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
+1.12
hit rate
45%
mean α
+0.89%
signals 14d
53
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: 45% hit rate, +0.89% mean alpha, trader score +1.12. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 28 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SHMD | @KairosPraxis | +0.55 | Argues SHMD may be inflecting despite an earnings collapse, citing backlog, debt and funding. | — | tweet ↗ |
| 2026-08-28 | CRDO | @KairosPraxis | +0.30 | Explains SiPh versus EML economics and implications of an InP laser shortage. | — | tweet ↗ |
| 2026-08-28 | LITE | @KairosPraxis | +0.35 | Explains SiPh versus EML economics and implications of an InP laser shortage. | — | tweet ↗ |
| 2026-08-27 | PNG.V | @KairosPraxis | +0.60 | Detailed bullish PNG.V valuation and defense-AUV thesis with explicit risks. | · | tweet ↗ |
| 2026-08-26 | CRDO | @KairosPraxis | +0.70 | Discloses concentrated long exposure to AI-optics names with a durable bullish thesis. | +2.8% | tweet ↗ |
| 2026-08-26 | SMTC | @KairosPraxis | +0.70 | Discloses concentrated long exposure to AI-optics names with a durable bullish thesis. | -6.8% | tweet ↗ |
| 2026-08-26 | LITE | @KairosPraxis | +0.70 | Discloses concentrated long exposure to AI-optics names with a durable bullish thesis. | -4.7% | tweet ↗ |
| 2026-08-26 | ATS.VI | @KairosPraxis | +0.65 | Discloses concentrated long exposure to AI-optics names with a durable bullish thesis. | · | tweet ↗ |
| 2026-08-25 | SMTC | @KairosPraxis | +0.45 | Calls the quarter good and highlights exciting 53% Q3 revenue guidance. | +2.9% | tweet ↗ |
| 2026-08-25 | SHMD | @KairosPraxis | -0.50 | Strong growth and backlog are offset by a cut in adjusted EBITDA guidance from 12% to 6%-9%. | -12.1% | tweet ↗ |
| 2026-08-25 | MAL.TO | @KairosPraxis | +0.80 | Bought MAL.TO at C$32 as a multi-year long-term holding. — Author announces a new share purchase and gives a five-year aerospace and defence growth thesis. | · | tweet ↗ |
| 2026-08-24 | SMTC | @KairosPraxis | +0.30 | Expects optics stocks may improve after bullish AI commentary following earnings. | +8.5% | tweet ↗ |
| 2026-08-24 | CRDO | @KairosPraxis | +0.30 | Expects optics stocks may improve after bullish AI commentary following earnings. | +4.6% | tweet ↗ |
| 2026-08-24 | LITE | @KairosPraxis | +0.30 | Expects optics stocks may improve after bullish AI commentary following earnings. | +7.8% | tweet ↗ |
| 2026-08-24 | COHR | @KairosPraxis | +0.30 | Expects optics stocks may improve after bullish AI commentary following earnings. | +1.3% | 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.