$1,000 follows their calls into $974
- Win rate
- 55%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #42
- 8 ranked closes
- Longest streak 8
$1,000 follows their calls into $974
Kairos@KairosPraxisAfter reading this article on Amazon Ring towers, I decided to dig into how $AMZN is disrupting Zedcor. Surprisingly, I ended up concluding that $ZDC.V is stronger than ever. - Economics: Ring costs $5K-$10K + $100/month for monitoring. This only includes 3GB LTE (??) and 175

Kairos@KairosPraxisI've been cautiously deploying small amounts of cash this week - mostly into stocks that I already own and the market has been unkind to: $PNG.V at C$3.98 $SHMD at $2.98 $LASR at $35.8 $MDA at $39.9 Some stocks that aren't quite there yet: $HMM - Below $25 $ZDC.V - ~$4.5 I
Kairos@KairosPraxis$SMTC's analyst day was great and their estimates blew my own out of the water. FY30 (ends Jan 2030): - They guided for $3.2bn at 38% CAGR. - They expect datacenter revenue to more than double in FY27 and FY28, based just on backlog. I had guided for 80 and 70%. - LoRA (IoT)
Kairos@KairosPraxis5: Valuation Being conservative, there is a case for why the stock doubles and reaches $250+ in 3 years. (Hopefully faster) 1. Datacenter segment grows 80%+ this year, and 70, 65% subsequently. Modeling strong demand in H2 from 1.6T, on-board equalizers next, lasers in 2028.
Kairos@KairosPraxis$UBER is in the too-hard for pile for me right now, but services like $EFN.TO that do fleet management are the "picks and shovels" play here. They should do well regardless of who wins at the AV layer. - Element works with Waymo in San Diego and Toronto. Agreement with Waymo

Investor Lens@InvestorLensCANEWS RELEASE Element Fleet $EFN.TO expands its Waymo partnership to support Waymo's first Canadian launch in Toronto • Element will run onsite operations for Waymo's Toronto robotaxi fleet, expected in 2028 • scope: fleet lifecycle management, vehicle readiness and
Kairos@KairosPraxisSorry to be a broken record, but $MDA.TO has two specialized satellites coming up to counter just this: MDA Midnight - To mitigate jamming and defend allied satellites MDA Aurora Black - Jamming resistant comms $MDA moving from the highly competitive satellite manufacturing

The Hitchhiker's Guide to Self-Preservation@TheFATEof2021Russian Kosmos 2612 and ICEYE-X36 (providing Ukraine military support) are now in perfect sync with each other. The Russian military satellite is intentionally stalking and tracking the Western radar satellite. Keeping a satellite "bumper-to-bumper" in this manner allows Russia
0:42