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

Kaws.sol posts on X about $krknf, $hims, $pngv, $asts 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)

- [--] Week [------] -82%
- [--] Month [---------] +1,142%
- [--] Months [----------] +29,184%
- [--] Year [----------] +984,927%

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

- [--] Week [--] -21%
- [--] Month [--] +77%
- [--] Months [---] +174%
- [--] Year [---] +1,313%

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

- [--] Week [-----] +0.24%
- [--] Month [-----] +605%
- [--] Months [-----] +4,393%
- [--] Year [-----] +21,028%

### 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)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [formula 1](/list/formula-1)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[$krknf](/topic/$krknf) #15, [$hims](/topic/$hims), [$pngv](/topic/$pngv) #3, [$asts](/topic/$asts), [asts](/topic/asts), [sonar](/topic/sonar), [in the](/topic/in-the), [$pltr](/topic/$pltr), [ghost](/topic/ghost), [autonomous](/topic/autonomous)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [MASONITE INTERNATIONAL CORP (DOOR)](/topic/$door) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Abivax SA (ABVX)](/topic/$abvx) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Pangolin (PNG)](/topic/$png) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Eli Lilly and Company (LLY)](/topic/$lly) [Tesla, Inc. (TSLA)](/topic/$tsla) [Limitus (LMT)](/topic/$lmt) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$EUPHORIC $EUPHORIC $EUPHORIC $EUPHORIC $EUPHORIC"  
[X Link](https://x.com/KawsWrld/status/1858976952314720407)  2024-11-19T20:53Z [--] followers, [--] engagements


"@DeepState_Q @BlobanaPet Fill your bags with $Blob"  
[X Link](https://x.com/KawsWrld/status/1858998850813653458)  2024-11-19T22:20Z [--] followers, [--] engagements


"Some watch some wait. Others ape in and let the charts tell the story. $EDGE isnt just a coinits a mindset. Risk meets reward"  
[X Link](https://x.com/KawsWrld/status/1859358765763469441)  2024-11-20T22:10Z [--] followers, [---] engagements


"@theunipcs Fill your bags with $DOOR 4vadiS5MPcMBp3sKeoykQ18TtU9njgT572hgYLGDpump"  
[X Link](https://x.com/KawzInvests/status/1859687392984342782)  2024-11-21T19:56Z [--] followers, [--] engagements


"@fomomofosol Fill your bags with $DOOR 4vadiS5MPcMBp3sKeoykQ18TtU9njgT572hgYLGDpump"  
[X Link](https://x.com/KawzInvests/status/1859687415952310314)  2024-11-21T19:56Z [--] followers, [--] engagements


"@HODL15Capital Fill your bags with $DOOR 4vadiS5MPcMBp3sKeoykQ18TtU9njgT572hgYLGDpump"  
[X Link](https://x.com/KawzInvests/status/1859687453449388192)  2024-11-21T19:56Z [--] followers, [--] engagements


"@SolanaPlays Fill your bags with $DOOR 4vadiS5MPcMBp3sKeoykQ18TtU9njgT572hgYLGDpump"  
[X Link](https://x.com/KawzInvests/status/1859687471841472732)  2024-11-21T19:56Z [--] followers, [--] engagements


"@SolanaPlays Fill your bags with $DOOR 4vadiS5MPcMBp3sKeoykQ18TtU9njgT572hgYLGDpump"  
[X Link](https://x.com/KawzInvests/status/1859687489042251901)  2024-11-21T19:57Z [--] followers, [--] engagements


"@973Meech Fill your bags with $DOOR 4vadiS5MPcMBp3sKeoykQ18TtU9njgT572hgYLGDpump"  
[X Link](https://x.com/KawzInvests/status/1859687511045595545)  2024-11-21T19:57Z [--] followers, [--] engagements


"@JacalCrypto Fill your bags with $DOOR 4vadiS5MPcMBp3sKeoykQ18TtU9njgT572hgYLGDpump"  
[X Link](https://x.com/KawzInvests/status/1859687524526162235)  2024-11-21T19:57Z [--] followers, [--] engagements


"@SolanaPlays Fill your bags with $DOOR 4vadiS5MPcMBp3sKeoykQ18TtU9njgT572hgYLGDpump"  
[X Link](https://x.com/KawzInvests/status/1859687543748559117)  2024-11-21T19:57Z [--] followers, [--] engagements


"@0xRamonos Fill your bags with $DOOR 4vadiS5MPcMBp3sKeoykQ18TtU9njgT572hgYLGDpump"  
[X Link](https://x.com/KawzInvests/status/1859687564581666826)  2024-11-21T19:57Z [--] followers, [--] engagements


"@RoaringKitty Fill your bags with $DOOR 4vadiS5MPcMBp3sKeoykQ18TtU9njgT572hgYLGDpump"  
[X Link](https://x.com/KawzInvests/status/1859687580520022488)  2024-11-21T19:57Z [--] followers, [--] engagements


"@ihzn7 Fill your bags with $DOOR 4vadiS5MPcMBp3sKeoykQ18TtU9njgT572hgYLGDpump"  
[X Link](https://x.com/KawzInvests/status/1859687596110250172)  2024-11-21T19:57Z [--] followers, [--] engagements


"@Pulpy_eth Bin Laden Coin finna BOOM 6rhrJ1gUCoMMdWJo4vyc851kMSif6Nr3QmFEfZ6Tpump"  
[X Link](https://x.com/KawsWrld/status/1861839472326815932)  2024-11-27T18:28Z [--] followers, [--] engagements


"$BOOM FINNA BOOM 100k MC"  
[X Link](https://x.com/KawsWrld/status/1861839874405335303)  2024-11-27T18:29Z [--] followers, [--] engagements


"ITS SO $FREE"  
[X Link](https://x.com/anyuser/status/1883752470423453984)  2025-01-27T05:42Z [----] followers, [---] engagements


"LOOK DEEPER AND YOULL FIND PROFITS $DEEPERSEEK"  
[X Link](https://x.com/KawsWrld/status/1883894356522004662)  2025-01-27T15:06Z [--] followers, [---] engagements


"🚨 This thread is a literal money printer. 🚨 If youre serious about making life-changing money youll want to copy-trade these wallets ASAP. 🤑 Im breaking down highly profitable traders who have turned pocket change into millionsall while flying under the radar. Use (link in bio) to track and copy their moves before the crowd catches on. Lets print. 💸 👇 Read on to see how they did it & how you can too. https://gmgn.ai/ref=Dbu5Ajhe&chain=sol https://gmgn.ai/ref=Dbu5Ajhe&chain=sol"  
[X Link](https://x.com/KawsWrld/status/1885072754913009887)  2025-01-30T21:09Z [--] followers, [--] engagements


"🚀 How to Copy Trade Millionaire Wallets on GMGN🕵♂💰 Want to trade like the pros without guessing Follow this simple 4-step guide to track highly profitable wallets and mirror their moves using GMGN 🔗 Step 1: Sign Up & Connect Go to GMGN. ai and connect your Solana wallet (Phantom Solflare etc.). 🔎 Step 2: Find Smart Money Wallets Enter the wallet addresses from my thread into the GMGN tracker. Look for recent buys trade history and holding patterns. 📈 Step 3: Copy Their Trades (Before the Crowd) Spot a new buy Thats your signal. Buy in before the herd and ride the wave up. 💸 Step 4:"  
[X Link](https://x.com/KawsWrld/status/1885072757081464872)  2025-01-30T21:09Z [--] followers, [--] engagements


"🔑 Case 1: DNfuF1L62WWyW3pNakVkyGGFzVVhj4Yr52jSmdTyeBHm A trader who struck gold with #ZEREBRO. His strategy Heavy conviction long holds and timely exits. Initial investment: $30k Partial cash-out: Over $500k Unrealized profits: Still sitting on $2.4M 📊 The takeaway: Strategic scaling. He didnt just ape in; he secured profits while keeping a major position in play"  
[X Link](https://x.com/KawsWrld/status/1885072759468024107)  2025-01-30T21:09Z [--] followers, [--] engagements


"🔑 Case 2: 6KVyzB7Sxx2Rnk7J8ZEhBZPbKyiRq3tPY9YNhtCjcems A low WinRate trader but insane upside when he wins. His secret Extreme patience and high-conviction plays. Turned $47k into $827k with #CHILLGUY Still holding $1.8M in unrealized gains Best Trades: #CHILLGUY $APPLE $Pnut 📊 The takeaway: Big wins dont require a high success ratejust the right timing and discipline"  
[X Link](https://x.com/KawsWrld/status/1885072760998945179)  2025-01-30T21:09Z [--] followers, [---] engagements


"@CodeMonkeyZ bro rugged"  
[X Link](https://x.com/KawsWrld/status/1889481451025961341)  2025-02-12T01:07Z [--] followers, [--] engagements


"What other company is dropping edits like this brings me back to the MW2 days real ones know what Im talking about #PLTR"  
[X Link](https://x.com/KawsWrld/status/1929581332021068200)  2025-06-02T16:50Z [--] followers, [--] engagements


"$PLTR trading at $131 with [---] P/E ratio That's 20x higher than $NVDA's P/E of [--] But government contracts expanding across ALL federal agencies 39% revenue growth + unlimited gov budget = new valuation rules"  
[X Link](https://x.com/KawzInvests/status/1929729888115937740)  2025-06-03T02:40Z [--] followers, [---] engagements


"$HIMS revenue growth: Q1 2025: +111% YoY Current run rate: $1.9B [----] target: $2.35B [----] target: $6.5B That's 22% annual growth for [--] years straight Trading at 6.6x sales while $PLTR trades at 60x"  
[X Link](https://x.com/KawzInvests/status/1929896098820436235)  2025-06-03T13:41Z [--] followers, [---] engagements


"Man gotta love how often opening gaps get respected. Saw that play out on $HIMS today as the gap filled so I jumped in and grabbed a couple hundred more shares. Let's see where this goes $HIMS"  
[X Link](https://x.com/KawzInvests/status/1929904395623223436)  2025-06-03T14:13Z [--] followers, [----] engagements


"So Many Growth Stock Setups Right Now 20+ companies expected to grow 20%+ YoY: $HIMS - 38% $PLTR - 32% $NVDA - 38% $HOOD - 25% $DUOL - 30% $RDDT - 35% $RKLB - 42% $SHOP - 21% $CRWD - 21% $SOFI - 22% $TEM - 50% $LMND - 29% $OSCR - 28% $AXON - 25% $APP - 20% $AMD - 20% $MU - 33% $NBIS - 240% $LLY - 26% $TMDX - 25% $RBLX - 21% $RIVN - 22% I'm watching all of these but only loading 3-4 Stay smart - growth doesn't mean buy at any price Which ones are you guys loading Did I miss Any"  
[X Link](https://x.com/KawzInvests/status/1930068763543584960)  2025-06-04T01:07Z [--] followers, [---] engagements


"NYT confirms: Trump admin using Palantir's Foundry in: IRS Homeland Security Multiple other agencies $795M Army contract modification just announced When you become the government's OS P/E doesn't matter"  
[X Link](https://x.com/KawzInvests/status/1930255970522775822)  2025-06-04T13:31Z [---] followers, [--] engagements


"Look at this beautiful sea of green $PLTR: +3.59% $TSLA: +5.89% $GOOGL: +2.22% $NVDA: +1.38% While everyone panicked about valuations We just kept accumulating Green Friday Black Friday Have a good weekend kings See you Monday for more chaos"  
[X Link](https://x.com/KawzInvests/status/1931019861087645719)  2025-06-06T16:06Z [--] followers, [---] engagements


"GM $HIMS HOLDERS Charting out HIMS right now - this is a proper setup: ✅ Liquidity swept ✅ Gap filled ✅ Ready to move higher Clean technical structure after consolidation Next leg up loading"  
[X Link](https://x.com/KawzInvests/status/1932113515026014677)  2025-06-09T16:32Z [--] followers, [---] engagements


"$OKLO: The Gamble I'm Taking Let's be clear - at $7.3B valuation with $0 revenue this is pure speculation. lol But here's my play: Position: Long Target: $100+ if narrative holds Why I'm in: AI energy thesis is real Sam Altman's involvement First mover in small reactors Risk/reward at these levels This isn't investing. It's a calculated bet on a story. The difference I know when I'm wrong.Tight stop loss is non-negotiable. Sometimes the best trades aren't about fundamentals - they're about riding narratives with discipline. Not advice. Just transparency. #OKLO #RiskManagement #Speculative"  
[X Link](https://x.com/KawzInvests/status/1932807837572309342)  2025-06-11T14:31Z [--] followers, [---] engagements


"Many great businesses don't show big profits early on. They're focused on building a massive network or dominating a market first. Think of Hims & Hers $HIMS in its early days or Amazon $AMZN building out its logistics empire. Patience pays. #LongTermInvesting #GrowthMindset"  
[X Link](https://x.com/KawzInvests/status/1933906273038397908)  2025-06-14T15:16Z [---] followers, [--] engagements


"Wow Veo [--] is nuts. This video is just a joke but with 30% short interest and some serious short squeeze potential these bears could get destroyed. $HIMS #Veo3"  
[X Link](https://x.com/KawzInvests/status/1934102280145678615)  2025-06-15T04:14Z [--] followers, [---] engagements


"HIMS weekly update 🧵 📊 Stock: $55.48 (-2.92% today +134% YTD) Zava deal: 1.3M customers across [--] European. markets closing H2 [----] 💰 Q1: $586M revenue (+111% YoY) 77% gross margins ⚡ Next earnings: Aug 4th Market obsessing over GLP-1 noise while sleeping on European expansion"  
[X Link](https://x.com/KawzInvests/status/1934249787131601250)  2025-06-15T14:01Z [---] followers, [--] engagements


"The best companies are obsessed with customers. They continually put money back into giving you more value for your dollar. This relentlessly customer-first approach is key to growth whether it's Amazon $AMZN or Hims & Hers $HIMS. #CustomerObsession #BusinessStrategy"  
[X Link](https://x.com/KawzInvests/status/1934257588545179994)  2025-06-15T14:32Z [---] followers, [--] engagements


"@DividendDude_X Agreed. $GOOGL has the ultimate AI advantage - they own the world's largest data goldmine. YouTube Search Gmail Maps Android - that's decades of human behavior patterns no competitor can replicate"  
[X Link](https://x.com/KawzInvests/status/1934268714821497029)  2025-06-15T15:16Z [---] followers, [--] engagements


"GM $PLTR holders 🌅 We just hit $140 in premarket 🚀 The FCF story keeps delivering - from negative $308M in [----] to $1.3B+ LTM. This is what compound growth looks like when you own the most valuable dataset on Earth. Due diligence hype. Always. 📊"  
[X Link](https://x.com/KawzInvests/status/1934602686915035548)  2025-06-16T13:23Z [---] followers, [--] engagements


"Buying $HIMS sub-$60 is gonna look like an absolute no-brainer in a month or two 🧠 Zava deal closing European markets opening up and Q2 earnings around the corner. The setup is too obvious. Sometimes the best trades are the ones that feel inevitable 📈"  
[X Link](https://x.com/KawzInvests/status/1934998195114811412)  2025-06-17T15:34Z [---] followers, [--] engagements


"@JSpitTrades Yeah just look at the higher time frames and stay levelheaded; we will be ok. 100$ $HIMS soon"  
[X Link](https://x.com/anyuser/status/1935058150333292866)  2025-06-17T19:33Z [----] followers, [---] engagements


"🤯 @wearehims just dropped something big: a Biotin + Minoxidil Gummy for women's hair regrowth And get this it's the first-ever prescription hair regrowth gummy. This is super smart. Remember how Olly Nutrition basically built a $100M+ business just by making vitamins fun and easy with gummies Hims & Hers is doing something similar but they're tackling a huge often underserved market: women's hair loss. It's a convenient effective solution that women actually want. With all these innovative gummies you gotta wonder when the "dick" gummy will hit the market This shows you don't need to"  
[X Link](https://x.com/KawzInvests/status/1935491130038304900)  2025-06-19T00:13Z [---] followers, [--] engagements


"@TheRayMyers Nike is a a short"  
[X Link](https://x.com/KawzInvests/status/1939046913342419306)  2025-06-28T19:43Z [---] followers, [--] engagements


"yo $HIMS gang 👀 been deep diving the numbers after that Novo breakup and ngl this is actually setting up interesting. hear me out yeah losing Wegovy access sucks and Q2 gonna be rough but this might force them to finally execute on the verticals that actually have long-term moats the play is simple: they NEED to 10x the TRT and menopause game to offset the GLP-1 Ls"  
[X Link](https://x.com/KawzInvests/status/1940199785073443090)  2025-07-02T00:04Z [---] followers, [--] engagements


"$ASTS thesis is simple your phone works everywhere on earth most people dont realize how game changing this is until theyre stuck without signal somewhere important. FM1 launch this month proves if its actually possible"  
[X Link](https://x.com/KawzInvests/status/1940431773634372022)  2025-07-02T15:26Z [---] followers, [---] engagements


"@DueDoctor $UNH $HIMS"  
[X Link](https://x.com/KawzInvests/status/1940923156782571796)  2025-07-03T23:58Z [---] followers, [--] engagements


"$HIMS went from $100M to $1.5B in [--] years by adding one vertical at a time 2022: mental health 2023: weight loss 2024: weight loss dominated 2025: testosterone + menopause launching simple playbook but execution has been flawless so far"  
[X Link](https://x.com/KawzInvests/status/1940984916034117855)  2025-07-04T04:04Z [---] followers, [--] engagements


"$HIMS needs to hit $2.3-2.4B revenue in [----] and they're betting on testosterone/menopause to help get there weight loss carried [----] but with GLP-1 headwinds these new verticals become critical good thing both have massive TAMs and lifetime value"  
[X Link](https://x.com/KawzInvests/status/1941120560555331766)  2025-07-04T13:03Z [---] followers, [--] engagements


"North America's mobile satellite services market is projected for massive growth straight through [----]. That's huge demand. $ASTS is building the direct-to-phone revolution that'll capture it. Clear runway ahead"  
[X Link](https://x.com/KawzInvests/status/1941507962184532210)  2025-07-05T14:42Z [---] followers, [--] engagements


"Man $ASTS is changing the game 🚀 Tested satellite calls with first responders. $874M cash 3400+ patents 2025s gonna slap. Space is where its at"  
[X Link](https://x.com/KawzInvests/status/1941689597144047837)  2025-07-06T02:44Z [---] followers, [---] engagements


"@ProfMJCleveland $ASTS"  
[X Link](https://x.com/KawzInvests/status/1941883639156924715)  2025-07-06T15:35Z [---] followers, [--] engagements


"Adding some more $ASTS here sub [--]. The people that sold here will be rebuying when we hit [--] in the comming weeks"  
[X Link](https://x.com/anyuser/status/1942959735763808328)  2025-07-09T14:51Z [----] 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


"$XRP Ripple CEO testifying at Senate on crypto laws today. SpaceX & OpenAI tokenized last weekhuge for blockchain XRPs primed for RWA boom super bullish. $3 EOY easy. #XRP"  
[X Link](https://x.com/KawzInvests/status/1942963540983533803)  2025-07-09T15:06Z [---] followers, [---] engagements


"I dont need happiness. I just need $HIMS to hit 100$"  
[X Link](https://x.com/KawzInvests/status/1943387800511873249)  2025-07-10T19:12Z [---] followers, [----] engagements


"@jeni25_4 What do you think"  
[X Link](https://x.com/KawzInvests/status/1943451808082403746)  2025-07-10T23:26Z [---] followers, [--] engagements


"@anectdotey Sold all my HIMZ today to ASTX lol will rebuy when more verticals drop like TRT and menopause in q3 and q4"  
[X Link](https://x.com/KawzInvests/status/1943739585416077538)  2025-07-11T18:30Z [---] followers, [--] engagements


"$ASTX the 2x leveraged ETF tied to $ASTS dropped today and I couldnt help but grab some shares Anyone else jumping in #Investing #ASTS #ASTX"  
[X Link](https://x.com/KawzInvests/status/1943746266858451277)  2025-07-11T18:56Z [---] followers, [---] engagements


"#ASTSpaceMobile could be poised for record-breaking revenue and subscriber growth. With 274.7M direct-to-cell MNO subscribers including giants like Vodafone (569.3M) and Telefonica (309.1M) its potential to revolutionize global connectivity is immense. This scale could drive unprecedented expansion in underserved regions"  
[X Link](https://x.com/KawzInvests/status/1944010629074845778)  2025-07-12T12:27Z [---] followers, [--] engagements


"@TheRonnieVShow Yo Ronnie. $OSCR is cool and all but $ASTS is cooler"  
[X Link](https://x.com/KawzInvests/status/1944150202891292848)  2025-07-12T21:41Z [---] followers, [---] engagements


"Just a matter of time. $HIMS"  
[X Link](https://x.com/KawzInvests/status/1944156612912198144)  2025-07-12T22:07Z [---] followers, [---] engagements


"hold up. $HIMS at-home blood diagnostics is crucial for personalized TRT and menopause plus peptides looks like their gonna be dropping a bomb on us soon and i got faith in the management might buy back in $HIMS. But what do i know im not a doctor someone call up @BaysideGrowth"  
[X Link](https://x.com/KawzInvests/status/1944223330766086502)  2025-07-13T02:32Z [---] followers, [---] engagements


"I only hold [--] stocks. - $ASTS - $HIMS - $PLTR"  
[X Link](https://x.com/KawzInvests/status/1944914592364204268)  2025-07-15T00:19Z [---] followers, [---] engagements


"🚨BREAKING: Fink Karp and Amodei attending Trump's AI summit. $70 BILLION in AI investments incoming. $PLTR holders we're going intergalactic"  
[X Link](https://x.com/KawzInvests/status/1944945822015099054)  2025-07-15T02:23Z [---] followers, [---] engagements


"$HIMS hit $50 support today on weak volume after Truist raised PT to $48. Still waiting on that ZAVA acquisition 8-K filing that's mysteriously MIA 👀 60% of subs now on personalized plans = higher retention & LTV"  
[X Link](https://x.com/KawzInvests/status/1946199051520614514)  2025-07-18T13:23Z [---] followers, [--] engagements


"Interesting hire at $HIMS - new VP of AI from Cruise. Some calling it a red flag but I see it as them building serious AI capabilities for personalized healthcare. Patience pays"  
[X Link](https://x.com/KawzInvests/status/1946255648145998223)  2025-07-18T17:08Z [---] followers, [--] engagements


"$HIMS subscriber model drives 55%+ EPS growth fueled by loyal users. Many mistake it for an ED-only play but TRT and menopause verticals position it as a telehealth leader with 3x potential by [----]. #HIMS"  
[X Link](https://x.com/KawzInvests/status/1948044078840484129)  2025-07-23T15:34Z [---] followers, [---] engagements


"$HIMS TRT vertical leveraging at-home labs and generic drugs could generate $1B. Investors overlook the growing cultural acceptance of testosterone therapy which could redefine HIMS valuation #HIMS #GrowthStocks #TRT"  
[X Link](https://x.com/KawzInvests/status/1948046769356460311)  2025-07-23T15:45Z [---] followers, [---] engagements


"$HIMS hires from Amazon and Robinhood signal an AI-powered telehealth future. By automating care and personalizing treatments it could cut costs 30%. Investors missing this see pills not a platform. #HIMS #AIRevolution"  
[X Link](https://x.com/KawzInvests/status/1948047554228142515)  2025-07-23T15:48Z [---] followers, [---] engagements


"@AppTrt40573 @wearehims @himshouse $HIMS at-home blood testing via Trybe Labs is a telehealth gem analyzing 100+ biomarkers to personalize TRT & menopause care. Just need @joerogan to hype it on his pod for a cultural boost"  
[X Link](https://x.com/KawzInvests/status/1948054509558648882)  2025-07-23T16:16Z [---] followers, [--] engagements


"$ASTS eliminates the need for costly terrestrial towers by using satellites as orbiting cell towers. This approach slashes 5G deployment costs making it viable for remote and underserved markets a game-changer for global telecom #ASTS #Innovation"  
[X Link](https://x.com/anyuser/status/1948058305416331511)  2025-07-23T16:31Z [----] followers, [----] engagements


"$KRKNF pressure-tolerant SeaPower batteries double energy density enabling underwater drones to operate longer and dive deeper. This eliminates heavy pressure hulls disrupting traditional subsea power solutions for navies and industry. #KrakenRobotics #Innovation"  
[X Link](https://x.com/anyuser/status/1948069967577985340)  2025-07-23T17:17Z [----] followers, [---] engagements


"@himshouse @paulcerro You still shorting or you covered Hims bulls to strong 😮💨"  
[X Link](https://x.com/anyuser/status/1948081893318304026)  2025-07-23T18:04Z [----] followers, [----] engagements


"@paulcerro @himshouse The copium is real @paulcerro"  
[X Link](https://x.com/anyuser/status/1948086057305583673)  2025-07-23T18:21Z [----] followers, [---] engagements


"$HIMS menopause vertical launching H2 [----] taps a massive underserved market. With at-home labs & generics its a high-margin play that could rival TRTs $1B potential. Investors missing this are overlooking a telehealth game-changer. #HIMS #Menopause"  
[X Link](https://x.com/KawzInvests/status/1948383670617670122)  2025-07-24T14:04Z [---] followers, [---] engagements


"I see people saying Amazon will crush $HIMS but with 2M subs & $1B+ revenue (Q2 25) their discreet subscription-based telehealth feels like a moat. Amazons broad model may not match this. Thoughts"  
[X Link](https://x.com/KawzInvests/status/1948386424014696468)  2025-07-24T14:14Z [---] followers, [--] engagements


"Govs drown in data they cant use siloed messy inaccessible. $PLTR s Gotham platform breaks those barriers turning raw data into real-time insights for defense & intel. Ppl miss this: its not just AI its solving a trillion-dollar problem. #Palantir #BigData"  
[X Link](https://x.com/KawzInvests/status/1948388857130467398)  2025-07-24T14:24Z [---] followers, [--] engagements


"Ppl think $PLTR is overhyped but they miss the core issue: gov data is a goldmine trapped in chaos. #Palantir #growthstocks"  
[X Link](https://x.com/KawzInvests/status/1948393513416077768)  2025-07-24T14:43Z [---] 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


"This is what the people want @AndrewDudum Dont overthink it. $HIMS x Sydney just makes sense. The streets have spoken. 🚨💊 #SydneySweeney #HIMS"  
[X Link](https://x.com/KawzInvests/status/1948570853634879730)  2025-07-25T02:27Z [---] followers, [---] engagements


"$HIMS at-home blood testing via Trybe Labs is a game-changer. Testing 100+ biomarkers (hormones heart liver thyroid). It fuels personalized TRT & menopause care boosting retention. Many miss how this data powers AI-driven treatments. #HIMS #Diagnostics #TRT #HRT"  
[X Link](https://x.com/KawzInvests/status/1948747568416260449)  2025-07-25T14:10Z [---] followers, [---] engagements


"@nikoliasgoninus I've been holding onto $PLTR for a while now and it's been a solid performer but I'm really starting to consider rotating my $PLTR into $AMD"  
[X Link](https://x.com/KawzInvests/status/1949465500871709113)  2025-07-27T13:42Z [---] followers, [---] engagements


"@D3GSolutions @NighthawkTradez @EndicottInvests You talk like someone who just discovered the market last year and thinks conviction is a substitute for competence"  
[X Link](https://x.com/KawzInvests/status/1949498089699508242)  2025-07-27T15:52Z [---] followers, [--] engagements


"@alc2022 Are you looking into any Ai Infra stocks"  
[X Link](https://x.com/KawzInvests/status/1949806376538009700)  2025-07-28T12:17Z [---] followers, [---] engagements


"When the future arrives it looks like this. $PLTR hits $160. The age of AI-driven warfare and predictive intelligence is here. #PLTR #Innovation"  
[X Link](https://x.com/KawzInvests/status/1949822418492494325)  2025-07-28T13:21Z [---] followers, [--] engagements


"@nikoliasgoninus So glad I rotated my $PLTR to $AMD this morning lol"  
[X Link](https://x.com/anyuser/status/1949836022193213620)  2025-07-28T14:15Z [----] followers, [---] engagements


"$HIMS bears in shambles. 90% of obesity drugs are CASH PAY. $200B market by [----]. Guess who built the perfect D2C telehealth platform for exactly this moment This is why you don't bet against secular trends. $HIMS"  
[X Link](https://x.com/KawzInvests/status/1950933074620883391)  2025-07-31T14:54Z [---] followers, 42.6K engagements


"@NighthawkTradez Live footage of me and Nighthawk at the $HIMS earnings call. Were not nervous. You are"  
[X Link](https://x.com/anyuser/status/1951446683948400943)  2025-08-02T00:55Z [----] followers, [----] engagements


"This figure shows why obesity care is entering hypergrowth and why $HIMS is built for it: - Obesity is doubling by [----] - Patients are paying out-of-pocket - GLP-1s treat more than weight - Culture is shifting to proactive care $HIMS has the model. The market just arrived"  
[X Link](https://x.com/KawzInvests/status/1951756626412580952)  2025-08-02T21:26Z [---] followers, [--] engagements


"Everyone bets on $NVO and $LLY for obesity drugs. But 34% of the $130B market goes to new players by [----]. You think thats going to small-cap pharma Or to the Amazon of telehealth $HIMS = asymmetric upside"  
[X Link](https://x.com/KawzInvests/status/1951763355980738773)  2025-08-02T21:53Z [---] 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/anyuser/status/1951825349614157993)  2025-08-03T02:00Z [----] followers, [----] 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


"This isn't a patent issue at all - compounding pharmacies have always been legally allowed to compound patented drugs under Section 503A and HIMS operates through licensed pharmacies with valid prescriber relationships. The FDA explicitly allows personalized compounding when prescribers document patient-specific needs which is exactly HIMS's model"  
[X Link](https://x.com/KawzInvests/status/1952068481106530324)  2025-08-03T18:06Z [---] followers, [--] engagements


"The obesity drug pipeline is 40% oral meds now. $HIMS already sells them at $69/month with '75% of the weight loss at 33% of the price' per CEO. Wall Street arguing about injectable compounding while HIMS quietly dominates the pill market nobody's watching"  
[X Link](https://x.com/KawzInvests/status/1952398342677467378)  2025-08-04T15:56Z [---] followers, [---] engagements


"Anduril is building their [------] sq ft AUV factory RIGHT NEXT TO Kraken's HQ in Rhode Island. Not a coincidence. Their procurement teams will be neighbors with their critical supplier. Geographic lock-in the market thinks is random $PNG $KRKN"  
[X Link](https://x.com/KawzInvests/status/1963675042551869781)  2025-09-04T18:46Z [---] followers, [---] engagements


"Here is my Interactive Valuation Model for Kraken Robotics $PNG $KRKN https://claude.ai/public/artifacts/82faae4f-b6fe-4e8e-bfcc-7ffc60390e54 https://claude.ai/public/artifacts/82faae4f-b6fe-4e8e-bfcc-7ffc60390e54 https://claude.ai/public/artifacts/82faae4f-b6fe-4e8e-bfcc-7ffc60390e54 https://claude.ai/public/artifacts/82faae4f-b6fe-4e8e-bfcc-7ffc60390e54"  
[X Link](https://x.com/KawzInvests/status/1963676085146792178)  2025-09-04T18:50Z [---] followers, [--] engagements


"Built an interactive $AMPL valuation model - The R&D moat: $100M/year (33% of revenue) vs competitors' $20-30M - Nobody can match this without going broke Target: $22 (120% upside) https://claude.ai/public/artifacts/8da20958-042e-43e7-b69c-d5eb35519e04 https://claude.ai/public/artifacts/8da20958-042e-43e7-b69c-d5eb35519e04"  
[X Link](https://x.com/KawzInvests/status/1965151393565868133)  2025-09-08T20:32Z [---] followers, [---] engagements


"@anduriltech @RichardMarlesMP Dont sleep on Kraken Robotics ( $PNG/ $KRKNF) - The best Anduril proxy investment out there. If the Anduril partnership delivers $150M over [--] years AND they achieve a NYSE listing AND maintain 40% growth in other segments they can see 5-10x in that timeframe"  
[X Link](https://x.com/KawzInvests/status/1968725447551729761)  2025-09-18T17:14Z [---] followers, [---] engagements


"@anduriltech @Australian_Navy Dont sleep on Kraken Robotics ( $PNG/ $KRKNF) - The best Anduril proxy investment out there"  
[X Link](https://x.com/KawzInvests/status/1968725529038655757)  2025-09-18T17:15Z [---] 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


"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


"Underwater warfare is going from manned to unmanned RIGHT NOW. Production facilities being built. Contracts being signed. Kraken Robotics $KRKNF provides the critical tech that makes it all possible. The revolution isn't coming - it's here. #Anduril"  
[X Link](https://x.com/anyuser/status/1975344569660178717)  2025-10-06T23:37Z [----] followers, [---] engagements


"@the_stockbull Why so bearish 1000x from here"  
[X Link](https://x.com/KawzInvests/status/1975374590181581196)  2025-10-07T01:36Z [---] followers, [---] engagements


"Every financial advisor will tell you not to concentrate your portfolio. Every billionaire will tell you concentration builds wealth. Kraken supplies both US underwater defense pathways. Do what you want with that information. $KRKNF"  
[X Link](https://x.com/anyuser/status/1975609324383969592)  2025-10-07T17:09Z [----] 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/anyuser/status/1975615857427697676)  2025-10-07T17:35Z [----] followers, [----] engagements


"@TheSarelW Kraken's US operations are in Rhode Island. Anduril's factory is in Rhode Island. Coincidence Use your brain"  
[X Link](https://x.com/KawzInvests/status/1975689274025763057)  2025-10-07T22:26Z [---] followers, [--] engagements


"Congrats to Kraken shareholders. Production hasn't even started yet. 136% YTD $KRKNF #Anduril"  
[X Link](https://x.com/anyuser/status/1975692719679840644)  2025-10-07T22:40Z [----] followers, [---] engagements


"@yewie115 Love to hear that. Each one powered by Kraken batteries. Each one seeing with Kraken sonar"  
[X Link](https://x.com/KawzInvests/status/1976050787223732592)  2025-10-08T22:23Z [---] followers, [--] engagements


"@CarioCapital @the_stockbull @Karelw04 @allinkraken @KrakTrack @musa_equity @Mihaloi69Rage @MaikemiC @hennycapital Please make sure you do real research instead of making assumptions. They work with Lockheed Martin Boeing Northrop Grumman Leidos Anduril Verlume and Greensea Systems. They also have more than [--] product they sell sonar and batteries. 😄"  
[X Link](https://x.com/KawzInvests/status/1976409181910610124)  2025-10-09T22:07Z [---] followers, [---] engagements


"@jujuviervier44 How did you discover Kraken"  
[X Link](https://x.com/KawzInvests/status/1977834154546049364)  2025-10-13T20:29Z [---] 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 [----] followers, 291.3K 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 [----] followers, 206K 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


"@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


"Kraken Robotics $KRKNF is the EXCLUSIVE supplier of sonar and batteries for every single #Anduril submarine. Anduril's production ramp: [---] Dive-LD + [--] Ghost Shark by [----]. At $2M and $7.5M of Kraken content per vehicle = $730M potential annual revenue. That's 7x their entire [----] revenue from ONE customer"  
[X Link](https://x.com/anyuser/status/1974895910518714530)  2025-10-05T17:54Z [----] followers, 12.2K 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


"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


"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/anyuser/status/1975384296635441646)  2025-10-07T02:14Z [----] 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


"@StocksOnSpaces Love to see Kraken getting more coverage. This was an incredible call @michaelsikand did a great job breaking down the thesis. For anyone new here welcome to the underwater defense revolution. The momentum is building. $KRKNF"  
[X Link](https://x.com/KawzInvests/status/1976381589987917898)  2025-10-09T20:17Z [---] followers, [---] engagements


"@KyleAdamsStocks $KRKNF"  
[X Link](https://x.com/KawzInvests/status/1976827855549198740)  2025-10-11T01:51Z [---] followers, [---] engagements


"@the_stockbull @allinkraken @MaikemiC @Karelw04 @hennycapital"  
[X Link](https://x.com/KawzInvests/status/1977582366135857626)  2025-10-13T03:49Z [---] 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


"@WOLF_Financial $KRKNF +15%"  
[X Link](https://x.com/anyuser/status/1977832332083245464)  2025-10-13T20:22Z [----] followers, [---] engagements


""Are you not scared of China" My Portfolio: $KRKNF #Anduril"  
[X Link](https://x.com/anyuser/status/1977844570340905189)  2025-10-13T21:11Z [----] 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


"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/anyuser/status/1980275896796787146)  2025-10-20T14:12Z [----] followers, 213.7K engagements


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


"@ENIGMATICSTOCKS @jeremyj0916 This happens every time traders short these biotechs without proper risk management and get margin called when the squeeze hits like clockwork"  
[X Link](https://x.com/KawzInvests/status/1980286387955093565)  2025-10-20T14:54Z [---] followers, [--] engagements


"@HyperTechInvest Underwater Robotics. The underwater revolution is coming. $KRKNF $PNG.V"  
[X Link](https://x.com/KawzInvests/status/1980287245933543734)  2025-10-20T14:57Z [---] followers, [---] engagements


"@dylan032127 @grok Grok's gonna tell you to buy more Kraken anyway save yourself the time"  
[X Link](https://x.com/anyuser/status/1980336688556830981)  2025-10-20T18:13Z [----] 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


"@bizyuw Thanks bro but you should thank @transhumanica for DD"  
[X Link](https://x.com/anyuser/status/1980339871639343495)  2025-10-20T18:26Z [----] followers, [---] engagements


"@daniel_koss Welcome to the underwater revolution. 🦑"  
[X Link](https://x.com/KawzInvests/status/1980348869054722070)  2025-10-20T19:02Z [---] followers, [---] engagements


"@MMatters22596 Lets see the deep dive brother 🦑🦑"  
[X Link](https://x.com/KawzInvests/status/1980350329502990407)  2025-10-20T19:08Z [---] followers, [---] engagements


"@Schoonerguts"  
[X Link](https://x.com/KawzInvests/status/1980350709351739900)  2025-10-20T19:09Z [---] 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


"@MexicanBTCWhale @grok No but I can 😆"  
[X Link](https://x.com/KawzInvests/status/1980373218033877022)  2025-10-20T20:39Z [---] followers, [----] engagements


"@RKLB4Ever Get IBKR"  
[X Link](https://x.com/KawzInvests/status/1980399811699569047)  2025-10-20T22:24Z [---] followers, [----] engagements


"@PipeCleaner_MD Actually we're the krakheads 😂 but welcome to the underwater revolution 🦑"  
[X Link](https://x.com/KawzInvests/status/1980403389310914716)  2025-10-20T22:38Z [---] followers, [---] engagements


"@Hyperi0ne_"  
[X Link](https://x.com/KawzInvests/status/1980404778946756635)  2025-10-20T22:44Z [---] followers, [---] engagements


"@mc_khristina"  
[X Link](https://x.com/KawzInvests/status/1980405594952724842)  2025-10-20T22:47Z [---] 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


"@SpacBobby Sub [--] wont last long too"  
[X Link](https://x.com/KawzInvests/status/1980616323408228775)  2025-10-21T12:45Z [---] followers, [--] engagements


"@patientinvestt 10x sales is expensive pltr trades at 122x. crowdstrike at 25x. snowflake at 18x. kraken at 13x growing faster than all of them and they're the only public anduril supplier. monopolies deserve premium multiples"  
[X Link](https://x.com/KawzInvests/status/1980685531840156133)  2025-10-21T17:20Z [---] followers, [---] engagements


"@AlaTaiwanStair You can grab it on IBKR and Schwab under ticker KRKNF (also Fidelity works)"  
[X Link](https://x.com/KawzInvests/status/1980688753237643741)  2025-10-21T17:32Z [---] followers, [---] engagements


"@MMatters22596 Kraken is the Top Anduril proxy"  
[X Link](https://x.com/anyuser/status/1980691825640747432)  2025-10-21T17:45Z [----] followers, [---] engagements


"@jason58d @anduriltech"  
[X Link](https://x.com/KawzInvests/status/1980692424105119959)  2025-10-21T17:47Z [---] 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


"@moninvestor"  
[X Link](https://x.com/anyuser/status/1981012330956882000)  2025-10-22T14:58Z [----] followers, [---] engagements


"@Schoonerguts @youtubemusic Eli Brown is fireeeeee"  
[X Link](https://x.com/KawzInvests/status/1981014729754624220)  2025-10-22T15:08Z [---] followers, [---] engagements


"@retail_mourinho @Karelw04 @allinkraken @SPENFRMTHEBLOCK @MaikemiC @hennyinvests KrakGang"  
[X Link](https://x.com/anyuser/status/1981082710304071780)  2025-10-22T19:38Z [----] 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/anyuser/status/1981090684086980924)  2025-10-22T20:10Z [----] followers, 18.2K engagements


"@SPENFRMTHEBLOCK Didnt even realize"  
[X Link](https://x.com/KawzInvests/status/1981091156131008983)  2025-10-22T20:11Z [---] followers, [---] engagements


"@spacanpanman @transhumanica Welcome to the deep end 🦑"  
[X Link](https://x.com/KawzInvests/status/1981098859972677892)  2025-10-22T20:42Z [---] followers, [---] engagements


"@alc2022 Revenue tripling while improving cash flow You're about to join the krakhead army whether you know it or not"  
[X Link](https://x.com/anyuser/status/1981099726738264171)  2025-10-22T20:45Z [----] 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/anyuser/status/1981100533533593917)  2025-10-22T20:49Z [----] followers, 12.2K 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


"They still dont know $KRKNF 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 https://t.co/8Q16to054J 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 https://t.co/8Q16to054J"  
[X Link](https://x.com/anyuser/status/1981748081092702608)  2025-10-24T15:42Z [----] followers, [----] engagements


"Yeah its not just institutions. Retail cant buy this either. Its not on Robinhood. When Kraken hits NASDAQ millions of retail traders get access. Plus institutions can finally buy. Thats the whole market opening up. Same company but suddenly everyone can buy it. That alone is 2-3x"  
[X Link](https://x.com/KawzInvests/status/1981755064097104345)  2025-10-24T16:10Z [---] followers, [--] engagements


"Content creation about undervalued companies isn't pumping. It's how information spreads and markets become efficient. Kraken moved because people discovered it's the exclusive supplier to Anduril's subsea drones. That's not hype that's a material fact you missed in your coverage. Here's the actual research if you want to evaluate it Judge the substance not the messenger. https://x.com/transhumanica/status/1980263840752500854 https://x.com/transhumanica/status/1980263840752500854"  
[X Link](https://x.com/KawzInvests/status/1981770042829095237)  2025-10-24T17:09Z [---] followers, [--] engagements


"@nanalyzetweets @michaelsikand"  
[X Link](https://x.com/KawzInvests/status/1981770743722770621)  2025-10-24T17:12Z [---] 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/anyuser/status/1981771491894341979)  2025-10-24T17:15Z [----] followers, [---] 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


"$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/anyuser/status/1983993537554194797)  2025-10-30T20:24Z [----] followers, 80.8K engagements


"@YodaStockInvest I also like $PGY"  
[X Link](https://x.com/KawzInvests/status/1984016500152508505)  2025-10-30T21:56Z [---] 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


"@KrakenRobotics Great to see Kraken expanding"  
[X Link](https://x.com/KawzInvests/status/1988610731353444529)  2025-11-12T14:11Z [---] followers, [---] engagements


"@GrindeOptions $KRKNF Only public way to play Anduril's subsea program"  
[X Link](https://x.com/KawzInvests/status/1990111546794525178)  2025-11-16T17:35Z [---] 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


"$KRKNF SeaPower batteries vs competitors: 200% higher energy density 46% less weight per kWh [-----] meter depth rating This is not incremental improvement. This is physics-level advantage that competitors need years to replicate"  
[X Link](https://x.com/KawzInvests/status/1990733722728214648)  2025-11-18T10:48Z [---] followers, [----] engagements


"$KRKNF sonar resolution comparison: Kraken Robotics: 3cm Kongsberg: 4cm Northrop Grumman: 5cm Exail: 6cm In underwater detection every centimeter matters for finding mines and threats Kraken has the best imaging technology in the world"  
[X Link](https://x.com/KawzInvests/status/1991141661485781246)  2025-11-19T13:49Z [----] followers, [----] engagements


"@SpacBobby My biggest worry with $HUT is they're sitting on all this cheap MW but can't seem to upgrade miner efficiency or actually deploy capital to buy better hardware like $IREN and $CLSK"  
[X Link](https://x.com/KawzInvests/status/1991609696273531114)  2025-11-20T20:48Z [---] followers, [---] engagements


"$KRKNF is not some 20-person startup [---] employees Customers in 30+ countries Offices across North America South America and Europe Founded [----] This is an established company hitting inflection point not a speculative venture"  
[X Link](https://x.com/KawzInvests/status/1991897013462647194)  2025-11-21T15:50Z [---] followers, [----] engagements


"@meeijer @mvcinvesting @daniel_koss @genZinvest0r @babyfolio @EndicottInvests @MB_Hogan Appreciate it brother 🦑"  
[X Link](https://x.com/KawzInvests/status/1991990234733817961)  2025-11-21T22:00Z [---] followers, [---] engagements


"They don't know $KRKNF CEO took market cap from $80M to $1.29B They don't know service margins are 75% not 50% They don't know batteries have 200% higher energy density than competitors They don't know SAS has best resolution in the world at 3cm They don't know even the bear case assumes 24% growth"  
[X Link](https://x.com/KawzInvests/status/1992108532188299680)  2025-11-22T05:51Z [----] followers, 13.4K engagements


"$KRKNF Q3 was solid. Market overreacted this morning. The real signal: capex guidance raised from $13-17M to $20-21M for new subsea power facilities. Management: "additional capacity coming online in [----] and a strengthened balance sheet - well positioned to meet customer requirements." They're building ahead of demand they can see but cannot yet disclose. Thesis intact and stonger"  
[X Link](https://x.com/KawzInvests/status/1993051526760481110)  2025-11-24T20:18Z [---] followers, [---] engagements


"$KRKNF Q3 was solid. Market overreacted this morning. The real signal: capex guidance raised from $13-17M to $20-21M for new subsea power facilities. They're building ahead of demand they can see but cannot yet disclose. Thesis intact and stonger"  
[X Link](https://x.com/KawzInvests/status/1993065405641113753)  2025-11-24T21:13Z [----] followers, [----] engagements


"For Anduril investors who want public market exposure: Kraken Robotics $PNG.V $KRKNF Anduril's exclusive supplier of subsea batteries and synthetic aperture sonar for Ghost Shark Dive-LD and the entire autonomous underwater vehicle lineup"  
[X Link](https://x.com/KawzInvests/status/1993452696784060672)  2025-11-25T22:52Z [----] followers, [----] engagements


"Each Dive-LD contains $2-3M CAD of Kraken components Each Ghost Shark XL contains $8-10M CAD Anduril's Rhode Island factory: [---] unit/year capacity At full capacity that's $400-500M/year in revenue to Kraken from Anduril alone"  
[X Link](https://x.com/KawzInvests/status/1993452701330653475)  2025-11-25T22:52Z [----] followers, [---] engagements


"Why Anduril cannot switch suppliers: US Navy targeting [----] readiness. Switching = 18-24 month delay NAVSEA LBSP certification required. Most competitors lack it DFARS compliance. No Chinese materials permitted Kraken batteries rated to 6000m depth pressure-tolerant design"  
[X Link](https://x.com/KawzInvests/status/1993452708419019106)  2025-11-25T22:52Z [----] followers, [---] engagements


"Kraken today: - Market cap: $1.8B CAD - [----] revenue guidance: $120-135M CAD - Gross margins: 55-59% - $2B sales pipeline - New battery facility (3x capacity) online end of 2025"  
[X Link](https://x.com/KawzInvests/status/1993452714056204455)  2025-11-25T22:52Z [---] followers, [---] engagements


"Anduril is private at $30B valuation. Kraken trades publicly on TSX Venture $PNG.V and OTC $KRKNF. If Anduril scales Ghost Shark production as planned Kraken's revenue from that single customer could exceed its current market cap"  
[X Link](https://x.com/KawzInvests/status/1993452719114523055)  2025-11-25T22:52Z [---] followers, [---] engagements


"@TheRayMyers Underwater Robotics + Anduril Proxy $KRKNF"  
[X Link](https://x.com/KawzInvests/status/1993454175137701917)  2025-11-25T22:58Z [---] followers, [----] engagements


"Desjardins just raised their $PNG.V target 30% to C$6.50. Still conservative in my view. The note says Kraken is significantly undervalued vs defense peers trading at 30-140x. They also mention Andurils Ghost Shark factory is up and running and first Navy delivery is coming in January. $KRKNF"  
[X Link](https://x.com/KawzInvests/status/1993479210698993946)  2025-11-26T00:37Z [----] followers, [----] engagements


"Institutions can't buy $KRKNF yet because it's on the TSX Venture. By the time it uplists to NASDAQ the Anduril production ramp will be obvious to everyone. Retail has a window"  
[X Link](https://x.com/KawzInvests/status/1993646163535499645)  2025-11-26T11:41Z [----] followers, [----] engagements


"Two European nations just signed a 100M+ contract for Euroatlas Greyshark autonomous submarines. Greyshark uses Kraken synthetic aperture sonar. Battery supplier unclear but worth watching. European defense spending on subsea is accelerating. $KRKNF"  
[X Link](https://x.com/KawzInvests/status/1993765163305193770)  2025-11-26T19:33Z [----] followers, [----] engagements


"But underwater autonomy has a constraint most people miss. Aerial drones commoditized quickly after Ukraine. Low barriers. Thousands of cheap units. Underwater is the opposite. Operating at [----] meter depths for multi-week missions requires specialized technology: pressure-tolerant batteries and synthetic aperture sonar that images the seabed at 30x conventional resolution. Very few companies can build this. When Anduril developed Ghost Shark they had $30B and unlimited engineering talent. They evaluated building batteries and sonar internally. They chose to buy from Kraken Robotics ( $KRKNF"  
[X Link](https://x.com/KawzInvests/status/1994578307463938427)  2025-11-29T01:25Z [---] followers, [---] engagements


"Now every Anduril underwater vehicle - Dive-LD Ghost Shark Copperhead torpedoes - runs on Kraken batteries and sonar. And Kraken supplies HII's REMUS line too. That's the other major US Navy UUV pathway. Pentagon will split orders between primes to diversify risk. Kraken supplies both sides. Switching suppliers would require 18-24 months of redesign and recertification. Against a [----] Navy readiness deadline that's not happening. Competing batteries lack NAVSEA certification. Many rely on Chinese materials - disqualifying for defense. 55% gross margins suggest minimal competition. 40% revenue"  
[X Link](https://x.com/KawzInvests/status/1994578309481414928)  2025-11-29T01:25Z [---] followers, [---] engagements


"Cutting a cable isnt about shutting down the internet its about fracturing decision-making degrading comms and forcing the U.S. & allies into slower higher-latency routes. Simultaneous cable breaks around Taiwan or Japan could: Blind early-warning networks Disrupt cloud + military data flow Delay financial traffic Increase crisis-response friction Its economic pressure and military shaping blended into one domain"  
[X Link](https://x.com/KawzInvests/status/1995893265132847118)  2025-12-02T16:30Z [----] followers, [---] engagements


"What the U.S. Is Doing Washington is moving from patrolling the seas to monitoring the seabed: Autonomous UUV programs (Ghost Shark Dive-LD) Kraken Robotics sensors + SAS for wide-area seabed awareness Quad cooperation on subsea monitoring New redundancy + landing-station hardening Integration of seabed threats into Indo-Pacific plans The next phase of deterrence wont be ships itll be persistent autonomous systems watching the ocean floor 24/7"  
[X Link](https://x.com/KawzInvests/status/1995893267754315861)  2025-12-02T16:30Z [----] followers, [---] engagements


"$KRKNF / $PNG.V 🦑 TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Politico reports that after its AI push the Trump administration is now turning attention to robotics. Commerce Secretary Howard Lutnick has been meeting with robotics CEOs and is all in on accelerating the sectors development TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Politico reports that after its AI push the Trump administration is now turning attention to robotics. Commerce Secretary Howard Lutnick has been meeting with robotics CEOs and is all in on accelerating the sectors development"  
[X Link](https://x.com/KawzInvests/status/1996276426589495526)  2025-12-03T17:52Z [----] followers, [----] engagements


"Worth noting Anduril sources their submarine batteries and synthetic aperture sonar from Kraken Robotics $KRKNF Anduril Founder @PalmerLuckeys surprising view on the Future of Warfare: Interviewer: Do you believe that Space will become the defining domain for 21st century national defense Palmer Luckey: I think space is very important but I think the subterranean domain will https://t.co/mk6Pg55wq5 Anduril Founder @PalmerLuckeys surprising view on the Future of Warfare: Interviewer: Do you believe that Space will become the defining domain for 21st century national defense Palmer Luckey: I"  
[X Link](https://x.com/KawzInvests/status/1996291144502710430)  2025-12-03T18:51Z [----] followers, [----] engagements

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