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[@KairosPraxis](/creator/twitter/KairosPraxis)
"The best thing about investing is how little opinions and feelings matter. If you believe the market is undervaluing a stock you put your money where your mouth is. If you're right you get richer. There's no ROI for arguing with randos on the internet"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948752603434942722) 2025-07-25 14:30:01 UTC XXX followers, 2361 engagements


"@no_cap_cap @sv_techie 😭😭😭 this has to be the single worst statistic I've ever heard"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948920525725561052) 2025-07-26 01:37:17 UTC XXX followers, XX engagements


"@ClarkSquareCap @WelfareCapLLC Excellent. Thanks. In my view that's cleaner. Having insurance providers in the mix makes it harder to gauge the incentives"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948807036403417380) 2025-07-25 18:06:19 UTC XXX followers, XX engagements


"@StockAvengers Thanks for the great thread. I'm a big fan of Trubar but how much room do you think the company has for growth with just a protein bar (+ a protein powder) The market cap is currently 88M"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1937612371507237267) 2025-06-24 20:42:43 UTC XXX followers, XXX engagements


"@no_cap_cap Yeah I saw your tweet and asked it to come with a spin on the classic parable and make the ending surprising or funny"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948761894057107768) 2025-07-25 15:06:56 UTC XXX followers, XX engagements


"Cellebrite $CLBT is hailed as the next $AXON due to recurring revenue from law enforcement. Yet the stock rarely shows up on screeners because of negative earnings in '23 & '24. More concerning - the net income seems to be getting worse. So what gives A small mystery: 🧵"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1943696766026609151) 2025-07-11 15:39:55 UTC XXX followers, 9594 engagements


"@no_cap_cap Market will run out of steam only when XXX% of respondents vote for "mania still strong""  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948590421313012074) 2025-07-25 03:45:34 UTC XXX followers, XX engagements


"Interesting anecdote from the annual shareholder meeting of the Chapters Group $CHG.DE on how a subsidiary increased prices by XX% and saw zero churn. $CHG.DE aims to increase organic EBITDA growth to low double digit percentages by 2025 and beyond"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947767879320928422) 2025-07-22 21:17:04 UTC XXX followers, 2908 engagements


"@no_cap_cap @sv_techie Lots of smart people on twitter promoting $GTLB but id still like a larger margin of safety here. It's not a slam dunk for me yet"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948908059167949143) 2025-07-26 00:47:44 UTC XXX followers, XXX engagements


"@JerryCap This is a competitive space but market hasn't fully recognized $WISE's potential to collaborate with banks across the world via its platform"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945206681618567183) 2025-07-15 19:39:47 UTC XXX followers, XXX engagements


"@atelicinvest Sorry if this is a stupid question but why is this better than just having a project on Claude with the same docs in the project knowledge"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948848633383956836) 2025-07-25 20:51:36 UTC XXX followers, XXX engagements


"@optionsly Thanks Hedging out via options when markets are frothy definitely feels like the right approach here. I've found it hard to optimize around taxes. Unless you/your-spouse plan on retiring wouldn't you be incurring the tax hit sooner or later Stocks are rarely forever holds"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947763802801328614) 2025-07-22 21:00:52 UTC XXX followers, XXX engagements


"@no_cap_cap @KeyStocks I can't have so many stocks on my watchlist aaahhhh"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948488754244591776) 2025-07-24 21:01:34 UTC XXX followers, XX engagements


"Question for the hive mind: What is your strategy for selling when valuations become really stretched I typically trim half my position when price fundamentals and let the other half run until thesis breaks. But open to considering other approaches"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947734857783652377) 2025-07-22 19:05:51 UTC XXX followers, 2644 engagements


"@BradoCapital Saw this chart that Google Cloud is essentially AWS but XX quarters ago (more tailwinds now thanks to AI maybe)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948423110622875880) 2025-07-24 16:40:44 UTC XXX followers, XX engagements


"@wolfofharcourt I'm sure it's Uber adyen or meli. What terrible businesses 😉"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947692421401219252) 2025-07-22 16:17:14 UTC XXX followers, XXX engagements


"No smoke without fire Mediatek rumored to have won the award for manufacturing Meta's new ASIC focused on inference. A few interesting narratives on Broadcom vs Mediatek/Other lower-cost ASIC providers:"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948059580849656310) 2025-07-23 16:36:11 UTC XXX followers, XXX engagements


"@no_cap_cap Trailing stops make me feel like a loser but honestly I saw some data the other day suggesting that this is the right approach (vs selling when things get frothy)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947766052470829517) 2025-07-22 21:09:49 UTC XXX followers, XX engagements


"@no_cap_cap @KeyStocks It fits your nerdy compounder criteria. But growth has been pretty slow and lumpy historically"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948134694228226188) 2025-07-23 21:34:40 UTC XXX followers, XX engagements


"@ALEXEIMARTOV @GrumpierBTDay Sorry I'm still cringing at the idea of IBM buying Gitlab 😬😬😬 (makes sense though)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948792032140689443) 2025-07-25 17:06:41 UTC XXX followers, XX engagements


"3: $HASH.V took the opposite approach - financing everything through share issuance. XXX% dilution in XX months (38M to 108M shares). The rapid pace created chaos: audit delays cease trade orders failed integrations. Hard to build value when you can't leverage synergies"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948125396215460293) 2025-07-23 20:57:43 UTC XXX followers, XXX engagements


"On paper $RDDT doesn't look like it has a moat in selling ads (sophisticated users hostile to advertising). So I was surprised to hear Sharkninja's CEO say Reddit is where they're ramping ad spend the most this year"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947364955369705957) 2025-07-21 18:36:00 UTC XXX followers, 2695 engagements


"@VoyagerResBina Nice BTW is your display name a star trek reference"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948244415375409503) 2025-07-24 04:50:39 UTC XXX followers, XX engagements


"I don't own shares of $APP but the anecdotal data from Twitter suggests that their foray into e-commerce is going very very well. Currently Applovin is allowing brands that spend $10K on $META to pilot test its e-commerce platform"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1944805340123685368) 2025-07-14 17:05:00 UTC XXX followers, 7752 engagements


"@no_cap_cap @bigpoppastonk @SimeonResearch_ Dude WTF is this cursed image"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947796407055753589) 2025-07-22 23:10:26 UTC XXX followers, XX engagements


"@Skeptical1704 You are right that price is driving narrative here and I will eat my words by the end of the year if I'm wrong. That said I don't think management deserves a gold star more missteps than misfortune IMO (dilution issues with GM/cash burn debt etc.)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948158925544550719) 2025-07-23 23:10:57 UTC XXX followers, XXX engagements


"Will AI disrupt vertical market software That seems to be the question on everyone's mind. Two similar but complementary approaches on how VMS will integrate AI from Chapters $CHG.DE and Constellation $CSU.TO 🧵"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948850998522364385) 2025-07-25 21:01:00 UTC XXX followers, 1771 engagements


"@no_cap_cap Jeez what a terrible terrible bio. So bland"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947010653459517661) 2025-07-20 19:08:08 UTC XXX followers, XX engagements


"@no_cap_cap @KeyStocks 💯💯 re: CGY On the playlist next"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948159212942467400) 2025-07-23 23:12:06 UTC XXX followers, XXX engagements


"@no_cap_cap Yeah thought he spelled out the thesis superbly Made me more bullish on MATTR"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948164776221082036) 2025-07-23 23:34:12 UTC XXX followers, XX engagements


"@no_cap_cap Datacentre spend going up seems solid right but it's unclear how much of this spend goes to $MRVL. Worst case $MRVL is like AMD - stuck in the middle between the best player ($AVGO) and cheap Taiwanese manufacturers (Alchip)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1944908967676629450) 2025-07-14 23:56:47 UTC XXX followers, XXX engagements


"@no_cap_cap @StephenFrampto9 In the end it doesn't even MATR"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945997179568451665) 2025-07-18 00:00:57 UTC XXX followers, XX engagements


"@no_cap_cap I've been in 5-10% cash since May 😬 so you're probably right"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948932706600985008) 2025-07-26 02:25:41 UTC XXX followers, XX engagements


"Arista Networks' CEO Jayshree Ullal has got to be one of the most underrated leaders in Silicon Valley. She's been the CEO of $ANET since Oct 2008 the stock IPO'ed in June 2014 and is up 2523%. She's been the CEO for XX years and the company's still crushing it in Datacenters"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1936077832427561192) 2025-06-20 15:05:00 UTC XXX followers, 3544 engagements


"@RahulSetty_ Totally agree about AI - more people writing spaghetti code implies more need for workflow and process. What are your thoughts on competition Will GitHub catch up on the enterprise front"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947501174514462921) 2025-07-22 03:37:17 UTC XXX followers, XX engagements


"@optionsly Say more. I get Stripe and Adyen getting a cut but what else am I missing If they do offer a lower price that will attract more customers"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946365436515213338) 2025-07-19 00:24:16 UTC XXX followers, XXX engagements


"@bizalmanac Very nicely articulated. What do you mean which returns are "available to you" (I can guess but would like to hear your version)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945209911165563057) 2025-07-15 19:52:37 UTC XXX followers, XXX engagements


"So if General Mills owns Cheerios Chex Lucky Charms Trix and Cocoa Puffs does that make them a. Cereal acquirer"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1942329022844715406) 2025-07-07 21:05:00 UTC XXX followers, 3841 engagements


"@no_cap_cap Maybe I misjudged $MRVL on Amazon Trainium. If and when this becomes official the stock should pop nicely"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945844857701900413) 2025-07-17 13:55:40 UTC XXX followers, XXX engagements


"@no_cap_cap It's a tower with a camera attached bro. How much more of a moat do you need"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948047120013086960) 2025-07-23 15:46:41 UTC XXX followers, XX engagements


"@no_cap_cap I am going to become one of those accounts that post esoteric Buffet-esque quotes (created by ChatGPT) just to annoy you"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946254760270540894) 2025-07-18 17:04:29 UTC XXX followers, XXX engagements


"My barebones investing thesis for $GOOG is that GCP is uniquely positioned to benefit from Enterprise AI (internal model longer context window better chips)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945492367941005512) 2025-07-16 14:35:00 UTC XXX followers, 1943 engagements


"My barebones investing thesis for $GTLB: AI will create an exponential increase in spaghetti code. When machines write faster than humans can review you need tighter control over the entire software lifecycle - version control testing deployment. More AI code = more GitLab"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948784056876871681) 2025-07-25 16:35:00 UTC XXX followers, XXX engagements


"@RedshirtInsight @BerkelKip Lots of great businesses but I can't think of a single management other than CSU that I would implicit trust to do the right thing for shareholders every single time"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945709463345746377) 2025-07-17 04:57:40 UTC XXX followers, XX engagements


"Mccoy Global $MCB.TO feels like a solid buy here based on minimal assumptions: Revenue growth: XX% for X years (upcoming contracts) Profit Margin: XX% in 2027 (rentals saas) Total Shares outstanding: XXXX million 2027 Price: $6.58/share with 13PE Current Price: $4/share"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946310255945949650) 2025-07-18 20:45:00 UTC XXX followers, 4635 engagements


"@ALEXEIMARTOV Yeah fully agree. I use Claude XX - Gemini XX. But I use Gemini for all the heavy token stuff (lots of docs long conversations). So there's some selection bias here"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948422020816863693) 2025-07-24 16:36:24 UTC XXX followers, XX engagements


"5: Everything in this thread was synthesized from a superb article written by the folks at @KeyStocks. They have a great podcast which I highly recommend if you're into Canadian small/micro caps"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948128487287488731) 2025-07-23 21:10:00 UTC XXX followers, XXX engagements


"@sloth_cap I don't think there's a great answer to this question. Deepseek pretty damn good. My reason - I'm always worried about products that get cancelled. Chatgpt here for the long haul. - I also pay for Gemini. Long context window. I can upload lots of earnings docs"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948119595371364737) 2025-07-23 20:34:40 UTC XXX followers, XX engagements


"@viggy_krishnan @MWG_Jamie AVGO is a 1.3T company now. Not sure if they'll find enough large companies to acquire. (famous last words)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948099369778967016) 2025-07-23 19:14:18 UTC XXX followers, XX engagements


"@egr_investor Very cool Anything that really surprised you/challenged your priors"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948258351139234244) 2025-07-24 05:46:02 UTC XXX followers, XX engagements


"@no_cap_cap Oops sorry. Hope they're planning on getting Sydney Sweeney to promote those sexy defense products"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948473958468116581) 2025-07-24 20:02:47 UTC XXX followers, XX engagements


"This is at direct odds with the "Broadcom playbook". Before AI and datacenters Broadcom was known as the company that acquired smaller businesses and jacked up prices"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947755897499140346) 2025-07-22 20:29:28 UTC XXX followers, 1006 engagements


"@sv_techie @MaxTheComrade @Rubenslashh Thanks that makes sense. The copilot space is too competitive for me (Cursor Windsurf Claude code Gemini-cli) so i don't think that's where the pricing power will come from"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948813205918396874) 2025-07-25 18:30:50 UTC XXX followers, XX engagements


"@compoundpapi X. Gross Margins will never hit peak (75%) again due to structural issues (tariffs cogs TSM etc.) X. Airpocket as chip demand slows down and robotics/etc don't pick up. X. Weak networking revenue. X. Huawei comes up with alternative. X. AMD/Asics will replace NVDA"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948161050190168331) 2025-07-23 23:19:24 UTC XXX followers, XXX engagements


"Wanted to take a break from posting about ATHs and multibaggers. So here are my biggest investing Ls in recent memory and what I've learned from them: 1) $MTCH: Down XX% (trimmed position) 2) $CHGG: Sold for XX% loss (lol) Short 🧵"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1941227632881967453) 2025-07-04 20:08:28 UTC XXX followers, 12.1K engagements


"It's wild that some of the most technologically sophisticated firms in the world are the ones benefitting the most from GenAI Excerpts from $NFLX and $TSM earnings calls:"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947298382684307512) 2025-07-21 14:11:28 UTC XXX followers, 1760 engagements


"@atelicinvest Lol I'm not going to bank on PMs/HR folks writing more code 😉 Github vs Gitlab is pretty divided. Likely scenario is MSFT gains a distributional advantage for Github like Teams but it's most a duopoly"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948816298894352698) 2025-07-25 18:43:07 UTC XXX followers, XX engagements


"@ALEXEIMARTOV @GrumpierBTDay Oooh this is a really good take (and the right one). I don't see AWS doing it because they have some shitty offerings themselves - codebuild/codecommit/codepipeline. So it would ruffle some feathers internally"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948789643752636494) 2025-07-25 16:57:12 UTC XXX followers, XX engagements


"@valuedrift @HiroPro79750486 Thanks for the pointer. Korean defense sounds like a great play honestly. Only company I follow there is Hanhwa Are there other companies you find interesting in that space"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946386214954684909) 2025-07-19 01:46:50 UTC XXX followers, XX engagements


"If you want to learn more about $CHG.DE and how its approach differs from Constellation and other serial acquirers check out the newsletter by @MichaelGielkens of Tresor Cap. I highly recommend you subscribe"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947768673965400532) 2025-07-22 21:20:14 UTC XXX followers, XXX engagements


"@GrumpierBTDay I really appreciate the unsolicited opinion haha. I have so many questions for you (may DM you later) but for now what do you mean by quality of service Do you think GTLB and Github could be a duopoly"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948785530843349340) 2025-07-25 16:40:51 UTC XXX followers, XX engagements


"@no_cap_cap @KeyStocks Yeah Agreed. Given their style they have a year or two with no acquisitions when the price will dip. But over the long term they've been a solid compounder (minus covid)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948157775386722610) 2025-07-23 23:06:23 UTC XXX followers, XX engagements


"@NestBetter @no_cap_cap It's not just the fanclub. MATR is in the middle of its turnaround story and it's a little complicated so it could take a while"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945315260849926363) 2025-07-16 02:51:15 UTC XXX followers, XXX engagements


"@no_cap_cap I hear you. I often wonder how I read Lord of the Rings at 15"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946603281075073159) 2025-07-19 16:09:23 UTC XXX followers, XX engagements


"My barebones investment thesis for $GOOG is that their cloud offering will continue growing at 20-25% CAGR for the next X years at higher margins (AWS is at 39%) whereas Youtube will grow at XX% for the next X years"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1929554599486111966) 2025-06-02 15:04:00 UTC XXX followers, 4112 engagements


"2: $FTG's playbook: Patient but synergistic acquisitions (7 since 2004) + complementary product offerings. They use debt to buy companies then aggressively pay it down. Zero dilution. In XX years of major acquisitions share count went from 24.09M to 24.92M"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948125013250380256) 2025-07-23 20:56:12 UTC XXX followers, XXX engagements


"Fascinating stat from $NFLX earnings call: No individual show contributes more than X% of viewing time. NFLX seems to have learned its lesson from the streaming wars. The platform is so diversified that losing any one "hit show" would hardly would hardly impact viewers"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948030340720980269) 2025-07-23 14:40:00 UTC XXX followers, XXX engagements


"1: $MTCH: Current stock price $XX (cost basis: $46) Original Thesis: Invest in companies even an idiot can run. Lessons: Never underestimate bad management. Invest in companies that don't squeeze their customers. Incentives (platform wants you to stay customers want to leave)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1941228375177359711) 2025-07-04 20:11:25 UTC XXX followers, 1797 engagements


"@invest091 Bonus fun fact: Duolingo has a taqueria in Pittsburgh that has a 4.7-star rating on Google and does somewhere around $800K - $1.3million in revenue Naturally you get a discount if you order in Spanish"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1942992897961607352) 2025-07-09 17:03:00 UTC XXX followers, XXX engagements


"A tale of two M&A approaches: Firan vs Simply Solventless $FTG operates in the aerospace industry (PCBs & flight recorders) while $HASH.V is an end-to-end cannabis producer. Both companies rely on M&A but the execution couldn't be more different and the results reflect that. 🧵"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948124529441603948) 2025-07-23 20:54:16 UTC XXX followers, 3559 engagements


"@neilagarwal98 Your point is well taken. Things are too tight right to justify the risk of going with Mediatek. I did read that Google is making two versions of its 7th gen TPU. Perhaps the cheaper one goes to Mediatek"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947784242114511077) 2025-07-22 22:22:06 UTC XXX followers, XXX engagements


"@lokoyacap @BenBajarin As budgets go up wouldn't they be more incentives to "pilot test" mediatek with a cheaper or lower stakes chip"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948454189157253298) 2025-07-24 18:44:13 UTC XXX followers, XX engagements


"@bigpoppastonk @SimeonResearch_ @no_cap_cap"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947791227078009332) 2025-07-22 22:49:51 UTC XXX followers, XX engagements


"@DutchInvestors Long runway ahead for $WISE platform"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945660284762567043) 2025-07-17 01:42:15 UTC XXX followers, XXX engagements


"How does past performance predict the future ❌- Stocks that went up or strategies that performed well in the past continuing to deliver ✅- Good capital allocators still allocating capital in fantastic ways"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947400439499997569) 2025-07-21 20:57:00 UTC XXX followers, XXX engagements


"@3Plantey2 You're right. Historically they've had a lousy rep. Not sure if they'll overcome that"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947780831197405530) 2025-07-22 22:08:32 UTC XXX followers, XXX engagements


"Are there other companies that meet this criterion - great businesses with virtually zero competition that are executing perfectly and the bear case is a one-liner A few other great businesses that come close to but fall short of this bar: - $NET - $SHOP - $ARM - $RACE"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1942663460749267306) 2025-07-08 19:13:56 UTC XXX followers, 1372 engagements


"1: Chapters Group: They already own the "Crocs" (core systems that are hard to replace). Now AI lets them build the "Jibbitz" too - the application layer that was previously left to third parties. Infinite AI apps = bespoke solutions + organic growth (h/t @MichaelGielkens)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948851877975916795) 2025-07-25 21:04:30 UTC XXX followers, XXX engagements


"@onecentinvest Ok that's very reasonable and lol at Lebron comparison. $HASH has enough opportunity course correct. The comparison to $WELL is good too. Well is a generally good business but the management messed up pretty bad recently"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948485198393311409) 2025-07-24 20:47:27 UTC XXX followers, XXX engagements


"Pareto principle for investment research: Once you build out your portfolio XX% of your time should be spent doing maintenance on stocks you already own vs XX% on due diligence for new stocks. In bull markets everyone seems to be doing the opposite 😅"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948100805363655117) 2025-07-23 19:20:00 UTC XXX followers, 17.7K engagements


"@no_cap_cap Hahaha agree with you on ASML. Difficult to predict demand when you only make XX machines a year. Which is also my issue with GE Vernova"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948522828900209033) 2025-07-24 23:16:58 UTC XXX followers, XX engagements


"@no_cap_cap Can't get this cursed image out of my head"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948954027242230067) 2025-07-26 03:50:24 UTC XXX followers, XX engagements


"@Skeptical1704 Ok that's very reasonable. Thanks. Are you concerned about the gross margins dipping all of a sudden"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948402303620292827) 2025-07-24 15:18:03 UTC XXX followers, XX engagements


"$MCB.TO McCoy Global is a $78M provider of automated tubular running services for the O&G industry recently pivoting to a bundling + SaaS revenue model. Lots of smart folks cover McCoy but I want to provide a different perspective on what makes this company unique: 🧵: 1/4"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945228194493214880) 2025-07-15 21:05:16 UTC XXX followers, 18.3K engagements


"@no_cap_cap I'm just kidding but you should listen to this guy"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948504533442691559) 2025-07-24 22:04:16 UTC XXX followers, XXX engagements


"@no_cap_cap Thanks. I'm particularly proud of this stupid story even though I didn't come up with it"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948753134773223482) 2025-07-25 14:32:08 UTC XXX followers, XX engagements


"@NestBetter This is not an investing style that particularly jives with me but as you mentioned if you have the ability to quickly size up a stock + formulate a thesis it can be great"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948156502566457772) 2025-07-23 23:01:19 UTC XXX followers, XXX engagements


"Imagine every single consumer business - $NFLX $MTCH $DUOL $SPOT - making 15-30% more profit on at least half its subscriptions. From interview with Hinge CEO Justin McLeod"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946277541091725777) 2025-07-18 18:35:00 UTC XXX followers, 1472 engagements


"If you thought $WISE was all about stealing customers from traditional banks think again. Wise allows many of the top banks to piggyback off its payment infrastructure via its white-label "Wise Platform" service including some big players"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1942959339393683578) 2025-07-09 14:49:39 UTC XXX followers, XXX engagements


"@ReturnsJourney @WagieCapital You're probably right. I've made my peace with the fact that the market alternately sours on AI capex spending"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947905485853569123) 2025-07-23 06:23:52 UTC XXX followers, XX engagements


"@jamesganes101 That's an interesting difference. Thanks. I guess real estate is more about turnarounds/realizing value as you put it vs companies can increase their earnings over a long horizon"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948170872407183755) 2025-07-23 23:58:25 UTC XXX followers, XX engagements


"@atelicinvest Good point. Seat based pricing not great if number of developers is halved lol. I suspect this will change as they already have some AI addons that charge per compute"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948810647723975083) 2025-07-25 18:20:40 UTC XXX followers, XX engagements


"@ALEXEIMARTOV @no_cap_cap On a serious note this is why I don't recommend ideas to family. Invariably get a call X weeks later asking why the stock hasn't gone up yet. Thankfully @no_cap_cap doesn't have my address"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945149413510238266) 2025-07-15 15:52:13 UTC XXX followers, XXX engagements


"@no_cap_cap @KeyStocks Your watchlist is full of boring compounders but shame on you for having ASML there 🥲"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948503377941594536) 2025-07-24 21:59:41 UTC XXX followers, XX engagements


"@optionsly Yup personal portfolios and individual equities. When do you sell"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947746730252112249) 2025-07-22 19:53:02 UTC XXX followers, XXX engagements


"@MWG_Jamie Superb perspective esp the notion being the best along a Pareto frontier. I'm not a fan of their pricing strategy but Hock Tan is truly the 🐐 in terms of execution over the years"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947769968273015216) 2025-07-22 21:25:22 UTC XXX followers, XXX engagements


"@Stocks_Stones Great write-ups as always. Much appreciated. I'm excited for DBOX this year as there are multiple growth vectors (more hit films + more theatres). Check out this reddit thread"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948487966328062295) 2025-07-24 20:58:26 UTC XXX followers, XXX engagements


"$AVGO still a remarkable business but cracks finally showing up in its armor as hyperscalers turn to cheaper ASIC providers (based out of Taiwan) to cut costs"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947673992464318855) 2025-07-22 15:04:00 UTC XXX followers, 19K engagements


"@BobGrayson15 Thanks for the backdrop. I think Mediatek only one needs one win (e.g. an inference focused ASIC) and the game is on. But even if that doesn't pan out agree with you on low cost chips"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947897648008003596) 2025-07-23 05:52:44 UTC XXX followers, XX engagements


"Funny that CEOs write the same type of BS on LinkedIn as the rest of us"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946948219340288247) 2025-07-20 15:00:02 UTC XXX followers, XXX engagements


"@CopyCat_Invest @EricJhonsa On the competitive headwinds it looks like they lost to Alchip mostly because Amazon didn't want to pay a lot for their Amazon Basics chips"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1939095293070336190) 2025-06-28 22:55:19 UTC XXX followers, XXX engagements


"@no_cap_cap I don't have if I agree - I haven't found fintwit to be great for bear theses. But it's good for identifying red flags/one key metric about a stock that you should watch out for. (maybe that's what you mean as well)"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948784389996921193) 2025-07-25 16:36:19 UTC XXX followers, XX engagements


"@MetacriticCap A few companies I know block all the cutting edge models (ChatGPT Claude etc.) and give employees access to an internal AI. It's so bad"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1948092314448281714) 2025-07-23 18:46:16 UTC XXX followers, XX engagements


""Investing is this tension between having eternal patience which you need to be able to have if the business is performing well and the stock isnt versus the other end of that spectrum where you become stubborn and you wont react to new information". - Bill Nygren"  
![@KairosPraxis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1886165457599700992.png) [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946245831868158013) 2025-07-18 16:29:00 UTC XXX followers, XXX engagements