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KawzInvests

@KawzInvests · New York, NY · joined 10 Oct 2021

Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD

117 606Followers
539Following
2 550Posts total
464KViews on collected posts

Neueste Beiträge

Wrote about this last week… even more relevant today https://t.co/oQDCErE8BZ
33.2K views · 66 likes · 3 reposts · 14 replies Open on X →
Scott Bessent's own macro fund compounded about 2% a year from 2016 through 2022. "I am the house now. And you can bet against me if you want." Tuesday, at SMU. Well, since he's the house now, the record at Key Square, per Reuters: 2016: +13.00% 2017: -7.00% 2018: -1.93% 2019: 40K views · 48 likes · 0 reposts · 9 replies Open on X →
WHATTT 34.2K views · 72 likes · 3 reposts · 5 replies Open on X →
Incredible list, definitely a must follow. I found @PhotonCap back in January when he went boots on the ground at SPIE Photonics West 2026. $AEHR was in the 20s and still pivoting from EVs to silicon photonics. Their team told him they had virtually no competitor in wafer and 56.6K views · 151 likes · 7 reposts · 6 replies Open on X →
This is the first time I am publicly listing accounts I follow for signal. (The order is alphabetical.) @aleabitoreddit — AI and semiconductor supply chains @Alisvolatprop12 — Memory and AI hardware @AnalysisOp — Financial analysis, value investing, and GARP @citrini — 166.7K views · 434 likes · 75 reposts · 35 replies Open on X →
things are fine, bessent said he's the house and to never bet against the house, the house always wins, right? https://t.co/v8HKJrmfrp
64.1K views · 75 likes · 3 reposts · 12 replies Open on X →
This is insane. @AnthropicAI says moonshot quietly routed kimi customer requests to claude instead of running them on kimi. They tie 23 million claude exchanges to moonshot between may and july. All that kimi panic and some of those answers were coming from claude 🤯 https://t.c
22.1K views · 69 likes · 2 reposts · 6 replies Open on X →
The risk to the AI buildout I’m watching is the labs themselves hitting the brakes. OpenAI paused deployment-focused RL training for two weeks. Anthropic is withholding its stronger internal Model 2. Now OpenAI’s chief scientist says: “I expect and hope for voluntary slowdowns
47K views · 71 likes · 2 reposts · 10 replies Open on X →

Im Vergleich zu Konten gleicher Größe

8 Beiträge aus den letzten 90 Tagen, verglichen mit der Größenklasse 100K–1M Follower. wird weit gezeigt, aber nur wenige dieser Zuschauer reagieren.

Medianaufrufe43 514dieses Konto5 975Median für 100K–1M
Reichweite, %37.00%dieses Konto1.60%Median für 100K–1M
Interaktion, %0.24%dieses Konto1.04%Median für 100K–1M
KennzahlDieses KontoMedian für 100K–1MVerhältnis
Medianaufrufe pro Beitrag43 5145 9757.28×
Reichweite (Aufrufe ÷ Follower)37.00%1.60%23.1×
Interaktionsrate0.24%1.04%0.23×

Weitere Konten dieser Größe →   Mit einem anderen Konto vergleichen →   Wie diese Vergleichswerte entstehen →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

47K7 Sep
22.1K11 Sep
64.1K
166.7K
56.6K
34.2K
40K12 Sep
33.2K

Last 8 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.18%7 Sep
0.35%11 Sep
0.14%
0.33%
0.29%
0.23%
0.14%12 Sep
0.25%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 1.04%.

What the audience does

Likes41.7%986 in total
Reposts4.0%95 in total
Replies4.1%97 in total
Bookmarks50.2%1 189 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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