[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 Kairos Kairos posts on X about $mtch, $mcbto, $googl, constellation the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1886165457599700992/interactions)  - X Week XXXXXX +67% - X Month XXXXXXX +365% ### Mentions: XX [#](/creator/twitter::1886165457599700992/posts_active)  ### Followers: XXX [#](/creator/twitter::1886165457599700992/followers)  - X Week XXX +19% - X Month XXX +280% ### CreatorRank: XXXXXXX [#](/creator/twitter::1886165457599700992/influencer_rank)  ### Social Influence [#](/creator/twitter::1886165457599700992/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [countries](/list/countries) [currencies](/list/currencies) [fashion brands](/list/fashion-brands) [luxury brands](/list/luxury-brands) [automotive brands](/list/automotive-brands) **Social topic influence** [$mtch](/topic/$mtch), [$mcbto](/topic/$mcbto) #1, [$googl](/topic/$googl), [constellation](/topic/constellation), [$csu](/topic/$csu), [$duol](/topic/$duol), [$3661tw](/topic/$3661tw), [$cart](/topic/$cart), [chips](/topic/chips), [$78m](/topic/$78m) **Top assets mentioned** [Match Group Inc (MTCH)](/topic/$mtch) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Instacart (CART)](/topic/$cart) [Wise (WISE)](/topic/$wise) [Home Depot, Inc. (HD)](/topic/$hd) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt) [Target Corporation (TGT)](/topic/$tgt) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Dash (DASH)](/topic/$dash) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Metadium (META)](/topic/$meta) [Applovin Corporation (APP)](/topic/$app) [Taiwan Semiconductor (TSM)](/topic/$tsm) [The GEO Group, Inc. (GEO)](/topic/$geo) [Arista Networks Inc (ANET)](/topic/$anet) [Cloudflare, Inc. (NET)](/topic/$net) [Shopify Inc (SHOP)](/topic/$shop) [Ferrari N.V. (RACE)](/topic/$race) [Netflix Inc (NFLX)](/topic/$nflx) [Spotify Technology (SPOT)](/topic/$spot) ### Top Social Posts [#](/creator/twitter::1886165457599700992/posts) --- Top posts by engagements in the last XX hours "@valuedrift Therapists 🤝🤝 $MTCH Group "Don't leave me""  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1944486228226699676) 2025-07-13 19:56:58 UTC XXX followers, XX engagements "@valuedrift I see. Would those funds would get redirected to somewhere else For example: $HD - Home projects $AMC/$IMAX - Cinema $COST/$WMT/$TGT - More discretionary purchases (none of these feel that compelling to me though to be fair)"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946603064862859701) 2025-07-19 16:08:31 UTC XXX followers, XX 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 "@taobanker Do TripAdvisor or Priceline get paid when their reviews appear on Google"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1941552013659259280) 2025-07-05 17:37:27 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 "Funny $CSU anecdote: If you're a Constellation employee your biggest competitor is a fellow employee working for a different operating group inside $CSU. Imagine having dinner with a family and they all fight over who gets to hang out with you (h/t @borrowed_ideas)"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1943318039979790359) 2025-07-10 14:35:00 UTC XXX followers, 2780 engagements "So if General Mills owns Cheerios Chex Lucky Charms Trix and Cocoa Puffs does that make them a. Cereal acquirer"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1942329022844715406) 2025-07-07 21:05:00 UTC XXX followers, 3836 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 "@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 "@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 "@optionsly Thanks that makes sense. Would you buy $DOCN Honestly great business and lots to like but I can't get over the fact that they no real moat (even though the reddit comments are great)"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1943370089132175418) 2025-07-10 18:01:49 UTC XXX followers, XXX 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, 1733 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 "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, 9003 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 "@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 "@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 "@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 "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, 3043 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, 12K engagements "How much would you pay for an acquisition $CSU vs $TYL CSU: IRR XXXX% No way XX% or walk away. Tyler: In 2019 acquired Courthouse Tech. CFO noted "price wouldn't have mattered" because they could roll out the jury selection software across thousands of courts nationwide"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1945124945509666840) 2025-07-15 14:15:00 UTC XXX followers, 3078 engagements "@onecentinvest I forgot These guys are great at returning capital to shareholders while also investing in growth"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946352218174599234) 2025-07-18 23:31:44 UTC XXX followers, XX engagements "Just realized there's a Constellation Brands (beer/wine) Constellation Energy (nuclear 🐐) and Constellation Software (VMS 🐐). Portfolio diversification hack: just buy every company named Constellation and call it a day"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1932475595809820805) 2025-06-10 16:31:00 UTC XXX followers, XXX engagements "$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, 17.8K 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 "@bezoutte $MCB.TO 😂😂 Kidding. On a serious note $ZDC.V $KITS.TO $PNG.V $FTG.TO"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1941201556516360305) 2025-07-04 18:24:51 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 "@NestBetter Agreed. I think revenues gonna be lumpy but huge boost when the contracts land. Also another growth vector that we should see soon is offshore drilling - they've been investing in technology for this space"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946353318885777673) 2025-07-18 23:36:07 UTC XXX followers, XXX 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, 7670 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 "@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 "@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 "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 "@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* $XXXX (CAD)"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1937169526304502042) 2025-06-23 15:23:00 UTC XXX followers, XXX engagements "As more transactions occur via the web this will be a huge (one-time) tailwind for Stripe and Adyen Cc @wolfofharcourt"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1946370376998527262) 2025-07-19 00:43:54 UTC XXX followers, XXX engagements "$KITS.TO is a DTC low-cost eyewear retailer. Their value prop is their vertical integration + immunity to tariffs. KITS is a beast: they've been growing revenues at over XX% ten qtrs in a row and aim to reach 500m in X years The stock is up XXX% YTD. So what's the prob 🧵"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1943418445732913384) 2025-07-10 21:13:59 UTC XXX followers, 2695 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, 8193 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 "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, 3534 engagements "@DMTCapital @compoundpapi Agreed. It's very cool. I'm curious about the revenue share between OpenAI and $CART"  [@KairosPraxis](/creator/x/KairosPraxis) on [X](/post/tweet/1944047793569464589) 2025-07-12 14:54:47 UTC XXX followers, XXX 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](/creator/x/KairosPraxis) on [X](/post/tweet/1946254760270540894) 2025-07-18 17:04:29 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](/creator/x/KairosPraxis) on [X](/post/tweet/1946310255945949650) 2025-07-18 20:45:00 UTC XXX followers, 4370 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 "@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 "@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, 1793 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, 1366 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, 1138 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 Kairos
Kairos posts on X about $mtch, $mcbto, $googl, constellation the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +67%
- X Month XXXXXXX +365%
Mentions: XX #
Followers: XXX #
- X Week XXX +19%
- X Month XXX +280%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance technology brands cryptocurrencies social networks countries currencies fashion brands luxury brands automotive brands
Social topic influence $mtch, $mcbto #1, $googl, constellation, $csu, $duol, $3661tw, $cart, chips, $78m
Top assets mentioned Match Group Inc (MTCH) Alphabet Inc Class A (GOOGL) Duolingo, Inc. Class A Common Stock (DUOL) Instacart (CART) Wise (WISE) Home Depot, Inc. (HD) AMC Entertainment Holdings, Inc. (AMC) Costco Hot Dog (COST) Walmart, Inc. (WMT) Target Corporation (TGT) TripAdvisor, Inc. (TRIP) DigitalOcean Holdings, Inc. (DOCN) Interactive Brokers Group, Inc. (IBKR) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Axon Enterprise, Inc. (AXON) Marvell Technology Inc (MRVL) Broadcom, Inc. (AVGO) Dash (DASH) Tyler Technologies, Inc. (TYL) Lululemon Athletica Inc (LULU) Metadium (META) Applovin Corporation (APP) Taiwan Semiconductor (TSM) The GEO Group, Inc. (GEO) Arista Networks Inc (ANET) Cloudflare, Inc. (NET) Shopify Inc (SHOP) Ferrari N.V. (RACE) Netflix Inc (NFLX) Spotify Technology (SPOT)
Top Social Posts #
Top posts by engagements in the last XX hours
"@valuedrift Therapists 🤝🤝 $MTCH Group "Don't leave me""
@KairosPraxis on X 2025-07-13 19:56:58 UTC XXX followers, XX engagements
"@valuedrift I see. Would those funds would get redirected to somewhere else For example: $HD - Home projects $AMC/$IMAX - Cinema $COST/$WMT/$TGT - More discretionary purchases (none of these feel that compelling to me though to be fair)" @KairosPraxis on X 2025-07-19 16:08:31 UTC XXX followers, XX 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
"@taobanker Do TripAdvisor or Priceline get paid when their reviews appear on Google" @KairosPraxis on X 2025-07-05 17:37:27 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
"Funny $CSU anecdote: If you're a Constellation employee your biggest competitor is a fellow employee working for a different operating group inside $CSU. Imagine having dinner with a family and they all fight over who gets to hang out with you (h/t @borrowed_ideas)" @KairosPraxis on X 2025-07-10 14:35:00 UTC XXX followers, 2780 engagements
"So if General Mills owns Cheerios Chex Lucky Charms Trix and Cocoa Puffs does that make them a. Cereal acquirer" @KairosPraxis on X 2025-07-07 21:05:00 UTC XXX followers, 3836 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
"@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
"@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
"@optionsly Thanks that makes sense. Would you buy $DOCN Honestly great business and lots to like but I can't get over the fact that they no real moat (even though the reddit comments are great)" @KairosPraxis on X 2025-07-10 18:01:49 UTC XXX followers, XXX 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, 1733 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
"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, 9003 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
"@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
"@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
"@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
"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, 3043 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, 12K engagements
"How much would you pay for an acquisition $CSU vs $TYL CSU: IRR XXXX% No way XX% or walk away. Tyler: In 2019 acquired Courthouse Tech. CFO noted "price wouldn't have mattered" because they could roll out the jury selection software across thousands of courts nationwide" @KairosPraxis on X 2025-07-15 14:15:00 UTC XXX followers, 3078 engagements
"@onecentinvest I forgot These guys are great at returning capital to shareholders while also investing in growth" @KairosPraxis on X 2025-07-18 23:31:44 UTC XXX followers, XX engagements
"Just realized there's a Constellation Brands (beer/wine) Constellation Energy (nuclear 🐐) and Constellation Software (VMS 🐐). Portfolio diversification hack: just buy every company named Constellation and call it a day" @KairosPraxis on X 2025-06-10 16:31:00 UTC XXX followers, XXX engagements
"$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, 17.8K 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
"@bezoutte $MCB.TO 😂😂 Kidding. On a serious note $ZDC.V $KITS.TO $PNG.V $FTG.TO" @KairosPraxis on X 2025-07-04 18:24:51 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
"@NestBetter Agreed. I think revenues gonna be lumpy but huge boost when the contracts land. Also another growth vector that we should see soon is offshore drilling - they've been investing in technology for this space" @KairosPraxis on X 2025-07-18 23:36:07 UTC XXX followers, XXX 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, 7670 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
"@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
"@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
"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
"@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 $XXXX (CAD)" @KairosPraxis on X 2025-06-23 15:23:00 UTC XXX followers, XXX engagements
"As more transactions occur via the web this will be a huge (one-time) tailwind for Stripe and Adyen Cc @wolfofharcourt" @KairosPraxis on X 2025-07-19 00:43:54 UTC XXX followers, XXX engagements
"$KITS.TO is a DTC low-cost eyewear retailer. Their value prop is their vertical integration + immunity to tariffs. KITS is a beast: they've been growing revenues at over XX% ten qtrs in a row and aim to reach 500m in X years The stock is up XXX% YTD. So what's the prob 🧵" @KairosPraxis on X 2025-07-10 21:13:59 UTC XXX followers, 2695 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, 8193 engagements
"@valuedrift ugh yes. $GEO is too cyclical lol" @KairosPraxis on X 2025-07-11 16:36:11 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, 3534 engagements
"@DMTCapital @compoundpapi Agreed. It's very cool. I'm curious about the revenue share between OpenAI and $CART" @KairosPraxis on X 2025-07-12 14:54:47 UTC XXX followers, XXX 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 on X 2025-07-18 17:04:29 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 on X 2025-07-18 20:45:00 UTC XXX followers, 4370 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
"@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
"@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, 1793 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, 1366 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, 1138 engagements