Top posts by engagements in the last [--] hours
"If you invested in Descartes $DSG.TO at the peak of the dotcom bubble in March [----] as of today you will be up by checks notes $5.98 (CAD)"
X Link 2025-06-23T15:23Z [----] followers, [---] engagements
"Does anyone know what's going on with Bombarder $BBDB"
X Link 2025-09-18T16:30Z [----] followers, [----] 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 [----] followers, [----] 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 [----] followers, [----] engagements
"Not a great sign for Terravest's HVAC equipment revenue although it's going up against weak comps $TVK.TO chatted with the boiler repairman today and he said business was real slow and even the wholesaler he buys parts from isnt moving inventory in New England winter. what im saying is Odd Lots needs to have me on the show right now chatted with the boiler repairman today and he said business was real slow and even the wholesaler he buys parts from isnt moving inventory in New England winter. what im saying is Odd Lots needs to have me on the show right now"
X Link 2025-11-18T20:41Z [----] followers, [----] 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 [----] followers, [----] engagements
"Nittobo is a Japanese company that manufactures a glass fiber that is crucial for next-gen GPUs (sits inside the substrate and prevents signal loss). Fun fact: They also manufacture a reagent used in hospital labs to analyze urine samples. (Get you a stock that can do both) Most people know Ajinomoto for food flavoring. Fun fact: they also control 98% of ABF substrate IP - critical for CoWoS packaging and an important bottleneck in the AI supply chain. TSMC's AI expansion hinges on Ajinomoto's capacity. https://t.co/qAlZAMas8T Most people know Ajinomoto for food flavoring. Fun fact: they also"
X Link 2025-12-06T17:18Z [----] followers, 111.5K engagements
"@madcap_cap @AnishP144 $LPTH's advantage is their IR cameras can withstand a wider range of temps (thanks to G5) and are made in US. You can see Umicore's offerings here: https://eom.umicore.com/en/infrared-solutions/infrared-optics/ https://eom.umicore.com/en/infrared-solutions/infrared-optics/"
X Link 2025-12-16T20:05Z [----] followers, [---] engagements
"The opposite of the scale economies shared model is growing rent seekers - companies that extract more & more surplus as they grow. Some examples: Instagram/YT showing more and more ads as they get bigger. $LYV increasing fees across the board. Basically customers hate them"
X Link 2026-01-04T22:13Z [----] followers, [----] engagements
"Perhaps a better term is "Scale economies extracted". As companies like $UBER and $LYV grow they do get better margins from scale. But instead of passing them along they extract even more value from sellers/consumers via higher prices and more lock-in"
X Link 2026-01-04T23:45Z [----] followers, [---] engagements
"@madcap_cap @Vmaxpax I have a [--] page writeup that Claude wrote that I am still working my way through but here's a sneak peak. $HAI trading at 57x NTM PE due to a temporary depression but if all goes well it's 7.1x [----] earnings"
X Link 2026-01-11T20:55Z [----] followers, [---] engagements
"Great summary on why $IOT can be a good investment from here: - They are likely to emerge as the best-in-class in this space and have a wider range of offerings. - Huge TAM - Data can be a moat as they offer more AI-centric value adds. Makes their service very sticky. @KairosPraxis I kind of like Samsara here. I think Samsara doesnt need to exist in a different competitive landscape to work I just think they will eventually become the biggest (maybe). I studied their platform pretty thoroughly and I think it has serious potential to take most share. @KairosPraxis I kind of like Samsara here."
X Link 2026-01-14T16:30Z [----] followers, [----] engagements
"Founder-led companies are great but what's even better are companies like $PSTG $ANET $CRDO where the founder stayed on as CTO. Win-Win: Founders get to focus on pushing their vision while outsourcing capital allocation to a better operator. Any examples come to mind"
X Link 2026-01-15T16:05Z [----] followers, [----] engagements
"@sv_techie Oooh if you don't mind could you share your thoughts on $PSTG My 2c: I think it's a great business and will see good enterprise growth but stock is currently pricing in datacenter contracts and that's tricky because NAND is such a dynamic space right now"
X Link 2026-01-15T17:19Z [----] followers, [---] engagements
"The economics of food vs grocery delivery are fascinating: The average order value is $35 for restaurant orders vs $100 for groceries. Assuming $20/hr for drivers (+tips) per order $CART takes home 2x as much as $DASH (with lower commissions) Bigger baskets are all you need"
X Link 2026-01-16T18:30Z [----] followers, [----] engagements
"No surprises whatsoever that Doordash $DASH is trying to pivot hard into groceries and basically everything other than food delivery"
X Link 2026-01-16T19:00Z [----] followers, [---] engagements
"@Daniel___Gordon Yeah exactly. I think the problem is as Doordash extends to groceries and Walmart delivers its own groceries $CART has to find other verticals"
X Link 2026-01-16T19:30Z [----] followers, [--] engagements
"@Daniel___Gordon Great point on third party delivery being asset light. I agree with you. Smaller players don't have the scale that Walmart does so it makes sense to partner with $DASH or others"
X Link 2026-01-16T19:53Z [----] followers, [--] engagements
"@no_cap_cap Looks like Maris tech and Haivision compete in some domains. Need to look into this. Thanks"
X Link 2026-01-18T16:51Z [----] followers, [---] engagements
"Fun story: My biggest winner this year is $DRO.AX (47% ytd) but that's misleading. I bought Droneshield at $3.5 because their solutions (jamming drones) were better suited for EU cities plagued by drones. Worst possible timing because the stock dropped by 50% within a couple of weeks when insiders dumped shares. Total shitshow and poor communication. Thankfully it was a small position and I held as ship steadied and contracts trickled in. [--] days ago they announced a big partnership with Dutch C-UAS software company. "Integration has started and will be tested in the coming months at multiple"
X Link 2026-01-19T21:34Z [----] followers, [----] engagements
"@StoicInvestor42 Yeah that $ISSC drawdown was pretty random. I prefer trimming for micro caps but doesn't always work if I buy just before the drop"
X Link 2026-01-19T23:59Z [----] followers, [---] engagements
"Customer: Can you design a server and assemble the whole AI rack including GPUs CPUs and switches Celestica: Sure I'm on it. Customer: By the way do you know anyone who can help us design components for a submarine $CLS: You're not going to believe this"
X Link 2026-01-20T16:06Z [----] followers, [----] engagements
"@madcap_cap I don't want to jump to conclusions on $MTEK. Nobody had even heard of amorphous materials. There are 1000s of such private companies that could be on their radar"
X Link 2026-01-22T17:15Z [----] followers, [---] engagements
"@CopyCat_Invest You mean $TTMI acquiring $CLS $AVGO acquiring CLS"
X Link 2026-01-22T18:32Z [----] followers, [---] engagements
"@CopyCat_Invest Damn. Didn't realize $CLS market cap was 3x that of $TTMI. I used to own shares of TTM. Not a huge fan of the circuit board business in general (too competitive too low margin) but in fairness you could say the same thing for Celestica and EMS"
X Link 2026-01-22T18:40Z [----] followers, [---] engagements
"Constellation shareholders when you ask them why they're still holding onto $CSU.TO after a 50% drawdown"
X Link 2026-01-22T21:40Z [----] followers, [----] engagements
"Two of my favorite companies $RBRK and $PSTG join forces. Very cool The debate is over. Snapshots vs backups You need both working together. The Rubrik and @PureStorage Cyber Resilience Visibility Integration does exactly that. And it's available now Learn more 👉 https://t.co/onjn96C26Q https://t.co/TfBuwcTmiC The debate is over. Snapshots vs backups You need both working together. The Rubrik and @PureStorage Cyber Resilience Visibility Integration does exactly that. And it's available now Learn more 👉 https://t.co/onjn96C26Q https://t.co/TfBuwcTmiC"
X Link 2026-01-23T17:59Z [----] followers, [----] engagements
"Rough math (sorry if I got something wrong): $CSU currently trading at 20-21x TTM FCFA2S. If you make same assumptions as in quoted tweet then you get 15% IRR. Two thoughts now: [--]. If $CSU does buybacks here it would be a strong signal of variant perception they believe they can compound at say 20% CAGR. [--]. $CSU's IRR for large acquisitions is 20%. I think they should keep the same hurdle rate on buying back their stock. So either they buyback now or after another 10-20% drop both of which are revealing https://x.com/BerkelKip/status/1983674382833873394"
X Link 2026-01-24T22:23Z [----] followers, [---] engagements
"Being too early = Being wrong Moderna $MRNA is up a bunch this year thanks to the success of its personalized cancer drug and better guidance. Bittersweet feeling because I believed in their platform and cancer trials but ended up selling last year in the 30s and 40s because of the political environment around maha and lack of conviction. https://twitter.com/i/web/status/2015817506934464842 https://twitter.com/i/web/status/2015817506934464842"
X Link 2026-01-26T16:02Z [----] followers, [----] engagements
"@BRuss008 $BN $IBKR $TOI.V and among microcaps $FTG.TO"
X Link 2026-01-27T04:16Z [----] followers, [----] engagements
"One guess is stock is down because potential fraud but this makes zero sense. Why would $CLS directors raise the possibility that their number one customer $GOOG is moving to other suppliers 🙃"
X Link 2026-01-29T18:47Z [----] followers, [----] engagements
"Here's the crazy part about Celestica $CLS: A stock that's up 3400% in the last [--] years is reaccelerating its topline growth from [--] - [--] - 40%. Hard to see the capex as anything but bullish"
X Link 2026-01-29T19:49Z [----] followers, [----] engagements
"1: $CLS - Celestica is the OG AI beneficiary. A low-margin contractor that transitioned into providing high value services throughout the AI supply chain - from networking switches to servers to rack-level integration to cooling optics and recycling. https://x.com/KairosPraxis/status/1935433566394917098 Celestica $CLS is a electronics manufacturer that has quietly grown to become my #2 position. I find CLS to be one of the most underrated AI infra stocks and despite growing its EPS at 61% CAGR since [----] I don't see too many discussions of this business. A brief thread🧵"
X Link 2026-01-29T20:49Z [----] followers, [----] engagements
"2: $BBDB - Bombardier is a private jet manufacturer that's also secretly a defense stock. Best turnaround story of this decade. Strong tailwinds in private jets high-margin aftermarket services partnership with Saab for surveillance aircrafts. https://x.com/KairosPraxis/status/1963324573686141209 Bombardier's turnaround story is one for the books. Stock currently at EV/Adj. EBITDA [--]. The question is where does the next leg of growth come from (hint: defense services) A deep dive on $BBD.B and why I'm passing on the stock here 🧵 https://t.co/nloRfym4Wt"
X Link 2026-01-29T20:49Z [----] followers, [----] engagements
"4: $LASR: Deathstar Founder-led company that pivoted from industrial welding to high-energy directed weapons (lasers) for defense. Absolute must for asymmetric drone warfare: cheap drones require cheap lasers to take them out https://x.com/KairosPraxis/status/1995946113594241113 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 🧵 https://t.co/rP7EEDp5lm"
X Link 2026-01-29T20:49Z [----] followers, [----] engagements
"5: $MDA.TO MDA Space is a beneficiary of the space race. Satellite manufacturer for-hire with specialty in communication and robotics. Space sovereignty and resilient communications are a big deal and $MDA is poised to benefit from this. https://x.com/KairosPraxis/status/1985783902464528725 1: $MDA.TO is a manufacturer of satellites. They also supply components for 80% of all satellites manufactured worldwide. The stock is currently trading at a NTM PE of [----] and (imo) 13x [----] earnings. This is my 2nd highest conviction idea at current r/r. https://t.co/F7EgZXVVXI"
X Link 2026-01-29T21:03Z [----] followers, [----] engagements
"@Vmaxpax $FLT calling me right now at [----] 😉 (CGY perfect for staffing/training etc)"
X Link 2026-01-30T07:02Z [----] followers, [---] engagements
"Bombardier $BBDB down 7% today after risk of getting decertified or tariffed 50%"
X Link 2026-01-30T16:38Z [----] followers, [---] engagements
"My deep dive on Bombardier $BBDB. They benefit from being best in class when it comes to speed and operational costs - aftermarket services are a network effect. Think it's a good buy here at $220-$230 but we may see more dips on the way to USMCA https://x.com/KairosPraxis/status/2016977093054103789t=u6ug0LOFXzYxyzq-YL1uYA&s=19 2: $BBDB - Bombardier is a private jet manufacturer that's also secretly a defense stock. Best turnaround story of this decade. Strong tailwinds in private jets high-margin aftermarket services partnership with Saab for surveillance aircrafts. https://t.co/25IlNcIxpd"
X Link 2026-01-30T17:13Z [----] followers, [---] engagements
"If you need more reasons to invest in $BBDB Jensen owns a Bombardier Global Jet 7500"
X Link 2026-01-30T17:58Z [----] followers, [---] engagements
"@JerryCap Nittobo (And Ajinomoto makes ABF Substrates) https://x.com/KairosPraxis/status/1997354992877830641 Nittobo is a Japanese company that manufactures a glass fiber that is crucial for next-gen GPUs (sits inside the substrate and prevents signal loss). Fun fact: They also manufacture a reagent used in hospital labs to analyze urine samples. (Get you a stock that can do both) https://t.co/QXeYzJ3Rk3 https://x.com/KairosPraxis/status/1997354992877830641 Nittobo is a Japanese company that manufactures a glass fiber that is crucial for next-gen GPUs (sits inside the substrate and prevents"
X Link 2026-01-30T18:09Z [----] followers, [---] engagements
"Market is punishing $CRDO because optics. but I really like how the business is positioning itself for the future. First AECs aren't going anywhere (copper if you can fiber if you must). New technologies - ALCs and OmniConnect for GPU to memory are coming up. The new retimer for scale-up networking (GPUs to GPUs) could be a big deal. NVLink is obviously the boss right now but as more and more asics come online (or more AMD) hyperscalers will shift to UALink. $CRDO's retimers could become the standard as UALink connects larger and larger racks. The Scale-up Retimer could end up being a nothing"
X Link 2026-02-02T18:03Z [----] followers, 10.2K engagements
"@vikramskr @theaustinlyons would love your thoughts on this. Will scale-up retimers be a big deal and does $CRDO have any edge here"
X Link 2026-02-02T18:26Z [----] followers, [----] engagements
"Interesting strategy by $CRDO here: As AECs become more commoditized they're licensing their IP to 3M Amphenol and a bunch of others that manufacture cheaper alternatives. Credo may no longer control 88% of the market but I imagine the royalty revenue is great for margins"
X Link 2026-02-02T19:36Z [----] followers, [----] engagements
"@WisemanCap Well known software company $AXON getting destroyed 🤷"
X Link 2026-02-02T20:39Z [----] followers, [----] engagements
"@kimsbinvesting what did you think after your research on $CPNG Were you convinced to buy the stock"
X Link 2026-02-02T22:55Z [----] followers, [---] engagements
"@Daniel___Gordon Yeah I own $CPNG. They're the incumbent and more popular. But sounds like Naver is catching up. Need to keep watching"
X Link 2026-02-02T23:04Z [----] followers, [---] engagements
"@microcapcpa No unfortunately I did not. So many new contracts coming online but I could not bring myself to buy the stock at [--] NTM PE. Hope they succeed though been following them for a while"
X Link 2026-02-03T02:10Z [----] followers, [--] engagements
"@LukaCapital No you're absolutely right. This is what they said - "We expect a resurgence of growth in calendar [----] across the U.S. Federal sector. Our confidence in the re-acceleration of our top-line growth in [----] builds every week." My concern is Fed growth will get delayed"
X Link 2026-02-03T19:13Z [----] followers, [---] engagements
"Seems all but certain that Hanhwa is going to win the sub deal Bullish $KDEF"
X Link 2026-02-03T21:53Z [----] followers, [----] engagements
"For context Hyundai and others will set up shop in Canada only if the Hanhwa sub deal goes ahead. cc @valuedrift @BlackScholesMan @no_cap_cap"
X Link 2026-02-03T22:10Z [----] followers, [---] engagements
"@madcap_cap @JerryCap Stock growing topline at 40% and trading under 25x ntm pe. Why not"
X Link 2026-02-04T02:03Z [----] followers, [---] engagements
"@madcap_cap Yeah I bought some $CRDO so definitely feeling the pain 😭 Btw who do you think Lumentum and all those optics guys are supplying https://x.com/ayz_yzyz/status/2018298233077080412t=QIbEe81wcOr2TgvYhDIGFA&s=19 Co-Packaged Optics (CPO) The Next Big Thing for NVIDIA (2) https://t.co/9q8SLwpuib https://x.com/ayz_yzyz/status/2018298233077080412t=QIbEe81wcOr2TgvYhDIGFA&s=19 Co-Packaged Optics (CPO) The Next Big Thing for NVIDIA (2) https://t.co/9q8SLwpuib"
X Link 2026-02-04T03:01Z [----] followers, [----] engagements
"@SA_VanInvestor @valuedrift @no_cap_cap Hanhwa has partnered with a bunch of companies. Among the ones I follow - $MDA $CLS $BBDB"
X Link 2026-02-04T03:49Z [----] followers, [---] engagements
"@semivision_tw I wrote about Blue Heron yesterday. Do you think this could be a big source is revenue as UALink scales up or will there be competition from $MRVL/$ALAB soon https://x.com/KairosPraxis/status/2018384798159368582t=k3fKzpcK7sC3G3peHHkd3A&s=19 Market is punishing $CRDO because optics. but I really like how the business is positioning itself for the future. First AECs aren't going anywhere (copper if you can fiber if you must). New technologies - ALCs and OmniConnect for GPU to memory are coming up. The new https://t.co/cUnLOIoZtd"
X Link 2026-02-04T03:52Z [----] followers, [---] engagements
"@ayz_yzyz @madcap_cap Thanks for the clarification ayz. Your scale-up post was great. One quick question: do you think CPO for scale-up is bad news for $CRDO AECs or will they continue to benefit from asics. Their new blue heron retimer is interesting too"
X Link 2026-02-04T06:32Z [----] followers, [----] engagements
"@ayz_yzyz @madcap_cap So Blue Heron is a scale-up retimer for UALink (and Ethernet for scale-up). So it's not compatible with NVLink of course but my guess is AMD and Asics may use the product. Assuming UALink ramps up later this year. (Feel free to correct me.) https://investors.credosemi.com/news-events/news/news-details/2026/Credo-Introduces-Industrys-First-224G-Multiprotocol-AI-Scale-Up-Retimer-Supporting-UALink-ESUN-and-Ethernet/default.aspx"
X Link 2026-02-04T06:44Z [----] followers, [---] engagements
"$CSU.TO: We're so back"
X Link 2026-02-04T13:50Z [----] followers, 18K engagements
"Market leaving $CRDO for dead after $LITE call because. optics and scale-up CPO means bye bye copper wires (AECs). It's funny that a business that grew 150% for the last [--] quarters is now trading at 30x NTM PE"
X Link 2026-02-04T16:58Z [----] followers, [----] engagements
"If you don't believe me @vikramskr has some specifics here: https://x.com/vikramskr/status/2019071322253664613 Why is everyone plotting the end of copper cable We are not replacing [----] copper cables in the spine just yet are we Apparently CPO option in NVLink switch trays allow hooking up two NVL72 racks for Rubin Ultra. h/t @ayz_yzyz Thats cool but connecting racks is https://x.com/vikramskr/status/2019071322253664613 Why is everyone plotting the end of copper cable We are not replacing [----] copper cables in the spine just yet are we Apparently CPO option in NVLink switch trays allow"
X Link 2026-02-04T17:42Z [----] followers, [----] engagements
"@Stocks_Stones Great presentation. Thanks for sharing. David mentioned software a couple of times. What exactly is he referring to Is there an actual moat around dbox software or is it just paired with the actuators"
X Link 2026-02-04T19:03Z [----] followers, [---] engagements
"@no_cap_cap Yeah same. I'm sure it'll work in [--] years but like you said capex is all that people think of right now. Better to invest in suppliers who benefit from that capex like $CLS and $CRDO ;)"
X Link 2026-02-04T19:58Z [----] followers, [---] engagements
"@3Plantey2 @madcap_cap @RaleighPartners If they are not making buybacks because IRR is lower that is a signal. However ML has mentioned in previous meetings that he avoids buybacks because of information asymmetry. That is not shareholder friendly imo"
X Link 2026-02-04T20:51Z [----] followers, [--] engagements
"@3Plantey2 @madcap_cap @RaleighPartners No fricking way. Dividends are not tax efficient"
X Link 2026-02-04T20:54Z [----] followers, [--] engagements
"I added to my $CRDO position at $96.5. R/R seems extremely favorable at [--] NTM PE. Copper cables (AECs) aren't going anywhere any time soon and we should see in the next earnings call. Even if copper --- [--] in two years $CRDO seems to be skating towards where the 🏒 will be"
X Link 2026-02-04T21:06Z [----] followers, [----] engagements
"@OnodaCapital LOL. Have you used Ramp btw"
X Link 2026-02-04T21:23Z [----] followers, [---] engagements
"@OnodaCapital Hahaha. I had the (mis)fortune of using it recently and to put it mildly it did not live up to the hype. The way VC twitter is hyping it you would think it's like Claude Cowork for reimbursements"
X Link 2026-02-04T21:32Z [----] followers, [---] engagements
"@valuedrift That's been the theme of this whole presidency"
X Link 2026-02-04T22:47Z [----] followers, [---] engagements
"@BerkelKip Obviously you can't vibecode $MNDY or $CRM or whatever but it's going to take the market a loooong time to come that realization when they tweets/slides that look like the one you quoted"
X Link 2026-02-04T22:56Z [----] followers, [---] engagements
"@atelicinvest The mental gymnastics around second and third derivatives"
X Link 2026-02-05T00:10Z [----] followers, [---] engagements
"@TBU12345678 Something funny: Even $CLS is spending 1B on a new facility in TX based on confirmed orders from $GOOG. I imagine they recoup the capex pretty soon"
X Link 2026-02-05T00:27Z [----] followers, [----] engagements
"@NewcomerInvest I enjoyed your threads a lot and I'm not criticizing but the market could take a long time to come to the conclusion that the AI labs aren't disrupting $TRI"
X Link 2026-02-05T03:26Z [----] followers, [---] engagements
"@ALEXEIMARTOV Can't believe you did this 🙈"
X Link 2026-02-05T05:24Z [----] followers, [--] engagements
"Know your capex rules: $GOOG vs $META"
X Link 2026-02-05T15:52Z [----] followers, [----] engagements
"@PierreLEdwards1 @NewcomerInvest Probably in the long term it'll work out for $TRI. But who knows how long it is"
X Link 2026-02-05T18:41Z [----] followers, [--] engagements
"@egmt8 If there's a real bear market then it would be problematic if I had zero cash in hand. So the point still stands"
X Link 2026-02-05T18:48Z [----] followers, [--] engagements
"@Cashflowfarming @BerkelKip Neither agree nor disagree. The kind of organizations $MNDY works with they don't want to keep vibecoding software. But they will lose some business on the margin (not to claude but to more nimble competitors like Linear)"
X Link 2026-02-05T19:01Z [----] followers, [---] engagements
"@EricJhonsa Yup think you're right on other [--] customers. $META for sure - I believe $CLS gets 1B from them this year for joint design. https://globaltechresearch.substack.com/p/the-minerva-an-introduction-of-meta https://globaltechresearch.substack.com/p/the-minerva-an-introduction-of-meta"
X Link 2026-02-05T19:25Z [----] followers, [---] engagements
"@TheRealJunto Can commodities have lock-in and switching costs :) I think ChatGPT/Claude are pretty comparable but my workflows are embedded in Claude and I don't have the time to change"
X Link 2026-02-05T19:31Z [----] followers, [---] engagements
"@madcap_cap Wait till they announce Claude code makes propane tanks. (I'm still losing the bet but what a wild ride it's been lol.)"
X Link 2026-02-05T19:35Z [----] followers, [---] engagements
"@Mike10947310 More chips + More racks = More networking"
X Link 2026-02-05T19:36Z [----] followers, [---] engagements
"It's funny the market is treating $SHOP as an AI saas loser when this couldn't be further from the truth. - Agentic commerce overwhelmingly favors smaller e-commerce players are more people can discover them through ChatGPT. - $META's mentioned multiple times that smaller sellers are first to adopt new GenAI advertising tools. - $SHOP's moat is not the website design - it's the whole ecosystem you need to run a store online including payments inventory marketing CRM. https://twitter.com/i/web/status/2019511638769258901 https://twitter.com/i/web/status/2019511638769258901"
X Link 2026-02-05T20:41Z [----] followers, [----] engagements
"To be fair the stock is still trading at [--] times forward earnings so it's not cheap by any measure. But 30% topline growth for a 144B company is also pretty insane"
X Link 2026-02-05T20:48Z [----] followers, [---] engagements
"@Knz006 Yeah I agree. Personally I'd like it to go to 40times NTM earnings before buying more shares but I don't think it's going to get there unless there's a crazy correction"
X Link 2026-02-05T20:49Z [----] followers, [---] engagements
"@bezoutte Yup agreed. Usually you get at least one good buying opportunity per year so I'm being patient. Think they'll be Canada's first 500B market cap company sooner or later"
X Link 2026-02-05T21:42Z [----] followers, [---] engagements
"@OnodaCapital $AMZN is the new $MSFT is the new $AMZN"
X Link 2026-02-05T22:05Z [----] followers, [----] engagements
"@Daniel___Gordon"
X Link 2026-02-05T23:12Z [----] followers, [--] engagements
"@Daniel___Gordon Oooff that's nasty. Yeah last few days have been a bloodbath"
X Link 2026-02-05T23:45Z [----] followers, [--] engagements
"@DixonGeeCapital Could you share more What's keeping you at Wix vs another provider"
X Link 2026-02-06T00:36Z [----] followers, [---] engagements
"@GiuGiust That's a fair concern. Here's my [--] cents maybe I'm wrong. $SHOP sellers are pretty small so overall growing the pie is good for them. Imagine [--] units sold at 30% margins vs [---] units sold at 20%. Dara at Uber had a great response on this let me see if I can dig it up"
X Link 2026-02-06T00:41Z [----] followers, [---] engagements
"@JackFarley96 Yeah they benefit from both $AMZN and $MSFT's asics. Their recent acquisition of Celestial AI could be a gamechanger if it gets them a stronger foothold into optics"
X Link 2026-02-06T00:53Z [----] followers, [---] engagements
"@madcap_cap Double D = Due diligence eh You know what's funny. Some folks here made a big deal out of $HG moving out of Canada lol"
X Link 2026-02-06T04:15Z [----] followers, [--] engagements
"@ayz_yzyz Yeah you're right. They mainly have visibility into asics and white box switches. Not necessarily correlated with VR"
X Link 2026-02-06T04:42Z [----] followers, [---] engagements
"1. Superb execution/innovation (see attached tweet) [--]. Thesis: They will continue doing 20-25% CAGR over next [--] years and improve margins like crazy. - Growth vectors: Larger and larger enterprises (like Estee lauder) agentic commerce leading to more transactions international growth new initiatives in ads/finance. - They continue trading around 35-40PE (too bullish perhaps). https://x.com/KairosPraxis/status/1987552511658430964 https://x.com/KairosPraxis/status/1987552511658430964"
X Link 2026-02-06T06:40Z [----] followers, [--] engagements
"@zephyr_z9 $RBRK seems to be nicely poised here (although everyone else is too lol) https://x.com/KairosPraxis/status/2014088420939772125 $RBRK seems a solid buy here at $65 as market is throwing out baby with the saaswater. - AI or no AI cybersecurity spending expected to go up - Rubrik benefits from AI as new features insulate orgs from AI damage - Stock trading at 9.1x ARR. ARR grew at 34% last qtr. Quick https://t.co/OJ0M1uZegx https://x.com/KairosPraxis/status/2014088420939772125 $RBRK seems a solid buy here at $65 as market is throwing out baby with the saaswater. - AI or no AI"
X Link 2026-02-06T06:56Z [----] followers, [----] engagements
"@madcap_cap @nimesh3t Don't feel like trimming anything yet. Winners ($LASR $FTG $MDA $IBKR) have some juice left in them"
X Link 2026-02-06T22:03Z [----] followers, [--] engagements
"@DixonGeeCapital That's really cool Even if you can vibe code a design just having a site that's on all the time is half the battle"
X Link 2026-02-06T22:20Z [----] followers, [--] engagements
"@valuedrift Lmao. Big fan of normative determinism"
X Link 2026-02-07T01:12Z [----] followers, [--] engagements
"It's great to see the original thesis on $GOOG play out. In summary scale economies shared: Google's vertical integration (TPUs + own model) makes it the best choice for enterprise customers and GCP margins keep getting better and better. Addendum to thesis: Amazing management. Thomas Kurian (CEO of Google Cloud) might just be a better operator than Sundar. My barebones investing thesis for $GOOG is that GCP is uniquely positioned to benefit from Enterprise AI (internal model longer context window better chips) https://t.co/LcDBHKFhMK My barebones investing thesis for $GOOG is that GCP is"
X Link 2026-02-08T16:06Z [----] followers, [----] engagements
"@madcap_cap I ended up using Microsoft Paint 🙈 Bullish $MSFT"
X Link 2026-02-08T17:00Z [----] followers, [--] engagements
"Disclosure: If you're interested in $EOS.AX this is not a great time to buy shares or add to your position. Thanks to a short report the stock crashed 15% and trading was halted. This one concerns an unnamed Korean client which $EOS really hyped up. There may be some truth to the report but at the end of the day $EOS.AX is a legit battle-tested company and I suspect they'll be back on their feet sooner than later. 8: $EOS.AX - Traditional defence manufacturer that's positioning itself for the new world. Over the last [--] years $EOS.AX has grown its offerings from remote weapons systems to"
X Link 2026-02-08T20:35Z [----] followers, [----] engagements
"@SolutionOrganic Nah it's all good. Robinhood 's interface is so much better. I also own shares of $HOOD My only complaint is that they don't provide access to stocks listed outside the US"
X Link 2026-02-09T03:44Z [----] followers, [---] engagements
"@MaaizKhan The language gains are really interesting. I suspect this ends up helping $META as they can parse videos/reels in other languages"
X Link 2026-02-09T16:56Z [----] followers, [---] engagements
"@hhhypergrowth Perhaps after their Series Z funding round they will run out of letters in the alphabet and decide to IPO"
X Link 2026-02-09T18:33Z [----] followers, [---] engagements
"Gotta love a stock price with a vertical line 😍 $CRDO just upped their guidance for Q3 implying a 200% yoy growth for FY26 (their financial year ends in May). Market leaving $CRDO for dead after $LITE call because. optics and scale-up CPO means bye bye copper wires (AECs). It's funny that a business that grew 150% for the last [--] quarters is now trading at 30x NTM PE. https://t.co/PQBmy5LHBQ Market leaving $CRDO for dead after $LITE call because. optics and scale-up CPO means bye bye copper wires (AECs). It's funny that a business that grew 150% for the last [--] quarters is now trading at 30x"
X Link 2026-02-09T21:20Z [----] followers, [----] engagements
"@Qa5679 Thanks for the heads-up. Really cheered me up after that $MNDY crash haha"
X Link 2026-02-09T21:21Z [----] followers, [---] engagements
"$FTG.TO is one of those rare businesses where every time I hear the CEO speak I am tempted to buy more shares. One underrated aspect of the airline components industry is their subscription-like revenues once they qualify for a program. When a new aircraft is being developed it takes years fending off competition to get the qualification. Once you win you're sole-sourced for the program's life. No re-bidding required. Firan won the contract for the Boeing 787's circuit board in [----] - program continues to generate 1-2 million till today. https://twitter.com/i/web/status/2020978513470165357"
X Link 2026-02-09T21:50Z [----] followers, [----] engagements
"@Qa5679 What are you looking at in saas Not sure if $RDDT counts"
X Link 2026-02-09T22:37Z [----] followers, [--] engagements
"@madcap_cap That's the life eh. Retire after working in AI for a few years and acquiring Anthropic stock. I was serious about the philosopher thing lol. People conjecture that's why Claude is nicer to talk to over a longer time (not too obsequious not too combat-y)"
X Link 2026-02-09T22:42Z [----] followers, [--] engagements
"@SimeonResearch_ Great point on $LITE being a pure play 💯"
X Link 2026-02-09T22:43Z [----] followers, [---] engagements
"@WolfOfOakville Don't need the bridge. Not like anyone's travelling south anymore"
X Link 2026-02-09T22:58Z [----] followers, [---] engagements
"@no_cap_cap This company just ipo'ed in [----]. Their SBC to revenue is trending in the right duration. You know what's funny. Their SBC ratio is already better than (or comparable to) companies that have been around forever like $CRWD or $NOW"
X Link 2026-02-10T00:04Z [----] followers, [---] engagements
"@smannan ALCs are one of a kind. They just acquired the business so let's see. Omni connects compete with CXL solutions by SK Hynix and $ALAB and others. So it'll be an uphill battle. Lots of innovation in this space"
X Link 2026-02-10T00:17Z [----] followers, [---] engagements
"@diyas_1989 I don't follow $APP closely but this is hilarious "AppLovin's stock pops 14% after short seller CapitalWatch apologizes retracts report on shareholder""
X Link 2026-02-10T01:15Z [----] followers, [---] engagements
"@levandovsky @WolfOfOakville Oh for sure. Next they'll ask to rename it to DJT Bridge as part of the "negotiations""
X Link 2026-02-10T01:18Z [----] followers, [--] engagements
"@investing_bear Margins really getting hammered because of hiring and AI more spending on marketing. Did not like the earnings call at all. I own shares too 🥲"
X Link 2026-02-10T02:27Z [----] followers, [---] engagements
"@cmo040958 Yeah that's fair. I was being harsh. I thought zuck wanted a sota model that's why he spent the billions. Also if they want to use AI for internal purposes like ad gen I believe they need a top of the line model"
X Link 2026-02-10T20:01Z [----] followers, [--] engagements
"@no_cap_cap You buying $COHR"
X Link 2026-02-11T04:11Z [----] followers, [--] engagements
"Everyone has their own investing style but I'm always surprised to see some of the sharpest investors on fintwit spend months grinding through deep research and scuttlebutt to unearth valuable compounders only to sell them for a quick double or triple"
X Link 2025-07-28T20:57Z [----] followers, [----] engagements
"Apropos of nothing I've been thinking about which stocks in my portfolio I would be comfortable holding for the next [--] 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 2025-09-29T15:03Z [----] followers, 10.7K engagements
"@madcap_cap Yeah that is very cool. Umicore showed up as a competitor to 5NPlus as well Also full vertical integration is 🔥 All the way from the the material to the full sensor/lens"
X Link 2025-12-18T04:22Z [----] followers, [---] engagements
"Over the past year I've pitched quite a few stocks and some of them have gone on to do very well since. A 🧵 of 🧵s containing all of my deep dives to serve as a scorecard:"
X Link 2026-01-29T20:49Z [----] followers, 11.1K engagements
"Coupang vs Naver: If you're not Korean it's hard to really capture the sentiment on $CPNG. @kimsbinvesting ran a few surveys which had interesting comments from actual customers: - Where $CPNG wins: Faster delivery (infra moat is real) better returns live sports preferred by small business. - Where Naver wins: Better selection (😲) lock-in due to Naver pay better cashback cheaper subscription. Naver grew active customers by 20% this year ($CPNG by 10%). Both players can thrive in equilibrium but the competition hurts $CPNG margins in long run. I still own $CPNG."
X Link 2026-02-02T21:40Z [----] followers, [----] engagements
"I don't understand why $IBKR is insisting on 2-factor authentication. The amount of money I'm losing on every single trade like buddy who else do you think it could be"
X Link 2026-02-08T21:54Z [----] followers, 111.4K engagements
"@plasticnewt3 @compoundpapi I'm not in this field but there has been nice research on stocks and bonds being more correlated these days https://research-center.amundi.com/files/nuxeo/dl/eb84a66b-ebac-4901-8d70-70f3ed02a0d4inline= https://research-center.amundi.com/files/nuxeo/dl/eb84a66b-ebac-4901-8d70-70f3ed02a0d4inline="
X Link 2026-02-12T03:28Z [----] followers, [--] engagements
"If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their latest acquisition Suplos provides IT services for procurement and connects large enterprises to suppliers: - Suplos was ranked #93 in the Financial Times Americas' Fastest-Growing Companies of [----]. - In [----] its revenue was 3.7m and it compounded at a rate of 74.2% from 2020-2023 😯 - Suplos Revenue today* is 7m and they're likely growing at 20%+ If $CSU is having trouble deploying cash perhaps aiming for saas companies that can achieve more organic growth is one way to"
X Link 2026-02-12T21:30Z [----] followers, 14.3K engagements
"It's only February but the stars already seem aligned for $CLBT to have another disappointing year. They're heavily concentrated in DHS/ICE (large 11M contract recently + several smaller ones). CBP holds 20+ Cellebrite licenses. When your business is this tied to federal procurement cycles you live and die by budget timing. [----] was supposed to be the year federal headwinds cleared. Instead ARR growth decelerated from 23% in Q1 to mid-single digits guided for Q4. FedRAMP High authorization (DOJ-sponsored) is the obvious catalyst that could reaccelerate growth but timeline on that is unclear."
X Link 2026-02-03T18:59Z [----] followers, [----] engagements
"Lately my investing style has morphed into finding excellent businesses with a large runway for growth that the market has dismissed because it's already up 50/75/100% and multiples and multiples "seem" high. Has worked for me so far with $CLS $DBO.TO $FTG.TO"
X Link 2026-02-10T22:16Z [----] followers, [----] engagements
"@ByronOnX Yikes. Any reason for the bloodbath"
X Link 2026-02-12T05:44Z [----] followers, [---] engagements
"3: Negatives A near perfect call so I'm mostly nitpicking here. - [--] year ticking clock: CEO mentioned their advantage with synthetic germanium ends in [--] years as competitors catch up. (I would guess sooner given global forces) - Earnout liability: G5 will hurt GAAP profit until Q3 FY2027. At that point large cash payment to them. - Margins: 35% GM target is good but I'd like to see more guidance on EBITDA. But they are in scale-mode so not a concern for them"
X Link 2026-02-12T19:02Z [----] followers, [---] engagements
"If you want more deets on the earnings call and $LPTH in general @BussinBiotech is the guy to follow: https://x.com/BussinBiotech/status/2021738424051384576 $LPTH Great ER conference call as always. Some items discussed were already known quantities but some commentary was brand new that I want to highlight below. -"The space development agency (SDA) awarded in December $3.5 billion to build [--] tracking layer satellites. Those are https://t.co/itnV8yKQLS https://x.com/BussinBiotech/status/2021738424051384576 $LPTH Great ER conference call as always. Some items discussed were already known"
X Link 2026-02-12T19:03Z [----] followers, [---] engagements
"To be fair I'm totally extrapolating from a single data point. But some of Mark Miller's moves suggest that he cares more about synergies than Mark Leonard. Now if only he would open his mind to buybacks. https://x.com/KairosPraxis/status/1972761046470590925 Total speculation on my part but I believe Mark Miller will re-organize both Constellation and its operating groups around more focused verticals (e.g. transport finance etc.) which allows us more synergies and spinoffs when the time is right. https://t.co/2AIlFQMOgF https://x.com/KairosPraxis/status/1972761046470590925 Total speculation"
X Link 2026-02-12T22:52Z [----] followers, [----] engagements
"@varunv_malhotra They only share that for large acquisitions so to be honest I have no clue. I could guess 2x revenue (so $14M USD maybe) but that's not helpful since you want to reverse engineer the hurdle rate"
X Link 2026-02-12T22:55Z [----] followers, [---] engagements
"@BondKingJanusH1 In [----] $AMZN announced they were acquiring whole foods and $COST crashed"
X Link 2026-02-12T23:52Z [----] followers, [---] 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 10% more for a private jet) Bombardier's turnaround story is one for the books. Stock currently at EV/Adj. EBITDA [--]. The question is where does the next leg of growth come from (hint: defense services) A deep dive on $BBD.B and why I'm passing on the stock here 🧵 https://t.co/nloRfym4Wt Bombardier's turnaround story is one for the books. Stock currently at EV/Adj. EBITDA [--]. The question is where does the next leg of growth come from (hint:"
X Link 2025-11-07T18:10Z [----] followers, [----] engagements
"Is this the decade of boring manufacturing businesses left for dead $CLS $BBDB.TO $HPS.TO Investors turn over so many rocks to find hidden gems when the boring datacenter plays are right in front of us. $HPS.TO makes transformers and filters (pretty competitive space). Their backlog just grew by 27% compared to the beginning of [----] + new facility in Mexico coming up https://t.co/xPAjDofz5t Investors turn over so many rocks to find hidden gems when the boring datacenter plays are right in front of us. $HPS.TO makes transformers and filters (pretty competitive space). Their backlog just grew"
X Link 2025-11-11T15:45Z [----] followers, [----] engagements
"Bombardier $BBDB.TO cannot stop winning. I truly underestimated their growth potential in defense + aftermarket when I passed on the stock. Bombardier's turnaround story is one for the books. Stock currently at EV/Adj. EBITDA [--]. The question is where does the next leg of growth come from (hint: defense services) A deep dive on $BBD.B and why I'm passing on the stock here 🧵 https://t.co/nloRfym4Wt Bombardier's turnaround story is one for the books. Stock currently at EV/Adj. EBITDA [--]. The question is where does the next leg of growth come from (hint: defense services) A deep dive on $BBD.B"
X Link 2025-11-18T18:30Z [----] followers, [----] 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 Trump may use USMCA withdrawal as a bargaining tactic trade experts warn https://t.co/h2wqpfAgQT Trump may use USMCA withdrawal as a bargaining tactic trade experts warn https://t.co/h2wqpfAgQT"
X Link 2025-12-04T18:30Z [----] followers, [----] engagements
"The problem with trimming great businesses at local maxima is you feel really smart for a few weeks and then a big loser for the rest of your life once the stock crosses your sale price. This is before even accounting for tax considerations"
X Link 2026-01-13T18:39Z [----] followers, [----] engagements
"*puts on thought leader 🧢 This is going to be the decade of communication as we scale systems: - 1000s of satellites sending scans - Swarms of drones coordinating - Millions of agents need orchestration - AVs sharing real-time traffic - GPUs & HBM passing context and weights"
X Link 2026-01-17T16:26Z [----] followers, [----] engagements
"Thoughts on stocks that benefit from trend 🛰 Satellites: $MYNA $GILT - Drones: $HAI.TO $IRDM $ELS.AX - Agents: $CFLT $NET $DDOG - Self-driving: $QCOM $NOK - GPU/HBM: SK Hynix $CRDO Pretty much anything optics too"
X Link 2026-01-17T17:46Z [----] followers, [----] engagements
"Is Bombardier $BBD.B down 10% today because of the downgrade or because of the crash in Maine In any event this is a stock I've been tracking for a long time and was happy to buy a few shares today. Hoping to add to my position if there's further weakness"
X Link 2026-01-26T21:20Z [----] followers, [----] engagements
"Bombardier $BBDB.TO will continue growing at a strong clip (and improving margins) due to the strong underlying demand in private jets and aftermarket services for existing fleet. But there's a secret third tailwind: defense and the Globaleye program. My deep dive: https://x.com/kairospraxis/status/1963324573686141209 https://x.com/kairospraxis/status/1963324573686141209"
X Link 2026-01-26T22:15Z [----] followers, [---] engagements
"Celestica $CLS down 17% today after a crazy strong quarter makes no sense. - Topline is reaccelerating: They grew 44% in Q4 and guided for 37% revenue growth in [----]. Hard to believe this stock is up 40x in [--] years - Solid guidance: 44% EPS growth in [----] but the kicker: they expect similar growth in [----] as well. - Capex: They're building a 1B facility to support Google's AI manufacturing namely TPUs. Can't believe there were concerns over Celestica losing Google's business to Inventec lol. It's my largest position but still tempted to add some here."
X Link 2026-01-29T18:32Z [----] followers, [----] engagements
"@bezoutte Thanks You looking into $BBDB or any of these stocks"
X Link 2026-01-29T21:30Z [----] followers, [---] engagements
"Overview of all the deep dives I've put out in the last year: $CLS $BBDB $CLBT $MDA.TO $LASR $RBRK. Twitter's search feature is so bad I had to go to @joinyellowbrick to surface my own tweets. (highly recommend them) Over the past year I've pitched quite a few stocks and some of them have gone on to do very well since. A 🧵 of 🧵s containing all of my deep dives to serve as a scorecard: Over the past year I've pitched quite a few stocks and some of them have gone on to do very well since. A 🧵 of 🧵s containing all of my deep dives to serve as a scorecard:"
X Link 2026-01-29T23:12Z [----] followers, [----] engagements
"Deep dive of $LASR. Stock was up 40% since I pitched before today's pullback. This is a company I'd be comfortable holding for the next 3-5 years. They really are just getting started. https://x.com/KairosPraxis/status/1995946113594241113t=SKACCp0XZ4MxHGVl64Xx1Q&s=19 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 🧵 https://t.co/rP7EEDp5lm"
X Link 2026-02-04T19:32Z [----] followers, [----] engagements
"@RichardJKPE Didnt realize $LASR is now a $2.2B company. How quickly they grow up 🥲"
X Link 2026-02-04T21:09Z [----] followers, [---] engagements
"@Speedwell_LLC Was it a good idea for US investors to poke the bear and interfere in how the Govt. is handling Coupang Betrays serious lack of cultural understanding imo"
X Link 2026-02-05T18:50Z [----] followers, [---] engagements
"@Speedwell_LLC Yeah $CPNG is basically a Korean company. Calling them a US company and putting pressure on the Korean govt. to back off isn't helping them. Here's the article. https://www.reuters.com/commentary/breakingviews/coupang-investors-brazenly-channel-trump-korea-2026-01-26/ https://www.reuters.com/commentary/breakingviews/coupang-investors-brazenly-channel-trump-korea-2026-01-26/"
X Link 2026-02-05T20:44Z [----] followers, [---] engagements
"@ayz_yzyz Did you check out Celestica's call They explicitly mentioned that customers aren't looking for CPO yet before they get to 3.2T. Feel like $CLS has good visibility into what hyperscalers are thinking https://x.com/KairosPraxis/status/2019481163216093463t=k3xeaL2RxQdYW1MHnjP0MQ&s=19 Celestica's calls give a rare window into the future of the datacenter build out given their deep relationships with $GOOG $META and OpenAI. A few interesting bits from the Q4 call: - $CLS guided for 37% revenue growth in [----] but 51% in Q1. They don't really expect a"
X Link 2026-02-06T04:30Z [----] followers, [----] engagements
"When you understand the tailwinds for an industry well but aren't too confident about the technical advantages of any one player investing in the best-in-class market leader seems to be a decent bet. Good examples: defense + drones or photonics"
X Link 2026-02-06T21:08Z [----] followers, [----] engagements
"In defence for example there will likely be tons of winners in the small cap space. An equally good approach is to invest in a basket of picks-and-shovels stocks such as $MPTI $LASR $LPTH $AVIO.MI $DRO.AX $FTG.TO (these are just the ones I follow) https://x.com/KairosPraxis/status/1990898075351527588 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 2026-02-06T21:29Z [----] followers, [----] engagements
"You're absolutely right about chance of $LASR going lower + buying back after selling. In my case I overthink entry points. So I don't know if trailing stops are aligned with my style of investing. But will definitely think about more downside protection when stocks have had the run-up https://twitter.com/i/web/status/2019996002258682187 https://twitter.com/i/web/status/2019996002258682187"
X Link 2026-02-07T04:45Z [----] followers, [--] engagements
"So people claimed $COHR was better than $LITE because they had a 6-inch thing but it's not enough to just have a 6-inch tool you also need to know how to use it effectively"
X Link 2026-02-09T16:26Z [----] followers, [----] engagements
"For more details I recommend the $LITE vs $COHR earnings coverage by @insane_analyst https://irrationalanalysis.substack.com/p/226-earnings-roundup-lite-cohr-sitm https://irrationalanalysis.substack.com/p/226-earnings-roundup-lite-cohr-sitm"
X Link 2026-02-09T16:58Z [----] followers, [---] engagements
"@SimeonResearch_ Thanks and nice call on $LITE. It's trading at twice the multiple of the next competitor but I guess that's the price you pay for the best-in-class"
X Link 2026-02-09T22:38Z [----] followers, [---] engagements
"@atelicinvest Bending spoons is just artisanal constellation"
X Link 2026-02-10T18:12Z [----] followers, [---] engagements
"Anthropic: Claude Opus [---] OpenAI: ChatGPT Codex [---] $META AI: Facebook rolls out the ability for users to animate their profile picture and to restyle Stories or Memories using preset options or a text-based AI prompt (@jaypeters / The Verge) https://t.co/geK9JvzyPC https://t.co/VWg6KH3PEi 📥 Send tips https://t.co/wlNZvXtJTU Facebook rolls out the ability for users to animate their profile picture and to restyle Stories or Memories using preset options or a text-based AI prompt (@jaypeters / The Verge) https://t.co/geK9JvzyPC https://t.co/VWg6KH3PEi 📥 Send tips https://t.co/wlNZvXtJTU"
X Link 2026-02-10T19:14Z [----] followers, [----] engagements
"$META not being able to release a state-of-the-art LLM is one of the biggest mysteries of our time. Because the Chinese models Cohere and Mistral have been partially successful we've been assuming that LLMs are a commodity. But what if this is it What if nobody can catch up to Claude OpenAI and Gemini anymore and these models keep getting better and better https://twitter.com/i/web/status/2021310371232096300 https://twitter.com/i/web/status/2021310371232096300"
X Link 2026-02-10T19:48Z [----] followers, [---] engagements
"@diyas_1989 Serious question: If everyone uses ChatGPT to do thematic investing how does that change r/r going forward"
X Link 2026-02-10T22:37Z [----] followers, [---] engagements
"@Investor_NICK_ This is my investing thesis for $HOOD as well. Massive levels of degeneracy. We'll never have a normal economy ever again https://x.com/KairosPraxis/status/1966604379693195492 My barebones investing thesis for $HOOD is that the level of FOMO in the economy is off the charts right now. So many young people want to just day trade momentum names instead of doing a 9-5. https://t.co/iyf1JW0TOh https://x.com/KairosPraxis/status/1966604379693195492 My barebones investing thesis for $HOOD is that the level of FOMO in the economy is off the charts right now. So many young people want"
X Link 2026-02-10T23:13Z [----] followers, [---] engagements
"@barbell_ideas Is it the name SUSS :)"
X Link 2026-02-10T23:19Z [----] followers, [--] engagements
"@barbell_ideas Appreciate it. Thank you will dig into it 🙏"
X Link 2026-02-10T23:35Z [----] followers, [---] engagements
"@irbezek @diyas_1989 Brb need to pitch a few hidden gems in Reddit"
X Link 2026-02-11T00:24Z [----] followers, [--] engagements
"@no_cap_cap Think I could bug you into checking out $LITE's call. You have a good sense for these calls"
X Link 2026-02-11T05:02Z [----] followers, [--] engagements
"Maybe I was right on $MRNA after all - no point in earning pharma/biotech stocks while living in the dark ages. Being too early = Being wrong Moderna $MRNA is up a bunch this year thanks to the success of its personalized cancer drug and better guidance. Bittersweet feeling because I believed in their platform and cancer trials but ended up selling last year in the 30s and 40s because https://t.co/7jUtxuiEtw Being too early = Being wrong Moderna $MRNA is up a bunch this year thanks to the success of its personalized cancer drug and better guidance. Bittersweet feeling because I believed in"
X Link 2026-02-11T21:16Z [----] followers, [----] engagements
"Are you saying it's been proven wrong because it focuses on older models I guess the foundational labs are the best bet for finding studies on the latest models. This one focuses more on the limitations of the training/RL process and less on the transformer architecture itself. https://arxiv.org/pdf/2509.04664 https://arxiv.org/pdf/2509.04664"
X Link 2026-02-11T23:03Z [----] followers, [---] engagements
"@nitinkinvest @NickCortellucci Appreciate you breaking it down. Thanks. Totally agree that when retailers you need the margin of safety. Never know when sentiment does a U-turn"
X Link 2026-02-12T02:16Z [----] followers, [--] engagements
"@atelicinvest Yeah I hear you. If I'd bought one share of a memory stock every time I complained about Claude's context window and degrading conversations last year I'd be very rich now"
X Link 2026-02-12T19:17Z [----] followers, [--] engagements
"Aritzia $ATZ.TO hit $1B in revenue this quarter thanks to their new app which was #1 in the app store. App really gets basics right - visualize what you bought + what you need to complete outfits. Brands racing to add AI to e-commerce but there's so much low hanging fruit"
X Link 2026-01-18T16:42Z [----] followers, [----] engagements
"In their most recent earnings avg balance/per customer at $WISE grew by 17% for personal and 8% for business. They also announced a new payment gateway to take on Stripe. All of this hint at Wise's ambition to be a one-stop shop for global citizens/SMEs https://x.com/moneyflowinvest/status/2009813170823545291 After researching the launch of $Wise's upcoming payment gateway some more I am realizing this could be a low-key great move that flies under the radar. Not going to lie I totally dismissed it in my head as something that has [--] chance to work. Me: You have a million different"
X Link 2026-01-19T17:14Z [----] followers, [----] engagements
"If you're interested in $WISE I recommend reading @longriver_hk's 4Q letter. Good thoughtful read that spells out the investment case and what to look for from here. https://www.longriverinv.com/thought/4q25-letter https://www.longriverinv.com/thought/4q25-letter"
X Link 2026-01-19T17:16Z [----] followers, [---] engagements
"$WISE jumped 16% after a stronger than expected Q3 earnings update. TLDR: Everything is trending in the right direction. - Strength in business accounts is the highlight imo: business volume up 37% and customer count grew 25%. - Customer account balances up 31% which counters any decrease in interest rates. - Slight improvement in guidance: Profit-before-tax margins for [----] at 16%. One yellow flag: Platform now at 5% of total volume which feels slower than expected. https://twitter.com/i/web/status/2014056182390919408 https://twitter.com/i/web/status/2014056182390919408"
X Link 2026-01-21T19:23Z [----] followers, [----] engagements
"From an earlier tweet: $WISE's ambition is to become a one-stop banking solution for customers who are "global". Growth in business accounts and account balance suggests that the thesis is proceeding apace. https://x.com/KairosPraxis/status/2013299069418910086 In their most recent earnings avg balance/per customer at $WISE grew by 17% for personal and 8% for business. They also announced a new payment gateway to take on Stripe. All of this hint at Wise's ambition to be a one-stop shop for global citizens/SMEs https://t.co/Ziu3mnJNwy https://t.co/ugB89LMoSM"
X Link 2026-01-21T19:40Z [----] followers, [---] engagements
"At this rate $MNDY's organic growth (without performance marketing) will drop to 2% and they can become one of those "shitcos" acquired by Constellation Software $CSU.TO. $MNDY getting trashed after strong earnings but weak guidance for [----]. In short: - They lowered revenue guidance for [----] to 1.45-1.46B at 18-19% growth (prev 1.5B). For context it was 27% in [----]. - AI concerns Weaker guidance was attributed to not being able to acquire https://t.co/qbT4xEMYBl $MNDY getting trashed after strong earnings but weak guidance for [----]. In short: - They lowered revenue guidance for [----] to"
X Link 2026-02-10T16:01Z [----] followers, [----] engagements
"@plasticnewt3 @compoundpapi Does the theory mostly assume that historical correlations continue to hold in the future I guess that's another reason to go for [--] stocks over [--]. More robustness when your ex-ante assumptions fall apart"
X Link 2026-02-12T03:27Z [----] followers, [--] engagements
"@plasticnewt3 @compoundpapi Great point on society and violence intersecting in horrible ways. How do you think about overcoming these risks I feel everything's correlated these days. Venezuelan oil datacenter capex EU defence spending Indian IT. Crazy world"
X Link 2026-02-12T05:02Z [----] followers, [--] engagements
"@madcap_cap Lmao no. Still holding on to my shares. Constellation provides data insights renoworks does 3d visuals"
X Link 2026-02-12T05:42Z [----] followers, [--] engagements
"If you want to estimate what multiple $WISE will trade at the right question is whether Wise will become the defacto bank account for global individuals/SMEs or simply the payment rails powering the front end. Great framing by @longriver_hk"
X Link 2026-01-19T15:37Z [----] followers, [----] engagements
"$LASR is down today (presumably) because of momentum and their public offering at $44/share that would result in 7-9% dilution. Companies earn the right to dilute their shareholders. nLight has one of the most conservative managements in their industry - founder led always little to no debt. In the last five years they've only diluted once in [----]. Some context: US DoD's biggest priorities are directed weapons and hypersonics. $LASR plays a role in both. They recently increased guidance for Q4 and doubled their manufacturing capacity. For once I trust that the dilution will be beneficial."
X Link 2026-02-04T18:37Z [----] followers, 14.6K engagements
"Celestica's calls give a rare window into the future of the datacenter build out given their deep relationships with $GOOG $META and OpenAI. A few interesting bits from the Q4 call: - $CLS guided for 37% revenue growth in [----] but 51% in Q1. They don't really expect a slowdown they're just being conservative. Most of the revenue growth is from volume not price. - The capex and new facility in TX is for booked business for [----] [----]. - They're continuing to co-design with OpenAI. Revenue ramps up in [----]. - Optics: " We haven't seen customers looking for mass CPO adoption yet." Good for $CRDO."
X Link 2026-02-05T18:40Z [----] followers, [----] engagements
"$MNDY getting trashed after strong earnings but weak guidance for [----]. In short: - They lowered revenue guidance for [----] to 1.45-1.46B at 18-19% growth (prev 1.5B). For context it was 27% in [----]. - AI concerns Weaker guidance was attributed to not being able to acquire SMBs. I imagine SMBs spoiled for options these days. - Lowered guidance on FCF and operating margins as well. Meanwhile headcount to grow mid-teens. In the words of the CFO: "It will be choppy throughout 2026". Silver lining: - High retention rate and upselling existing customers. - Monday AI vibe coding platform hit 1M ARR."
X Link 2026-02-09T18:58Z [----] followers, 12.5K engagements
"Some stocks on my watchlist right now that have already run-up quite a bit but (imo) still have some growth left in them: $LITE $HAI.TO $TSEM $FLT $BESI. $TSEM is a very special business but no matter how I spin it I can never bring myself to justify the crazy multiple"
X Link 2026-02-10T22:36Z [----] followers, [---] engagements
"@NickCortellucci cc @nitinkinvest does this fall under your social arb bucket Would love to get your thoughts on whether $GRGD is undervalued right now"
X Link 2026-02-11T05:05Z [----] followers, [--] engagements
"@itsDanielWu Lol thanks. He's a good capital allocator/cost cutter but don't think technical competence is his thing. To add to what you said I don't think they've really had a clear ad strategy beyond "we have the full data""
X Link 2026-02-12T05:20Z [----] followers, [---] engagements
"@atelicinvest ☠ Is there any other service that treats their customers as poorly as Twitter (Maybe anthropic)"
X Link 2026-02-13T01:21Z [----] followers, [---] engagements
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