Author
@KairosPraxis KairosPraxis
grade Ax.com/KairosPraxis ↗
Deep bottom-up AI-supply-chain analyst hunting obscure global optics/substrate/defense small-caps
Publishes original, multi-factor fundamental theses and cond
trader score
-0.79
hit rate
30%
mean α
-0.55%
signals 14d
43
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 30% hit rate, -0.55% mean alpha, trader score -0.79. Their last-14d mentions, direction-adjusted, have moved -19.6% since posting (mean over 22 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SMTC | @KairosPraxis | +0.75 | Reports strong long-term analyst-day targets and an 8.3% increase to Q3 EPS guidance. | -3.5% | tweet ↗ |
| 2026-10-16 | IBKR | @KairosPraxis | +0.40 | Praises IBKR's 30%+ account growth while acknowledging weaker quarterly EPS drivers. | -2.9% | tweet ↗ |
| 2026-10-15 | MRVL | @KairosPraxis | +0.70 | Argues MRVL has repositioned into a networking and heterogeneous-compute winner. | -5.3% | tweet ↗ |
| 2026-10-15 | AVGO | @KairosPraxis | +0.10 | Argues MRVL has repositioned into a networking and heterogeneous-compute winner. | -6.6% | tweet ↗ |
| 2026-10-15 | · | @KairosPraxis | · | Describes the market as rewarding rapid participation. | · | tweet ↗ |
| 2026-10-14 | AMS | @KairosPraxis | +0.20 | Handshake emojis imply a positive relationship between AMS and CRDO, but details are absent. | · | tweet ↗ |
| 2026-10-14 | CRDO | @KairosPraxis | +0.20 | Handshake emojis imply a positive relationship between AMS and CRDO, but details are absent. | -17.8% | tweet ↗ |
| 2026-10-14 | NCI.V | @KairosPraxis | +0.40 | Reports a five-year client extension worth $100M while flagging continued margin erosion. | · | tweet ↗ |
| 2026-10-14 | MDA.TO | @KairosPraxis | +0.80 | Add more MDA.TO shares for the sovereign-space opportunity. — Discloses buying more MDA.TO shares and provides a geopolitical demand thesis. | · | tweet ↗ |
| 2026-10-14 | CRDO | @KairosPraxis | +0.40 | Analyzes CRDO's optical-backplane and microLED capabilities, power savings and possible scaling to 6.4T. | -17.8% | tweet ↗ |
| 2026-10-13 | · | @KairosPraxis | · | Predicts AI labs will absorb nearly all remaining white-collar work. | · | tweet ↗ |
| 2026-10-13 | MDA.TO | @KairosPraxis | +0.65 | Bullish strategic-partnership thesis for MDA with European defense applications. | · | tweet ↗ |
| 2026-10-13 | AMD | @KairosPraxis | +0.45 | Constructively explains AMD Helion and Helios rack designs and their AI workloads. | -14.7% | tweet ↗ |
| 2026-10-12 | AMD | @KairosPraxis | +0.20 | States CLS is AMD Helios's design and networking partner across customer rack deployments. | -13.0% | tweet ↗ |
| 2026-10-12 | CLS | @KairosPraxis | +0.45 | States CLS is AMD Helios's design and networking partner across customer rack deployments. | -25.2% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.