# ![@KawzInvests Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1447102056481837058.png) @KawzInvests KawzInvests 🦑

KawzInvests 🦑 posts on X about $krknf, $asts, $pngv, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1447102056481837058/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1447102056481837058/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1447102056481837058/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1447102056481837058/c:line/m:posts_active.svg)


### Followers: [------] [#](/creator/twitter::1447102056481837058/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1447102056481837058/c:line/m:followers.svg)


### CreatorRank: [------] [#](/creator/twitter::1447102056481837058/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1447102056481837058/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1576 [technology brands](/list/technology-brands)  #8310 [finance](/list/finance)  16.5% [countries](/list/countries)  11.65% [automotive brands](/list/automotive-brands)  3.88% [cryptocurrencies](/list/cryptocurrencies)  2.91% [exchanges](/list/exchanges)  2.91% [travel destinations](/list/travel-destinations)  1.94% [celebrities](/list/celebrities)  0.97% [social networks](/list/social-networks)  0.97%

**Social topic influence**
[$krknf](/topic/$krknf) #17, [$asts](/topic/$asts) #233, [$pngv](/topic/$pngv) #6, [ai](/topic/ai) #1580, [this is](/topic/this-is) 6.8%, [$optx](/topic/$optx) #6, [$aaoi](/topic/$aaoi) 5.83%, [$nvda](/topic/$nvda) #31, [$lite](/topic/$lite) 3.88%, [$cohr](/topic/$cohr) 3.88%

**Top accounts mentioned or mentioned by**
[@n1ocpicu4qou132](/creator/undefined) [@michaelsikand](/creator/undefined) [@karelw04](/creator/undefined) [@cruxcapital](/creator/undefined) [@transhumanica](/creator/undefined) [@nighthawktradez](/creator/undefined) [@pepinveststocks](/creator/undefined) [@darwin0137](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@cursorai](/creator/undefined) [@thestockbull](/creator/undefined) [@allinkraken](/creator/undefined) [@kraktrack](/creator/undefined) [@musaequity](/creator/undefined) [@maikemic](/creator/undefined) [@hennycapital](/creator/undefined) [@grok](/creator/undefined) [@kraktrades](/creator/undefined) [@theronnievshow](/creator/undefined) [@astspacemobile](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Micron Technology, Inc. (MU)](/topic/$mu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Microsoft Corp. (MSFT)](/topic/microsoft) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Western Digital Corp (WDC)](/topic/$wdc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Ciena Corporation (CIEN)](/topic/$cien)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$OPTX +20% today. Posted the thesis [--] days ago at $4. Anduril EagleEye connection largest independent U.S. polymer optics manufacturer NDAA reshoring tailwind. Still early. $185M MC. Multiple verticals beyond defense AR. $OPTX The Anduril supply chain is worth paying attention to. $OPTX - Syntec Optics just announced participation in what they describe as "the largest effort of its kind to equip every U.S. soldier with superhuman perception and decision-making capabilities." That exact phrase appears https://t.co/Ue07pQFO9Y The Anduril supply chain is worth paying attention to. $OPTX - Syntec"  
[X Link](https://x.com/KawzInvests/status/2014404232984612954)  2026-01-22T18:26Z [----] followers, 196.1K engagements


"@michaelsikand was the one who connected the $KRKNF-Anduril dots before that re-rated from $500M to $2B. When he says $LTRX might be next pay attention. $LTRX - this $270M chip company secretly powers the eye of Andurils drones. As well as for $ONDS and $RCAT. When @kawzinvests brought this one to me I was gobsmacked. I helped expose the link between $KRKNF and Anduril and it led to a massive re-rating story. I think $LTRX https://t.co/lXims3Hkbn $LTRX - this $270M chip company secretly powers the eye of Andurils drones. As well as for $ONDS and $RCAT. When @kawzinvests brought this one to me"  
[X Link](https://x.com/KawzInvests/status/2016487255267811470)  2026-01-28T12:23Z [----] followers, 13.7K engagements


"@crux_capital_ This is literally my watchlist. Photonics sector is waking up across the board. $AAOI $PLAB $LITE $COHR $OPTX $POET all moving together. Earnings season is going to be interesting"  
[X Link](https://x.com/KawzInvests/status/2018382485864742966)  2026-02-02T17:54Z [----] followers, [----] engagements


"@AST_SpaceMobile BOOM. $ASTS"  
[X Link](https://x.com/KawzInvests/status/2021401942451421616)  2026-02-11T01:52Z [----] followers, [---] engagements


"Anduril supply chain gauntlet loading: Subsea: Kraken Robotics $KRKNF / $PNG.V EagleEye: Syntec Optics $OPTX Fury: Find the last stone and we snap our way to early retirement"  
[X Link](https://x.com/KawzInvests/status/2014016733569237472)  2026-01-21T16:46Z 10.3K followers, 223K engagements


"Exceptional work from @crux_capital_ . His upcoming photonics deep dive represents the kind of rigorous comprehensive research the sector needs. 100+ pages covering the full stack from physical infrastructure to investment thesis. This will be essential reading for anyone allocating capital in Photonics I am setting out on a very ambitious goal $POET $LITE $COHR $CIEN $AXTI I have just started what will be my most extensive and exhaustive report I've ever written For photonics investors it will be the holy grail My goal is to cover everything. If you know nothing about https://t.co/ucJ5JqjtFX"  
[X Link](https://x.com/KawzInvests/status/2023525480251494755)  2026-02-16T22:30Z 10.3K followers, 12K engagements


"@PalmerLuckey told you who to buy [--] years ago. You didn't listen. Now they're building [---] subs/year and $KRKNF is still under $5. @FuckfaceDrumpf @M_Booner No. Kraken makes batteries. We buy batteries from Kraken. You fail to understand because you are an idiot. @FuckfaceDrumpf @M_Booner No. Kraken makes batteries. We buy batteries from Kraken. You fail to understand because you are an idiot"  
[X Link](https://x.com/KawzInvests/status/1974933673586950233)  2025-10-05T20:24Z [----] followers, [---] engagements


"@transhumanica This is the clearest bull case I've seen for any defense stock"  
[X Link](https://x.com/KawzInvests/status/1980276256613515333)  2025-10-20T14:13Z [----] followers, [----] engagements


"Anduril has one rule: move fast with American-made. $PDYN ($330M) is the only company listed in Anduril's Fury supply chain. Out of every defense contractor in America Anduril chose them. GuideTech (Palladyne subsidiary) appears TWICE - Design AND Design Software for the autonomous fighter jet entering production at Arsenal-1 in Q2 [----]. Anduril doesn't put nobodies in their supply chain. Why $PDYN fits Anduril's timeline: China [----] is the deadline. Traditional primes take 10+ years. Anduril needs partners who move at software speed. GuideTech does exactly that. Founders came from Raytheon"  
[X Link](https://x.com/KawzInvests/status/2017676440376852826)  2026-01-31T19:08Z [----] followers, 175.4K engagements


"GPUs do the thinking. Optical transceivers move the data between them. Without both AI does not work. Everyone owns $NVDA. Almost nobody owns the company wiring it all together $AAOI $AAOI is one of the few shipping 800G transceivers at volume to hyperscalers right now. Not in qualification. Commercial shipments confirmed December [----]. The difference between $AAOI and names like $ALMU or $AXTI: vertical integration. $AAOI manufactures its own InP lasers in Sugar Land Texas. Competitors source externally and face laser shortages. $AAOI does not. While China restricts Gallium and Germanium"  
[X Link](https://x.com/KawzInvests/status/2018370861351284759)  2026-02-02T17:08Z [----] followers, 13.8K engagements


"My watchlist. Photonics caught a bid across the board today. $AXTI +16% $OPTX +14% $LITE +11% $AAOI +10% $COHR +7% $PLAB +4% This sector is just getting started. There in fact was a lot of momentum building when I posted this $POET $LITE $COHR $AAOI $ALMU I look forward to creating another post like this after we get all the earnings calls There in fact was a lot of momentum building when I posted this $POET $LITE $COHR $AAOI $ALMU I look forward to creating another post like this after we get all the earnings calls"  
[X Link](https://x.com/KawzInvests/status/2018383183000064424)  2026-02-02T17:57Z [----] followers, 36.6K engagements


"CPO is the thesis behind the photonics sector catching a bid. Co-packaged optics is the next evolution of AI infrastructure and the supply chain runs through - $AAOI - $LITE - $COHR - $POET - $FN - $GLW - $MRVL When $NVDA starts talking about optical interconnects at the chip level every name in this space reprices. As usual AYZ has dropped another brilliant piece. He starts by firmly disclaiming that its not financial advice but the moment I read it I couldnt help but go ahead and invest lol. https://t.co/VMwMshEdYu As usual AYZ has dropped another brilliant piece. He starts by firmly"  
[X Link](https://x.com/KawzInvests/status/2018415293123469504)  2026-02-02T20:04Z [----] followers, 36.5K engagements


"2025 performance: - Space/Satellites (110%) $ASTS $RKLB $SATS - Memory (139%) $SNDK $MU SK HYNIX - Rare Earths (125%) $VNP $LAC $TECK $ALM [----] YTD: (19% 45% 33%). If you're not positioned in these sectors you need to understand why they're leading both timeframes. The intersection of infrastructure buildout AI deployment and supply constraints creates asymmetric opportunity. Do your research now What's working in [----] What worked in [----] https://t.co/Qo3kbswfWD What's working in [----] What worked in [----] https://t.co/Qo3kbswfWD"  
[X Link](https://x.com/KawzInvests/status/2018724293182402715)  2026-02-03T16:32Z [----] followers, 16.5K engagements


"@NighthawkTradez When tomorrows Monday but I dont care because the $HIMS earnings call is dropping"  
[X Link](https://x.com/anyuser/status/1952023259144237468)  2025-08-03T15:06Z [----] followers, [---] engagements


"@KrakInvests Been digging into Anduril supply chain for a while. the Trillium PR in December caught my eye then I pulled up the Ghost spec sheet and saw Trillium HD45 listed as the sensor. today's Safe Pro deal just added another layer. felt like asymmetric info worth sharing"  
[X Link](https://x.com/KawzInvests/status/2016266799973531904)  2026-01-27T21:47Z 10.1K followers, [----] engagements


"@retail_mourinho thats the play. Anduril exposure through Trillium sensors $ONDAS exposure through Safe Pro. $270M market cap 2x sales market hasnt connected the dots"  
[X Link](https://x.com/KawzInvests/status/2016267211023737240)  2026-01-27T21:48Z 10.1K followers, [----] engagements


"Source 1: Source GHOST Spec Sheet : https://sldinfo.com/wp-content/uploads/2022/10/2022-slick-Ghost-AUS.pdf https://www.lantronix.com/newsroom/press-releases/lantronix-expands-presence-in-global-drone-and-defense-markets-with-trillium-engineering-collaboration/ https://www.lantronix.com/newsroom/press-releases/lantronix-and-safe-pro-group-launch-partnership-to-advance-ai-driven-edge-intelligence-for-defense-and-autonomous-systems/ https://sldinfo.com/wp-content/uploads/2022/10/2022-slick-Ghost-AUS.pdf"  
[X Link](https://x.com/KawzInvests/status/2016271477440442544)  2026-01-27T22:05Z 10.1K followers, [----] engagements


"This account called $ASTS at [--] dollars then went silent for years $ASTS hit [---] dollars Now they're back staking their entire reputation on Kraken Robotics. THIS IS A MUST READ $KRKNF $PNG.V https://t.co/IztDIIUP48 https://t.co/IztDIIUP48"  
[X Link](https://x.com/KawzInvests/status/1980275896796787146)  2025-10-20T14:12Z 10.2K followers, 213.7K engagements


"The $OSS vs $ONDS valuation gap is absurd. $OSS: $200M MC / $30-32M [----] revenue =6.3x P/S $ONDS: $4.5B MC / $36M [----] revenue = 125x P/S Similar revenue scale. $OSS is EBITDA positive with 45.6% gross margins. $ONDS still burning cash. Markets paying 20x the multiple for narrative vs deployed hardware. https://twitter.com/i/web/status/2010509156998906320 https://twitter.com/i/web/status/2010509156998906320"  
[X Link](https://x.com/KawzInvests/status/2010509156998906320)  2026-01-12T00:28Z 10.2K followers, 66.6K engagements


"$OPTT ($90M) just partnered with Anduril to deliver PowerBuoys to the U.S. Coast Guard / DHS. Let that sink in. A sub-$100M microcap is now working directly with one of the fastest growing defense primes in America on maritime domain awareness infrastructure. Anduril doesn't partner with nobodies. The setup: - Backlog up 184% YoY to $15M - Pipeline at $137.5M (+63% YoY) - Mythos AI partnership for autonomous systems - AUVSI Trusted Operator certification - Expanding into UAE via defense partners - HC Wainwright initiated Buy $1.50 PT (stock is $0.40) Maritime autonomy is exactly where defense"  
[X Link](https://x.com/KawzInvests/status/2015203261377024101)  2026-01-24T23:21Z 10.1K followers, 961.1K engagements


"RT @CatSE___ApeX___: 🚨 ELON MUSK WORKING 24/7 FOR THE BENEFIT OF $ASTS 🚨 👉ELONS ANTAGONISTIC NATURE IS FUNDAMENTALLY INCOMPATIBLE WITH TH"  
[X Link](https://x.com/KawzInvests/status/2019455191062360325)  2026-02-05T16:56Z 10.2K followers, [--] engagements


"@FinnStockinger Fair point on jurisdiction premium but even accounting for regulatory moat and enterprise stickiness the gap from $20B to $380B seems overdone. MiniMax at $50B still prices in a 7-8x discount while the benchmarks show technical parity"  
[X Link](https://x.com/KawzInvests/status/2023493777042927788)  2026-02-16T20:24Z 10.2K followers, [---] engagements


"The Anduril supply chain is worth paying attention to. $OPTX - Syntec Optics just announced participation in what they describe as "the largest effort of its kind to equip every U.S. soldier with superhuman perception and decision-making capabilities." That exact phrase appears in Anduril's EagleEye announcement. Anduril took the $22 Billion IVAS contract from Microsoft. Now building AR helmets fusing night vision AI and battlefield data for every soldier. $OPTX makes the polymer optics. Lighter than glass. Lower cost. High performance. They claim to be the largest independent manufacturer in"  
[X Link](https://x.com/KawzInvests/status/2013635622972338643)  2026-01-20T15:31Z 10.2K followers, 291.6K engagements


"$LTRX - The Hidden Anduril/ONDAS Play Trading at a Fraction of Comps The Anduril supply chain keeps expanding. Here's one nobody's talking about. Lantronix just dropped a partnership with Safe Pro Group this morning. Most will scroll past it. Here's why that's a mistake. The Connection Nobody's Made: Safe Pro Group is the company Ondas Holdings poured $14M into back in October. $ONDAS now has a $5B market cap trading at 100x+ sales. But here's the real alpha: In December Trillium Engineering selected LTRX Edge AI modules to power their gimbaled imaging systems for military drones. Pull up the"  
[X Link](https://x.com/KawzInvests/status/2016264322268463282)  2026-01-27T21:37Z 10.2K followers, 206.2K engagements


"https://x.com/crux_capital_/status/2016883454324199896s=20 https://t.co/hNNpzPiXup https://x.com/crux_capital_/status/2016883454324199896s=20 https://t.co/hNNpzPiXup"  
[X Link](https://x.com/KawzInvests/status/2018375582556307762)  2026-02-02T17:26Z 10.2K followers, [----] engagements


"Significant tailwinds converging here. Space infrastructure buildout critical minerals policy alignment government funding support and capacity expansion all directionally positive. First $VNP $VNP.TO post 5N Plus: The Space Solar Cell Play You're Sleeping On 5N Plus just announced another 25% capacity expansion for space solar cells in [----] on top of +35% (2024) and +30% (2025). That's 115% total capacity growth in [--] years. Why it matters NOW: SpaceX First $VNP $VNP.TO post 5N Plus: The Space Solar Cell Play You're Sleeping On 5N Plus just announced another 25% capacity expansion for space"  
[X Link](https://x.com/KawzInvests/status/2018451183254507601)  2026-02-02T22:27Z 10.2K followers, [----] engagements


"Two ways to play the AI infrastructure buildout that nobody is talking about. $PLAB makes the photomasks. Every chip ever made needs one. They are #1 globally with 30% market share in a three-player oligopoly. $588M in cash. Zero debt. 24.5% operating margin. Trading at 4.65x EV/EBITDA while the semiconductor average is 12-18x. $AAOI makes the optical transceivers. Every $NVDA GPU cluster needs them to move data between chips. Vertically integrated. Makes their own lasers in Texas. $AMZN $4B warrant agreement. Revenue up 82% YoY. One is the safest semiconductor infrastructure play in the"  
[X Link](https://x.com/KawzInvests/status/2018462434554466647)  2026-02-02T23:12Z 10.2K followers, 20.8K engagements


"Red out there today. Stay calm. Stay logical. - $ASTS - $RKLB - $PLTR - $AMD - $KRKNF"  
[X Link](https://x.com/KawzInvests/status/2019091872199614939)  2026-02-04T16:53Z 10.2K followers, [----] engagements


"Todays market move looks more like de-risking than fundamentals. Key economic data pushed into February created an information vacuum so positioning got trimmed. Software and tech sell-offs are continuing as valuations get re-rated. AMD earnings were solid but didnt clear perfection-level expectations after sky-high multiples. Theres also added Fed uncertainty with the Kevin Warsh nomination. The markets unsure if were getting the old Warsh (hawkish anti-QE) or a more dovish version aligned with aggressive rate cuts. Until thats clear the Fed put feels less reliable. Some of this may also"  
[X Link](https://x.com/anyuser/status/2019095884152136032)  2026-02-04T17:09Z 10.2K followers, 11.1K engagements


"Opus [---] just dropped. better reasoning handles long tasks catches its own mistakes. agentic infrastructure got a real upgrade. ai trade back on the menu 😉 Introducing Claude Opus [---]. Our smartest model got an upgrade. Opus [---] plans more carefully sustains agentic tasks for longer operates reliably in massive codebases and catches its own mistakes. Its also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x Introducing Claude Opus [---]. Our smartest model got an upgrade. Opus [---] plans more carefully sustains agentic tasks for longer operates reliably in"  
[X Link](https://x.com/anyuser/status/2019471439800213970)  2026-02-05T18:01Z 10.2K followers, [----] engagements


"LONG $KRKNF Third stop of the day: Anduril. https://t.co/AAmS0Z8XRl Third stop of the day: Anduril. https://t.co/AAmS0Z8XRl"  
[X Link](https://x.com/KawzInvests/status/2020959902382878857)  2026-02-09T20:36Z 10.2K followers, 13.6K engagements


"POV: Me watching the [----] Superbowl and the AT&T x $ASTS commercial pops up and I open my port to $250 a share"  
[X Link](https://x.com/anyuser/status/2021739249549070493)  2026-02-12T00:12Z 10.2K followers, 26.2K engagements


"HKG:0100 just released benchmark data that exposes a massive valuation disconnect in the AI infrastructure market. MiniMax M2.5 scored 80.2% on SWE-Bench Verified. That's within [---] percentage points of Claude Opus [---] at 80.8%. It beats GPT-5.2 at 80.0%. A Chinese AI lab with a $20 billion market cap just matched the technical output of Anthropic at $380 billion. Here's why this matters: The AI model market operates on a simple thesis: frontier performance commands premium valuations. Anthropic OpenAI and Google trade at massive multiples because they deliver state-of-the-art capabilities."  
[X Link](https://x.com/KawzInvests/status/2023492082283708664)  2026-02-16T20:18Z 10.2K followers, [----] engagements


"Correction: MiniMax is currently at a $34B valuation not $20B"  
[X Link](https://x.com/KawzInvests/status/2023494227137806379)  2026-02-16T20:26Z 10.3K followers, [---] engagements


"H/T @BULLOFBRITAIN for the idea on this one"  
[X Link](https://x.com/anyuser/status/2023494947824132585)  2026-02-16T20:29Z 10.2K followers, [---] engagements


"M2.5 just became the most used model on OpenRouter. Performance parity with Claude Opus [---] at a fraction of the cost. Mini-Max: 34B Anthropic: 380B Markets still pricing HKG:0100 at $34B vs Anthropic's $380B. .@MiniMax_AI M2.5 is now the most popular model on OpenRouter https://t.co/J0GivyYdjW .@MiniMax_AI M2.5 is now the most popular model on OpenRouter https://t.co/J0GivyYdjW"  
[X Link](https://x.com/KawzInvests/status/2023503296766603406)  2026-02-16T21:02Z 10.2K followers, [----] engagements


"$RDDT trading at $140 down 50.6% from ATH of $283 despite strong fundamentals. Q4 [----] Metrics: Full-year revenue $2.2B +69% YoY (57% 5-year CAGR) Q4 revenue $726M +70% YoY Q4 adj. EBITDA margin: 45% (Rule of [---] company) Full-year gross margin: 91.2% Forward P/E: [----] (trailing: 53.3) Full-year FCF $684M +3x YoY ARPU +42% to $5.98 Company initiated $1B buyback on $2.48B cash. Q1 [----] guidance: $595M-$605M revenue 53% YoY growth at midpoint. CEO Steve Huffman: "Reddit is at the center of a once-in-a-generation shift.more people are turning to Reddit because Reddit is the most human place on"  
[X Link](https://x.com/KawzInvests/status/2023751789175079396)  2026-02-17T13:30Z 10.3K followers, [----] engagements


"@PepInvestStocks Could be. But Samsung and SK Hynix under 10x forward P/E with earnings doubling.I'll take that setup"  
[X Link](https://x.com/KawzInvests/status/2023787829906805050)  2026-02-17T15:53Z 10.3K followers, [----] engagements


"@darwin0137 You can get exposure through $EWY or $FLKR but you're right.ADR would unlock serious capital"  
[X Link](https://x.com/KawzInvests/status/2023800515071799520)  2026-02-17T16:43Z 10.3K followers, [----] engagements


"Both have applications but different timelines. The AI buildout bottleneck today is data movement. Photonics solves the copper/thermal constraint in current Blackwell deployments. Quantum's advantage lies in future problem classes that don't yet have commercial scale. @KawzInvests Quantum & Photonics are both future sectors @KawzInvests Quantum & Photonics are both future sectors"  
[X Link](https://x.com/KawzInvests/status/2023803823014506928)  2026-02-17T16:56Z 10.3K followers, [----] engagements


"All valid concerns. But those risks give Korean stocks more optionality not less. Governance reforms treasury cancellation dividend mandates - multiple levers to close the gap. Samsung projected $227B operating income by [----]. SK Hynix $161B. That's more than Apple or Google. Samsung trades at $820B market cap. SK Hynix at $410B. At 7.9x and 5.7x forward P/E you're getting the world's most profitable companies with multiple catalysts to re-rate. The asymmetry is there imho. https://twitter.com/i/web/status/2023836897571672104 https://twitter.com/i/web/status/2023836897571672104"  
[X Link](https://x.com/KawzInvests/status/2023836897571672104)  2026-02-17T19:08Z 10.2K followers, [---] engagements


"@aleabitoreddit Also saw an article about it on Bloomberg"  
[X Link](https://x.com/KawzInvests/status/2023917424689447338)  2026-02-18T00:28Z 10.3K followers, [---] engagements


"The Korean discount is absurd. Samsung: 7.9x forward P/E SK Hynix: 5.7x forward P/E $MU: 10.3x forward P/E $WDC: 24.9x forward P/E $NVDA: 24x forward P/E Same AI memory shortage. Same record demand. 2x the earnings growth expected. Korea's $EWY up 121% and still trades cheaper than everything. https://twitter.com/i/web/status/2023784201401634840 https://twitter.com/i/web/status/2023784201401634840"  
[X Link](https://x.com/KawzInvests/status/2023784201401634840)  2026-02-17T15:38Z 10.3K followers, 252.4K engagements


"Samsung will be more profitable than $GOOG by [----]. Samsung projected $227B operating income. That's more than $GOOG. SK Hynix projected $161B. That's more than $APPL or $AMZN Samsung market cap: $820B SK Hynix market cap: $410B 7.9x and 5.7x forward P/E for the world's most profitable companies. The Korean discount is absurd. Samsung: 7.9x forward P/E SK Hynix: 5.7x forward P/E $MU: 10.3x forward P/E $WDC: 24.9x forward P/E $NVDA: 24x forward P/E Same AI memory shortage. Same record demand. 2x the earnings growth expected. Korea's $EWY up 121% and still trades https://t.co/EOuKkekPXV The"  
[X Link](https://x.com/KawzInvests/status/2024156014149357892)  2026-02-18T16:16Z 10.3K followers, 82.2K engagements


"@GordonWealthInc @jakebrowatzke $AAOI"  
[X Link](https://x.com/KawzInvests/status/2018847851649049056)  2026-02-04T00:43Z [----] followers, [---] engagements


"$KRKNF has a massive commercial TAM everyone ignores: 200000km of subsea pipelines [---] million km of telecom fiber [----] offshore platforms 4000+ offshore wind turbines Robotics-as-a-service model. Recurring revenue like SpaceX launch services"  
[X Link](https://x.com/anyuser/status/1990102194767471089)  2025-11-16T16:58Z [----] followers, 10.8K engagements


"@cursor_ai Switching from Cursor to Claude Code increased my productivity by 450% No matter how many UI updates you push You have lost this race"  
[X Link](https://x.com/anyuser/status/1930443100289196126)  2025-06-05T01:54Z [----] followers, [----] engagements


"@stphnjet @cursor_ai Simple: No middleman limiting context windows or adding their own restrictions. Claude Code gives you direct CLI access to the full model. Cursor puts guardrails everywhere. It's like coding with training wheels vs actual autonomy. The terminal doesn't lie"  
[X Link](https://x.com/KawzInvests/status/1930454001339752718)  2025-06-05T02:37Z [----] followers, [---] engagements


"GM $PLTR HOLDERS Bought more shares sub $120 during the chaos Up 4% already with all this volatility"  
[X Link](https://x.com/anyuser/status/1930991126153982201)  2025-06-06T14:12Z [----] followers, [---] engagements


"$ASTS Just loaded the boat sub $43 when it filled that gap. ASTS is a waiting game take advantage of these dips. Officially ready for takeoff 🚀 #ASTS"  
[X Link](https://x.com/anyuser/status/1942961268635176960)  2025-07-09T14:57Z [----] followers, [----] engagements


"ROGER ROGER WE ARE READY FOR LIFT OFF $ASTS"  
[X Link](https://x.com/anyuser/status/1943340169756573988)  2025-07-10T16:02Z [----] followers, [---] engagements


"@dankenger @AndrewDudum More Powerful TRT baby lfg"  
[X Link](https://x.com/anyuser/status/1945152898498793493)  2025-07-15T16:06Z [----] followers, [---] engagements


"$ASTS BlueBird satellites with [----] sq ft arrays deliver up to [---] Mbps to unmodified phones. This scalability disrupts rural telecom where building towers is costly offering high-speed connectivity where terrestrial networks cant. #ASTS"  
[X Link](https://x.com/KawzInvests/status/1948057726472360284)  2025-07-23T16:28Z [----] followers, [----] engagements


"🚨 On July [--] $ASTS achieved a historic first: a native voice call (VoLTE) and text (SMS) using a standard cell phone connected directly through ASTs Block [--] satellites on AT&T spectrum and routed through the AT&T core network"  
[X Link](https://x.com/anyuser/status/1948405078332760190)  2025-07-24T15:29Z [----] followers, [---] engagements


"With MOUs covering 2.8B subscribers via partners like AT&T and Vodafone $ASTS has a clear path to global adoption. Their multi-tenant model shares costs across operators disrupting telecom economics with affordability #ASTS #Partnerships"  
[X Link](https://x.com/anyuser/status/1948427968818413867)  2025-07-24T17:00Z [----] followers, [----] engagements


"$ASTS is redefining telecom with the first satellite-based 5G network for standard smartphones. No special hardware neededjust seamless global connectivity. Their mission to bridge the digital divide could transform how billions access data. #ASTS #5G"  
[X Link](https://x.com/anyuser/status/1949470328620716264)  2025-07-27T14:02Z [----] followers, [---] engagements


"Holy shit. The UK obesity drug market just went vertical. [---] million Brits are now buying Wegovy/Mounjaro out of pocket EVERY MONTH while the government fumbles with a 12-year rollout plan. This graph tells the whole story 🧵"  
[X Link](https://x.com/anyuser/status/1950763143455797736)  2025-07-31T03:39Z [----] followers, [----] engagements


"@RentYourStocks Your year-long bearish take on $HIMS missed a 207% rise with telehealth projected to hit $791B by [----] and a $200B anti-obesity market driving the momentum"  
[X Link](https://x.com/anyuser/status/1951102493561106681)  2025-08-01T02:07Z [----] followers, [---] engagements


"$ASTS is trending on Reddit Top [--] most mentioned. Heres why people care: - Proved calls + broadband to normal phones from space - [--] satellites ready to start commercial service - Deals with AT&T + 40+ global carriers This is global 5G without towers"  
[X Link](https://x.com/KawzInvests/status/1951825349614157993)  2025-08-03T02:00Z [----] followers, [----] engagements


"@QualityInvest5 The underwater domain is having its "drone moment" like air warfare had in Ukraine. We're so fucking early. None of us are long enough"  
[X Link](https://x.com/anyuser/status/1974889855760154968)  2025-10-05T17:30Z [----] followers, [---] engagements


"China has [--] submarines. US has [--]. The solution isn't building more $2B manned subs - it's deploying 1000s of autonomous ones. Kraken Robotics $KRKNF makes this possible. Every allied navy is rushing to order. The defense spending tsunami is here. #Anduril"  
[X Link](https://x.com/anyuser/status/1974894929819341152)  2025-10-05T17:50Z [----] followers, [---] engagements


"Kraken Robotics $KRKNF owns the ENTIRE underwater tech stack. Nobody else does this. - 30x higher resolution sonar - 2x energy density batteries - Complete vehicle systems When you control every layer switching costs become massive. #Anduril"  
[X Link](https://x.com/anyuser/status/1974932605209661458)  2025-10-05T20:20Z [----] followers, [----] engagements


"95% of global data flows through undersea cables. $12T of seaborne trade. 7000+ offshore platforms. All need protection NOW. Manned subs can't scale. Autonomous is the only answer. Kraken Robotics $KRKNF is the picks and shovels play. #Anduril"  
[X Link](https://x.com/anyuser/status/1975011627083927955)  2025-10-06T01:34Z [----] followers, [----] engagements


"US Navy wants HUNDREDS of autonomous subs by [----]. Every single one needs sonar and batteries. Kraken Robotics $KRKNF owns both markets. The underwater domain is having its "drone moment" like air warfare had in Ukraine. We're so fucking early. #Anduril"  
[X Link](https://x.com/anyuser/status/1975108774051414110)  2025-10-06T08:00Z [----] followers, [----] engagements


"US Navy wants HUNDREDS of autonomous subs by [----]. Every single one needs sonar and batteries. Kraken Robotics $KRKNF owns both markets. The underwater domain is having its "drone moment" like air warfare had in Ukraine. We're so fucking early. #Anduril"  
[X Link](https://x.com/anyuser/status/1975223270820512059)  2025-10-06T15:35Z [----] followers, [---] engagements


"Undersea cables cut in Red Sea. 95% of global internet runs through these cables. The underwater surveillance revolution isn't coming. It's here. Being forced by actual attacks. $KRKNF #Anduril #Defense *MICROSOFT: MULTIPLE INTERNATIONAL SUBSEA CABLES CUT IN RED SEA https://t.co/amGnzItdJ3 *MICROSOFT: MULTIPLE INTERNATIONAL SUBSEA CABLES CUT IN RED SEA https://t.co/amGnzItdJ3"  
[X Link](https://x.com/KawzInvests/status/1975240133894152273)  2025-10-06T16:42Z [----] followers, [---] engagements


""He who commands the sea commands everything" - Themistocles [---] BC Nothing has changed except the tools. Underwater drones are the new battleships. Autonomous swarms are the new fleets $KRKNF supplies the eyes and power. #anduril"  
[X Link](https://x.com/anyuser/status/1976020868087066807)  2025-10-08T20:24Z [----] followers, [---] engagements


"Excellent write-up here by @Karelw04 on $KRKNF valuation in context. Key point: Kraken trades at 1/10th the P/E multiple of defense peers while growing faster with locked-in Anduril revenue. Worth reading the full thread for the comparisons With the recent surge in Kraken Robotics $KRKNF both in attention and price I see a lot of interested investors wondering if missed the opportunity at a P/E multiple of around [---]. Here is why this is still a very compelling opportunity and NOT an overpriced point to enter: https://t.co/2YEHG4155E With the recent surge in Kraken Robotics $KRKNF both in"  
[X Link](https://x.com/anyuser/status/1976055237170343963)  2025-10-08T22:40Z [----] followers, [---] engagements


"@Karelw04 @the_stockbull @allinkraken @KrakTrack @musa_equity @Mihaloi69Rage @MaikemiC @hennycapital @alc2022 Cant forget the OG @NighthawkTradez"  
[X Link](https://x.com/anyuser/status/1976419141188976997)  2025-10-09T22:46Z [----] followers, [---] engagements


"The countries that master human-machine teaming will define the next century. It's not about replacing humans. It's about amplifying human decision-making with AI and autonomous systems #Anduril $KRKNF See before you're seen. EagleEye enhances the warfighters perception by overlaying digital information onto the real world delivering vital real-time insights. https://t.co/Yl0tmlhHzd See before you're seen. EagleEye enhances the warfighters perception by overlaying digital information onto the real world delivering vital real-time insights. https://t.co/Yl0tmlhHzd"  
[X Link](https://x.com/anyuser/status/1977809819311690161)  2025-10-13T18:53Z [----] followers, [---] engagements


"The Kraken Robotics X community just hit [---] members From [--] people talking to themselves a week ago to actual discussions and research sharing. Thank you to everyone who joined contributed DD asked smart questions and kept it real. This community growth has been incredible to watch. Special shoutout to those sharing actual analysis and keeping each other grounded when the speculation gets too wild. This is just the beginning Krakheads. Let's keep building something special here. #Anduril $KRKNF $PNG.V CC: @KrakTrack @allinkraken @hennycapital @musa_equity @Karelw04 @Schoonerguts"  
[X Link](https://x.com/anyuser/status/1977821563454927262)  2025-10-13T19:39Z [----] followers, [----] engagements


"Making new highs on OTC markets where most retail can't even buy. Imagine the price discovery when this hits a real exchange. $KRKNF"  
[X Link](https://x.com/anyuser/status/1977826680010858598)  2025-10-13T20:00Z [----] followers, [----] engagements


"Kraken Robotics is the most undervalued defense tech play nobody is watching. $KRKNF $PNG.V #anduril The Robotics Ecosystem: - Major metal components $UUUU $NB $MP $FCX - Battery players $QS $AMPX $ENVX - Humanoid $TSLA $HON $TER - Logistics applications $AMZN $SYM $SERV - Defense $AVAV $LMT $DPRO Bookmark this and thanks to @HankRuehl for helping https://t.co/HfscZD8U2T The Robotics Ecosystem: - Major metal components $UUUU $NB $MP $FCX - Battery players $QS $AMPX $ENVX - Humanoid $TSLA $HON $TER - Logistics applications $AMZN $SYM $SERV - Defense $AVAV $LMT $DPRO Bookmark this and thanks to"  
[X Link](https://x.com/anyuser/status/1978140268483281059)  2025-10-14T16:46Z [----] followers, [----] engagements


"Watching this video makes so proud to me a Kraken Robotics Investor $KRKNF #Anduril $KRKNF $PNG.V Kraken Robotics powers the batteries and sonar behind Andurils Ghost Shark Dive-LD and Copperhead the modular subsea drones reshaping undersea warfare. This is how deterrence moves underwater. 📽👇 https://t.co/AZDCEODvh0 $KRKNF $PNG.V Kraken Robotics powers the batteries and sonar behind Andurils Ghost Shark Dive-LD and Copperhead the modular subsea drones reshaping undersea warfare. This is how deterrence moves underwater. 📽👇 https://t.co/AZDCEODvh0"  
[X Link](https://x.com/anyuser/status/1980337217571795160)  2025-10-20T18:16Z [----] followers, [----] engagements


"$KRKNF $PNG.V White House: Australia to buy $1.2b in Anduril unmanned vehicles. White House: Australia to buy $1.2b in Anduril unmanned vehicles"  
[X Link](https://x.com/anyuser/status/1980351312291356969)  2025-10-20T19:12Z [----] followers, [----] engagements


"200+ Krakheads now. The research sharing and discussions have been incredible. Never thought we'd grow this fast. This is only the beginning. Appreciate every one of you being here early and contributing. We're building something special 🦑"  
[X Link](https://x.com/anyuser/status/1980372987154174170)  2025-10-20T20:38Z [----] followers, [----] engagements


"Good read on $PGY. Worth checking out 1/ $PGY is one of the cheapest growth stocks in the market. It has grown revenues 10x since [----] yet it's trading just at [--] times forward earnings. Here is everything you need to know about $PGY business investment case financials everything. (Thread 🧵) https://t.co/FqoTEMkgmk 1/ $PGY is one of the cheapest growth stocks in the market. It has grown revenues 10x since [----] yet it's trading just at [--] times forward earnings. Here is everything you need to know about $PGY business investment case financials everything. (Thread 🧵) https://t.co/FqoTEMkgmk"  
[X Link](https://x.com/anyuser/status/1980406796834795794)  2025-10-20T22:52Z [----] followers, [----] engagements


"This guy sold his Mclaren to buy the Top Anduril Proxy The car was worth 300k and losing value daily Kraken is the sole supplier of batteries and sonar for Anduril's entire underwater fleet. $KRKNF $PNG.V Everyone Wants Anduril exposure. This guy found it Sold my McLaren and went 100% into Kraken Robotics ( $KRKNF / $PNG.V). Kraken is the ONLY publicly traded ANDURIL Proxy Kraken supplies Andurils subsea program and subsea drones (sonar + undersea batteries for Ghost Shark Dive-LD Copperhead). Attached projections (based on https://t.co/HZ7CRavBcE Sold my McLaren and went 100% into Kraken"  
[X Link](https://x.com/anyuser/status/1980607491638477197)  2025-10-21T12:09Z [----] followers, [----] engagements


"@YodaStockInvest @YodaStockInvest Have you looked into Kraken Robotics $KRKNF"  
[X Link](https://x.com/anyuser/status/1980767954829733942)  2025-10-21T22:47Z [----] followers, [---] engagements


"$KRKNF The spacemob legend himself is now a krakhead. When the guy who called $ASTS sub [--] starts buying your underwater defense play you know something big is brewing. Welcome to the underwater revolution Anpanman 🦑 $KRKNF: I've started a position in Kraken Robotics over the last several days. Congrats to @transhumanica for his very early work which unfortunately I didn't focus on. Hope to post some thoughts in the coming days. 🐙 $KRKNF: I've started a position in Kraken Robotics over the last several days. Congrats to @transhumanica for his very early work which unfortunately I didn't"  
[X Link](https://x.com/KawzInvests/status/1981090684086980924)  2025-10-22T20:10Z [----] followers, 18.2K engagements


"500 Krakheads in two weeks. Started from zero. $KRKNF The research being shared here is next level. Real DD real analysis real discussions about $KRKNF underwater defense and the Anduril partnership. Even the memes are educational. This is what happens when you combine a real business with real contracts with a community that actually understands what they own. $KRKNF [----] members next. But quality over quantity. The submarine revolution wont be televised but it will be discussed here first"  
[X Link](https://x.com/anyuser/status/1981538259466367284)  2025-10-24T01:48Z [----] followers, [----] engagements


"$KRKNF Tariff Update: Trump just terminated all trade negotiations with Canada but Kraken Robotics is fully protected Anduril's contracts with Kraken fall under DFARS 252.225-7013 DoD confirmed this regulation exempts both tariffs and customs duties While Canadian companies panic about tariff exposure Kraken's largest revenue driver remains completely safe"  
[X Link](https://x.com/anyuser/status/1981714302764499236)  2025-10-24T13:28Z [----] followers, [----] engagements


"Since you appreciate PLTR and Anduril's vision you might find Kraken Robotics interesting. They're the exclusive supplier of sonar and batteries for Anduril's underwater drones essentially the only public way to invest in Anduril's subsea program. Here's some research if you want to dig deeper: https://x.com/transhumanica/status/1980263840752500854 https://x.com/transhumanica/status/1980263840752500854"  
[X Link](https://x.com/KawzInvests/status/1981771491894341979)  2025-10-24T17:15Z [----] followers, [---] engagements


"$KRKNF Pentagon's next industrial policy target: air drones. Are sea drones next: some very juicy micro caps in the space Pentagon's next industrial policy target: air drones. Are sea drones next: some very juicy micro caps in the space"  
[X Link](https://x.com/anyuser/status/1982081165516263516)  2025-10-25T13:45Z [----] followers, [----] engagements


"Palmer Luckey on Rogan: "Anduril has an internal policy called China [----]. Anything we're working on needs to be built with the assumption that sometime in [----] China moves on Taiwan." This explains why $KRKNF $PNG.V has such a strong moat. Anduril physically cannot change suppliers without missing their readiness deadline. Redesigning would take [--] to [--] months. The clock is ticking and Kraken Robotics is already integrated into every subsea drone Anduril builds"  
[X Link](https://x.com/anyuser/status/1982968977157500939)  2025-10-28T00:33Z [----] followers, 14K engagements


"Interesting ownership structure analysis here. $KRKNF at 26% institutional ownership vs typical defense contractors at 60-80%. Trading at 33x EBITDA while $AVAV and $KTOS trade at 53-90x. Worth noting Anduril selected Kraken as the battery supplier for Ghost Shark. Palmer Luckey's internal "China 27" timeline makes supplier switching impractical given 18-24 month redesign cycles. The institutional ownership gap appears to be driving the valuation discount. 1/ $KRKNF $PNG.V: Kraken Robotics is a highly profitable and rapidly growing supplier of platforms batteries and sensors for deep sea"  
[X Link](https://x.com/anyuser/status/1983665240567840805)  2025-10-29T22:40Z [----] followers, [----] engagements


"$KRKNF - ANDURIL OFFICIALLY OPENS ITS NEW FACTORY IN AUSTRALIA $KRKNF $PNG.V Anduril has officially opened its new 7400m Sydney facility to mass produce Ghost Shark under a A$1.7B contract with the Royal Australian Navy. Every Ghost Shark is powered by Kraken Robotics sonar + batteries creating an estimated C$10m revenue per hull https://t.co/64jJ6SRVfD $KRKNF $PNG.V Anduril has officially opened its new 7400m Sydney facility to mass produce Ghost Shark under a A$1.7B contract with the Royal Australian Navy. Every Ghost Shark is powered by Kraken Robotics sonar + batteries creating an"  
[X Link](https://x.com/anyuser/status/1984277195335053679)  2025-10-31T15:12Z [----] followers, [----] engagements


"Great chance to learn more about $KRKNF drop your questions below 👇 🦑 KrakHeads lets do a Q&A If youre new here or just getting into $KRKNF $PNG.V drop any questions youve got about Kraken Robotics below 👇 Ill answer as many as I can regarding tech contracts Anduril Ghost Shark revenue all of it Lets make sure everyone knows https://t.co/mJNID2x36s 🦑 KrakHeads lets do a Q&A If youre new here or just getting into $KRKNF $PNG.V drop any questions youve got about Kraken Robotics below 👇 Ill answer as many as I can regarding tech contracts Anduril Ghost Shark revenue all of it Lets make sure"  
[X Link](https://x.com/anyuser/status/1985434242856157196)  2025-11-03T19:49Z [----] followers, [----] engagements


"$KRKNF earnings November 26th Clock is ticking Tick tock"  
[X Link](https://x.com/anyuser/status/1990126512276639889)  2025-11-16T18:35Z [----] followers, [----] engagements


"Solid $KRKNF deep dive from @TacticzH Worth reading if you want to understand the full business beyond just the Anduril thesis $KRKNF $PNG - Kraken Robotics Deep dive is live 🚨 I have just posted my deep dive on Kraken Robotics on my SS. This company has been getting a lot of praise on X and other social media outlets so I wanted to find out what the fuzz was about. My deep dive is a proper first https://t.co/bmIkAJCSRS $KRKNF $PNG - Kraken Robotics Deep dive is live 🚨 I have just posted my deep dive on Kraken Robotics on my SS. This company has been getting a lot of praise on X and other"  
[X Link](https://x.com/anyuser/status/1990132087047754136)  2025-11-16T18:57Z [----] followers, [----] engagements


"997 members in the Kraken community Just [--] away from [----] I am genuinely grateful for everyone who has joined to share research and build this together What started as a few people discussing an idea has become something special Here is to [----] and beyond $KRKNF"  
[X Link](https://x.com/anyuser/status/1990147482869813273)  2025-11-16T19:58Z [----] followers, [----] engagements


"$KRKNF institutional ownership: Find great companies early. Buy them. Hold them through the noise. That is how dreams become reality"  
[X Link](https://x.com/KawzInvests/status/1990157425408876552)  2025-11-16T20:38Z [----] followers, [----] engagements


"$KRKNF CEO Greg Reid track record: Joined as CFO in [----] Became CEO in [----] Market cap when he took over: $80M Market cap today: $1.58B CAD That is over a 15x return under his leadership Still think he is too inexperienced to scale this"  
[X Link](https://x.com/anyuser/status/1990386182925230253)  2025-11-17T11:47Z [----] followers, [----] engagements


"Anduril + HD Hyundai announced modular autonomous surface vessels $KRKNF modular sonar could be relevant here for mine detection and subsea threat identification Kraken's AquaPix is already in 20+ platforms. If these surface vessels need towed sonar arrays or integrated detection Kraken is the proven supplier Anduril already works with. $KRKNF $PNG.V Anduril + HD Hyundai just announced a new class of Autonomous Surface Vessels: modular fast-to-build and built to carry plug-and-play mission payloads. Why does this matter for Kraken Because one of the core payload categories listed is Undersea"  
[X Link](https://x.com/anyuser/status/1990452369696432479)  2025-11-17T16:10Z [----] followers, [----] engagements


"@TrendSpider The Zava deal is being completely overlooked - that's 1.3M European customers and massive new markets that aren't even in the current valuation. 100$ $HIMS Soon"  
[X Link](https://x.com/anyuser/status/1934081977608753549)  2025-06-15T02:54Z [----] followers, [----] engagements


"Context: IQVIA says obesity costs hit $4 trillion by [----]. The drug market could reach $200B by [----]. There's [---] obesity drugs in development. Yet over 90% of UK prescriptions are self-pay at 200-300/month. That disconnect = massive opportunity"  
[X Link](https://x.com/KawzInvests/status/1950763148765491360)  2025-07-31T03:39Z [----] followers, [---] engagements


"They don't know Anduril's building [---] subs a year and each one needs $7.5M of Kraken parts They don't know the factory is literally next door to headquarters They don't know Palmer confirmed it [--] years ago They don't know it's still under $5 $KRKNF $PNG.V"  
[X Link](https://x.com/anyuser/status/1974940277979959720)  2025-10-05T20:50Z [----] followers, 16.2K engagements


"TIME TO RELEASE THE KRAKEN One in my glass one in my portfolio $KRKNF Finally above 4$ Were so early its criminal"  
[X Link](https://x.com/KawzInvests/status/1975384296635441646)  2025-10-07T02:14Z [----] followers, [----] engagements


"Kraken Robotics $KRKNF tripling battery production. #Anduril building [------] sq ft factory RIGHT NEXT TO Kraken's HQ. This isn't coincidence. They're scaling together. Rhode Island becomes the underwater defense capital"  
[X Link](https://x.com/KawzInvests/status/1975615857427697676)  2025-10-07T17:35Z [----] followers, [----] engagements


"Watching bigger accounts discover Kraken in real time. First they see the numbers then they find the Anduril connection then they realize underwater defense is having its moment $KRKNF Whats going on here https://t.co/kJeqqeikxu Whats going on here https://t.co/kJeqqeikxu"  
[X Link](https://x.com/KawzInvests/status/1981100533533593917)  2025-10-22T20:49Z [----] followers, 12.2K engagements


"$PGY has 30x the data access of competitors but trades at a discount to them. $1T in annual applications from 31+ institutions. Upstart Single funnel. Each new partner multiplies the training data while costs stay fixed. Now profitable with 26% EBITDA margins. Growing 30% YoY. Still trades at 6.5x earnings. Unprofitable fintech peers trade at 10x+. Make it make sense"  
[X Link](https://x.com/KawzInvests/status/1983993537554194797)  2025-10-30T20:24Z [----] followers, 80.8K engagements


"Anduril is building submarines like Toyota builds cars. Hundreds per year not dozens per decade. Each Ghost Shark runs on $KRKNF batteries. Anduril opened its Ghost Shark factory in Sydney Australia. The first vehicle has rolled off the line ahead of schedule and is ready for undersea acceptance testing. https://t.co/TaE7t2wjYe Anduril opened its Ghost Shark factory in Sydney Australia. The first vehicle has rolled off the line ahead of schedule and is ready for undersea acceptance testing. https://t.co/TaE7t2wjYe"  
[X Link](https://x.com/KawzInvests/status/1985121713814753476)  2025-11-02T23:07Z [----] followers, [----] engagements


"RT @aleabitoreddit: Honestly just looking at the quoted net income chart Makes you wonder why people try and full port it into contrarian"  
[X Link](https://x.com/KawzInvests/status/2019070345857171716)  2026-02-04T15:27Z 10.2K followers, [--] engagements

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