[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 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1886165457599700992.png) @KairosPraxis Kairos

Kairos posts on X about stocks, $ibkr, $pstg, $cls the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1886165457599700992/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886165457599700992/c:line/m:interactions.svg)

- X Week XXXXXXX +60%
- X Month XXXXXXX +19%
- X Months XXXXXXXXX +72,018%

### Mentions: XX [#](/creator/twitter::1886165457599700992/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886165457599700992/c:line/m:posts_active.svg)

- X Week XXX +33%
- X Month XXX +4%
- X Months XXXXX +7,340%

### Followers: XXXXX [#](/creator/twitter::1886165457599700992/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886165457599700992/c:line/m:followers.svg)

- X Week XXXXX +3.40%
- X Month XXXXX +19%
- X Months XXXXX +4,795%

### CreatorRank: XXXXXXX [#](/creator/twitter::1886165457599700992/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886165457599700992/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1886165457599700992/influence)
---

**Social category influence**
[stocks](/list/stocks)  #3525 [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #723 [technology brands](/list/technology-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) 0.85%, [$ibkr](/topic/$ibkr) #19, [$pstg](/topic/$pstg) #4, [$cls](/topic/$cls) #21, [$wise](/topic/$wise) #5, [$meta](/topic/$meta) #144, [meta](/topic/meta) 0.32%, [$avgo](/topic/$avgo) #157, [agentic](/topic/agentic) #32, [$uber](/topic/$uber) #27

**Top accounts mentioned or mentioned by**
[@no_cap_cap](/creator/undefined) [@nocapcap](/creator/undefined) [@optionsly](/creator/undefined) [@alexeimartov](/creator/undefined) [@atelicinvest](/creator/undefined) [@bizalmanac](/creator/undefined) [@3plantey2](/creator/undefined) [@simeonresearch](/creator/undefined) [@bigpoppastonk](/creator/undefined) [@redshirtinsight](/creator/undefined) [@valuedrift](/creator/undefined) [@simeonresearch_](/creator/undefined) [@cj0pp3l](/creator/undefined) [@irbezek](/creator/undefined) [@copycatinvest](/creator/undefined) [@maxthecomrade](/creator/undefined) [@berkelkip](/creator/undefined) [@compoundpapi](/creator/undefined) [@skeptical1704](/creator/undefined) [@jevgenijs](/creator/undefined)

**Top assets mentioned**
[Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Coldstack (CLS)](/topic/$cls) [Wise (WISE)](/topic/$wise) [Metadium (META)](/topic/$meta) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [4 (FOUR)](/topic/$four) [Costco Hot Dog (COST)](/topic/$cost) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Brookfield Corporation (BN)](/topic/$bn) [IREN Limited (IREN)](/topic/$iren) [Coda Octopus Group, Inc. Common stock (CODA)](/topic/$coda) [Pangolin (PNG)](/topic/$png) [Toast, Inc. (TOST)](/topic/$tost) [Hive (HIVE)](/topic/$hive) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Danaher Corporation (DHR)](/topic/$dhr) [SAP SE (SAP)](/topic/$sap) [Now Coin (NOW)](/topic/$now) [Micron Technology, Inc. (MU)](/topic/$mu) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Costco Wholesale Corporation (COST)](/topic/costco) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Microsoft Corp. (MSFT)](/topic/$msft) [Roper Technologies Inc (ROP)](/topic/$rop) [Autodesk Inc (ADSK)](/topic/$adsk) [69Coin (69)](/topic/$69) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Garmin Ltd. (GRMN)](/topic/$grmn) [Cognex, Corp. (CGNX)](/topic/$cgnx) [Corning Incorporated (GLW)](/topic/$glw) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Fluence (FLT)](/topic/$flt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MUX Protocol (MCB)](/topic/$mcb) [Rubrik, Inc. (RBRK)](/topic/$rbrk)
### Top Social Posts [#](/creator/twitter::1886165457599700992/posts)
---
Top posts by engagements in the last XX hours

"Second acts are tough. It's rare to find CEOs who've successfully grown two separate companies. - Larry Culp had an incredible run at $DHR before executing $GE's turnaround. - Bill McDermott was great at $SAP before becoming a rockstar at $NOW. Other recent CEOs come to mind"  
[X Link](https://x.com/KairosPraxis/status/1960767010905727235) [@KairosPraxis](/creator/x/KairosPraxis) 2025-08-27T18:10Z 1926 followers, 36.9K engagements


"My barebones investing thesis for $HOOD is that the level of FOMO in the economy is off the charts right now. So many young people want to just day trade momentum names instead of doing a 9-5"  
[X Link](https://x.com/KairosPraxis/status/1966604379693195492) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-12T20:46Z 1926 followers, 1279 engagements


"Move over $SNDK/Kioxia I have a new favorite Flash memory stock. - $PSTG is pricey right now around 40x NTM P/E (50x P/FCF). - However the hyperscaler deals take a while to materialize so planning to buy on dips. - Topline growth is not as strong this is a margin story"  
[X Link](https://x.com/KairosPraxis/status/1975240886633005260) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-06T16:45Z 1926 followers, 3029 engagements


"The one stock that excites me the most is PureStorage $PSTG - Secular tailwinds as HDD -- Flash + moar data - Moat on top of tailwinds: Huge power savings - XX% recurring revenue + royalties from datacenters - Good FCF + buybacks + strong management"  
[X Link](https://x.com/KairosPraxis/status/1978196792538710526) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T20:30Z 1926 followers, 2385 engagements


"Quick clarification: $PSTG's multiple is stretched right - I'd suggest waiting for a better entry point. (I don't obsess over multiples during due diligence. Prefer to find good businesses/stocks and wait for temporary mispricings)"  
[X Link](https://x.com/KairosPraxis/status/1978455317726863684) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T13:38Z 1926 followers, 1028 engagements


"Compute gets all the attention but for inference memory (DRAM) is the real bottleneck. More queries longer contexts agentic workflows = memory GPU. Current GPUs max at 192GB HBM. Barely enough for a single long conversation. Hard not to be bullish $MU $LRCX $AMAT $AVGO"  
[X Link](https://x.com/KairosPraxis/status/1978838343472296285) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T15:00Z 1926 followers, 1716 engagements


"@fintegrate Thanks. Good point on how AI impacts Gitlab. Maybe one addendum: - Fewer developers -- less need for $GTLB - More AI-generated code --- $GTLB is needed to maintain code base. Not sure how the competing forces play out"  
[X Link](https://x.com/KairosPraxis/status/1979301240866488586) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T21:39Z 1927 followers, XXX engagements


"@QualityInvest5 Costco has a lot of negotiating power against vendors so I doubt it. In this case this probably gives Uber good ltv and expected value if people don't use it up fully"  
[X Link](https://x.com/KairosPraxis/status/1979703273415405700) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T00:16Z 1926 followers, 2094 engagements


"@DurableCreators I'm hesitant to offer $MSFT because I have no clue what Office will look like XX years from (but I know it's very hard to replace based on what my org does). - $SNPS/$CDNS probably very hard to replace. - $ROP/$ADSK too (essentially software geared for a specific domain)"  
[X Link](https://x.com/KairosPraxis/status/1973091631059378197) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-30T18:24Z 1926 followers, XXX engagements


"Pure Storage $PSTG essentially offers storage-as-a-service using Flash memory. I never took them seriously because there's no moat in storage. But the more I read about their datacenter deal with $META the more I am impressed 🧵"  
[X Link](https://x.com/KairosPraxis/status/1975224213075296273) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-06T15:38Z 1926 followers, 6669 engagements


"$IBKR is one of the stocks in my forever portfolio. Expensive at $XX (36LTM PE) but even with conservative assumptions returns are fine - Accounts grow at 20%/15% (30% today) - Commissions (600/acc) 🔽3%/yr - Interest (900/acc) 🔽 XX% 25x terminal PE Result: XXXX% 10yr CAGR"  
[X Link](https://x.com/KairosPraxis/status/1978877684101861582) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T17:36Z 1927 followers, 7525 engagements


"Cellebrite $CLBT is now an agentic AI company (The virtualization tech is more relevant tbh: "multiple Cellebrite customers in the defense and intelligence sector in both EMEA and Asia Pacific have subscribed to Corelliums solutions")"  
[X Link](https://x.com/KairosPraxis/status/1979925758072996006) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T15:01Z 1927 followers, 1945 engagements


"$AVGO stock jumped by XX% after the announcement of a partnership with OpenAI except if you were paying attention to Celestica earnings calls everything was telegraphed as early as Q4 2024 including timeline + custom asics at rack scale. $CLS 2026 guidance gonna be 🔥"  
[X Link](https://x.com/KairosPraxis/status/1978112055459881178) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T14:54Z 1926 followers, 12.3K engagements


"Did the Ancient Greeks really believe in Zeus & the other gods in the Pantheon Great answer from @TheRestHistory podcast: Their relationship to the gods was like ours to the stock market - an omnipresent force you don't question just navigate. You appease it or it destroys you"  
[X Link](https://x.com/KairosPraxis/status/1979652707402309661) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T20:56Z 1926 followers, XXX engagements


"@hhuang $CLS mentioned the rack scale thing in their earnings call too. 2026 guidance gonna be 🔥"  
[X Link](https://x.com/KairosPraxis/status/1977869962782904804) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-13T22:52Z 1926 followers, 3168 engagements


"Cc @hhuang @CopyCat_Invest @EricJhonsa Thoughts on what all this means for $CLS"  
[X Link](https://x.com/KairosPraxis/status/1978120541778117109) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T15:27Z 1926 followers, XXX engagements


"The best way to get a sense for how the datacenter build out is going to play out is so listen to the earnings calls of $CLS and other ODMs. Not even joking"  
[X Link](https://x.com/KairosPraxis/status/1978131970396741884) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T16:13Z 1926 followers, XXX engagements


"Natural gas is the future when it comes to powering datacenters. Meanwhile Canada's largest nat gas producer this year:"  
[X Link](https://x.com/KairosPraxis/status/1979968035650724338) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T17:49Z 1927 followers, 1696 engagements


"@ToddWenning Have the self-serve coffee machine use AI to misspell my name and then we're talking"  
[X Link](https://x.com/KairosPraxis/status/1979969425966080449) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T17:54Z 1926 followers, XX engagements


"@BerkelKip @NicoperJES @no_cap_cap My criteria: Companies with hardware for a specific vertical and then using software to lock-in + recurring revenue. Goat: $AXON Good: $GRMN $CLBT $MCB.TO $CGNX Close but no cigar: $ISRG (unsure of software moat)"  
[X Link](https://x.com/KairosPraxis/status/1951874306218029107) [@KairosPraxis](/creator/x/KairosPraxis) 2025-08-03T05:14Z 1916 followers, 22K engagements


"Serious question: Why do companies like $CSU $BN and $TVK that have an excellent track record of reinvesting cash bother with such miniscule dividends"  
[X Link](https://x.com/KairosPraxis/status/1955698369692590280) [@KairosPraxis](/creator/x/KairosPraxis) 2025-08-13T18:30Z 1924 followers, 18.7K engagements


"@SleepwellCap @WTCM3 Little bit of both right They're trying to stay ahead of the competition but from what I recall Remitly and others are not that far behind and even ahead in some corridors. (left pic is $WISE)"  
[X Link](https://x.com/KairosPraxis/status/1963313135248347448) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-03T18:48Z 1923 followers, XXX engagements


"@Finding_Moats There's going to be EV charging stations in Tim Hortons soon. Not sure how it impacts $ATD.TO"  
[X Link](https://x.com/KairosPraxis/status/1963677911736782891) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-04T18:57Z 1916 followers, XXX engagements


"Canada just approved a new 10B LNG project with many more in the pipeline😉 $GTT poised to benefit from this: they license tanks for LNG storage at -163C and earn royalties. Also provide engineering support. Asset light business with XX% margins. (h/t @atelicinvest)"  
[X Link](https://x.com/KairosPraxis/status/1968414908959293761) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-17T20:41Z 1908 followers, 2952 engagements


"@DurableCreators Ah very nice I guess the "magic formula" is to buy infrastructure names which have strong secular tailwinds durable moat and are positioned better than their peers. Also looks like you favor picks and shovels plays"  
[X Link](https://x.com/KairosPraxis/status/1972727215214501960) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-29T18:16Z 1910 followers, XXX engagements


"@petrolengg Yup very clean and simple bet. ASML especially"  
[X Link](https://x.com/KairosPraxis/status/1973101522503324057) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-30T19:03Z 1917 followers, XX engagements


"@JerryCap Yup. Agree with you they seem fairly valued here all things considered"  
[X Link](https://x.com/KairosPraxis/status/1973162306382209032) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-30T23:05Z 1920 followers, XXX engagements


"The economy is running on datacenter capex right now. But investors are not accounting for how long these DCs take to come online. Any business that can help cut down the timeline or get the AI loads online faster will continue to do well. For example $IREN $GLW $VRT"  
[X Link](https://x.com/KairosPraxis/status/1974179940548685871) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-03T18:29Z 1916 followers, 2091 engagements


"@Larryjamieson_ Thanks appreciate it. It looks like they are trying reinvetn themselves for the younger generation (collab with Luckin' coffee) so let's see how it goes"  
[X Link](https://x.com/KairosPraxis/status/1974603544318914840) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-04T22:32Z 1914 followers, XXX engagements


"@onecentinvest I like $FLT as a business* but good god the stock price is completely disconnected from the fundamentals right now. * - they pivoted from drone manufacturing (low margin) to offering drones as a service (high margin) - experienced ceo"  
[X Link](https://x.com/KairosPraxis/status/1974647826970722552) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-05T01:28Z 1914 followers, XXX engagements


"@valuehurts ADBE/DHR/CSU/FOUR/ISRG Not the most hated but good entry points"  
[X Link](https://x.com/KairosPraxis/status/1974959604120564156) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-05T22:07Z 1913 followers, 1025 engagements


"A few months ago people were sure that AI chip startups (Groq Cerebras SambaNova) would displace $NVDA as inference training. Yet they've dropped off the radar. They bet massively on on-chip memory but the chips couldn't scale with model size nor handle new architectures"  
[X Link](https://x.com/KairosPraxis/status/1975604784565538938) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-07T16:51Z 1913 followers, 2148 engagements


"@BlackScholesMan Any thoughts on $CODA sonar imaging vs $PNG (kraken robotics)"  
[X Link](https://x.com/KairosPraxis/status/1975651154207047895) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-07T19:55Z 1913 followers, XXX engagements


"@oc_ulus Other stocks that almost made the cut - $TOI.V - $XXX - $NCI.V - $XXX - $TVK - $XXX - $MCB - $XXX Need to drop further - $RBRK - $XX - $PSTG - $80"  
[X Link](https://x.com/KairosPraxis/status/1975667950859268377) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-07T21:02Z 1902 followers, 1129 engagements


"@no_cap_cap Thesis for zomd is super simple: advertising getting very complex. They are managing budgets for other clients. If you want to build conviction the interview with the chairman is a good place to start"  
[X Link](https://x.com/KairosPraxis/status/1975719378185306568) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-08T00:26Z 1909 followers, XX engagements


"$WISE also benefitted from a period of high interest rates which enabled it to collect interest on cash balances and build it out its infrastructure. Its competitors may not be so lucky if we move to a low/medium-interest regime"  
[X Link](https://x.com/KairosPraxis/status/1975946298038931738) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-08T15:28Z 1920 followers, XXX engagements


"@_triangulate_ Thought $PNG stock price was $XX for a second (the way it's been going)"  
[X Link](https://x.com/KairosPraxis/status/1975948180887081103) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-08T15:35Z 1913 followers, XXX engagements


"@longriver_hk @ToddWenning To be honest $WISE got very lucky with all that interest income (and the whole thing about not being able to pay UK customers) which enabled it to invest in infrastructure"  
[X Link](https://x.com/KairosPraxis/status/1976069455185838129) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-08T23:37Z 1920 followers, XXX engagements


"@atelicinvest $FOUR is a good business but it's telling that all people are excited about is the multiple 🤷♂"  
[X Link](https://x.com/KairosPraxis/status/1976135723842408484) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-09T04:00Z 1916 followers, 1480 engagements


"@no_cap_cap Gemini picks up the slack from ad revenue so I think $GOOG will be fine. Also AI mode is cracked so I may be wrong"  
[X Link](https://x.com/KairosPraxis/status/1976728590764196185) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-10T19:16Z 1913 followers, XX engagements


"$DBO.TO extremely attractive at 14P/E. I added to my position at $XXX Thesis: - 1000 Dbox seats in XXX theaters last year. High margin royalty revenue yoy. - CEO just bought $44K shares in open market at $XXXX - Constantly pushing the envelope in military training/racing sims"  
[X Link](https://x.com/KairosPraxis/status/1976746463012000214) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-10T20:27Z 1924 followers, 7106 engagements


"@TacticzH This is my thesis for $IBKR. In short markets be crazy"  
[X Link](https://x.com/KairosPraxis/status/1976751722199498798) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-10T20:48Z 1914 followers, XXX engagements


"@TacticzH Sorry should have explained better. - Geopolitical situation is nasty. Markets are extremely volatile. A single tweet can push a stock up or down by 1000%. - People trade stocks non-stop - Best way to play is to buy $IBKR (or other brokers). More trading = more revenue"  
[X Link](https://x.com/KairosPraxis/status/1976762304218751371) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-10T21:30Z 1914 followers, XXX engagements


"@no_cap_cap Hahaha that's fair. I guess technically $TOI is mostly EU based"  
[X Link](https://x.com/KairosPraxis/status/1976850007300198580) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-11T03:19Z 1913 followers, XXX engagements


"@subset_member Yeah looks like September was strong despite weaker results earlier. Mixed quarter"  
[X Link](https://x.com/KairosPraxis/status/1977126634156343657) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-11T21:38Z 1903 followers, XX engagements


""Without data centers GDP growth was XXX% in the first half of 2025". OK but datacenter capex is not just chips. People dismiss how many areas of the "real economy" are supported by the datacenter build out"  
[X Link](https://x.com/KairosPraxis/status/1977766924542001301) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-13T16:02Z 1913 followers, 2944 engagements


"Strava is a great example of how to build a social network focused on a niche vertical and scale it over time without losing your core identity or sense of community. Imo Strava users are among the most committed I've seen"  
[X Link](https://x.com/KairosPraxis/status/1977835647055618319) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-13T20:35Z 1914 followers, 2256 engagements


"If Strava launched a dating app $MTCH would be toast. Runners love marrying each other"  
[X Link](https://x.com/KairosPraxis/status/1977842719423959385) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-13T21:03Z 1914 followers, XXX engagements


"@SimeonResearch_ Thanks. Feels like investing in Shark ninja $SN. As long as they can continue innovating and keeping prices low they should do well"  
[X Link](https://x.com/KairosPraxis/status/1977859804786729017) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-13T22:11Z 1914 followers, XXX engagements


"I don't understand why folks keep pushing this narrative that certain payment processors have sustainable advantages in specific verticals (e.g. $TOST for restaurants or $FOUR for stadiums). It's pretty much a free for all (for the most part)"  
[X Link](https://x.com/KairosPraxis/status/1978526196498321852) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T18:19Z 1917 followers, 4524 engagements


"@eyesigh558 @JerryCap Apples to oranges right Don't have an answer for you but I own both and would be comfortable owning them for the next XX years or so"  
[X Link](https://x.com/KairosPraxis/status/1978526979222536636) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T18:22Z 1916 followers, XX engagements


"Is $AXON planning on buying $CLBT 🤔"  
[X Link](https://x.com/KairosPraxis/status/1978527499043643706) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T18:24Z 1903 followers, 10.9K engagements


"@orel2589 Government contracts get impacted due to the US shutdown Ok I'm just making up stuff. Let's wait and see"  
[X Link](https://x.com/KairosPraxis/status/1978584847573479879) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-15T22:12Z 1924 followers, XXX engagements


"@no_cap_cap Think it's a good buy here"  
[X Link](https://x.com/KairosPraxis/status/1978657371745292604) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T03:00Z 1909 followers, XX engagements


"@Citrini7 If you don't mind why did you sell They telegraphed the openAI build out perfectly back in January"  
[X Link](https://x.com/KairosPraxis/status/1978667190044754346) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T03:39Z 1903 followers, 1765 engagements


"@yehoshzl Appreciate your view and you're right about the current shares. But at the same time think it's backward looking. $TOST used to provide analytics capabilities for restaurants. These days Skytab and others have the same. Same for stadiums offline-online end-to-end systems"  
[X Link](https://x.com/KairosPraxis/status/1978693677993087460) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T05:25Z 1920 followers, XXX engagements


"@yehoshzl In other words switching costs may be high if you're already partnered with $FOUR but if you're a stadium looking for a new partner gap between Shift4 and Adyen (say) is not that high in terms of capabilities. Saying that $FOUR is superior because stadiums use it is circular"  
[X Link](https://x.com/KairosPraxis/status/1978693953718190120) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T05:26Z 1920 followers, XXX engagements


"@no_cap_cap Feels like a weak day in the markets overall. Not sure if that translates to any weakness in the underlying stock"  
[X Link](https://x.com/KairosPraxis/status/1978867705915588920) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T16:56Z 1909 followers, XX engagements


"Any thoughts/feedback on the envelope math I'm sure there are stocks with better IRRs out there but good to have large positions in stocks that you don't have to follow too closely. Also I couldn't recommend the business breakdowns episode on $IBKR highly enough"  
[X Link](https://x.com/KairosPraxis/status/1978878688633487735) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T17:40Z 1914 followers, XXX engagements


"If you missed the opportunity last week $DBO.TO trading at $XXX CAD again (14 PE). My thesis below"  
[X Link](https://x.com/KairosPraxis/status/1978898759418343910) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T19:00Z 1909 followers, 2094 engagements


"@ReneSellmann Yeah very bullish about account growth and generally love businesses that white label their services (adyen wise ibkr). You bought Tiger right Think it's a good business too"  
[X Link](https://x.com/KairosPraxis/status/1978927823630012565) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T20:55Z 1924 followers, XXX engagements


"I passed on $HIVE exactly a month ago because management felt "hype-y" there were no big AI deals to speak of and fundamentals were weak. Naturally the stock is up XX% since then (despite the XX% drawdown today)"  
[X Link](https://x.com/KairosPraxis/status/1978928434702356683) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T20:58Z 1924 followers, 3023 engagements


"@atelicinvest What do you think of an opposite George ETF. Basket of stocks that you passed on"  
[X Link](https://x.com/KairosPraxis/status/1978933527379915218) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T21:18Z 1909 followers, XXX engagements


"@Investor_NICK_ Don't remember where I heard this but most startups going with Google or neo clouds. AWS AI game is pretty weak and Azure is the boomer cloud"  
[X Link](https://x.com/KairosPraxis/status/1978935179285512558) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T21:24Z 1909 followers, XXX engagements


"@nitinkinvests Thanks good observation. I didn't connect it to the Netflix deal. Q3 should be interesting (pretty strong). Mixed quarter for theaters but very strong numbers for F1 and defence"  
[X Link](https://x.com/KairosPraxis/status/1978936420325618007) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T21:29Z 1924 followers, XXX engagements


"@no_cap_cap Just a load of bull lol"  
[X Link](https://x.com/KairosPraxis/status/1978945656191414439) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T22:06Z 1916 followers, XX engagements


"@no_cap_cap There are entire subreddits dedicated to one stock. Nuts"  
[X Link](https://x.com/KairosPraxis/status/1979016974450475142) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T02:49Z 1924 followers, XX engagements


"@no_cap_cap Point taken but you forgot the kraken guys"  
[X Link](https://x.com/KairosPraxis/status/1979019416135147909) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T02:59Z 1903 followers, XX engagements


"@hipPop44 Oh I just mean that in XX years I expect $IBKR to trade at a multiple of XX times Price/earnings. (kinda a shortcut because I can't project earnings out forever)"  
[X Link](https://x.com/KairosPraxis/status/1979044596798697492) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T04:39Z 1915 followers, XXX engagements


"This is sad/funny but ChatGPT's growth is always sluggish in June/July/August due to summer break and seems to pick up in September when school opens"  
[X Link](https://x.com/KairosPraxis/status/1979215645125292064) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T15:59Z 1924 followers, XXX engagements


"@no_cap_cap Are you just excited by $AMZN because it's out of favor"  
[X Link](https://x.com/KairosPraxis/status/1979242618513969536) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T17:46Z 1924 followers, XX engagements


"@no_cap_cap Must be Russian bots"  
[X Link](https://x.com/KairosPraxis/status/1979244627984069058) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T17:54Z 1924 followers, XX engagements


"@phyrefoxx Not super keen right now on $HIVE. Do you own the stock"  
[X Link](https://x.com/KairosPraxis/status/1979288793522839619) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T20:49Z 1924 followers, XXX engagements


"@no_cap_cap XXX% agree. True believers who go triple levered all in everytime there's a dip :)"  
[X Link](https://x.com/KairosPraxis/status/1979302535270666531) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T21:44Z 1924 followers, XX engagements


"@no_cap_cap Am I that guy"  
[X Link](https://x.com/KairosPraxis/status/1979303327163732236) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T21:47Z 1916 followers, XX engagements


"@no_cap_cap Don't think these kinda folks care about valuation at all 😅"  
[X Link](https://x.com/KairosPraxis/status/1979326364739342351) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-17T23:19Z 1924 followers, XX engagements


"@no_cap_cap I don't disagree but what's the point getting in ten years early"  
[X Link](https://x.com/KairosPraxis/status/1979349855379263983) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T00:52Z 1926 followers, XX engagements


"@FinSkirt I haven't looked at the company as closely but the multiple feels like it's pricing in a lot of growth. $TTMI is another boring business that benefits from the same trends if you're interested. I own that one"  
[X Link](https://x.com/KairosPraxis/status/1979703833753506142) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T00:19Z 1921 followers, XX engagements


"@MichaelGielkens Very cool He also laid out a nice thesis for $CHG in that podcast. I wonder how ex-$CSU employees do in other companies that prefer more growth-y names. It's like doing a math PhD and then going to work in a quant firm"  
[X Link](https://x.com/KairosPraxis/status/1943705878441439715) [@KairosPraxis](/creator/x/KairosPraxis) 2025-07-11T16:16Z 1926 followers, XXX engagements


"Apropos of nothing I've been thinking about which stocks in my portfolio I would be comfortable holding for the next XX years. In order: $BN $COST $ARM $AXON $IBKR Maybes (1015 years): $TVK $CSU/$TOI $WISE $ADYEN $AMZN Any other "non-obvious" stocks come to mind"  
[X Link](https://x.com/KairosPraxis/status/1972678503091843578) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-29T15:03Z 1924 followers, 9899 engagements


"I don't understand the fascination with historical multiples. $ADYEN is a very different business to what it was in 2021. - Revenue no longer growing at XX% - More competition in payments - New growth levers - Platforms and Embedded finance still ongoing - Impact from tariffs"  
[X Link](https://x.com/KairosPraxis/status/1973097485829574960) [@KairosPraxis](/creator/x/KairosPraxis) 2025-09-30T18:47Z 1924 followers, 4055 engagements


"Most people have heard of the "Scaled economies shared" model by Sleep & Zakaria. @ToddWenning posted a nice write-up highlighting how the best exemplar of this business model today is $WISE. One key difference imo: Unlike $COST $WISE operates in a very competitive space"  
[X Link](https://x.com/KairosPraxis/status/1975937476641587646) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-08T14:53Z 1924 followers, 6686 engagements


"Over the last few weeks I've added a number of solid stocks to my watchlist: $EOS.AX - Lasers for drone defence $BESI - ASML for packaging semis $CODA - 3D sonar for UUVs $GRID.TO - Hardware/Analytics for aging grid $ATRL - SMRs $GTT - Designs for LNG ships BUT"  
[X Link](https://x.com/KairosPraxis/status/1978196790508683693) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-14T20:30Z 1927 followers, 6876 engagements


"@CoalemusGuy So much fomo out there. People want to invest in random international stocks. $IBKR and $Hood going to infinity"  
[X Link](https://x.com/KairosPraxis/status/1978956561423700326) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-16T22:49Z 1926 followers, XXX engagements


"Long $COST Short $UBER"  
[X Link](https://x.com/KairosPraxis/status/1979563117022728569) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T15:00Z 1926 followers, 82.9K engagements


"@nimesh3t Yikes. Both bullish and bearish for Uber. They're making such incredible margins that they're selling a dollar for 75c. But also are they this desperate"  
[X Link](https://x.com/KairosPraxis/status/1979591773765910942) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-18T16:53Z 1926 followers, 2023 engagements


"@ShmuelLon I agree but I'm not even sure what they mean by agentic AI here 😅"  
[X Link](https://x.com/KairosPraxis/status/1979981371192857081) [@KairosPraxis](/creator/x/KairosPraxis) 2025-10-19T18:41Z 1927 followers, XX engagements