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@Justalphainvest Avatar @Justalphainvest justAlpha

justAlpha posts on X about $oklo, stocks, infrastructure, $smr the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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Social Influence #


Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% technology brands XXXXX% automotive brands XXXX%

Social topic influence $oklo #275, stocks 14.04%, infrastructure 7.02%, $smr #73, mega 7.02%, $mp #311, $avgo #570, #ai 5.26%, $owl #6, $nuscale #1

Top accounts mentioned or mentioned by @trendspider

Top assets mentioned Oklo Inc. (OKLO) NuScale Power Corporation (SMR) MP Materials Corp. (MP) Broadcom, Inc. (AVGO) OwlDAO (OWL) Williams Companies Inc (WMB) NVIDIA Corp. (NVDA) General Dynamics Corporation (GD) XELIS (XEL) Tradeweb Markets Inc. Class A Common Stock (TW) Western Digital Corp (WDC) Factset Research Systems, Inc. (FDS) Pricesmart Inc (PSMT) BTU Protocol (BTU) Spire Inc. (SR) Corvel Corp (CRVL) MarketAxess Holdings Inc. (MKTX) Dutch Bros Inc. (BROS) Goosehead Insurance, Inc. Class A Common Stock (GSHD) Wd-40 Co (WDFC) Johnson & Johnson (JNJ) Wells Fargo & Co (WFC) GridCoin (GRC) The Marzetti Company Common Stock (MZTI) Advanced Micro Devices (AMD) Bloom Energy Corporation (BE) Oracle Corporation (ORCL) Alien Base (ALB) Vertiv Holdings Co (VRT) Super Micro Computer, Inc. Common Stock (SMCI) Rambus Inc (RMBS) Lattice Semiconductor Corp (LSCC) MongoDB, Inc. (MDB) Elastic N.V. (ESTC) Confluent, Inc. Class A Common Stock (CFLT) UiPath, Inc. (PATH) SoundHound AI, Inc. Class A Common Stock (SOUN) Core Scientific, Inc. Common Stock (CORZ) Modefi (MOD) Akamai Technologies, Inc. (AKAM) Cloudflare, Inc. (NET) Elcoin (EL) Constellation Energy Corp (CEG) PWR Coin (PWR) Teledyne Technologies Incorporated (TDY) Ares Protocol (ARES) Evergy Inc (EVRG) UDR, Inc. (UDR) Arcblock (ABT) NUCLEAR (NUCLEAR) Lamb Weston Holdings Inc (LW) Adtalem Global Education Inc. Common Shares (ATGE) IBM (IBM) Raytheon Technologies Corp (RTX) Micron Technology, Inc. (MU) Thermo Fisher Scientific Inc. (TMO) Costco Hot Dog (COST) Home Depot, Inc. (HD) Coca-Cola Co (KO) McDonald's Corp (MCD) Procter & Gamble (PG) Sleepless AI (AI) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Metadium (META) Parachute (PAR) NextDecade Corporation Common Stock (NEXT) Sable Offshore Corp. (SOC)

Top Social Posts #


Top posts by engagements in the last XX hours

"$ALB $BATT MP Materials Albemarle lead huge rally in rare earth stocks on U.S.-China"
X Link @Justalphainvest 2025-10-13T15:04Z XXX followers, XX engagements

"βš™ #AIs footprint - electrons to interfaces. X Energy: $WMB (gas data centers) $TLNE (nuclear) X Infrastructure: $CORZ $VRT $MOD X Hardware: $SMCI $RMBS $LSCC X Cloud/Compute: $AKAM $NET X Software/Data: $MDB $ESTC $CFLT X User Layer: $PATH $SOUN"
X Link @Justalphainvest 2025-10-10T03:47Z XXX followers, XXX engagements

"$AVGO $EL S&P XXX Movers: LVS AVGO (Oct XX 10:21 AM)"
X Link @Justalphainvest 2025-10-13T19:04Z XXX followers, XX engagements

"πŸ“… Oct XX 2025 Market Breadth Snapshot Overall A/D XXXX XXXX% 200DMA XXXX% 50DMA 🏦 Mega caps still dominate breadth (81.6% 200DMA vs XXXX% for Small Cap). Leaders Financial Services (A/D XXXXX XXXX% 200DMA) Laggards Energy (A/D XXXX XXXX% 200DMA) πŸš€ Risk-on tone cyclicals showing leadership. #MarketBreadth #Stocks #SP500"
X Link @Justalphainvest 2025-10-14T23:07Z XXX followers, XX engagements

"The AI revolution needs massive power. While everyone's buying $NVDA chips we should also buy the companies keeping data centers running: $CEG - Nuclear (24/7 clean power) $PWR - Builds the infrastructure $WMB - Natural gas pipelines feeding it all You don't just bet on AI. You bet on everything AI needs to exist. #AI #Infrastructure #Stocks"
X Link @Justalphainvest 2025-10-13T23:52Z XXX followers, XXX engagements

"πŸ“Š justAlpha Large Cap Top X BUY/SELL Oct XX 2025 $GD $WDC $XEL $TDY $EVRG ⚠ SELL side $OWL $TW $FDS $UDR $ARES"
X Link @Justalphainvest 2025-10-13T12:37Z XXX followers, XX engagements

"$ABT Abbott (ABT) Q3 Earnings Meet Estimates (Oct XX 8:40 AM)"
X Link @Justalphainvest 2025-10-15T17:06Z XXX followers, XX engagements

"4/ Thats 50+ reactors per year. Every. Single. Year. For context: they havent begun commercial operations on reactor #1 yet. The prototype is still in development. $OKLO $NuScale #SMR #CleanTech #Infrastructure"
X Link @Justalphainvest 2025-10-15T12:08Z XXX followers, XX engagements

"8/ The Bottom Line: Sometimes the best opportunities come AFTER reality meets expectations. $OKLO might be a great company building important technology. But at $25B for pre-revenue operations The market may have gotten ahead of itself. $SMR $Nuclear $NuScale #AI #CleanEnergy #Valuation"
X Link @Justalphainvest 2025-10-15T12:08Z XXX followers, XX engagements

"🧡 Thread: The $OKLO Monetization Math That Doesnt Add Up #Nuclear #SMR #AI #CleanEnergy"
X Link @Justalphainvest 2025-10-15T12:08Z XXX followers, XX engagements

"@TrendSpider $OKLO's current valuation assumes 25GW deployed by 2040 that's more than double their own base case forecast"
X Link @Justalphainvest 2025-10-14T19:50Z XXX followers, 3108 engagements

"πŸ“Š justAlpha Medium Cap Top X BUY/SELL Oct XX 2025 $PSMT $BTU $SR $LW $ATGE ⚠ SELL side $CRVL $MKTX $BROS $GSHD $WDFC"
X Link @Justalphainvest 2025-10-13T12:38Z XXX followers, XX engagements

"2/ The Unit Economics: Oklos Aurora powerhouse generates 15MW per reactor. At wholesale power rates ($50/MWh) thats roughly $6.5M in annual revenue per reactor. Simple math but heres where it gets interesting $OKLO #EnergyTwitter #NuclearEnergy"
X Link @Justalphainvest 2025-10-15T12:08Z XXX followers, XX engagements

"πŸ“Š justAlpha Mega Cap Top X BUY/SELL Oct XX 2025 $JNJ $RTX $MU $IBM $TMO ⚠ SELL side $COST $HD $MCD $KO $PG"
X Link @Justalphainvest 2025-10-13T12:36Z XXX followers, XX engagements

"3/ The Deployment Math: $OKLO has a $25B market cap. To justify this at even a 10x revenue multiple theyd need $2.5B in annual revenue by 2032. That requires deploying 380+ reactors. Starting from zero. In X years. $SMR #Valuation #TechStocks"
X Link @Justalphainvest 2025-10-15T12:08Z XXX followers, XX engagements

"1/ Yesterday we talked about $OKLOs valuation assuming 25GW deployed by 2040 more than double their own forecast. Today lets talk about what that actually means in dollars and reactors. $SMR $NuScale $VSTN #AIinfrastructure"
X Link @Justalphainvest 2025-10-15T12:08Z XXX followers, XX engagements

"7/ The Risk/Reward: Current valuation leaves zero room for: ❌ Permitting delays ❌ Construction cost overruns❌ Supply chain issues ❌ Slower-than-expected sales cycles ❌ Any deviation from perfect execution The path is narrow. Very narrow. $OKLO $SMR #InvestingTwitter #RiskManagement"
X Link @Justalphainvest 2025-10-15T12:08Z XXX followers, XX engagements

"Everyone's buying $NVDA for the AI revolution. Nobody's buying the energy infrastructure that keeps those chips running. Energy reality check: Oil: $XX Natural gas: $X Historical oil/gas ratio: 6:1 Current ratio: 20:1 Gas is trading at 3x below historical norms. But here's what matters: AI data centers need MASSIVE 24/7 baseload power for the next 5+ years minimum. Your options: ❌ Solar/wind - Intermittent can't do baseload ❌ Coal - Being phased out βœ… Natural gas - Abundant scalable available NOW βœ… Nuclear - Zero carbon ultimate baseload (but takes years to build new capacity) The bridge"
X Link @Justalphainvest 2025-10-13T13:57Z XXX followers, XX engagements

"$WFC Wells Fargo (WFC) Q3 Earnings and Revenues Surpass Estimates (Oct XX 7:45 AM)"
X Link @Justalphainvest 2025-10-14T19:06Z XXX followers, XX engagements

"6/ Dont get me wrong: The $AI power thesis is real Nuclear is essential for reliable baseload $OKLO has solid tech and DOE support Long-term potential is legitimate But the market is pricing in FLAWLESS execution at UNPRECEDENTED speed. $MSFT $GOOGL $META #DataCenters"
X Link @Justalphainvest 2025-10-15T12:08Z XXX followers, XX engagements

"πŸ“… Oct XX 2025 Market Breadth Snapshot Overall A/D XXXX XXXX% 200DMA XXXX% 50DMA 🏦 Mega caps still dominate breadth (77.6% 200DMA vs XXXX% for Small Cap). Leaders Energy (A/D XXXXX XXXX% 200DMA) Laggards Utilities (A/D XXXX XXXX% 200DMA) πŸš€ Risk-on tone cyclicals showing leadership. #MarketBreadth #Stocks #SP500"
X Link @Justalphainvest 2025-10-13T23:03Z XXX followers, X engagements

"5/ The Historical Reality: Nuclear has never scaled at this pace. Not in the 1970s boom. Not ever. Construction timelines slip. Costs overrun. Permitting takes years. Even with DOE backing and streamlined SMR designs this would be unprecedented. $OKLO #Nuclear #DOE"
X Link @Justalphainvest 2025-10-15T12:08Z XXX followers, XX engagements

"πŸ“Š justAlpha Small Cap Top X BUY/SELL Oct XX 2025 $GRC $ODP $CSV $KN $VECO ⚠ SELL side $MZTI $UMH $PAR $NEXT $SOC"
X Link @Justalphainvest 2025-10-13T12:39Z XXX followers, XX engagements

"Today Best Market Performers $OUST $WFC $MARA $DBRG $OUST $OUST $PII $GOGO $DBRG $DYN $BTU $ACI $TTI $OWL $EIX $CCS"
X Link @Justalphainvest 2025-10-14T20:34Z XXX followers, XXX engagements

"$OKLO Oklo (OKLO) Shares Are Bid Up To Spite Me Says Jim Cramer (Oct XX 8:58 AM)"
X Link @Justalphainvest 2025-10-14T17:06Z XXX followers, XX engagements

"$1TSLA.MI $AMD These Stocks Are Moving the Most Today: MP Materials Nvidia AMD Tesla Alibaba Fastenal and More (Oct XX 7:00 AM)"
X Link @Justalphainvest 2025-10-13T18:04Z XXX followers, XXX engagements

"πŸ“… Oct XX 2025 Market Breadth Snapshot Overall A/D XXXX XXXX% 200DMA XXXX% 50DMA 🏦 Mega caps still dominate breadth (77.6% 200DMA vs XXXX% for Small Cap). Leaders Energy (A/D XXXXX XXXX% 200DMA) Laggards Utilities (A/D XXXX XXXX% 200DMA) πŸš€ Risk-on tone cyclicals showing leadership. #MarketBreadth #Stocks #SP500"
X Link @Justalphainvest 2025-10-13T22:36Z XXX followers, X engagements

"$AMD AMD Partners with OpenAI Goldman Keeps Neutral Rating (Oct XX 10:20 AM)"
X Link @Justalphainvest 2025-10-15T16:06Z XXX followers, XX engagements

"πŸ“… Oct XX 2025 Market Breadth Snapshot Overall A/D XXXX XXXX% 200DMA XXXX% 50DMA 🏦 Mega caps still dominate breadth (77.6% 200DMA vs XXXX% for Small Cap). Leaders Energy (A/D XXXXX XXXX% 200DMA) Laggards Utilities (A/D XXXX XXXX% 200DMA) πŸš€ Risk-on tone cyclicals showing leadership. #MarketBreadth #Stocks #SP500"
X Link @Justalphainvest 2025-10-13T22:16Z XXX followers, XX engagements

"πŸ“Š justAlpha Top XX BUY/SELL (All Stocks) Oct XX 2025 $GRC $WDC $GD $PSMT $JNJ $CSV $SR $KN $XEL $VECO ⚠ SELL side $CRVL $MKTX $BROS $OWL $GSHD $TW $MZTI $WDFC $CNS $FDS #justAlpha #Week20251010"
X Link @Justalphainvest 2025-10-13T12:42Z XXX followers, XX engagements

"$1FB.MI $1YD.F Broadcom (AVGO) Hits Key Milestone in Co-Packaged Optics Technology (Oct XX 9:43 AM)"
X Link @Justalphainvest 2025-10-13T16:04Z XXX followers, XX engagements

"Today Best Market Performers $BE $AVGO $BE $EOSE $POWI $RGTI $QS $YELP $CIFR $OSCR $SEI $OLLI $BE $MP $OKLO $RRX"
X Link @Justalphainvest 2025-10-13T21:42Z XXX followers, XXX engagements

"$ORCL Jim Cramer Discusses Reports Of Oracles (ORCL) Depressed Free Cash Flow (Oct XX 9:45 AM)"
X Link @Justalphainvest 2025-10-14T16:06Z XXX followers, XX engagements

"$BE $ORCL Bloom Energy Corporation (BE) Surged Following Strong Performance (Oct XX 7:36 AM)"
X Link @Justalphainvest 2025-10-13T17:04Z XXX followers, XXX engagements