$1,000 follows their calls into $1,016
- Win rate
- 59%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #42
- 8 ranked closes
- Longest streak 8
Basket now
9 positions · Oct 15- CRDO4%
$1,000 follows their calls into $1,016
Kairos@KairosPraxisBombardier: I bought some shares of $BBDB at C$302. At 18x EBITDA, the stock isn't cheap, but I believe management has a few aces up their sleeve. - Saab Globaleye is basically Bombardier Global + Saab's sensors. There are around 24 pending orders including UAE, Canada, NATO,

Kairos@KairosPraxisSuper interesting panel on optical technologies with folks from $LITE, $SMTC, Macom, AMS OSRAM, etc. h/t @latent_value7 I recommend you run the video through your favourite LLM and draw out insights. Here's what I found interesting: 1. Optical links only use single digit

Kairos@KairosPraxis$MRVL deserves a lot of credit for repositioning itself from an AI loser to winner. For the longest time, their narrative was centered around custom asics and they kept losing out to $AVGO and Alchip. Now that they're perceived as an end-to-end networking company, the stock has

Kairos@KairosPraxisEvery hyperscaler and AI model provider now mixes between $NVDA chips and their own custom asics. So, $MRVL positioning itself as a chip-agnostic provider of networking that works across all kinds of racks is quite clever. (That said, the use cases and topologies for NVDA vs

Kairos@KairosPraxisI believe $AXON is attractive here but the threat from Motorola is credible and worth keeping an eye on. - $MSI doesn't do tasers, but can sell cameras and evidence software to police departments that already use its radios. - For example, Louisiana State police which has been

Kairos@KairosPraxisBought some shares of $AXON today at $420. The stock is not cheap, but I believe the IRR is reasonably attractive and the stock reaches $750-$800 in 3 years. Some thoughts: - Given their performance in the first half, they grow at 33% this year and 28% in the next few years.
Kairos@KairosPraxisI bought more shares of $MDA.TO today. After Starlink's shameful actions in Ukraine, every European country has been painfully reminded that there's no sovereignty without space. $MDA.TO is perfectly positioned to help EU and Canada fill this gap in sovereign capabilities.

Kairos@KairosPraxisMaybe this turns out to be a nothing schnitzel, but my (very biased) view is that this could be a genuine unlock for $MDA.TO. 1. CSG's bread and butter is long-range artillery and command vehicles. MDA Chorus could provide space-based targeting/jamming-resistant communication.