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

Kairos posts on X about $pstg, stocks, $wise, amphenol the most. They currently have XXXXX followers and XXX 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 XXXXXXX +153%
- X Month XXXXXXX +57%
- X Months XXXXXXXXX +73,927%

### Mentions: XXX [#](/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 XXX no change
- X Month XXX +19%
- X Months XXXXX +7,214%

### 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 +6%
- X Month XXXXX +22%
- X Months XXXXX +4,778%

### 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 [#](/creator/twitter::1886165457599700992/influence)
---

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

**Social topic influence**
[$pstg](/topic/$pstg) #2, [stocks](/topic/stocks) 2.16%, [$wise](/topic/$wise) #12, [amphenol](/topic/amphenol) #11, [meta](/topic/meta) 1.73%, [$eosax](/topic/$eosax) #1, [$axon](/topic/$axon) #22, [$ibkr](/topic/$ibkr) #26, [amzn](/topic/amzn) #748, [$aph](/topic/$aph) #8

**Top accounts mentioned or mentioned by**
[@nocapcap](/creator/undefined) [@fintegrate](/creator/undefined) [@atelicinvest](/creator/undefined) [@toddwenning](/creator/undefined) [@hhuang](/creator/undefined) [@eyesigh558](/creator/undefined) [@ericjhonsa](/creator/undefined) [@durablecreators](/creator/undefined) [@phyrefoxx](/creator/undefined) [@sec00ritized](/creator/undefined) [@copycatinvest](/creator/undefined) [@simeonresearch](/creator/undefined) [@shmuellon](/creator/undefined) [@jerrycap](/creator/undefined) [@tacticzh](/creator/undefined) [@capitalatrisk23](/creator/undefined) [@dcurras1](/creator/undefined) [@nitinkinvests](/creator/undefined) [@finskirt](/creator/undefined) [@yehoshzl](/creator/undefined)

**Top assets mentioned**
[Pure Storage, Inc. (PSTG)](/topic/$pstg) [Wise (WISE)](/topic/$wise) [Amphenol Corporation (APH)](/topic/amphenol) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Metadium (META)](/topic/$meta) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu) [Costco Hot Dog (COST)](/topic/$cost) [Coldstack (CLS)](/topic/$cls) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Toast, Inc. (TOST)](/topic/$tost) [4 (FOUR)](/topic/$four) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Danaher Corporation (DHR)](/topic/$dhr) [SAP SE (SAP)](/topic/$sap) [Now Coin (NOW)](/topic/$now) [Coda Octopus Group, Inc. Common stock (CODA)](/topic/$coda) [Apple, Inc. (AAPL)](/topic/$aapl) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Adobe, Inc. (ADBE)](/topic/$adbe) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Microsoft Corp. (MSFT)](/topic/$msft) [Roper Technologies Inc (ROP)](/topic/$rop) [Autodesk Inc (ADSK)](/topic/$adsk) [Pangolin (PNG)](/topic/$png) [Arista Networks Inc (ANET)](/topic/$anet) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Brookfield Corporation (BN)](/topic/$bn) [Match Group Inc (MTCH)](/topic/$mtch) [SpaceN (SN)](/topic/$sn)
### Top Social Posts [#](/creator/twitter::1886165457599700992/posts)
---
Top posts by engagements in the last XX hours

"Second acts are tough. It's rare to find CEOs who've successfully grown two separate companies. - Larry Culp had an incredible run at $DHR before executing $GE's turnaround. - Bill McDermott was great at $SAP before becoming a rockstar at $NOW. Other recent CEOs come to mind"  
[X Link](https://x.com/KairosPraxis/status/1960767010905727235) [@KairosPraxis](/creator/x/KairosPraxis) 2025-08-27T18:10Z 2011 followers, 36.9K engagements


"@valuehurts ADBE/DHR/CSU/FOUR/ISRG Not the most hated but good entry points"  
[X Link](https://x.com/KairosPraxis/status/1974959604120564156) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-05T22:07Z 2011 followers, 1029 engagements


"Pure Storage $PSTG essentially offers storage-as-a-service using Flash memory. I never took them seriously because there's no moat in storage. But the more I read about their datacenter deal with $META the more I am impressed 🧵"  
[X Link](https://x.com/KairosPraxis/status/1975224213075296273) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-06T15:38Z 2011 followers, 7108 engagements


"Move over $SNDK/Kioxia I have a new favorite Flash memory stock. - $PSTG is pricey right now around 40x NTM P/E (50x P/FCF). - However the hyperscaler deals take a while to materialize so planning to buy on dips. - Topline growth is not as strong this is a margin story"  
[X Link](https://x.com/KairosPraxis/status/1975240886633005260) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-06T16:45Z 2011 followers, 3340 engagements


"Over the last few weeks I've added a number of solid stocks to my watchlist: $EOS.AX - Lasers for drone defence $BESI - ASML for packaging semis $CODA - 3D sonar for UUVs $GRID.TO - Hardware/Analytics for aging grid $ATRL - SMRs $GTT - Designs for LNG ships BUT"  
[X Link](https://x.com/KairosPraxis/status/1978196790508683693) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T20:30Z 2011 followers, 7140 engagements


"Quick clarification: $PSTG's multiple is stretched right - I'd suggest waiting for a better entry point. (I don't obsess over multiples during due diligence. Prefer to find good businesses/stocks and wait for temporary mispricings)"  
[X Link](https://x.com/KairosPraxis/status/1978455317726863684) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T13:38Z 2011 followers, 1044 engagements


"Cellebrite $CLBT is now an agentic AI company (The virtualization tech is more relevant tbh: "multiple Cellebrite customers in the defense and intelligence sector in both EMEA and Asia Pacific have subscribed to Corelliums solutions")"  
[X Link](https://x.com/KairosPraxis/status/1979925758072996006) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T15:01Z 2011 followers, 2793 engagements


"What are the stocks labeled as AI losers (or AI winners) today that could do a XXX in six months $CSU.TO (and saas names in general) $DUOL $AAPL 🤷 come to mind"  
[X Link](https://x.com/KairosPraxis/status/1968427257166225820) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-17T21:30Z 1984 followers, 2632 engagements


"@DurableCreators I'm hesitant to offer $MSFT because I have no clue what Office will look like XX years from (but I know it's very hard to replace based on what my org does). - $SNPS/$CDNS probably very hard to replace. - $ROP/$ADSK too (essentially software geared for a specific domain)"  
[X Link](https://x.com/KairosPraxis/status/1973091631059378197) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-30T18:24Z 1993 followers, XXX engagements


"Market finally waking up to how critical HBM is for the datacenter buildout. DRAM is commoditized (Samsung/Hynix/$MU) but HBM5 needs hybrid bonding where $BESI holds a monopoly (D2W). Revenue is projected to grow from 36M in 2023 to 476M by 2026. All roads lead to $BESI"  
[X Link](https://x.com/KairosPraxis/status/1973792621559714196) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-02T16:50Z 1983 followers, 10.8K engagements


"@_triangulate_ Thought $PNG stock price was $XX for a second (the way it's been going)"  
[X Link](https://x.com/KairosPraxis/status/1975948180887081103) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-08T15:35Z 1999 followers, XXX engagements


"@mapleleafinvest Think the $ANET reaction is underserved. $ALAB might see some short term headwinds"  
[X Link](https://x.com/KairosPraxis/status/1978262788066734298) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T00:52Z 1997 followers, XXX engagements


"1: NordSpace is Canada's Rocket Lab - building orbital launch (500kg to LEO) for defense payloads that won't rely on foreign providers. Founder Rahul Goel bootstrapped with $5M of his own money"  
[X Link](https://x.com/KairosPraxis/status/1979586739430727817) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T16:33Z 2011 followers, XXX engagements


"Tantalus $GRID.TO provides sensors analytics and other tools to modernize the electric grid. They have a XX% retention rate and are well poised to benefit from growing datacenter and EV consumption The stock is up XX% ytd but their saas revenue will continue to grow"  
[X Link](https://x.com/KairosPraxis/status/1979608253245132984) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T17:59Z 2011 followers, 1333 engagements


"Pretty strong headwinds for $PSTG from OCP: - Hyperscalers standardizing SSD specs allowing competitors like VAST to undercut Pure - Meta trying to cut out PSTG for in-house storage software Pure still has a head start but needs more margin of safety than current 50x P/FCF"  
[X Link](https://x.com/KairosPraxis/status/1980701619093139622) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T18:24Z 2010 followers, 2700 engagements


"$FTG.TO makes "boring" airplane components but when you look at trajectory things get much more exciting: - FCF per share grew from $XXXXX in Nov XX to $XXX LTM - Largest customer concentration dropped from XX% to XX% - Backlog at $137M which is XX% of annual revenue"  
[X Link](https://x.com/KairosPraxis/status/1981069312854282631) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-22T18:45Z 2011 followers, 4355 engagements


"@TickerTango Wow This could be huge. From XX% on Apple to 2-5% for Stripe etc"  
[X Link](https://x.com/KairosPraxis/status/1981105056725516704) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-22T21:07Z 2010 followers, XXX engagements


"As data centers become larger fire risk seems pretty serious: higher chip density tighter spaces more power. $JCI could be interesting here - Relationships with all hyperscalers - Only XX% revenue from data centers + backlog growing faster - Margins expanding"  
[X Link](https://x.com/KairosPraxis/status/1960384495019827552) [@KairosPraxis](/creator/x/KairosPraxis) 2025-08-26T16:51Z 2003 followers, 1287 engagements


"@SleepwellCap @WTCM3 Little bit of both right They're trying to stay ahead of the competition but from what I recall Remitly and others are not that far behind and even ahead in some corridors. (left pic is $WISE)"  
[X Link](https://x.com/KairosPraxis/status/1963313135248347448) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-03T18:48Z 2004 followers, XXX engagements


"Apropos of nothing I've been thinking about which stocks in my portfolio I would be comfortable holding for the next XX years. In order: $BN $COST $ARM $AXON $IBKR Maybes (1015 years): $TVK $CSU/$TOI $WISE $ADYEN $AMZN Any other "non-obvious" stocks come to mind"  
[X Link](https://x.com/KairosPraxis/status/1972678503091843578) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-29T15:03Z 2001 followers, 9922 engagements


"I don't understand the fascination with historical multiples. $ADYEN is a very different business to what it was in 2021. - Revenue no longer growing at XX% - More competition in payments - New growth levers - Platforms and Embedded finance still ongoing - Impact from tariffs"  
[X Link](https://x.com/KairosPraxis/status/1973097485829574960) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-30T18:47Z 2004 followers, 4080 engagements


"@JerryCap Yup. Agree with you they seem fairly valued here all things considered"  
[X Link](https://x.com/KairosPraxis/status/1973162306382209032) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-30T23:05Z 2003 followers, XXX engagements


"Most people have heard of the "Scaled economies shared" model by Sleep & Zakaria. @ToddWenning posted a nice write-up highlighting how the best exemplar of this business model today is $WISE. One key difference imo: Unlike $COST $WISE operates in a very competitive space"  
[X Link](https://x.com/KairosPraxis/status/1975937476641587646) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-08T14:53Z 2001 followers, 6781 engagements


"$WISE also benefitted from a period of high interest rates which enabled it to collect interest on cash balances and build it out its infrastructure. Its competitors may not be so lucky if we move to a low/medium-interest regime"  
[X Link](https://x.com/KairosPraxis/status/1975946298038931738) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-08T15:28Z 1999 followers, XXX engagements


"@longriver_hk @ToddWenning To be honest $WISE got very lucky with all that interest income (and the whole thing about not being able to pay UK customers) which enabled it to invest in infrastructure"  
[X Link](https://x.com/KairosPraxis/status/1976069455185838129) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-08T23:37Z 2000 followers, XXX engagements


"One question: As margins grow what does $DBO.TO do with all that cash - Buybacks seem obvious but no NCIB yet - Capex/Opex: Installing dbox seats for free for a higher cut - Acquisition () - Dividends not their style Thoughts @Stocks_Stones @subset_member @nitinkinvests"  
[X Link](https://x.com/KairosPraxis/status/1976754618345423026) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-10T21:00Z 2003 followers, XXX engagements


"@no_cap_cap Really like your latest moves. You not looking to diversify globally Except 319A lot of US/Canadian exposure"  
[X Link](https://x.com/KairosPraxis/status/1976847440436469778) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-11T03:08Z 2004 followers, XX engagements


"@no_cap_cap Hahaha that's fair. I guess technically $TOI is mostly EU based"  
[X Link](https://x.com/KairosPraxis/status/1976850007300198580) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-11T03:19Z 2004 followers, XXX engagements


"Strava is a great example of how to build a social network focused on a niche vertical and scale it over time without losing your core identity or sense of community. Imo Strava users are among the most committed I've seen"  
[X Link](https://x.com/KairosPraxis/status/1977835647055618319) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-13T20:35Z 2003 followers, 2286 engagements


"If Strava launched a dating app $MTCH would be toast. Runners love marrying each other"  
[X Link](https://x.com/KairosPraxis/status/1977842719423959385) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-13T21:03Z 2004 followers, XXX engagements


"@SimeonResearch_ Thanks. Feels like investing in Shark ninja $SN. As long as they can continue innovating and keeping prices low they should do well"  
[X Link](https://x.com/KairosPraxis/status/1977859804786729017) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-13T22:11Z 2004 followers, XXX engagements


"Masa sends his regards"  
[X Link](https://x.com/KairosPraxis/status/1977864328679129289) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-13T22:29Z 2003 followers, XXX engagements


"@hhuang $CLS mentioned the rack scale thing in their earnings call too. 2026 guidance gonna be 🔥"  
[X Link](https://x.com/KairosPraxis/status/1977869962782904804) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-13T22:52Z 2004 followers, 3179 engagements


"$AVGO stock jumped by XX% after the announcement of a partnership with OpenAI except if you were paying attention to Celestica earnings calls everything was telegraphed as early as Q4 2024 including timeline + custom asics at rack scale. $CLS 2026 guidance gonna be 🔥"  
[X Link](https://x.com/KairosPraxis/status/1978112055459881178) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T14:54Z 2003 followers, 12.5K engagements


"Cc @hhuang @CopyCat_Invest @EricJhonsa Thoughts on what all this means for $CLS"  
[X Link](https://x.com/KairosPraxis/status/1978120541778117109) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T15:27Z 2004 followers, XXX engagements


"@no_cap_cap High PE because of SBC. It's a haas saas work of art"  
[X Link](https://x.com/KairosPraxis/status/1978199828417986745) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T20:42Z 2004 followers, XXX engagements


"@no_cap_cap @BradoCapital They don't do P/(FCF-SBC)"  
[X Link](https://x.com/KairosPraxis/status/1978213947649003643) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T21:38Z 2001 followers, XX engagements


"@no_cap_cap"  
[X Link](https://x.com/KairosPraxis/status/1978234170154336447) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T22:59Z 2004 followers, XX engagements


"@no_cap_cap Making money is not as important as feeling smart 🤓"  
[X Link](https://x.com/KairosPraxis/status/1978246763078111593) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T23:49Z 2004 followers, XX engagements


"I don't understand why folks keep pushing this narrative that certain payment processors have sustainable advantages in specific verticals (e.g. $TOST for restaurants or $FOUR for stadiums). It's pretty much a free for all (for the most part)"  
[X Link](https://x.com/KairosPraxis/status/1978526196498321852) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T18:19Z 2004 followers, 4722 engagements


"@eyesigh558 @JerryCap Apples to oranges right Don't have an answer for you but I own both and would be comfortable owning them for the next XX years or so"  
[X Link](https://x.com/KairosPraxis/status/1978526979222536636) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T18:22Z 2004 followers, XX engagements


"If a stock dives without any catalyst probably best to sit this down out $AXON (at least until the facts emerge)"  
[X Link](https://x.com/KairosPraxis/status/1978539047929741735) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T19:10Z 2003 followers, XXX engagements


"@lhamtil @Pfdshares Loved your amphenol episode The two part structure was great too"  
[X Link](https://x.com/KairosPraxis/status/1978656742918545523) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T02:58Z 2004 followers, XXX engagements


"@yehoshzl Appreciate your view and you're right about the current shares. But at the same time think it's backward looking. $TOST used to provide analytics capabilities for restaurants. These days Skytab and others have the same. Same for stadiums offline-online end-to-end systems"  
[X Link](https://x.com/KairosPraxis/status/1978693677993087460) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T05:25Z 2003 followers, XXX engagements


"@yehoshzl In other words switching costs may be high if you're already partnered with $FOUR but if you're a stadium looking for a new partner gap between Shift4 and Adyen (say) is not that high in terms of capabilities. Saying that $FOUR is superior because stadiums use it is circular"  
[X Link](https://x.com/KairosPraxis/status/1978693953718190120) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T05:26Z 2003 followers, XXX engagements


"Compute gets all the attention but for inference memory (DRAM) is the real bottleneck. More queries longer contexts agentic workflows = memory GPU. Current GPUs max at 192GB HBM. Barely enough for a single long conversation. Hard not to be bullish $MU $LRCX $AMAT $AVGO"  
[X Link](https://x.com/KairosPraxis/status/1978838343472296285) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T15:00Z 2004 followers, 2778 engagements


"Any thoughts/feedback on the envelope math I'm sure there are stocks with better IRRs out there but good to have large positions in stocks that you don't have to follow too closely. Also I couldn't recommend the business breakdowns episode on $IBKR highly enough"  
[X Link](https://x.com/KairosPraxis/status/1978878688633487735) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T17:40Z 2004 followers, XXX engagements


"If you missed the opportunity last week $DBO.TO trading at $XXX CAD again (14 PE). My thesis below"  
[X Link](https://x.com/KairosPraxis/status/1978898759418343910) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T19:00Z 2004 followers, 2303 engagements


"@ReneSellmann Yeah very bullish about account growth and generally love businesses that white label their services (adyen wise ibkr). You bought Tiger right Think it's a good business too"  
[X Link](https://x.com/KairosPraxis/status/1978927823630012565) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T20:55Z 2003 followers, XXX engagements


"I passed on $HIVE exactly a month ago because management felt "hype-y" there were no big AI deals to speak of and fundamentals were weak. Naturally the stock is up XX% since then (despite the XX% drawdown today)"  
[X Link](https://x.com/KairosPraxis/status/1978928434702356683) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T20:58Z 2000 followers, 3068 engagements


"@no_cap_cap There are entire subreddits dedicated to one stock. Nuts"  
[X Link](https://x.com/KairosPraxis/status/1979016974450475142) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T02:49Z 2004 followers, XX engagements


"@no_cap_cap Point taken but you forgot the kraken guys"  
[X Link](https://x.com/KairosPraxis/status/1979019416135147909) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T02:59Z 2004 followers, XX engagements


"@hipPop44 Oh I just mean that in XX years I expect $IBKR to trade at a multiple of XX times Price/earnings. (kinda a shortcut because I can't project earnings out forever)"  
[X Link](https://x.com/KairosPraxis/status/1979044596798697492) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T04:39Z 2004 followers, XXX engagements


"As with every other boring company this year it's benefitted from strong tailwinds in AI/defence. For example Amhphenol has a strong relationship with $NVDA"  
[X Link](https://x.com/KairosPraxis/status/1979241203813036302) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T17:40Z 2004 followers, XXX engagements


"No real reason but I wanted to curate a list of incredibly exciting companies that fly under the radar (both private and public): 🧵"  
[X Link](https://x.com/KairosPraxis/status/1979586737530880201) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T16:33Z 2004 followers, 6460 engagements


"3: Dual-use defence tech is particularly hot right now. Dominion Dynamics (founded by former Anduril/Google folks) aims to create a sensor network in the arctic and eventually become a platform for home grown defence tech"  
[X Link](https://x.com/KairosPraxis/status/1979586743968899532) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T16:33Z 2004 followers, XXX engagements


"@firstadopter Yikes How do they make the economics work even if it's all incremental demand"  
[X Link](https://x.com/KairosPraxis/status/1979605632878887131) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T17:48Z 2001 followers, 3010 engagements


"@no_cap_cap Imagine if the ancient Greeks/Romans had access to the stock market with 9/5 trading"  
[X Link](https://x.com/KairosPraxis/status/1979702932217163862) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T00:15Z 2004 followers, XX engagements


"@no_cap_cap My bad I didn't recognize the olive oil bottle. Absolute legend. Didn't he just do this whole thing to prove a point and went back to being a philosopher"  
[X Link](https://x.com/KairosPraxis/status/1979712673307938831) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T00:54Z 2004 followers, XX engagements


"@no_cap_cap Do you feel a personal connection to this story :)"  
[X Link](https://x.com/KairosPraxis/status/1979729477526852068) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T02:01Z 2004 followers, XX engagements


"@FinSkirt Yeah that's fair. I'm comfortable holding $TTMI here for the long run as their current utilization rate is quite low. Cannot comment on Amphenol"  
[X Link](https://x.com/KairosPraxis/status/1979774552994668713) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T05:00Z 1999 followers, XXX engagements


"@4drant CEO Mike Rose spelled out the reasons in a recent interview X. Prices have remained low X. They announced big capex plans which spooked investors X. No big datacenter deals in Canada yet (I mostly think it's 1)"  
[X Link](https://x.com/KairosPraxis/status/1980037317785190899) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T22:24Z 1999 followers, 1508 engagements


"@no_cap_cap Yikes brutal. Probably better off buying that manure stock and hoping it powers some dcs"  
[X Link](https://x.com/KairosPraxis/status/1980041396389097864) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T22:40Z 2003 followers, XX engagements


"@no_cap_cap Best time to buy imo ;)"  
[X Link](https://x.com/KairosPraxis/status/1980043155341705339) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T22:47Z 2003 followers, XX engagements


"@BondKingJanusH1 @no_cap_cap I'm with you"  
[X Link](https://x.com/KairosPraxis/status/1980082220691063124) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-20T01:22Z 2004 followers, XX engagements


"There's always concern over $CSU's ability to deploy more and more cash as they grow but imo this underestimates the power of larger acquisitions. One $200M deal like TECVIA and that's already XX% of their entire 2024 M&A spend (around 1.5B). (h/t @JerryCap)"  
[X Link](https://x.com/KairosPraxis/status/1980285879873622465) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-20T14:52Z 2004 followers, 5282 engagements


"@escvel0city11 Thanks for the pointer Hy9h is pretty illiquid though. One thing to keep in mind"  
[X Link](https://x.com/KairosPraxis/status/1980308298772668907) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-20T16:21Z 2004 followers, XXX engagements


"The future of Constellation seems to be larger deals more lumpier deployment of cash and therefore more volatility in the stock quarter to quarter"  
[X Link](https://x.com/KairosPraxis/status/1980313061836951741) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-20T16:40Z 1999 followers, XXX engagements


"Rule of thumb for using AI in coding & other projects: The first XX% of the project which used to take you two weeks can now be completed in two days. The remaining XX% of the project (last mile) which used to take you two days will now take a week"  
[X Link](https://x.com/KairosPraxis/status/1980375344784998786) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-20T20:47Z 2001 followers, 2097 engagements


"@The_AI_Investor Inference became a big deal only after Deepseek. Even then people didn't expect how quickly reasoning and agentic flows would scale. Memory always cyclical so people underestimated. Plus HDD shortage helped nand"  
[X Link](https://x.com/KairosPraxis/status/1980465134167552514) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T02:44Z 2004 followers, XXX engagements


"@no_cap_cap Agree that robotics is a huge tailwind in the longterm. Still Amazon Opex was 500B+ in FY2024. Not sure that 12B is that big"  
[X Link](https://x.com/KairosPraxis/status/1980680746571325482) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T17:01Z 2004 followers, XX engagements


"@no_cap_cap Hmmmm"  
[X Link](https://x.com/KairosPraxis/status/1980698174412190016) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T18:10Z 2004 followers, XX engagements


"@no_cap_cap I'm not bearish on AMZN. I'm sure it'll catch up eventually. Some good tailwinds. But I don't think it's an AI winner right now"  
[X Link](https://x.com/KairosPraxis/status/1980698417115300054) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T18:11Z 2003 followers, XX engagements


"@no_cap_cap All of this is backward looking I think the robotics argument is good and Claude using AWS is also solid. But saying that AMZN has been beaten up and so must outperform is based on hopium"  
[X Link](https://x.com/KairosPraxis/status/1980708169492951487) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T18:50Z 2004 followers, XX engagements


"@no_cap_cap"  
[X Link](https://x.com/KairosPraxis/status/1980710203801649200) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T18:58Z 2004 followers, XX engagements


"@no_cap_cap Nice added to watchlist. Will ask my RA to do a deep dive today"  
[X Link](https://x.com/KairosPraxis/status/1980720525677859158) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T19:39Z 2003 followers, XX engagements


"2: First what do they do EOS has X product lines: - RWS - remote weapon systems 2000+ deployed globally. - Space Domain Awareness - Satellites for tracking objects in space - Apollo - 100kW laser counter-drone defense 20-50 engagements/minute"  
[X Link](https://x.com/KairosPraxis/status/1980737064313188624) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T20:44Z 2003 followers, XXX engagements


"@no_cap_cap"  
[X Link](https://x.com/KairosPraxis/status/1980747447891816543) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T21:26Z 2004 followers, XX engagements


"@diyas_1989 That's good context. Thank you"  
[X Link](https://x.com/KairosPraxis/status/1980755295979614496) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T21:57Z 2003 followers, XXX engagements


"@no_cap_cap Agree with you on the diversified. I like that LASR has some boring industrial applications + new exciting ones"  
[X Link](https://x.com/KairosPraxis/status/1980756654757969945) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T22:02Z 2004 followers, XX engagements


"@no_cap_cap Not that kind of semi right"  
[X Link](https://x.com/KairosPraxis/status/1980772067130925166) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T23:03Z 2004 followers, XX engagements


"@FundaBottom TTMI and the Korean PCB maker benefit too"  
[X Link](https://x.com/KairosPraxis/status/1980777338640937345) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T23:24Z 1999 followers, XXX engagements


"@no_cap_cap"  
[X Link](https://x.com/KairosPraxis/status/1980778364672578038) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T23:28Z 2004 followers, XX engagements


"@no_cap_cap Don't want to pay E*lon"  
[X Link](https://x.com/KairosPraxis/status/1980784558938509399) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T23:53Z 2004 followers, XX engagements


"@no_cap_cap No no no don't drag me into this 😂"  
[X Link](https://x.com/KairosPraxis/status/1981059960588161296) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-22T18:07Z 2004 followers, XX engagements


"@no_cap_cap Superb. Thank you for the DD 🙌Some high level thoughts: X. Don't like over dependence on border as those things can slow down so appreciated the diversification. contracts. X. The contract with Elbit is exciting (elbit firing on all cylinders). X. Recurring revenue 💯"  
[X Link](https://x.com/KairosPraxis/status/1981220868215718303) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-23T04:47Z 2005 followers, XX engagements


"Is $AXON planning on buying $CLBT 🤔"  
[X Link](https://x.com/KairosPraxis/status/1978527499043643706) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T18:24Z 2005 followers, 11K engagements


"@hhuang Google Gemini's context window is incredible. Always wondered how the tpus manage it"  
[X Link](https://x.com/KairosPraxis/status/1978849093926392311) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T15:42Z 2009 followers, XXX engagements


"@StockDaddy6597 Yikes. Love the business. Don't like the meme stock"  
[X Link](https://x.com/KairosPraxis/status/1980693823278964993) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T17:53Z 2010 followers, XXX engagements


"3: Catalyst. The new Apollo laser is truly exciting - One of a kind with almost no competitors - First drone defense system where math actually works. Apollo costs $0.1/shot with XXX shots/battery (other solutions prohibitively expensive) - Urgent demand in EU (Thanks Vlad)"  
[X Link](https://x.com/KairosPraxis/status/1980737066314137995) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T20:44Z 2004 followers, XXX engagements


"@fintegrate @SimeonResearch_ Congrats Great timing on this. Anything particular stands out to you about droneshield And have you looked at EOS"  
[X Link](https://x.com/KairosPraxis/status/1980977321843790036) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-22T12:39Z 2004 followers, XXX engagements


"@fintegrate @SimeonResearch_ You really think they'll get acquired Feel like they're an Aussie local champion now and there may be pushback against American or EU providers taking over. You don't think so"  
[X Link](https://x.com/KairosPraxis/status/1980991334845669691) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-22T13:35Z 2004 followers, XXX engagements


"@no_cap_cap"  
[X Link](https://x.com/KairosPraxis/status/1981042273065288015) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-22T16:57Z 2004 followers, XX engagements


"@Daniel___Gordon Do you own $FTG"  
[X Link](https://x.com/KairosPraxis/status/1981094508029739233) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-22T20:25Z 2007 followers, XXX engagements


"If you realize what Sam is trying to do here that should give you a much deeper appreciation of what companies like $AXON $TYL and $CLBT have achieved"  
[X Link](https://x.com/KairosPraxis/status/1954195978044715407) [@KairosPraxis](/creator/x/KairosPraxis) 2025-08-09T15:00Z 2010 followers, 13.9K 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) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-23T21:03Z 2011 followers, 1051 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) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-23T21:03Z 2011 followers, 1172 engagements


"$DBO.TO extremely attractive at 14P/E. I added to my position at $XXX Thesis: - 1000 Dbox seats in XXX theaters last year. High margin royalty revenue yoy. - CEO just bought $44K shares in open market at $XXXX - Constantly pushing the envelope in military training/racing sims"  
[X Link](https://x.com/KairosPraxis/status/1976746463012000214) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-10T20:27Z 2010 followers, 7458 engagements


"This ended up being a smart move in hindsight because of the sell-off on Friday. But the main takeaway here is to decouple your buying and selling decisions. If you only sell when you need capital then you may be forced to make poor decisions (esp if the market is crashing)"  
[X Link](https://x.com/KairosPraxis/status/1977481215524442622) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-12T21:07Z 2011 followers, 13.2K engagements


""Without data centers GDP growth was XXX% in the first half of 2025". OK but datacenter capex is not just chips. People dismiss how many areas of the "real economy" are supported by the datacenter build out"  
[X Link](https://x.com/KairosPraxis/status/1977766924542001301) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-13T16:02Z 2011 followers, 2985 engagements


"The one stock that excites me the most is PureStorage $PSTG - Secular tailwinds as HDD -- Flash + moar data - Moat on top of tailwinds: Huge power savings - XX% recurring revenue + royalties from datacenters - Good FCF + buybacks + strong management"  
[X Link](https://x.com/KairosPraxis/status/1978196792538710526) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T20:30Z 2011 followers, 5175 engagements


"Interesting divergence $CSU: When Constellation acquires a company they hire a new CFO in XX% of the acquisitions but the CEO changes only in XX% of the cases"  
[X Link](https://x.com/KairosPraxis/status/1978560510544277998) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T20:36Z 2010 followers, 4869 engagements


"$IBKR is one of the stocks in my forever portfolio. Expensive at $XX (36LTM PE) but even with conservative assumptions returns are fine - Accounts grow at 20%/15% (30% today) - Commissions (600/acc) 🔽3%/yr - Interest (900/acc) 🔽 XX% 25x terminal PE Result: XXXX% 10yr CAGR"  
[X Link](https://x.com/KairosPraxis/status/1978877684101861582) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T17:36Z 2011 followers, 7803 engagements


"Amphenol $APH is a boring company that makes 100000+ products. Investors always overlook how good their capital allocation has been: - Target 1/3 growth from M&A - Track targets for years for the right deal - 4-5 deals per yr - Return XX% FCF to shareholders"  
[X Link](https://x.com/KairosPraxis/status/1979241201694880239) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T17:40Z 2011 followers, 9735 engagements


"If you want to dive into $APH and why this firm will last forever I highly recommend this two-part podcast series by the @Pfdshares folks"  
[X Link](https://x.com/KairosPraxis/status/1979241853795836415) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T17:43Z 2011 followers, 4629 engagements


"Long $COST Short $UBER"  
[X Link](https://x.com/KairosPraxis/status/1979563117022728569) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T15:00Z 2011 followers, 85.2K engagements


"Natural gas is the future when it comes to powering datacenters. Meanwhile Canada's largest nat gas producer this year:"  
[X Link](https://x.com/KairosPraxis/status/1979968035650724338) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T17:49Z 2011 followers, 24.5K engagements


""People often think there is a risk involved and so it's not worth owning the stock. That's not what investing is about. It's about deciding which risks you want to accept & whether the potential returns are worth the risk you're taking on" Simple but good quote @ErnestWongBWM"  
[X Link](https://x.com/KairosPraxis/status/1980324634810806681) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-20T17:26Z 2011 followers, 2355 engagements


"Why I'm not bullish $AMZN (AWS and logistics will be fine)"  
[X Link](https://x.com/KairosPraxis/status/1980650784313471221) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T15:02Z 2011 followers, 6293 engagements


"If there are any good arguments about why Amazon will be an AI winner happy to hear them"  
[X Link](https://x.com/KairosPraxis/status/1980658576382382128) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T15:32Z 2011 followers, XXX engagements


"It was nice to feel smart even if only for X days 🙃"  
[X Link](https://x.com/KairosPraxis/status/1980677393024184680) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T16:47Z 2011 followers, 11.5K engagements


"$EOS.AX: Electro Optic Systems is an defense and space manufacturer that's come out with a new "star-wars"esque 100KW laser anti-drone system (and a 71M EU contract) The stock is up XXXXXX% in 2025 but down almost XX% from highs. A 🧵"  
[X Link](https://x.com/KairosPraxis/status/1980737062207733936) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T20:44Z 2011 followers, 5886 engagements


"4: Tailwinds + Great setup. - New CEO and CFO took over in 2022 facing near-insolvency. Divested low margin line eliminated debt now sitting on A$130M cash. - Products battle tested in Ukraine. - A$307M backlog (up from A$136M in Dec). - NATO committed $912B to defence"  
[X Link](https://x.com/KairosPraxis/status/1980737070902710488) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T20:44Z 2011 followers, XXX engagements


"5: Headwinds - Deeply unprofitable (45M loss in Q1) - Extremely competitive space and EU prefers domestic champions - 30-40% of revenue dependent on single middle-eastern country"  
[X Link](https://x.com/KairosPraxis/status/1980737072639144067) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T20:44Z 2011 followers, XXX engagements


"@no_cap_cap $LASR plans on delivering 1MW to the US army in 2026. Whether they can export to allies (Russia El Salvador) remains to be seen. $EOS here and now and is a friendly nation. 🦘🦘"  
[X Link](https://x.com/KairosPraxis/status/1980746272912121969) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T21:21Z 2010 followers, XXX engagements


"Any pushback on $EOS.AX other than the crazy multiple Specifically looking to understand their position in the defense ecosystem"  
[X Link](https://x.com/KairosPraxis/status/1980777852225093953) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-21T23:26Z 2011 followers, 1482 engagements


"Interesting trend: If the open source models are almost as good as the state of the art models by OpenAI/Claude/Gemini firms with a lot of tech talent (think $SHOP $ABNB) would prefer customizing these to their own requirements/data. This was $META's original gambit"  
[X Link](https://x.com/KairosPraxis/status/1981048907518947608) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-22T17:24Z 2011 followers, 1836 engagements


"Amphenol's M&A strategy is Constellation in hard mode: - 4-5 deals/yr - Decentralized manufacturing - Crazy discipline: Waited decades to buy Commscope at XX% discount - EPS accretive from day X + margin catch-up in X year All this with 100K SKUS & 10%+ organic growth"  
[X Link](https://x.com/KairosPraxis/status/1981389408231096505) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-23T15:57Z 2011 followers, 2545 engagements


"I realize this is an unfair comparison to both $APH and $CSU.TO but by default I tend to benchmark all serial acquirers against Constellation Software. Amphenol might be the only one that still looks impressive (despite being in manufacturing only doing 4/5 deals per year)"  
[X Link](https://x.com/KairosPraxis/status/1981393590061289869) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-23T16:13Z 2011 followers, XXX engagements