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[@eyesigh558](/creator/twitter/eyesigh558)
"@KairosPraxis And $avgo $10bn customer from last call isnt openAI so that could be extra upside for $CLS if theyre involved"  
[X Link](https://x.com/eyesigh558/status/1978149499483676999) [@eyesigh558](/creator/x/eyesigh558) 2025-10-14T17:22Z XXX followers, XXX engagements


"@KairosPraxis @JerryCap Adyen or csu - who wins over X years"  
[X Link](https://x.com/eyesigh558/status/1978479762629595289) [@eyesigh558](/creator/x/eyesigh558) 2025-10-15T15:15Z XXX followers, XX engagements


"@rubicon59 But everyone can see this . They have good earnings growth right now as they ramp Trainium X The issue is the stickiness of the Amzn relationship with Trainium X and competitive losses to alchip. Ie mid term eps growth. Mgmt have done a terrible job of explaining this"  
[X Link](https://x.com/eyesigh558/status/1961711300922229056) [@eyesigh558](/creator/x/eyesigh558) 2025-08-30T08:43Z XXX followers, XXX engagements


"@Crussian17 $csu.to not even rallying lol"  
[X Link](https://x.com/eyesigh558/status/1975260707324404025) [@eyesigh558](/creator/x/eyesigh558) 2025-10-06T18:03Z XXX followers, XXX engagements


"@KairosPraxis @JerryCap Of course but in somewhat similar camps of being capital disciplined tech compounders that arent considered cutting edge The multiple vs compounding algo is slightly different (adyen a bit higher growth) but interesting to see which one beats the fade more"  
[X Link](https://x.com/eyesigh558/status/1978530099814158812) [@eyesigh558](/creator/x/eyesigh558) 2025-10-15T18:35Z XXX followers, XX engagements


"@hhuang @EricJhonsa @KairosPraxis @CopyCat_Invest Think its a stretch for F26 but can easily see a $5bn revenue from oAI run rate for $CLS from F27 at X% OM. Prob can do $16-17bn of revenue ex oAI which can get you to $12+ of EPS"  
[X Link](https://x.com/eyesigh558/status/1978228454291046901) [@eyesigh558](/creator/x/eyesigh558) 2025-10-14T22:36Z XXX followers, XXX engagements


"@scuttleblurb any thoughts on $csu.to"  
[X Link](https://x.com/eyesigh558/status/1980357507597103334) [@eyesigh558](/creator/x/eyesigh558) 2025-10-20T19:36Z XXX followers, XXX engagements