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@JKeynesAlpha Avatar @JKeynesAlpha J Keynes

J Keynes posts on X about $mdb, $qs, $rivn, rivn the most. They currently have XXXXX followers and 1513 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence stocks finance automotive brands technology brands countries celebrities cryptocurrencies exchanges travel destinations

Social topic influence $mdb #4, $qs, $rivn #5, rivn #5, $prme #4, $tem #2, $nbis, $gtlb, rivian #17, tem #149

Top assets mentioned MongoDB, Inc. (MDB) QuantumScape Corporation (QS) Rivian Automotive, Inc. (RIVN) Tempus AI, Inc. Class A Common Stock (TEM) Nebius Group N.V. Class A Ordinary Shares (NBIS) GitLab Inc. Class A Common Stock (GTLB) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) IonQ, Inc. (IONQ) NVIDIA Corp. (NVDA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Novo-Nordisk (NVO) CoreWeave, Inc. (CRWV) Bitcoin Incognito (XBI) Eli Lilly and Company (LLY) Lockheed Martin Corporation (LMT) Limitus (LMT) Adobe, Inc. (ADBE) Lucid Group Inc (LCID) Microsoft Corp. (MSFT) GammaSwap (GS) Goldman Sachs (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"$TEM FDA-Approved AI Now Has a Business Model: Insurance Reimbursement. Tempus Just Kicked the Door Open 👀 Its been a busy week but I want to make sure we celebrate that Tempus ($TEM) just got FDA clearance for its second AI diagnostic tool and its hard to overstate how important this is The software Tempus ECG-Low EF uses AI to detect patients at risk for low ejection fraction a key warning sign for heart failure and other serious cardiac conditions. The tool is built to analyze standard 12-lead ECGs meaning it fits directly into existing clinical workflows and flags at-risk patients who"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-22 23:16:25 UTC 8996 followers, 14.3K engagements

"@RKLBMan I think the best time to invest in a quality EV company is obviously when everyone feels worst about it. $RIVN has been treated like left for dead but everything is looking up for them at this point. Do you have any concerns that it should be left for dead or problems"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 01:42:58 UTC 8989 followers, XXX engagements

"$QS regained momentum today despite the crying of bear trolls and with earnings tomorrow its a full-on tinderbox 🔥 Cant remember the last time I was this amped up for an earnings call. Who else is fired up OEM announcements Production timelines One catalyst and this thing could ignite to a whole new level. Lets go"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-22 22:04:54 UTC 8978 followers, 11.5K engagements

"$MDB the examples of MongoDB generative AI successes go on and on This is just the beginning"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:14 UTC 8987 followers, XXX engagements

"$PRME 🧬 If youre looking for a Prime Medicine investing community on X youre in the right place. Were tracking Prime Medicine because it isnt just another biotech. It is building tech that could correct around XX percent of known genetic diseases using Prime Editing. The platform is real the science is next level and the potential is massive. This crew digs into patents partnerships clinical moves and everything that matters before the rest of the market catches on. No hype no bots just real research and sharp conviction. If you care about gene editing technology and the future of medicine"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-13 21:32:19 UTC 8974 followers, 10K engagements

"$MDB Now look at Base39 a Brazilian fintech handling high-volume loan approvals. They were dealing with three-day turnaround times and soaring compute bills. Once they shifted their risk analysis engine to MongoDB Atlas and added Anthropic Claude for natural language scoring everything changed. Analysis costs dropped by XX% and approval time fell to one hour. In financial services that is the difference between conversion and churn. Infrastructure speed becomes customer loyalty"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:10 UTC 8988 followers, XXX engagements

"$MDB Rough valuation assumptions MongoDB just posted $XXXX billion in revenue for fiscal 2025 with their Atlas cloud platform driving $XXXX billion of that (71% of total). The company is growing Atlas at XX% annually and has built an impressive customer base of 57000 accounts including XXX that spend over $X million per year. With XXX% net retention every customer cohort naturally expands by XX% annually without adding new logos. The AI infrastructure market is exploding; multiple research firms project it will grow from $XX billion today to $223-394 billion by 2030. Here's the simple math:"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:18 UTC 8987 followers, XXX engagements

"$GTLB GitLabs customer list reads like a whos who of enterprise and AI leaders. Lockheed Martin $LMT Anthropic and yes $NVDA NVIDIA all rely on GitLab to power their software development and AI-assisted workflows. When the worlds top AI companies and aerospace giants like Lockheed and Airbus are customers its time to pay attention. The market is seriously sleeping on GitLab. Will be revalued soon to the upside"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-22 13:05:21 UTC 8977 followers, 5842 engagements

"$MDB Let me make this even more concrete because this is the aha moment that separates casual observers from people who really get whats happening. When a company implements AI for customer service sales document processing inventory legal review anything the model is just the brain. But that brain only becomes useful when it can access your customers your product data your processes your past transactions your compliance rules. MongoDB stores all that data in a format AI can instantly access across both structured facts and unstructured documents. And now with the $XXX million acquisition of"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:08 UTC 8987 followers, XXX engagements

"$RIVN $AMZN This van comes down my driveway multiple times a week. And there are 75000 more of them coming And yet Rivian is still shorted and left for dead by the Wall Street suits. EVs are dead yeah okay 😂"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 15:36:47 UTC 8996 followers, 2852 engagements

"$MDB Let me give you some real jaw-dropping examples of what happens when companies actually implement MongoDB for their AI applications. These are live operational wins. And they show exactly why this is one of the best infrastructure opportunities of the decade. Start with LG U+ a major telecom in South Korea. They were running vulnerability scans across 870000 customer records. Each query took XX seconds. After switching to MongoDB Atlas and rewriting the logic into a single aggregation pipeline query time dropped to under one-tenth of a second. Thats a XXXXX% reduction in latency and it"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:09 UTC 8988 followers, XXX engagements

"$GTLB is a core holding Swiss army knife in my AI Leaders Portfolio along with $TEM $NBIS and $MDB. Just as Adobe $ADBE empowered the creative class GitLab is doing the same for software democratizing the full engineering cycle with AI-native DevOps. LLMs are the new operating systems and GitLab is the fully integrated AI coding assistant and build pipeline that turns raw model power into real-world applications. Even Anthropic maker of Claude uses GitLab Ultimate to self-manage all its code with speed security and full-stack control. The company that enables the next generation of AI"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 14:05:46 UTC 8996 followers, 3882 engagements

"$TSLA and $QS collab is not farfetched at all putting aside Straubel is on the QS board there is also this:"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-15 21:02:17 UTC 8975 followers, 10.4K engagements

"$MDB Heres the massive distinction that even sophisticated investors are missing and its the key to understanding why MongoDB is quietly sitting on a $XX billion market opportunity thats barely begun to open up. Everyone loves to talk about training AI models. Thats the flashy part. Billions spent on GPU clusters model runs and compute drama. But thats just building the engine. The real money is in running AI applications. Every single day. Serving users. Processing transactions. Making decisions. Thats what every real business needs and thats where MongoDB lives. Whenever an AI system does"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:03 UTC 8996 followers, XXX engagements

"$GTLB 🚀Just Triggered Its AI Inflection Point: This Is a Multi-Year Compounder Hiding in Plain Sight Im back in GitLab with a major position and Im incredibly bullish. I previously entered GitLab earlier in the year then stepped aside to pursue other opportunities while watching the company closely. Now after the launch of the Duo Agent Platform I believe weve hit an inflection point and that Duo is a game changer in the space. On July XX 2025 GitLab released the public beta of Duo a breakthrough platform that redefines what AI can do in software development. This isnt just another AI code"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-21 21:12:24 UTC 8975 followers, 7553 engagements

"$RIVN 🔥 High Short. Massive Cash. VW Deal. You Know What That Means 🚀 $RIVN looks great to me here 🔥 I just opened a large position NOW is the right time to re-enter EVs. Solid-state batteries are coming and they will change everything. Two years down the road it all looks different and bullish EVs arent a passing trend they are destiny. The time to buy is when everyone says EVs are left for dead With QuantumScape leading the battery revolution and Tesla proving the model can scale Rivian is the natural next bet. Its the full-stack execution play for the next phase: cloud-native"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 16:55:45 UTC 8995 followers, 4842 engagements

"$RIVN $LCID $TSLA EVs are heating up again but the real winner is $QS. The entire resurgence depends on Solid State Batteries and QS is leading the way. These batteries fit into any EV enable 500-mile range and allow 15-minute charging. That changes everything"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-17 13:36:23 UTC 8972 followers, 15K engagements

"$BBAI is a loaded squeeze setup. XX% short float. Would take about one day of avg volume to cover all the shorts. Great set up. Govt contracts + AI buzz = perfect narrative fuel. This can run hard fast. Watch volume. Watch options. Squeeze season might just be starting"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-06-13 15:52:27 UTC 8973 followers, 32.3K engagements

"$MDB Numbers in plain sight: Q1 FY26 revenue came in at $XXX million up XX percent YoY and management now pegs fullyear sales around $XXX billion. Atlas the cloud engine that rolls new AI features to every customer in real time drove $XXX million this quarter climbing XX percent and accounting for XX percent of total revenue. MongoDB now counts 57100 paying organizations each logo is one distinct company on the customer slide yet only XXX of them spend more than $X million a year. Put differently almost every enterprise already on the platform still has room to turn up usage as AI workloads"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:17 UTC 8987 followers, XXX engagements

"@Cluster_6 @grok explain why SSBs can be a grid solution"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-24 12:22:39 UTC 8978 followers, XXX engagements

"$MDB 🔥MongoDB: The Agentic + AI Data & Memory Layer Powering the AI Revolution 🔥 Ive been working tirelessly to build the ultimate AI Leaders Portfolio to mint AI millionaires during the coming AI market boom. As the U.S. embraces AI innovation and AI transforms every industry for the future this portfolio is built to ride that wave. Youve seen my thread on Vinod Khosla and investing in the future. You know I invest in whats next and I only pick the highest quality names. And MongoDB is the single most important "pick-and-shovel" for all AI application development powering data and memory"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:36:59 UTC 8996 followers, 20.8K engagements

"$RIVN $ASTS $AMZN Just pointing this out. Bezos doesnt invest lightly. He has a $2B stake in Rivian and is now linking up with AST SpaceMobile it seems. Thats not random. He is positioning to spar with Elon across EVs satellites and rockets. The story isnt over. Rivian ASTS and Blue Origin are all going head-to-head with Elons empire. And I wont be surprised at all if this ASTS picture turns into big dollars on the table. And yes Elon is a brilliant entrepreneur. But two can play. This is the new gilded age of tech innovation. People saying ASTS and Rivian cant compete with Elon SpaceX and"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 12:35:39 UTC 8996 followers, 10.5K engagements

"$QS $TSLA So QuantumScape confirms a deal with a pure-play EV OEM The co-founder of Tesla is on their board Musk needs SSBs for Optimus and every future Tesla to deliver on range speed and safety. Who else builds EVs at scale just down the road from QS in San Jose Come on. Bingo. 🎯 You cant be bullish enough here. Announcements will come. Its just a matter of time"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-18 10:52:30 UTC 8962 followers, 28.1K engagements

"$NBIS 🔥Nebius: The High-Octane AI Infrastructure Play Set to Multiply X to XX Across Two Continents I'm thrilled to share that I've taken a significant position in Nebius. You'll see more coverage of $NBIS from me soon but don't wait to explore the stellar research by @mvcinvesting and @HyperTechInvest in the meantime. Why demand is exploding: AI infrastructure is already the fastest-growing segment of enterprise tech. IDC reports that global spending on accelerated servers jumped XX percent year-on-year in the first half of 2024 and is on track to top XXX billion dollars by 2028 compounding"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-10 19:16:04 UTC 8995 followers, 54.1K engagements

"$MDB MongoDB and Pinecone (not publicly listed) Vector Database is crucial to AI"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:00 UTC 8989 followers, XXX engagements

"@capital_usher @techinvestoor @davidrliu Google owns 15m shares of $PRME"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 00:17:20 UTC 8948 followers, XXX engagements

"@Cluster_6 @grok Seems like youre determined to be bearish which is fine. But it doesnt matter to me bc this is transformative for grid ev electronics all of the above its just a matter of time. Have a great day"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-24 12:49:31 UTC 8977 followers, XXX engagements

"$PRME started an X community for Prime Medicine investors"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-13 21:11:13 UTC 8974 followers, 10.5K engagements

"$QS 🚀📈🔥QuantumScape: SHORTS RUN FOR COVER I am a long-term QS holder but I have zero sympathy for the suit-and-tie short tutes crowd. Daily volume is roaring past XX million shares call traffic is red-hot and roughly XX million borrowed shares are dangling in mid-air. Every uptick forces dealers to buy more stock and each green candle ratchets the pressure higher. The real fireworks start when price tears through the next batch of strikes on the options ladder. My strategy: keep a core stack of commons for the decade-plus battery story and fund them with long-dated LEAPS that can cash in"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-15 16:17:52 UTC 8995 followers, 42.6K engagements

"$MDB Let me break down what MongoDB actually does for AI in plain terms because this is where most people get lost in technical jargon and miss the entire business opportunity. Picture any AI application like having the worlds smartest intern working at your company. This AI brain whether its ChatGPT Claude or anything else can think fast write well and understand a lot. But heres the part most people never think about: its useless to your business unless it has access to your actual data. Im talking customer records product catalogs past transactions contracts documentation proprietary code"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:01 UTC 8996 followers, XXX engagements

"$RIVN $AMZN Rivian is by far the largest single stock position in Amazons entire portfolio. Just look at the 13F: over $XXXX billion in value with XXX million shares held solely under their discretion. You think theyre holding that just to mess around Amazon has made its bet and its massive. They view Rivian as central to electrifying their massive logistics network and theyve committed billions with clear long term payoff potential. Theyre not just a customer using Rivian vans. Theyre long the companys future. EVs custom software AI integration logistics dominance. Amazon is building the"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 12:20:21 UTC 8996 followers, 9743 engagements

"😂 $IONQ De Masi: Were single-handedly saving Western civilization. RSA wont know what hit it. Chris Monroe $IonQ founder: Encryption Chill. Come back in XX years. So either IonQ is the quantum Avengers Or the hype is entangled with the PR team. Quantum superposition: both true and not true until the stock moves"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 01:51:41 UTC 8995 followers, 1609 engagements

"$QS 👀Honda makes a lot of sense from what we already know Tesla $TSLA would be an even bigger cherry on top"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-15 21:19:30 UTC 8967 followers, 4202 engagements

"@seekerweb I select companies around and under 20B market cap but there's plenty of business for $CRWV and $NBIS"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 11:39:05 UTC 8978 followers, XXX engagements

"$GTLB Anthropics Claude AI Runs on GitLab. GitLab Runs on Claude. Read That Again 👀 Anthropic builds Claude. Claude powers GitLab Duo. And Anthropic runs all their code on GitLab Ultimate. This isnt just a customer story. Its a flywheel. GitLabs deal with Anthropic (their customer) shows how serious AI leaders are about control performance and trust. As Bill Staples said in the March earnings call With Ultimate self-managed the Anthropic team is trusting GitLab to securely house all their code in one place while providing greater performance insight control and customization over their"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-21 22:11:38 UTC 8978 followers, 3809 engagements

"$TEM $NBIS $GTLB $MDB 🚀Building the Ultimate Portfolio for the AI Revolution 🚀 Ive been deep in the research trenches doing high-conviction due diligence to build a portfolio for the AI revolution. We are still in the early innings and we are yet to see the coming AI mega bubble that will reshape entire industries and the global economy. The real winners are the truly unique innovative companies enabling generative and agentic AI applications in transformative ways at scale. This is the ultimate small and midcap millionaire-maker portfolio for the roaring AI 20s. Heres what Ive built so"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:51:53 UTC 8995 followers, 7683 engagements

"$MDB MongoDBs integration with the core AI ecosystem is where the competitive moat becomes obvious. Anthropic is a formal partner with dedicated deployment architectures and go-to-market strategies. Their sales team actively recommends MongoDB for Claude enterprise rollouts. OpenAI publishes official guides for using MongoDB with GPT-4. $MSFT Microsofts Azure OpenAI Service ships with MongoDB Atlas baked in. These arent passive docs. These are deep enterprise-level integrations that validate MongoDB as the default memory layer for AI. This is the pattern: when companies want to go from"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:16 UTC 8989 followers, XXX engagements

"$IONQ IonQ CEO De Masi just sold 103m dollars of IonQ shares"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-06-12 14:07:00 UTC 8977 followers, 42.6K engagements

"$GS 🤡 Its a hilariously condescending and smug take from Goldman Sachs designed to spook retail protect their short positions and make sure they keep it all. Classic playbook from the very king of speculative trading which is Goldman Sachs 👑 🤡 Lets squeeze them out of their shorts 😂"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 15:59:11 UTC 8996 followers, 3733 engagements

"🚨 $QS isnt waiting for the future. Its already being built inside their factory. One investor sourced private geolocation data from brokers tracking mobile ad-IDs (MAIDs) of employees across key Bay Area R&D centers. What it revealed is a matrix of real-world interaction: engineers physically co-locating in the same buildings at the same time and for extended durations. The index measures how often employees from different companies are seen together how long they stay and how consistently those interactions occur. It then normalizes the results to eliminate company size bias. Scores over"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 12:26:47 UTC 8996 followers, 27.8K engagements

"$QS Highlighting Japan again. One of the OEMs is Japanese has to be"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 20:26:00 UTC 8984 followers, 5739 engagements

"I would bet you that it's Japanese probably Honda"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 20:47:59 UTC 8973 followers, 3292 engagements

"$QS 👀Wow the mainstream media is finally waking up to the QuantumScape valuation thesis. A 40x return reflects the potential of mature SSB tech at scale and QS is nearing liftoff. Once it runs theres no looking back. 🚀🚀🚀"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-06-27 13:20:11 UTC 8988 followers, 24.9K engagements

"$TEM Americas New AI Healthcare Playbook Reads Like a Tempus AI Roadmap🚨 Now we know why Pelosi was loading up. She probably saw this six months ago. The July 2025 Americas AI Action Plan just went public and it is the most bullish policy setup Tempus AI could have asked for. The government is no longer dragging its feet on medical AI. The government is taking steps to enable reimbursement deployment benchmarking and procurement of AI tools across the healthcare system. Tempus has spent the last five years building the exact infrastructure this plan now prioritizes. FDA-cleared diagnostics"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 18:38:00 UTC 8989 followers, 22.3K engagements

"$RIVN $QS 🚗💥 Short interest is XXXX% Rivian is one of the top-selling EV truck makers in the U.S. with real vehicles on the road and Amazon vans in full deployment. Yet XXXX% of Wall Street shorts are lining up to get smoked. I honestly relish it. Lets squeeze em out According to Barrons another meme stock 😂 but buckle up for big moves"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 17:04:33 UTC 8996 followers, 4244 engagements

"$QS 👀Second OEM CONFIRMED No name yet but BULLISH 🚀🚀🚀"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 20:23:20 UTC 8995 followers, 22.4K engagements

"$QS This was a great earnings update If youre selling because VW expanded the cash expanded the deal execution looks sharp and a second global OEM signed on but youre mad they didnt name it yet youre not an investor youre a day trader. So sell Bye bye. OEMs often stay anonymous early due to NDAs and legal timing. Its normal. QS is crushing it. All the names will come in time. Bullish and proud Everything is on track. 💪"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 21:33:54 UTC 8996 followers, 19.4K engagements

"$NBIS $NVDA $CRWV The MASSIVE AI Infrastructure Opportunity NVIDIA Owns (And You Should Too) At Least 4.2x Upside: The Simple Math That Shows NBIS's Massive Potential Here's what the numbers show: NBIS sits at the exact revenue scale where CoreWeave began an 8.37x revenue explosion in just XX months. If NBIS follows the same proven path and eventually trades at CoreWeave's current valuation multiple the stock could appreciate at least 4.2x from today's levels. This is based on documented financial performance from both companies. Let's look at it carefully. NVIDIA owns stakes in only two full"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-11 00:00:40 UTC 8979 followers, 48K engagements

"$GTLB $TEM $NBIS Building the Ultimate Portfolio for the AI Revolution 🚀 Ive been very busy doing deep due diligence and building a portfolio for the AI revolution which is still in the early days and will drive explosive market returns in the future. The real winners wont just be the stuff of buzzwords; theyll power the infrastructure intelligence and workflows that define the next decade. Heres what Ive built so far: $TEM Tempus AI for healthcare: Transforming massive clinical and molecular datasets into real-time diagnostic and treatment insights. $NBIS Nebius AI infrastructure as a"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-21 23:09:05 UTC 8971 followers, 8555 engagements

"$QS PowerCo is investing hundreds of millions confirmed (they just reupped the ante) to scale up production of QuantumScapes QSE5 solid-state battery cells. Another major global automaker has now signed a deal to commercialize them in its electric vehicles. Still think its a scam Who is going to say here that the technology doesn't work"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 21:12:38 UTC 8995 followers, 9144 engagements

"$MDB Now heres the critical insight that most investors are missing about MongoDBs position in the AI ecosystem and its the key to understanding where the X to 5x (or more) revenue opportunity really comes from. Yes some of the Magnificent X use MongoDB Meta Google and others rely on it for certain apps but thats not where the big growth is. The goldmine is in the 50000+ companies around the world now building AI-powered products using OpenAI Anthropic Google Cloud AWS and Microsoft Azure. Every one of these companies needs a sophisticated data layer to make those AI apps actually work in"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:06 UTC 8989 followers, XXX engagements

"$QS $TSLA $HMC Its increasingly obvious from the circumstantial evidence. JB Straubel Tesla cofounder sits on QuantumScapes board and private intelligence strongly suggests Tesla is the pure play EV partner. Honda is aligned strategically with QSs operations in Kyoto. QuantumScape opened its Japan R&D center in Kyoto Research Park in early 2022 to tap into Japans leading battery expertise. Meanwhile Honda and GS Yuasa officially established Honda & GS Yuasa EV Battery R&D Co. Ltd. in Kyoto-shi in mid 2023 located in the same city. We also have geolocation data showing frequent interactions"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 12:50:59 UTC 8976 followers, 7786 engagements

"Vinod Khosla FUNDED OPEN AI GUYS HE KNOWS WHAT $QS CAN DO FOR THE WORLD Just FYI"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-18 01:04:26 UTC 8996 followers, 6333 engagements

"$RIVN The anti-EV media noise in the mainstream media is fading fast. Rivian vehicles are everywhere they look beautiful theyre built in the USA and the company is executing. With new federal tax incentives that let buyers deduct interest on auto loans for U.S.-made cars Rivian is set to benefit massively. At these prices $RIVN is a steal"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 20:22:19 UTC 8996 followers, 2908 engagements

"@FreeLunchOrNot The sold ionq but then hold Rivian"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 12:48:21 UTC 8995 followers, XXX engagements

"$QS Vlt Gang: VW/PowerCo is hiring for solid-state battery mass production in San Jose for QuantumScape Production is starting They are filling roles in quality engineering control planning and technical cleanliness. These are core pieces of a real manufacturing ramp. It is execution. The market is finally waking up to the fact that SSB is real. That is why the stock is repricing. And it is still early. Only a 5.6B market cap for the future of batteries🔋 You are not late. You are right on time. There may be a squeeze here this week and then some volatility but this is a stock to own for the"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-15 11:02:52 UTC 8957 followers, 33.7K engagements

"@stonkgang I really believe $PRME is the sort of stock you buy 10k shares and sit on for X years"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-06-22 18:09:57 UTC 8954 followers, 1888 engagements

"@techinvestoor I think the chances have significantly increased that $PRME is acquired for a huge premium at this point or we see another JV we will see. The technology is too revolutionary"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-22 11:19:39 UTC 8943 followers, 1853 engagements

"@C1_dF9432 @VW @Honda @Tesla @generalmotors @Ford @Stellantis @grok make a list of major global oems that have interest in SSBs to EVs"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-24 00:15:44 UTC 8968 followers, XXX engagements

"$QS Sivaram: "Strong demand" for SSBs in Japanese market (HINT HINT)"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-23 21:05:42 UTC 8975 followers, 4634 engagements

"$MDB Pharma is another massive MongoDB use case. Novo Nordisk $NVO used to spend XX weeks compiling Clinical Study Reports a bottleneck involving statisticians medical writers and compliance reviews. With MongoDB Atlas those same reports are now generated in XX minutes. And in pharma every single day earlier to market is worth about $XX million in revenue. When your database can compress timelines like that it pays for itself before the first patient even shows up"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-25 00:37:12 UTC 8989 followers, XXX engagements

"$TEM $ASTS $INUV $NBIS $QS $NTLA $PRME Holy smokes 👀 Just looked up and Im almost at 8000 followers. Thats insane Big love to all of you riding with me. Im here to find the best small cap growth setups through facts research and comprehensive analysis. I share it all free. No paywall. No upsells. No hidden club. Just raw conviction plays for the people. This isnt just about me. Weve built a sharp hungry crew here. Iron sharpens iron. Smart minds strong ideas and critical interrogation. We stay curious open-minded and evaluative not stubborn and inflexible. Youve got to keep testing your"
@JKeynesAlpha Avatar @JKeynesAlpha on X 2025-07-11 19:10:07 UTC 8988 followers, 20.3K engagements