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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

Ultimi post

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 →

Rispetto ad account della stessa dimensione

8 post degli ultimi 90 giorni, accanto alla fascia di 100K–1M follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane43 514questo account5 948mediana per 100K–1M
Copertura, %37.00%questo account1.60%mediana per 100K–1M
Interazione, %0.24%questo account1.04%mediana per 100K–1M
MetricaQuesto accountMediana per 100K–1MRapporto
Visualizzazioni mediane per post43 5145 9487.32×
Copertura (visualizzazioni ÷ follower)37.00%1.60%23.1×
Tasso di interazione0.24%1.04%0.23×

Altri account di questa fascia →   Confronta con un altro account →   Come sono costruiti questi parametri →

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.

Account simili