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# ![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1886165457599700992.png) @KairosPraxis Kairos

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

### Engagements: XXXXX [#](/creator/twitter::1886165457599700992/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886165457599700992/c:line/m:interactions.svg)

- X Week XXXXXX +68%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +5,440%

### Mentions: XX [#](/creator/twitter::1886165457599700992/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886165457599700992/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +2,734%

### Followers: XXXXX [#](/creator/twitter::1886165457599700992/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886165457599700992/c:line/m:followers.svg)

- X Week XXXXX +16%
- X Month XXXXX +27%
- X Months XXXXX +2,535%

### CreatorRank: XXXXXXX [#](/creator/twitter::1886165457599700992/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886165457599700992/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [stocks](/list/stocks)  XXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$mda](/topic/$mda) #5, [stocks](/topic/stocks) 4.08%, [$mdato](/topic/$mdato) #1, [strong](/topic/strong) 3.06%, [$zomdv](/topic/$zomdv) #1, [$crdo](/topic/$crdo) #132, [products](/topic/products) #1881, [$cls](/topic/$cls) #30, [$lasr](/topic/$lasr) #4, [op](/topic/op) XXXX%

**Top accounts mentioned or mentioned by**
[@vmaxpax](/creator/undefined) [@madcap_cap](/creator/undefined) [@nocapcap](/creator/undefined) [@fundmyfund](/creator/undefined) [@tickertango](/creator/undefined) [@valuedrift](/creator/undefined) [@tidefallcapital](/creator/undefined) [@shipoey](/creator/undefined) [@investormexican](/creator/undefined) [@buccocapital](/creator/undefined) [@danielgordon](/creator/undefined) [@madcapcap](/creator/undefined) [@fintegrate](/creator/undefined) [@welfarecapllc](/creator/undefined) [@coalemusguy](/creator/undefined) [@81ninjau](/creator/undefined) [@bondkingjanush1](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@4layer123572](/creator/undefined) [@boudnic24](/creator/undefined)

**Top assets mentioned**
[Moeda Loyalty Points (MDA)](/topic/$mda) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Coldstack (CLS)](/topic/$cls) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Metadium (META)](/topic/$meta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Instacart (CART)](/topic/$cart) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Shopify Inc (SHOP)](/topic/$shop) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [The GEO Group, Inc. (GEO)](/topic/$geo) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Enova International, Inc. (ENVA)](/topic/$enva)
### Top Social Posts
Top posts by engagements in the last XX hours

"1: $MDA.TO is a manufacturer of satellites. They also supply components for XX% of all satellites manufactured worldwide. The stock is currently trading at a NTM PE of XXXX and (imo) 13x 2027 earnings. This is my 2nd highest conviction idea at current r/r"  
[X Link](https://x.com/KairosPraxis/status/1985783902464528725)  2025-11-04T18:59Z 2879 followers, 34.2K engagements


"And you're bearish on $CLS anon For context Celestica makes Google's datacenters run. From: - Building Google's custom TPU server to - Manufacturing the 800G/1.6T networking switches to - Integrating the entire server rack (even storage) $CLS does it all"  
[X Link](https://x.com/KairosPraxis/status/1993350214913286531)  2025-11-25T16:05Z 2875 followers, 4901 engagements


"@boudnic24 Yeah that's an excellent point. Some of that cash will go into r&d but they should have leftovers for returning to shareholders"  
[X Link](https://x.com/KairosPraxis/status/1963379283037991415)  2025-09-03T23:11Z 2871 followers, XX engagements


"nLight $LASR is a picks & shovels defense play specializing in (you guessed it) lasers. They've strategically pivoted from lasers for industrial welding to the Deathstar and just achieved their first quarter of profitable EBITDA ($7.1m) Quick 🧵"  
[X Link](https://x.com/KairosPraxis/status/1995946113594241113)  2025-12-02T20:00Z 2875 followers, 25K engagements


"3: Valuation: Backlog 400m + unnamed contracts. Good chance stock price reaches $XX by end of 2028. - A&D revenue grows by XX% rest remains flat. - EBITDA Margins = 20-25% (10% in Q3 2025 already) - Terminal Valuation = 20x EBITDA (no dilution etc)"  
[X Link](https://x.com/KairosPraxis/status/1995946121760571715)  2025-12-02T20:00Z 2879 followers, XXX engagements


"Renoworks $RW.V is a really interesting stock trading at around 3.4x EV/Sales. - Revenue only grew at XX% in FY24 but ARR (subscription) grew at XX% which accelerated to XX% LTM - ARR approaching 1/2 of total revenue - Barely profitable: Op margins X% Too hard pile"  
[X Link](https://x.com/KairosPraxis/status/1985385058308669676)  2025-11-03T16:34Z 2808 followers, 8005 engagements


"@3Plantey2 How do I think $MDA has more upside from here but there's more customer concentration and uncertainty. CLBT has growing margin recurring government customers"  
[X Link](https://x.com/KairosPraxis/status/1986083099910812021)  2025-11-05T14:48Z 2841 followers, XXX engagements


"@TidefallCapital I feel bad that I can no longer go around saying "CSU has never had a drawdown more than XX% in its history""  
[X Link](https://x.com/KairosPraxis/status/1987966086734901396)  2025-11-10T19:30Z 2803 followers, 2588 engagements


"@bigpoppastonk Lots of uncertainty right now. So market being cautious. I don't see $MDA stock moving up unless one of X things happen: X. Very strong guidance for 2026. X. New contract 1B. X. Globalstar announces they are sticking with MDA"  
[X Link](https://x.com/KairosPraxis/status/1989429909354418456)  2025-11-14T20:27Z 2839 followers, XXX engagements


"@shipoey Yeah tough question. I own a big position too but decided not to add. Possible the stock goes to $XX in a year but. I don't like the pipeline conversion at the moment. $MDA's rep has taken a hit because of delays and overall uncertainty is bad"  
[X Link](https://x.com/KairosPraxis/status/1989489802765349019)  2025-11-15T00:25Z 2839 followers, XXX engagements


"Superb chart from @treiner5 showing how efficiently some platforms are growing (vs others that aren't). $UBER $CART and $LYFT are able to translate every new dollar of revenue much more efficiently into profit. For context $UBER's market cap is 191B while $BKNG's is 167B"  
[X Link](https://x.com/KairosPraxis/status/1990446077712142503)  2025-11-17T15:45Z 2804 followers, 2014 engagements


"Not a great sign for Terravest's HVAC equipment revenue although it's going up against weak comps $TVK.TO"  
[X Link](https://x.com/KairosPraxis/status/1990883010741158105)  2025-11-18T20:41Z 2811 followers, 7549 engagements


"I'm increasingly convinced that the reason growthy stocks do well over the medium/long term is that so many smart investors refuse to even look at any business where the PE ratio even begins with a 2"  
[X Link](https://x.com/KairosPraxis/status/1992711582619709842)  2025-11-23T21:47Z 2809 followers, 22K engagements


"Pretty weak earnings for my smaller caps this quarter. In terms of market reaction: The star - $DBO.TO The OKs - $CLBT $LASR $TOI.V The duds - $NCI.V $MCB.TO $ZOMD.V $MNDY $LPTH"  
[X Link](https://x.com/KairosPraxis/status/1994520840952856746)  2025-11-28T21:36Z 2837 followers, 4298 engagements


"@Daniel___Gordon @bezoutte Customers gotta pay McCoy though 😅"  
[X Link](https://x.com/KairosPraxis/status/1994623770154135725)  2025-11-29T04:25Z 2820 followers, XX engagements


"I don't own $CRDO but does it get more easy money than this"  
[X Link](https://x.com/KairosPraxis/status/1995617726258446394)  2025-12-01T22:15Z 2801 followers, 1370 engagements


"4: Commentary: I bought the stock during the recent dip. Will buy again if price $XX. My valuation is optimistic but I'm comfortable owning for the long run - Endless opportunities if you listen to the earnings call. - Mgmt is conservative+ long-term focus + technical edge"  
[X Link](https://x.com/KairosPraxis/status/1995947971737981350)  2025-12-02T20:07Z 2879 followers, XXX engagements


"@TickerTango You make a valid argument. I have a large watchlist (larger than usual this year). Hoping to consolidate some more. One thing is as I read more on datacenters and defense I get a better understanding of which stocks are positioned for success"  
[X Link](https://x.com/KairosPraxis/status/1996302638070001821)  2025-12-03T19:36Z 2810 followers, XXX engagements


"@TickerTango My large positions like $IBKR $SHOP $NVDA I barely pay attention to. I did add to $ZOMD.V recently. But tbh I'm maxed out on the position. For microcaps I typically add 1-3% and let the stock grow"  
[X Link](https://x.com/KairosPraxis/status/1996303302150050275)  2025-12-03T19:39Z 2810 followers, XXX engagements


"PureStorage $PSTG released pretty good earnings this week. Revenue growth picked up (16% yoy) record margins (20.3% op margins) and importantly 2exabyte shipments to $META (vs 1EB guidance). Naturally the stock crashed 20%. So what spooked the market 🧵"  
[X Link](https://x.com/KairosPraxis/status/1996680605011185765)  2025-12-04T20:38Z 2810 followers, 3078 engagements


"Two things that give me hope: - $PSTG is working closely with every single hyperscaler - They've hoarded enough to nand supply to weather the storm Is the stock a buy here Still trading at 29x 2026 EPS. Prudent to wait for a better entry"  
[X Link](https://x.com/KairosPraxis/status/1996682847386837469)  2025-12-04T20:47Z 2810 followers, 1523 engagements


"$RBRK is up XX% today after an incredible Q3. Honestly not much commentary other than "Everything was awesome". What stood out to me: - Strong FCF: XX% margins - Bundling: New identity product already 20M arr - XX% increase in 100K customers and XX new 1m+ customers"  
[X Link](https://x.com/KairosPraxis/status/1997039167839281204)  2025-12-05T20:23Z 2811 followers, 1960 engagements


"If I were to nitpick: - Having only XX 1M+ customers feels kinda low. - Lots of investment in Agent cloud but don't think orgs are there yet. - Small revenue hit in 2026 due to material rights - SBC still at XX% revenue 😬"  
[X Link](https://x.com/KairosPraxis/status/1997039818002288861)  2025-12-05T20:26Z 2802 followers, XXX engagements


"Honestly this is my favorite kind of earnings call. Great execution everything is on track increasing guidance see you next quarter"  
[X Link](https://x.com/KairosPraxis/status/1997040128292745431)  2025-12-05T20:27Z 2802 followers, XXX engagements


"2: Strong catalysts in 26/27: - Moar satellites (4.6B backog 13B in pipeline) - Tailwinds: $MDA supplies components for XX% of all satellites - Radarsat2: High margin satellite-as-a-service - Canada's push for space sovereignty - Acquisition of Satixfy (earnings acc by 27)"  
[X Link](https://x.com/KairosPraxis/status/1985783905409233306)  2025-11-04T18:59Z 2853 followers, 4721 engagements


"3: Risks - Stock down because of $GSAT risk but imo that's a nothing burger - Competitive space: SpaceX is #1 player but $MDA is a manufacturer for hire - No new contracts. (Concern but Telesat/$GSAT should keep things ticking). - Weak ROIC"  
[X Link](https://x.com/KairosPraxis/status/1985783908084937103)  2025-11-04T18:59Z 2853 followers, 3124 engagements


"@BondKingJanusH1 Any thoughts Fake-Larry Have you looked at $MDA"  
[X Link](https://x.com/KairosPraxis/status/1985802768053850478)  2025-11-04T20:14Z 2853 followers, XXX engagements


"Is this the decade of boring manufacturing businesses left for dead $CLS $BBDB.TO $HPS.TO"  
[X Link](https://x.com/KairosPraxis/status/1988271750401179675)  2025-11-11T15:45Z 2867 followers, 6212 engagements


"The most insightful bit from the $MDA.TO call: SpaceX acquisition of Echostar is leading to more consolidation in the field. Some customers in wait-and-see mode but others forming partnerships before finalizing deal. Lesser surface area for $MDA but larger contract eventually"  
[X Link](https://x.com/KairosPraxis/status/1989725076884001186)  2025-11-15T16:00Z 2875 followers, 3226 engagements


"Feedback on the thread please What did I miss @no_cap_cap @Vmaxpax @pennycheck"  
[X Link](https://x.com/KairosPraxis/status/1995949215588245561)  2025-12-02T20:12Z 2875 followers, XXX engagements


"A rookie mistake I've repeated many many times over the last couple of years. Never pass on a stock just because it's up by a XXX% already. $SNDK and $CRDO come to mind"  
[X Link](https://x.com/KairosPraxis/status/1996238998692647297)  2025-12-03T15:24Z 2872 followers, 3455 engagements


"@no_cap_cap No no entry point always matters. Just saying don't dismiss the stock because it's been up. I wouldn't buy $CRDO at $XXX right now but might reconsider if it drops to $XXX any time soon"  
[X Link](https://x.com/KairosPraxis/status/1996303761581523123)  2025-12-03T19:41Z 2853 followers, XXX engagements


"If and when this happens this may be a great buying for Canadian stocks with superb fundamentals/management (but limited tariff impact) such as $BBDB.TO $PNG.V $TVK.TO $FTG.TO"  
[X Link](https://x.com/KairosPraxis/status/1996648195560984580)  2025-12-04T18:30Z 2879 followers, 3009 engagements


"TAM feels legit as each of the X products address a genuine bottleneck: - ALCs reach 30metres vs current AEC only 7m. - Zero-Flap Optics: prevents training runs from crashing. - OmniConnect: 30x more memory capacity using commodity DDR"  
[X Link](https://x.com/KairosPraxis/status/1998091387708022831)  2025-12-08T18:04Z 2880 followers, 1406 engagements


"$CRDO's valuation is a different beast altogether. The stock is still trading around 40-50x FY2027 earnings (May 2026 - Apr 2027) Assumptions: - Revenue grows XX% to 1.5B - Operating margin around XX% - New products take a while to ramp up"  
[X Link](https://x.com/KairosPraxis/status/1998099514524332292)  2025-12-08T18:37Z 2879 followers, 1113 engagements


"Wherever I go I see its influence (LLM writing)"  
[X Link](https://x.com/KairosPraxis/status/1998459882828108173)  2025-12-09T18:29Z 2880 followers, 1711 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 2874 followers, 2813 engagements


"@no_cap_cap XXX% this. In the past have waited for 1.5-2 years before buying $ADYEN etc. This year FOMO is off the charts lol"  
[X Link](https://x.com/KairosPraxis/status/1996305552217895165)  2025-12-03T19:48Z 2877 followers, XXX engagements


"I can't stop thinking about $CRDO's earnings & how they're just getting started - X hyperscalers XX% of revenue 5th one ramping. - Three new products (Optics ALCs OmniConnect): TAM from $3B to $10B. - CEO keen on 🔼 revenue from 1B to 5B next few years (at XX% margin)"  
[X Link](https://x.com/KairosPraxis/status/1998089959161597983)  2025-12-08T17:59Z 2879 followers, 28.3K engagements


"$ZOMD.V: I believe Q4 XX revenue growth 11%. Math: - In Q3 '25 rev dropped X% yoy because of 1-time event (Euro cup) in Q3 '24. - Without the event (guess) Q3 '24 = (Q2+Q4)/2 = 14.5M. - Compared to guess Q3 '25 grew at XXXXX% - Q4 '25 will be better due to new customers"  
[X Link](https://x.com/KairosPraxis/status/1998509333378916362)  2025-12-09T21:45Z 2880 followers, XXX engagements