[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@KairosPraxis](/creator/twitter/KairosPraxis) "@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](/creator/x/KairosPraxis) on [X](/post/tweet/1937612371507237267) 2025-06-24 20:42:43 UTC XXX followers, XXX 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](/creator/x/KairosPraxis) on [X](/post/tweet/1943696766026609151) 2025-07-11 15:39:55 UTC XXX followers, 9133 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](/creator/x/KairosPraxis) on [X](/post/tweet/1947767879320928422) 2025-07-22 21:17:04 UTC XXX followers, XXX engagements "@optionsly @MikeFritzell @optionsly - your beef is with writers who share crappy ideas and get defensive Your point is valid of course but if you keep sharing terrible ideas subscribers will just drop out"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947071853161570441) 2025-07-20 23:11:19 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](/creator/x/KairosPraxis) on [X](/post/tweet/1945206681618567183) 2025-07-15 19:39:47 UTC XXX followers, XXX engagements "It's hard to write about companies like $TSM that are one-of-a-kind and firing on all cylinders and there's literally nothing to criticize. "Risk of invasion" - that's pretty much the entire bear case"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1942660960243572972) 2025-07-08 19:04:00 UTC XXX followers, 8195 engagements "@Investor_NICK_ Spot on. Have heard this from too many women. Easily willing to pay 10-20% more for Waymo"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946665260368159084) 2025-07-19 20:15:40 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](/creator/x/KairosPraxis) on [X](/post/tweet/1947763802801328614) 2025-07-22 21:00:52 UTC XXX followers, XX engagements "@wolfofharcourt I'm sure it's Uber adyen or meli. What terrible businesses 😉"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947692421401219252) 2025-07-22 16:17:14 UTC XXX followers, XX engagements "@valuedrift ugh yes. $GEO is too cyclical lol"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1943710926458196454) 2025-07-11 16:36:11 UTC XXX followers, XXX engagements "My one and only investing tip is don't place your limit orders at round numbers"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946680845521035469) 2025-07-19 21:17:35 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](/creator/x/KairosPraxis) on [X](/post/tweet/1947364955369705957) 2025-07-21 18:36:00 UTC XXX followers, 2599 engagements "@yetundiscovered Could you explain what you mean I use reddit daily"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947435758710653253) 2025-07-21 23:17:21 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](/creator/x/KairosPraxis) on [X](/post/tweet/1944805340123685368) 2025-07-14 17:05:00 UTC XXX followers, 7707 engagements "@no_cap_cap Lol you're on to me. I just fed a bunch of Buffett quotes to ChatGPT. Now it's time to sit back and collect my elonbux"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947403433822101651) 2025-07-21 21:08:54 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](/creator/x/KairosPraxis) on [X](/post/tweet/1944908967676629450) 2025-07-14 23:56:47 UTC XXX followers, XXX engagements "@RedshirtInsight What do you think is reddit's advantage in terms of its ad ecosystem compared to say Instagram or YouTube"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947436095995842586) 2025-07-21 23:18:41 UTC XXX followers, XX engagements "@DMTCapital @compoundpapi Groceries are pretty standardized (hard to get Rao's Marinara sauce wrong) but dinners can be idiosyncratic. I think $CART could work out but not sure about $DASH or Eats"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1944051030016372779) 2025-07-12 15:07:38 UTC XXX followers, XXX 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](/creator/x/KairosPraxis) on [X](/post/tweet/1936077832427561192) 2025-06-20 15:05:00 UTC XXX followers, 3542 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](/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](/creator/x/KairosPraxis) on [X](/post/tweet/1946365436515213338) 2025-07-19 00:24:16 UTC XXX followers, XX engagements "@no_cap_cap Maybe I misjudged $MRVL on Amazon Trainium. If and when this becomes official the stock should pop nicely"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945844857701900413) 2025-07-17 13:55:40 UTC XXX followers, XXX engagements "@valuedrift Travel from Canada to the states is down XX% as well lol. Probably more domestic travel within the states so Southwest Airlines and convenience stores $ATD"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946595306268754410) 2025-07-19 15:37:41 UTC XXX followers, XX 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](/creator/x/KairosPraxis) on [X](/post/tweet/1945492367941005512) 2025-07-16 14:35:00 UTC XXX followers, 1765 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](/creator/x/KairosPraxis) on [X](/post/tweet/1946310255945949650) 2025-07-18 20:45:00 UTC XXX followers, 4436 engagements "@NestBetter In the money with John Ewing he also mentions as one of his favourite names and explains clearly why investors are still apprehensive about the stock"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1944110376880165078) 2025-07-12 19:03:28 UTC XXX followers, XXX engagements "@Investor_NICK_ Honestly this feels like a PhD thesis compared to some of the other stock pitches I've seen 😅"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947790587933168030) 2025-07-22 22:47:19 UTC XXX followers, XX engagements "If you've been tracking a stock that trades at $XXX and wondering why it never drops below $XXX you can thank retail investors. Clustering limit orders at round numbers create predictable support and resistance levels"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946678683378536814) 2025-07-19 21:09:00 UTC XXX followers, 3058 engagements "@MetacriticCap @irbezek Tbh he'll just do it in a more surreptitious way lol. Thanks for the job postings data"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947122852982833344) 2025-07-21 02:33:58 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](/creator/x/KairosPraxis) on [X](/post/tweet/1947755897499140346) 2025-07-22 20:29:28 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](/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](/creator/x/KairosPraxis) on [X](/post/tweet/1947298382684307512) 2025-07-21 14:11:28 UTC XXX followers, XXX engagements "@valuedrift Can't think of a more immoral company suited to the current admin 🙃"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1943707881758470483) 2025-07-11 16:24:06 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](/creator/x/KairosPraxis) on [X](/post/tweet/1946386214954684909) 2025-07-19 01:46:50 UTC XXX followers, XX engagements "How much would you pay for an acquisition $CSU vs $TYL CSU: IRR XXXX% No way XX% or walk away. Tyler: In 2019 acquired Courthouse Tech. CFO noted "price wouldn't have mattered" because they could roll out the jury selection software across thousands of courts nationwide"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945124945509666840) 2025-07-15 14:15:00 UTC XXX followers, 3103 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](/creator/x/KairosPraxis) on [X](/post/tweet/1947768673965400532) 2025-07-22 21:20:14 UTC XXX followers, XXX engagements "@RedshirtInsight I would take the math olympiad result with a grain of salt. GPT always seems to do well after the questions have been out for a while which suggests data leakage"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946700566253477891) 2025-07-19 22:35:57 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](/creator/x/KairosPraxis) on [X](/post/tweet/1945315260849926363) 2025-07-16 02:51:15 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](/creator/x/KairosPraxis) on [X](/post/tweet/1941228375177359711) 2025-07-04 20:11:25 UTC XXX followers, 1795 engagements "Just realized there's a Constellation Brands (beer/wine) Constellation Energy (nuclear 🐐) and Constellation Software (VMS 🐐). Portfolio diversification hack: just buy every company named Constellation and call it a day"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1932475595809820805) 2025-06-10 16:31:00 UTC XXX followers, XXX 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](/creator/x/KairosPraxis) on [X](/post/tweet/1942992897961607352) 2025-07-09 17:03:00 UTC XXX followers, XXX 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](/creator/x/KairosPraxis) on [X](/post/tweet/1947784242114511077) 2025-07-22 22:22:06 UTC XXX followers, XX engagements "@DutchInvestors Long runway ahead for $WISE platform"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945660284762567043) 2025-07-17 01:42:15 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](/creator/x/KairosPraxis) on [X](/post/tweet/1942663460749267306) 2025-07-08 19:13:56 UTC XXX followers, 1367 engagements "@ALEXEIMARTOV @Investor_NICK_ Just found out Lyft market cap is only 6B"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946678889293467939) 2025-07-19 21:09:49 UTC XXX followers, XX engagements "@ChudCap Honestly more value to society than GenAI (at the moment) lol"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947341745391378435) 2025-07-21 17:03:46 UTC XXX followers, XX engagements "@StephenFrampto9 Other boring stuff like $MATR may also benefit from infrastructure build out"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945921715453702646) 2025-07-17 19:01:05 UTC XXX followers, XXX engagements "$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](/creator/x/KairosPraxis) on [X](/post/tweet/1945228194493214880) 2025-07-15 21:05:16 UTC XXX followers, 18K 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](/creator/x/KairosPraxis) on [X](/post/tweet/1946277541091725777) 2025-07-18 18:35:00 UTC XXX followers, 1252 engagements "If you thought $WISE was all about stealing customers from traditional banks think again. Wise allows many of the top banks to piggyback off its payment infrastructure via its white-label "Wise Platform" service including some big players"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1942959339393683578) 2025-07-09 14:49:39 UTC XXX followers, XXX engagements "@MoS_Investing Adobe is the Lululemon of Software 😬 They have some dedicated customers they buy back a ton of stock they should see ok growth but their moment has passed"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946763825841385841) 2025-07-20 02:47:19 UTC XXX followers, XXX engagements "@DurableCreators Market feels frothy. My totally random guess is everyone goes down"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947348163704090952) 2025-07-21 17:29:16 UTC XXX followers, XXX engagements "@optionsly Yup personal portfolios and individual equities. When do you sell"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947746730252112249) 2025-07-22 19:53:02 UTC XXX followers, XXX engagements "@MWG_Jamie Superb perspective esp the notion being the best along a Pareto frontier. I'm not a fan of their pricing strategy but Hock Tan is truly the 🐐 in terms of execution over the years"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947769968273015216) 2025-07-22 21:25:22 UTC XXX followers, XX engagements "$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](/creator/x/KairosPraxis) on [X](/post/tweet/1947673992464318855) 2025-07-22 15:04:00 UTC XXX followers, 9597 engagements "@RahulSetty_ Thanks - makes sense that both Gitlab and Github have a long runway ahead. My (minor) concern is Github has some advantage in AI-integration due to MSFT but so far that hasn't shown up in the product/demand"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947534764891668501) 2025-07-22 05:50:46 UTC XXX followers, XX 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](/creator/x/KairosPraxis) on [X](/post/tweet/1939095293070336190) 2025-06-28 22:55:19 UTC XXX followers, XXX engagements "If you invested in Descartes $DSG.TO at the peak of the dotcom bubble in March 2000 as of today you will be up by *checks notes* $XXXX (CAD)"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1937169526304502042) 2025-06-23 15:23:00 UTC XXX followers, XXX engagements "Honestly $CLBT is the perfect example of hold your nose and buy (h/t @valuedrift). Can't think of a more secular trend than "violation of civil liberties""  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1943782264896143654) 2025-07-11 21:19:40 UTC XXX followers, 2806 engagements "Continuing secular trend: Trading volumes keep increasing due to overall volatility FOMO buy-the-dippers and greater access for retail investors/traders. $IBKR commission revenues up XX% in Q2"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946218904746926350) 2025-07-18 14:42:00 UTC XXX followers, 1753 engagements "@irbezek @MetacriticCap Ian is spot on. CEO has walked back the comments but there may be short term fall out. My X cents: they see AI as a way to scale quickly and improve margins. More content= better retention. Whether they can do it without losing their magic is anybody's guess"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1947119142676594855) 2025-07-21 02:19:13 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@KairosPraxis
"@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 on X 2025-06-24 20:42:43 UTC XXX followers, XXX 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 on X 2025-07-11 15:39:55 UTC XXX followers, 9133 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 on X 2025-07-22 21:17:04 UTC XXX followers, XXX engagements
"@optionsly @MikeFritzell @optionsly - your beef is with writers who share crappy ideas and get defensive Your point is valid of course but if you keep sharing terrible ideas subscribers will just drop out" @KairosPraxis on X 2025-07-20 23:11:19 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 on X 2025-07-15 19:39:47 UTC XXX followers, XXX engagements
"It's hard to write about companies like $TSM that are one-of-a-kind and firing on all cylinders and there's literally nothing to criticize. "Risk of invasion" - that's pretty much the entire bear case" @KairosPraxis on X 2025-07-08 19:04:00 UTC XXX followers, 8195 engagements
"@Investor_NICK_ Spot on. Have heard this from too many women. Easily willing to pay 10-20% more for Waymo" @KairosPraxis on X 2025-07-19 20:15:40 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 on X 2025-07-22 21:00:52 UTC XXX followers, XX engagements
"@wolfofharcourt I'm sure it's Uber adyen or meli. What terrible businesses 😉" @KairosPraxis on X 2025-07-22 16:17:14 UTC XXX followers, XX engagements
"@valuedrift ugh yes. $GEO is too cyclical lol" @KairosPraxis on X 2025-07-11 16:36:11 UTC XXX followers, XXX engagements
"My one and only investing tip is don't place your limit orders at round numbers" @KairosPraxis on X 2025-07-19 21:17:35 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 on X 2025-07-21 18:36:00 UTC XXX followers, 2599 engagements
"@yetundiscovered Could you explain what you mean I use reddit daily" @KairosPraxis on X 2025-07-21 23:17:21 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 on X 2025-07-14 17:05:00 UTC XXX followers, 7707 engagements
"@no_cap_cap Lol you're on to me. I just fed a bunch of Buffett quotes to ChatGPT. Now it's time to sit back and collect my elonbux" @KairosPraxis on X 2025-07-21 21:08:54 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 on X 2025-07-14 23:56:47 UTC XXX followers, XXX engagements
"@RedshirtInsight What do you think is reddit's advantage in terms of its ad ecosystem compared to say Instagram or YouTube" @KairosPraxis on X 2025-07-21 23:18:41 UTC XXX followers, XX engagements
"@DMTCapital @compoundpapi Groceries are pretty standardized (hard to get Rao's Marinara sauce wrong) but dinners can be idiosyncratic. I think $CART could work out but not sure about $DASH or Eats" @KairosPraxis on X 2025-07-12 15:07:38 UTC XXX followers, XXX 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 on X 2025-06-20 15:05:00 UTC XXX followers, 3542 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 on X 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 on X 2025-07-19 00:24:16 UTC XXX followers, XX engagements
"@no_cap_cap Maybe I misjudged $MRVL on Amazon Trainium. If and when this becomes official the stock should pop nicely" @KairosPraxis on X 2025-07-17 13:55:40 UTC XXX followers, XXX engagements
"@valuedrift Travel from Canada to the states is down XX% as well lol. Probably more domestic travel within the states so Southwest Airlines and convenience stores $ATD" @KairosPraxis on X 2025-07-19 15:37:41 UTC XXX followers, XX 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 on X 2025-07-16 14:35:00 UTC XXX followers, 1765 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 on X 2025-07-18 20:45:00 UTC XXX followers, 4436 engagements
"@NestBetter In the money with John Ewing he also mentions as one of his favourite names and explains clearly why investors are still apprehensive about the stock" @KairosPraxis on X 2025-07-12 19:03:28 UTC XXX followers, XXX engagements
"@Investor_NICK_ Honestly this feels like a PhD thesis compared to some of the other stock pitches I've seen 😅" @KairosPraxis on X 2025-07-22 22:47:19 UTC XXX followers, XX engagements
"If you've been tracking a stock that trades at $XXX and wondering why it never drops below $XXX you can thank retail investors. Clustering limit orders at round numbers create predictable support and resistance levels" @KairosPraxis on X 2025-07-19 21:09:00 UTC XXX followers, 3058 engagements
"@MetacriticCap @irbezek Tbh he'll just do it in a more surreptitious way lol. Thanks for the job postings data" @KairosPraxis on X 2025-07-21 02:33:58 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 on X 2025-07-22 20:29:28 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 on X 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 on X 2025-07-21 14:11:28 UTC XXX followers, XXX engagements
"@valuedrift Can't think of a more immoral company suited to the current admin 🙃" @KairosPraxis on X 2025-07-11 16:24:06 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 on X 2025-07-19 01:46:50 UTC XXX followers, XX engagements
"How much would you pay for an acquisition $CSU vs $TYL CSU: IRR XXXX% No way XX% or walk away. Tyler: In 2019 acquired Courthouse Tech. CFO noted "price wouldn't have mattered" because they could roll out the jury selection software across thousands of courts nationwide" @KairosPraxis on X 2025-07-15 14:15:00 UTC XXX followers, 3103 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 on X 2025-07-22 21:20:14 UTC XXX followers, XXX engagements
"@RedshirtInsight I would take the math olympiad result with a grain of salt. GPT always seems to do well after the questions have been out for a while which suggests data leakage" @KairosPraxis on X 2025-07-19 22:35:57 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 on X 2025-07-16 02:51:15 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 on X 2025-07-04 20:11:25 UTC XXX followers, 1795 engagements
"Just realized there's a Constellation Brands (beer/wine) Constellation Energy (nuclear 🐐) and Constellation Software (VMS 🐐). Portfolio diversification hack: just buy every company named Constellation and call it a day" @KairosPraxis on X 2025-06-10 16:31:00 UTC XXX followers, XXX 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 on X 2025-07-09 17:03:00 UTC XXX followers, XXX 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 on X 2025-07-22 22:22:06 UTC XXX followers, XX engagements
"@DutchInvestors Long runway ahead for $WISE platform" @KairosPraxis on X 2025-07-17 01:42:15 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 on X 2025-07-08 19:13:56 UTC XXX followers, 1367 engagements
"@ALEXEIMARTOV @Investor_NICK_ Just found out Lyft market cap is only 6B" @KairosPraxis on X 2025-07-19 21:09:49 UTC XXX followers, XX engagements
"@ChudCap Honestly more value to society than GenAI (at the moment) lol" @KairosPraxis on X 2025-07-21 17:03:46 UTC XXX followers, XX engagements
"@StephenFrampto9 Other boring stuff like $MATR may also benefit from infrastructure build out" @KairosPraxis on X 2025-07-17 19:01:05 UTC XXX followers, XXX engagements
"$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 on X 2025-07-15 21:05:16 UTC XXX followers, 18K 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 on X 2025-07-18 18:35:00 UTC XXX followers, 1252 engagements
"If you thought $WISE was all about stealing customers from traditional banks think again. Wise allows many of the top banks to piggyback off its payment infrastructure via its white-label "Wise Platform" service including some big players" @KairosPraxis on X 2025-07-09 14:49:39 UTC XXX followers, XXX engagements
"@MoS_Investing Adobe is the Lululemon of Software 😬 They have some dedicated customers they buy back a ton of stock they should see ok growth but their moment has passed" @KairosPraxis on X 2025-07-20 02:47:19 UTC XXX followers, XXX engagements
"@DurableCreators Market feels frothy. My totally random guess is everyone goes down" @KairosPraxis on X 2025-07-21 17:29:16 UTC XXX followers, XXX engagements
"@optionsly Yup personal portfolios and individual equities. When do you sell" @KairosPraxis on X 2025-07-22 19:53:02 UTC XXX followers, XXX engagements
"@MWG_Jamie Superb perspective esp the notion being the best along a Pareto frontier. I'm not a fan of their pricing strategy but Hock Tan is truly the 🐐 in terms of execution over the years" @KairosPraxis on X 2025-07-22 21:25:22 UTC XXX followers, XX engagements
"$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 on X 2025-07-22 15:04:00 UTC XXX followers, 9597 engagements
"@RahulSetty_ Thanks - makes sense that both Gitlab and Github have a long runway ahead. My (minor) concern is Github has some advantage in AI-integration due to MSFT but so far that hasn't shown up in the product/demand" @KairosPraxis on X 2025-07-22 05:50:46 UTC XXX followers, XX 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 on X 2025-06-28 22:55:19 UTC XXX followers, XXX engagements
"If you invested in Descartes $DSG.TO at the peak of the dotcom bubble in March 2000 as of today you will be up by checks notes $XXXX (CAD)" @KairosPraxis on X 2025-06-23 15:23:00 UTC XXX followers, XXX engagements
"Honestly $CLBT is the perfect example of hold your nose and buy (h/t @valuedrift). Can't think of a more secular trend than "violation of civil liberties"" @KairosPraxis on X 2025-07-11 21:19:40 UTC XXX followers, 2806 engagements
"Continuing secular trend: Trading volumes keep increasing due to overall volatility FOMO buy-the-dippers and greater access for retail investors/traders. $IBKR commission revenues up XX% in Q2" @KairosPraxis on X 2025-07-18 14:42:00 UTC XXX followers, 1753 engagements
"@irbezek @MetacriticCap Ian is spot on. CEO has walked back the comments but there may be short term fall out. My X cents: they see AI as a way to scale quickly and improve margins. More content= better retention. Whether they can do it without losing their magic is anybody's guess" @KairosPraxis on X 2025-07-21 02:19:13 UTC XXX followers, XXX engagements