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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, $axon, $wise the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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

- X Week XXXXXXX +245%
- X Month XXXXXXX +45%
- X Months XXXXXXXXX +72,161%

### 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 XXX +17%
- X Month XXX +13%
- X Months XXXXX +7,019%

### 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 +5.40%
- X Month XXXXX +21%
- X Months XXXXX +4,671%

### 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)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$pstg](/topic/$pstg) #1, [stocks](/topic/stocks) 2.93%, [$axon](/topic/$axon) #17, [$wise](/topic/$wise) #11, [meta](/topic/meta) #3535, [$cls](/topic/$cls) #24, [$mu](/topic/$mu) #34, [dram](/topic/dram) #35, [$clbt](/topic/$clbt) #3, [$ibkr](/topic/$ibkr) #38

**Top accounts mentioned or mentioned by**
[@nocapcap](/creator/undefined) [@hhuang](/creator/undefined) [@atelicinvest](/creator/undefined) [@toddwenning](/creator/undefined) [@eyesigh558](/creator/undefined) [@durablecreators](/creator/undefined) [@ericjhonsa](/creator/undefined) [@phyrefoxx](/creator/undefined) [@sec00ritized](/creator/undefined) [@copycatinvest](/creator/undefined) [@jerrycap](/creator/undefined) [@capitalatrisk23](/creator/undefined) [@shmuellon](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@pinegrovecap04](/creator/undefined) [@renesellmann](/creator/undefined) [@tacticzh](/creator/undefined) [@nitinkinvests](/creator/undefined) [@jevgenijs](/creator/undefined) [@dcurras1](/creator/undefined)

**Top assets mentioned**
[Pure Storage, Inc. (PSTG)](/topic/$pstg) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Wise (WISE)](/topic/$wise) [Coldstack (CLS)](/topic/$cls) [Micron Technology, Inc. (MU)](/topic/$mu) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Metadium (META)](/topic/$meta) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amphenol Corporation (APH)](/topic/amphenol) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Costco Hot Dog (COST)](/topic/$cost) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Pangolin (PNG)](/topic/$png) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Brookfield Corporation (BN)](/topic/$bn) [IREN Limited (IREN)](/topic/$iren) [Coda Octopus Group, Inc. Common stock (CODA)](/topic/$coda) [Hive (HIVE)](/topic/$hive) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [4 (FOUR)](/topic/$four) [Toast, Inc. (TOST)](/topic/$tost) [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/$adsk) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Garmin Ltd. (GRMN)](/topic/$grmn) [Cognex, Corp. (CGNX)](/topic/$cgnx) [Tradetomato (TTM)](/topic/$ttm) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Corning Incorporated (GLW)](/topic/$glw) [Vertiv Holdings Co (VRT)](/topic/$vrt) [MUX Protocol (MCB)](/topic/$mcb) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Arista Networks Inc (ANET)](/topic/$anet) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Hive Digital Technologies Ltd (HIVE)](/topic/hive) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts [#](/creator/twitter::1886165457599700992/posts)
---
Top posts by engagements in the last XX hours

"@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


"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 1992 followers, 7016 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 1992 followers, 3293 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 1991 followers, 7334 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 1991 followers, 2980 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 1991 followers, XXX 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 1993 followers, 1044 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 1993 followers, 2564 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 1993 followers, 7106 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 1993 followers, 5245 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 1993 followers, 4805 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 1993 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 1993 followers, XXX 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 1993 followers, XXX 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 1993 followers, XXX engagements


"Long $COST Short $UBER"  
[X Link](https://x.com/KairosPraxis/status/1979563117022728569) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T15:00Z 1993 followers, 85K 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 1993 followers, 24.4K 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 1993 followers, XXX engagements


"How much would you pay for an acquisition $CSU vs $TYL CSU: IRR XXXX% No way XX% or walk away. Tyler: In 2019 acquired Courthouse Tech. CFO noted "price wouldn't have mattered" because they could roll out the jury selection software across thousands of courts nationwide"  
[X Link](https://x.com/KairosPraxis/status/1945124945509666840) [@KairosPraxis](/creator/x/KairosPraxis) 2025-07-15T14:15Z 1967 followers, 4111 engagements


"@BerkelKip @NicoperJES @no_cap_cap My criteria: Companies with hardware for a specific vertical and then using software to lock-in + recurring revenue. Goat: $AXON Good: $GRMN $CLBT $MCB.TO $CGNX Close but no cigar: $ISRG (unsure of software moat)"  
[X Link](https://x.com/KairosPraxis/status/1951874306218029107) [@KairosPraxis](/creator/x/KairosPraxis) 2025-08-03T05:14Z 1968 followers, 22K 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 1967 followers, 13.9K engagements


"2/n: Guidance: 2025 may be a rocky year for $MCB.TO. Management warned "Q3 may reflect tempered revenue and earnings growth." SBC expenses may continue through December. Delay in contracts from middle east ($4.3M inventory buildup). NA drilling activity sits at 2021 lows"  
[X Link](https://x.com/KairosPraxis/status/1955006576508416202) [@KairosPraxis](/creator/x/KairosPraxis) 2025-08-11T20:41Z 1955 followers, XXX engagements


"Serious question: Why do companies like $CSU $BN and $TVK that have an excellent track record of reinvesting cash bother with such miniscule dividends"  
[X Link](https://x.com/KairosPraxis/status/1955698369692590280) [@KairosPraxis](/creator/x/KairosPraxis) 2025-08-13T18:30Z 1967 followers, 18.7K 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 1968 followers, XXX engagements


"1: Electro Optimal Systems $EOS.AX defense firm with a laser weapon system to destroy drones. + NATO & middle east needs this badly. + They divested less profitable satcom segment. - Reason: Not sure how to value the business yet. Multiple feels lofty"  
[X Link](https://x.com/KairosPraxis/status/1970594852166422835) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-23T21:03Z 1963 followers, 1006 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 1961 followers, 1164 engagements


"@petrolengg Yup very clean and simple bet. ASML especially"  
[X Link](https://x.com/KairosPraxis/status/1973101522503324057) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-30T19:03Z 1951 followers, XX engagements


"The economy is running on datacenter capex right now. But investors are not accounting for how long these DCs take to come online. Any business that can help cut down the timeline or get the AI loads online faster will continue to do well. For example $IREN $GLW $VRT"  
[X Link](https://x.com/KairosPraxis/status/1974179940548685871) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-03T18:29Z 1956 followers, 2097 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 1964 followers, 1026 engagements


"@BlackScholesMan Any thoughts on $CODA sonar imaging vs $PNG (kraken robotics)"  
[X Link](https://x.com/KairosPraxis/status/1975651154207047895) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-07T19:55Z 1974 followers, XXX engagements


"@oc_ulus Other stocks that almost made the cut - $TOI.V - $XXX - $NCI.V - $XXX - $TVK - $XXX - $MCB - $XXX Need to drop further - $RBRK - $XX - $PSTG - $80"  
[X Link](https://x.com/KairosPraxis/status/1975667950859268377) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-07T21:02Z 1950 followers, 1147 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 1964 followers, 6725 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 1956 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 1954 followers, XXX engagements


"$BESI trading at XXX at P/E of XX. Their long-term guidance is 1.5-1.9B revenue (3x current levels) at 40-55% operating margins. Even assuming they hit the high end AND maintain a 30x terminal multiple you're looking at XX% CAGR over X years. Better to wait"  
[X Link](https://x.com/KairosPraxis/status/1976306156285972562) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-09T15:18Z 1973 followers, 2359 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 1954 followers, XXX engagements


"The best way to get a sense for how the datacenter build out is going to play out is so listen to the earnings calls of $CLS and other ODMs. Not even joking"  
[X Link](https://x.com/KairosPraxis/status/1978131970396741884) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T16:13Z 1971 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 1973 followers, XXX 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 1973 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 1964 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 1955 followers, 3052 engagements


"@phyrefoxx Not super keen right now on $HIVE. Do you own the stock"  
[X Link](https://x.com/KairosPraxis/status/1979288793522839619) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T20:49Z 1976 followers, XXX engagements


"@nimesh3t Yikes. Both bullish and bearish for Uber. They're making such incredible margins that they're selling a dollar for 75c. But also are they this desperate"  
[X Link](https://x.com/KairosPraxis/status/1979591773765910942) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T16:53Z 1950 followers, 2056 engagements


"Did the Ancient Greeks really believe in Zeus & the other gods in the Pantheon Great answer from @TheRestHistory podcast: Their relationship to the gods was like ours to the stock market - an omnipresent force you don't question just navigate. You appease it or it destroys you"  
[X Link](https://x.com/KairosPraxis/status/1979652707402309661) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T20:56Z 1963 followers, XXX engagements


"@QualityInvest5 Costco has a lot of negotiating power against vendors so I doubt it. In this case this probably gives Uber good ltv and expected value if people don't use it up fully"  
[X Link](https://x.com/KairosPraxis/status/1979703273415405700) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T00:16Z 1963 followers, 2188 engagements


"@FinSkirt I haven't looked at the company as closely but the multiple feels like it's pricing in a lot of growth. $TTMI is another boring business that benefits from the same trends if you're interested. I own that one"  
[X Link](https://x.com/KairosPraxis/status/1979703833753506142) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T00:19Z 1959 followers, XX engagements


"@ToddWenning Have the self-serve coffee machine use AI to misspell my name and then we're talking"  
[X Link](https://x.com/KairosPraxis/status/1979969425966080449) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T17:54Z 1952 followers, XXX engagements


"@ShmuelLon I agree but I'm not even sure what they mean by agentic AI here 😅"  
[X Link](https://x.com/KairosPraxis/status/1979981371192857081) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T18:41Z 1969 followers, XX 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 1970 followers, 1498 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 1973 followers, XXX 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 1976 followers, 4071 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 1976 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 1976 followers, XXX engagements


"Just heard another fund manager say "Software is the best industry to invest in because every marginal customer comes at XXX% margins" 💀💀 Think of all that datacenter capex by hyperscalers and think about who's going to be paying for all those GPUs"  
[X Link](https://x.com/KairosPraxis/status/1978157417767555523) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T17:54Z 1976 followers, 1056 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 1977 followers, XXX 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 1977 followers, XXX 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 1992 followers, 7052 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 1993 followers, 4706 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 1993 followers, 7698 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 1993 followers, 4295 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 1992 followers, 2700 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 1992 followers, XXX 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 1993 followers, XXX engagements


"@DurableCreators Ah very nice I guess the "magic formula" is to buy infrastructure names which have strong secular tailwinds durable moat and are positioned better than their peers. Also looks like you favor picks and shovels plays"  
[X Link](https://x.com/KairosPraxis/status/1972727215214501960) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-29T18:16Z 1981 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


"@onecentinvest I like $FLT as a business* but good god the stock price is completely disconnected from the fundamentals right now. * - they pivoted from drone manufacturing (low margin) to offering drones as a service (high margin) - experienced ceo"  
[X Link](https://x.com/KairosPraxis/status/1974647826970722552) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-05T01:28Z 1978 followers, XXX 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 1983 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 1978 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 1984 followers, 1283 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


"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 1984 followers, 2280 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 1984 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 1986 followers, 3177 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 1984 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 1984 followers, XXX 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 1984 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 1984 followers, 2081 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 1987 followers, 9920 engagements


"Is $AXON planning on buying $CLBT 🤔"  
[X Link](https://x.com/KairosPraxis/status/1978527499043643706) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T18:24Z 1987 followers, 11K engagements


"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 1989 followers, 36.9K 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 1991 followers, 12.5K 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 1992 followers, 4659 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 1991 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 1992 followers, 2250 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 1992 followers, XXX 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 1993 followers, XXX 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 1993 followers, 2221 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 1993 followers, XXX 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 1993 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 1993 followers, XXX 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 1993 followers, 2254 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 1993 followers, 4257 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 1992 followers, XXX engagements