# ![@LDiscernment Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1283414616446390273.png) @LDiscernment Kairos Investment Research ♟️

Kairos Investment Research ♟️ posts on X about acquisition, $ftai, $qxo, $logc the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1283414616446390273/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1283414616446390273/c:line/m:interactions.svg)

- [--] Week [------] +260%
- [--] Month [------] +48%
- [--] Months [-------] -33%
- [--] Year [-------] -67%

### Mentions: [--] [#](/creator/twitter::1283414616446390273/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1283414616446390273/c:line/m:posts_active.svg)

- [--] Week [--] -12%
- [--] Month [--] +84%
- [--] Months [---] +154%
- [--] Year [---] +75%

### Followers: [-----] [#](/creator/twitter::1283414616446390273/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1283414616446390273/c:line/m:followers.svg)

- [--] Week [-----] +0.27%
- [--] Month [-----] +1.30%
- [--] Months [-----] +14%
- [--] Year [-----] +37%

### CreatorRank: [---------] [#](/creator/twitter::1283414616446390273/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1283414616446390273/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  50% [stocks](/list/stocks)  38.89%

**Social topic influence**
[acquisition](/topic/acquisition) #964, [$ftai](/topic/$ftai) 16.67%, [$qxo](/topic/$qxo) 11.11%, [$logc](/topic/$logc) #2, [hedging](/topic/hedging) 5.56%, [spikes](/topic/spikes) 5.56%, [company](/topic/company) 5.56%, [$asic](/topic/$asic) 5.56%, [$knsl](/topic/$knsl) 5.56%, [public](/topic/public) 5.56%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@lonewolftwit58](/creator/undefined) [@capstackcapital](/creator/undefined) [@davidkatunaric](/creator/undefined) [@rhbraathu](/creator/undefined) [@galtdaddy](/creator/undefined) [@ax3l_blaze](/creator/undefined) [@colubeatid](/creator/undefined) [@lifelonghacker](/creator/undefined) [@jblan010](/creator/undefined) [@antonbrink26649](/creator/undefined)

**Top assets mentioned**
[Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [ContextLogic Inc. (LOGC)](/topic/$logc) [Ategrity Specialty Insurance Company Holdings (ASIC)](/topic/$asic) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Dream Finders Homes, Inc. (DFH)](/topic/$dfh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"With FTAI power $FTAI is diversifying revenue and hedging against its heavy reliance on CFM56 aftermarket demand (vulnerable to fuel-price spikes supply-chain shifts and tech transitions)"  
[X Link](https://x.com/LDiscernment/status/2010449901835161968)  2026-01-11T20:33Z [----] followers, [----] engagements


"I'll be releasing a quick update on both $FTAI and $QXO soon it will detail FTAI Power and QXO's next potential acquisition"  
[X Link](https://x.com/LDiscernment/status/2012173685633995187)  2026-01-16T14:42Z [----] followers, [----] engagements


"Here is my latest update of $FTAI and $QXO. I discuss FTAI Power and FTAIs valuation along with QXO and some of the potential acquisition targets. QXO will likely announce another deal soon"  
[X Link](https://x.com/LDiscernment/status/2013708705246618060)  2026-01-20T20:22Z [----] followers, [----] engagements


"$ASIC Ategreity is an interesting specialty e&s insurer that recently went public. Similar to $KNSL the company only writes policies in the e&s market but they target small business and are more tech focused. Founded by Stuart Zimmer an industry veteran and ceo and PM of Zimmer Partners and Zimmer Financial Services Group. Zimmer controls the company with over 80% ownership. Company is growing net premiums at 20%+. I may dig in a bit deeper when I have some more time"  
[X Link](https://x.com/LDiscernment/status/1953275080324333764)  2025-08-07T02:00Z [----] followers, 10.1K engagements


"$DFH releases its way long overdue [----] shareholder letter"  
[X Link](https://x.com/LDiscernment/status/2005781966684315670)  2025-12-29T23:24Z [----] followers, [----] engagements


"Here is my most recent write up on ContextLogic $LOGC"  
[X Link](https://x.com/LDiscernment/status/2011111409506263451)  2026-01-13T16:21Z [----] followers, [----] engagements


"$LOGC advances US Salt acquisition and launches Fully Backstopped $115 Million Rights Offering Priced at $8.00 per share"  
[X Link](https://x.com/LDiscernment/status/2014739018114822390)  2026-01-23T16:36Z [----] followers, [----] engagements


"@RHBraathu Yea absolutely. I'm very interested to see if he goes big or goes for a few mid sized deals"  
[X Link](https://x.com/LDiscernment/status/2013761935318114541)  2026-01-20T23:53Z [----] followers, [--] engagements


"Here is my latest article in Tasmea $TEA.AX Tasmea is a founder-led industrial services compounder that crossed a scale inflection but healthy skepticism around the recent acquisition has the stock down 25%. I don't own it but am tempted"  
[X Link](https://x.com/LDiscernment/status/2021040184847106362)  2026-02-10T01:55Z [----] followers, [----] engagements

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