[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@JKeynesAlpha Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1690119524861853696.png) @JKeynesAlpha J Keynes

J Keynes posts on X about $serv, $path, stack, autonomous the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1690119524861853696/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1690119524861853696/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +81%
- X Months XXXXXXXXX +87%
- X Year XXXXXXXXX +1,594%

### Mentions: XX [#](/creator/twitter::1690119524861853696/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1690119524861853696/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +14%
- X Year XXXXX +448%

### Followers: XXXXXX [#](/creator/twitter::1690119524861853696/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1690119524861853696/c:line/m:followers.svg)

- X Week XXXXXX +2%
- X Month XXXXXX +25%
- X Months XXXXXX +149%
- X Year XXXXXX +942%

### CreatorRank: XXXXXXX [#](/creator/twitter::1690119524861853696/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1690119524861853696/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1690119524861853696/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #2121 [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [celebrities](/list/celebrities)  XXXX% [exchanges](/list/exchanges)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$serv](/topic/$serv) #3, [$path](/topic/$path) #6, [stack](/topic/stack) #695, [autonomous](/topic/autonomous) #73, [$qs](/topic/$qs) #6, [$tem](/topic/$tem) #7, [$nbis](/topic/$nbis) #214, [$goog](/topic/$goog) #17, [$rxrx](/topic/$rxrx) #3, [wall street](/topic/wall-street) #454

**Top accounts mentioned or mentioned by**
[@c33k732](/creator/undefined) [@markhubbard33](/creator/undefined) [@jrouldz](/creator/undefined) [@grok](/creator/undefined) [@genejchan](/creator/undefined) [@avgvalueinvest](/creator/undefined) [@kuehck1](/creator/undefined) [@jamesbradl26877](/creator/undefined) [@xyzdkfe](/creator/undefined) [@japdongsanee](/creator/undefined) [@mtnyardsale](/creator/undefined) [@plasticnewt3](/creator/undefined) [@deepresearch855](/creator/undefined) [@bluetrade82](/creator/undefined) [@craigclement](/creator/undefined) [@vikmittal](/creator/undefined) [@techinvestoor](/creator/undefined) [@craig_clement](/creator/undefined) [@fiddleyf](/creator/undefined) [@dwdinvesting](/creator/undefined)

**Top assets mentioned**
[OpenServ (SERV)](/topic/$serv) [UiPath, Inc. (PATH)](/topic/$path) [QuantumScape Corporation (QS)](/topic/$qs) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX)](/topic/$rxrx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Auroracoin (AUR)](/topic/$aur) [Elastic N.V. (ESTC)](/topic/$estc) [MongoDB, Inc. (MDB)](/topic/$mdb) [Asana, Inc. Class A Common Stock (ASAN)](/topic/$asan) [Dash (DASH)](/topic/$dash) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Tesla, Inc. (TSLA)](/topic/tesla) [DoorDash, Inc. (DASH)](/topic/doordash) [Hundred Million (100M)](/topic/$100m) [JPMorgan Chase (JPM)](/topic/$jpm) [Palantir (PLTR)](/topic/$pltr) [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [IonQ, Inc. (IONQ)](/topic/$ionq) [Corning Incorporated (GLW)](/topic/$glw) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts [#](/creator/twitter::1690119524861853696/posts)
---
Top posts by engagements in the last XX hours

"$S SentinelOne - The AI Cybersecurity POWERHOUSE While the market lavishes premium valuations on legacy tech companies with questionable innovation or inflates others based on pure hype alone it's overlooking a true technological revolution at SentinelOne. This disconnect won't last -- not when you're outperforming trillion-dollar tech giants in head-to-head security testing. SentinelOne isn't just another player in the space - they're revolutionizing how enterprises defend themselves and the latest results prove it DECISIVELY. The company just CRUSHED the 2024 MITRE ATT&CK evaluation with a"  
[X Link](https://x.com/JKeynesAlpha/status/1888338545829388699) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-02-08T21:26Z 14K followers, 6724 engagements


"$PRME at a $615M market cap is tiny compared to where this can go. The technology isnt theoretical its validated and the upside here is enormous. I expect the rerating to come and when it does the positive catalysts will be unexpected and surprising. The $100M+ investment and cash gift from the Cystic Fibrosis Foundation is just the tip of the iceberg. In hindsight todays price will look like a giveaway as is always the case when youre early on a truly revolutionary platform"  
[X Link](https://x.com/JKeynesAlpha/status/1955413314059579627) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-08-12T23:37Z 14K followers, 9083 engagements


"$PRME Prime Medicine headed for the $30s then $100+. Patience. People ask why I bought 16000 shares. I ask why I havent bought more Why Prime Medicine is "gods technology" for real: -It does what nature never gave us a true DNA search and replace the ability to correct insert or delete code at will -XX% of known mutations are within reach which means rewriting the story of almost every genetic disease - $BMY Bristol Myers Squibb signed a strategic deal with $55M upfront cash $55M in equity and up to $3.5B in milestone payments including $1.4B in development and $2.1B in commercialization plus"  
[X Link](https://x.com/JKeynesAlpha/status/1959000646239334719) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-08-22T21:12Z 14K followers, 99.1K engagements


"$PATH UiPath x $JPM JPMorgan: Orchestrating the Future of Agentic AI at Scale Together 🔥🔥🔥 UiPath's Fusion event featuring JP Morgan made it clear that Agentic AI is no longer theory. It is ROI in production. UiPath CEO Daniel Dines opened with the core thesis: -Powerful autonomous AI agents can only be deployed on top of a strong automation foundation. -Pick something difficult. Even solving X% of a painful process creates massive impact. -Orchestration is the key to unlocking ROI from AI. CSL Behring proved it in one of the most regulated industries. They used UiPath agents to transform"  
[X Link](https://x.com/JKeynesAlpha/status/1973843780521373759) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-02T20:13Z 14K followers, 18.5K engagements


"$QS people love to point out that Bill Gates backed QuantumScape which is awesome but whats even better is that Vinod Khosla the same VC who hand-picked OpenAI before anyone else saw it coming also backed $QS years ago. Both Gates and Khosla saw the solid state battery revolution long before the rest of the market did and now its finally here. These guys dont chase hype they create it. Smart money smart conviction. Go look QuantumScape is still listed right on Khosla Ventures own site. You can do the math on what that means 🔥🔥🔥"  
[X Link](https://x.com/JKeynesAlpha/status/1975681898664853718) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-07T21:57Z 14K followers, 24.5K engagements


"$PATH 👀Definitely worth a listen already picking up some great new insights on why theres plenty to be bullish about UiPath Pay attention to his comparison between $PLTR and $PATH. Appreciate it @jakebrowatzke"  
[X Link](https://x.com/JKeynesAlpha/status/1976060735873561035) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-08T23:02Z 14K followers, 22.5K engagements


"$BTC $ETH and the rest of the levered alt crypto crowd got savagely wiped out today. I hate to see this my condolences. Let this be a warning. If no margin and no leverage youd be just fine now First of all everyone knows I hate crypto alts. The craziest thing Id ever touch would be ETH or BTC and even then only with cash. I would never lever up like that. Its worse than playing with fire and gasoline. Same goes for stocks. Do not sell puts do not sell covered calls and do not borrow on margin to make big purchases in size. I never do it. You can be wrong in so many ways trying to bag a"  
[X Link](https://x.com/JKeynesAlpha/status/1976839181767774668) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-11T02:36Z 14K followers, 18.2K engagements


"Simon says repeat after me: crypto is a scam. Thanks class dismissed"  
[X Link](https://x.com/JKeynesAlpha/status/1976843114473308220) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-11T02:51Z 14K followers, 12.7K engagements


"Next name in my "speculative AI portfolio" is coming soon. What is it 🤔"  
[X Link](https://x.com/JKeynesAlpha/status/1977481050981834875) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-12T21:06Z 14K followers, 14.1K engagements


"@HyperTechInvest $ionq clearly"  
[X Link](https://x.com/JKeynesAlpha/status/1979599613893222608) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-18T17:25Z 14K followers, 1528 engagements


"$SERV The story behind $SERV shows how real this platform already is. Serve started inside Postmates as its internal robotics division Postmates X. When $UBER Uber acquired Postmates in 2020 CEO Ali Kashani negotiated to spin the robotics unit out as an independent company in 2021. Uber remained a major shareholder and became Serves first commercial partner integrating its autonomous sidewalk robots directly into Uber Eats. The spin-off gave Serve freedom to partner beyond Uber opening doors to trials with DoorDash Walmart and 7-Eleven. It also kept Uber financially aligned while giving Serve"  
[X Link](https://x.com/JKeynesAlpha/status/1980079186577342896) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV The Vinod Khosla connection takes $SERV to another level Vinod Khosla founder of Sun Microsystems and one of the most influential investors in AI and deep technology joined Serve Robotics Advisory Board through the Vayu Robotics acquisition. He also took a direct financial position receiving Serve stock and warrants tied to autonomy performance milestones and holding a stake via Khosla Ventures which funded Vayu. Khoslas reputation carries enormous weight. He was an early backer of OpenAI $QS QuantumScape and $DASH DoorDash and has spent decades identifying technology inflection points"  
[X Link](https://x.com/JKeynesAlpha/status/1980079207880217078) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV Could Serve have a more visionary backer on its board NO"  
[X Link](https://x.com/JKeynesAlpha/status/1980079215715491965) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$ESTC Elastic Is the Search Layer of the AI Revolution 🔍🤖💥 -- And Wall Street Has No Idea 😴 I just added Elastic $ESTC to my AI Leaders Portfolio alongside MongoDB $MDB GitLab $GTLB Nebius $NBIS and Tempus AI $TEM. MongoDB is the data layer for AI applications the system of record for everything that powers intelligent enterprise use of LLMs and AI agents with their multimodal data sets. Elastic is the search and retrieval layer the engine that lets LLMs extract meaning from all that data at speed and scale. They serve different jobs. And together they form the backbone of enterprise"  
[X Link](https://x.com/JKeynesAlpha/status/1949626325133635634) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-07-28T00:21Z 14K followers, 40.2K engagements


"$ESTC Elastic just won the 2025 $GOOG Google Cloud DORA Award for Architecting for the Future with AI. 🔥🔥🔥 That recognition matters because it proves Elastic is not only building AI tools but also using them to deliver real enterprise outcomes. The award highlights how Elastic applied AI to improve all four key DORA metrics: faster deployment frequency shorter lead times fewer failures and quicker recovery. These are the hardest problems in enterprise software delivery and Elastic solved them with AI-powered observability anomaly detection diagnostics and automation. What makes this even"  
[X Link](https://x.com/JKeynesAlpha/status/1958681242628485252) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-08-22T00:02Z 14K followers, 3119 engagements


"@paljonpuu $TEM is only a 15b market cap can be a XX bagger and is the leader"  
[X Link](https://x.com/JKeynesAlpha/status/1979910613632463215) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-19T14:00Z 14K followers, XXX engagements


"$ASAN Ive never seen a founder-turned-director so hungry for shares. Dustin Moskovitz just keeps loading up on Asana day after day. Given his deep ties to Altman/OpenAI Anthropic and Zuckerberg youve got to wonder what he knows that the rest of us dont. This level of insider buying is rare borderline unheard of. Feels like something big is brewing"  
[X Link](https://x.com/JKeynesAlpha/status/1968268953702044156) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-09-17T11:01Z 14K followers, 43.8K engagements


"$RXRX 🚀Recursion Is The Next Moonshot In My Speculative AI Portfolio: Nvidia Is In Big Pharma Is Paying And Wall Street Has No Clue 🚀 This stock is sitting at all-time lows but under the hood its building the most complete AI-first drug discovery platform in existence. The third pick in my speculative AI portfolio is Recursion Pharmaceuticals. This is a stock that almost no one in the AI trade is watching right now and thats exactly the point. It sits near all-time lows priced like another cash-burning biotech. Yet underneath its building what I believe could be the most complete AI-first"  
[X Link](https://x.com/JKeynesAlpha/status/1972024013225709643) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-09-27T19:42Z 14K followers, 128.6K engagements


"$PATH 🔥🔥🔥 still early. With agentic AI becoming a must-have for enterprises I can see UiPath hitting $XXX. Hope you loaded the boat Long and bullish"  
[X Link](https://x.com/JKeynesAlpha/status/1976372239768727570) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-09T19:40Z 14K followers, 81.2K engagements


"$SERV 🤖🔥 The Robotics AI Sleeper Thats Quietly Training on Every Delivery So far in my Speculative AI Portfolio Ive added $PATH $RXRX and $ASAN but my next pick has a different kind of vision. Serve Robotics ($SERV) is my next pick and it looks like just a delivery robot company at first. Tiny bots rolling through cities with Uber Eats orders. Cool enough. But the real story is the vision behind it. Serve is building the autonomy and AI-robotics logistical infrastructure and stack for how goods and services move through cities. The Uber Eats and DoorDash deals are just the start. Every"  
[X Link](https://x.com/JKeynesAlpha/status/1978166839734907262) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-14T18:31Z 14K followers, 16.6K engagements


"@MagnusSigurdss I own a LOT of $NBIS. I also think $SERV is an excellent company with a lot of potential (and very smart top-tier minds) for a lot of robotics applications using their AI stack. I'll be posting a thread as soon as I have a bit more time"  
[X Link](https://x.com/JKeynesAlpha/status/1978805026676961766) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-16T12:47Z 14K followers, XXX engagements


"@MarioNawfal @CrisprGlenn $TEM is where it is at for cutting edge AI oncology. Wonder why $GOOG Google owns so much Tempus AI on their 13f"  
[X Link](https://x.com/JKeynesAlpha/status/1980024300234023028) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-19T21:32Z 14K followers, 1373 engagements


"$SERV 🔥Serve Robotics: The AI Robotics Platform Powering the Future of Drones Couriers Logistics and Sidewalk Autonomy🔥 The next addition to my Speculative AI portfolio is $SERV Serve Robotics. So far Ive added $ASAN $RXRX and $PATH each representing a different layer of applied AI. Now Im adding Serve because the next frontier isnt digital AI in the cloud its physical ROBOTIC AI in the real world. And I'm feeling SUPER bullish Serve builds autonomous AI-powered delivery robots that move at walking speed through real city environments. Each robot runs NVIDIA Jetson Orin edge compute fused"  
[X Link](https://x.com/JKeynesAlpha/status/1980079183142211621) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, 6073 engagements


"$NVDA NVIDIA just featured $SERV as a showcase for physical AI on its own website. In NVIDIAs article Serve Robotics Is Ushering Food Delivery Into the Mainstream the company highlights how Serves delivery robots rely on three NVIDIA GPUs including one Orin AGX for real-time processing of camera and LiDAR data during navigation through city streets. NVIDIA notes that Serves autonomy depends on its Isaac SDK and Isaac Sim which allow the company to model real-world edge cases and retrain its AI in simulation before redeployment. CEO Ali Kashani explains When youre out in the real world and you"  
[X Link](https://x.com/JKeynesAlpha/status/1980079189618282876) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV $UBER Uber still owns nearly X million shares of $SERV and its vision for the company is clear. According to Ubers latest 13F filing the company holds roughly XXX million shares of Serve Robotics maintaining a major minority stake after spinning the division out in 2021. Uber did not just incubate Serve; it remains deeply invested in its success because robotic delivery fits perfectly into Ubers long-term logistics vision. Serves robots already complete deliveries for Uber Eats in Los Angeles Miami and other markets. The companies have a multi-year agreement to deploy up to 2000"  
[X Link](https://x.com/JKeynesAlpha/status/1980079193317687421) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV $DASH $QS"  
[X Link](https://x.com/JKeynesAlpha/status/1980079211491872833) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV Serve isnt just sidewalk robots anymore: drones couriers sanitation and hospital AI robotics are next Serve CEO Ali Kashani said To me food delivery is the book to our Amazon. Were just starting with that as a first market but there is almost infinite demand for where we can go. The companys roadmap extends far beyond restaurants. Serve plans to adapt its platform for groceries prescriptions and hospital logistics moving critical items through campuses malls or factories using the same AI navigation stack that powers its delivery robots. Kashani also confirmed that Serve is testing"  
[X Link](https://x.com/JKeynesAlpha/status/1980079226028978417) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV $GOOG Serve is taking autonomy airborne with its new drone partnership with Google Serve Robotics is now integrating its sidewalk robots with Wing Aviation an Alphabet company to create a hybrid ground-to-air delivery network. The robots handle restaurant pickups then hand off orders to drones for the final flight segment. This extends the average delivery radius from around X miles to as far as X miles while cutting total delivery time and cost per order. The pilot program in Dallas is already active. Serves robots retrieve food directly from restaurant partners bring it to designated"  
[X Link](https://x.com/JKeynesAlpha/status/1980079229115998676) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV is led by one of the strongest robotics and AI teams in the industry Serve Robotics is not just a tech story. It is a leadership story. The company is run by pioneers with decades of experience in robotics autonomy and scaling real-world systems. Dr. Ali Kashani CEO and co-founder holds a PhD in robotics and computer vision. He led the Postmates X robotics division that built the original Serve robot and spun the company out of Uber in 2021 to keep it platform-agnostic. A TED speaker and EY Entrepreneur of the Year 2025 Kashani is known for his optimism about AIs potential to improve"  
[X Link](https://x.com/JKeynesAlpha/status/1980079236007276933) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV has the balance sheet growth and platform to scale fast Serve posted Q2 revenue of $642000 up XX% quarter over quarter with management guiding XXX% to XXX% year-over-year growth for Q3 2025. The company reiterated a $6080 million annualized revenue target once its 2000-robot fleet is fully utilized. Serve ended Q2 with $XXX million in cash and marketable securities providing a clear runway through 2026. This liquidity allows it to self-finance robot production and expansion without relying on near-term dilution or debt. Each robot generates recurring delivery income through partners"  
[X Link](https://x.com/JKeynesAlpha/status/1980079238918058489) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"My take: $SERV is the most promising small-cap AI robotics stock on the market Serve is not just a delivery company. It is building the operating system for physical AI a full-stack robotics platform that combines NVIDIA-powered autonomy foundation model learning and real-world data at scale. The same software that drives burrito deliveries today could one day power drones hospital couriers and factory logistics. The company has tier-one validation from $UBER Uber $DASH DoorDash $NVDA NVIDIA Magna and legendary VC Vinod Khosla. It has achieved commercial Level X autonomy strong early revenue"  
[X Link](https://x.com/JKeynesAlpha/status/1980079246774079632) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, 1741 engagements


"$ESTC Elastic is an AI leader and they totally crushed it🔥 Another monster quarter selling RAG search + enterprise AI infra. And to the geniuses who said SaaS is dead 😂 🤣🤪 still waiting on that obituary. Go ahead fade the AI leaders paving the way for enterprise AI. Well keep stacking. 🚀 #ESTC #AiLeaders"  
[X Link](https://x.com/JKeynesAlpha/status/1961160113911116005) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-08-28T20:13Z 14K followers, 9688 engagements


"@wall_st_regard I think that in this bull market cycle technologies of the future like this go higher than you think because people state to see that the future is really now. Its a great opportunity which is why Im long"  
[X Link](https://x.com/JKeynesAlpha/status/1978210360189423634) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-14T21:24Z 14K followers, XXX engagements


"$AUR hello there"  
[X Link](https://x.com/JKeynesAlpha/status/1970515402733044013) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-09-23T15:47Z 14K followers, 5241 engagements


"$QS 🔥 From iPhones to Humanoids: Why the $GLW Corning and Murata Partnerships Put QuantumScape on $AAPL Apples Radar 🔥 The new QuantumScape and Corning partnership has the potential to reshape the solid state battery story. The agreement is centered on ceramic separator development and commercialization and it is all about scaling. Corning brings decades of leadership in glass and ceramics the exact expertise needed to help QuantumScape move from breakthrough science into industrial production. That makes this less of a lab experiment and more of a deliberate move toward high volume"  
[X Link](https://x.com/JKeynesAlpha/status/1973488660906705289) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-01T20:42Z 14K followers, 39.3K engagements


"$AUR hasnt broken out yet but their AI stack is one of the most advanced in autonomy. Im holding and may add here soon. Goes into the category of sleeping giant. I will add that it sort of looks like a massive cup and handle"  
[X Link](https://x.com/JKeynesAlpha/status/1975349131343528357) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-06T23:55Z 14K followers, 33K engagements


"$CRWV 🤔I dont see any world where CoreWeave isnt sitting at a $100B floor. Thats roughly $XXX a share. The positioning of CoreWeave in the AI infrastructure stack is massive its closing the gap fast and the market will catch up soon enough. Not hard to understand at all. Bullish 🚀"  
[X Link](https://x.com/JKeynesAlpha/status/1976002945956081794) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-08T19:13Z 14K followers, 39.9K engagements


"$RCMP IFKYK. Ill say it again: for small growth names Nasdaq Capital Markets tier is a great tell. Look at it now versus 2020-2021. Just getting started here I have no idea what bubble people are talking about because it just doesnt even exist at this point TONS of room to run vs historical peaks. Second inning Play ball ⚾"  
[X Link](https://x.com/JKeynesAlpha/status/1976047506225078750) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-08T22:10Z 14K followers, 7833 engagements


"$QS idk who needs to hear this but QuantumScapes solid-state batteries are literally China proof. They dont need a single material from China to scale production. One of their biggest breakthroughs is the anode-free design which eliminates graphite a material almost entirely sourced from China. As CEO Sivaram said The best way not to be dependent on something is not to use it. By cutting out both graphite and cobalt QuantumScape stands out as a supply chain independent U.S. energy tech leader fully aligned with domestic manufacturing and energy independence policies. Long $QS 🔋"  
[X Link](https://x.com/JKeynesAlpha/status/1976447936138707306) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-10T00:41Z 14K followers, 122.2K engagements


"$AUR wont be much longer until the sleeping on Aurora comes to an end"  
[X Link](https://x.com/JKeynesAlpha/status/1977893368148463675) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-14T00:25Z 14K followers, 22.3K engagements


"$AUR seriously fading this ones a mistake youll regret later. Its the most under the radar transformative AI stock out there. Autonomous logistics deep AI stack real world scale coming fast. Tesla bros spread a lot of fake news about Aurora (plus never admit that Tesla has zero fully autonomous trucking hours) and never bother to understand the facts so Ive clarified it all for you see these links👇 And"  
[X Link](https://x.com/JKeynesAlpha/status/1978092223733326105) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-14T13:35Z 14K followers, 48.6K engagements


"$PATH 🔥 UiPath CEO Daniel Dines on CNBC just gave one of his most bullish interviews yet the clearest signal that UiPath is stepping into its Act X as the backbone of enterprise agentic AI. The combination between AI and automation is extremely powerful. We made agentic automation our number one priority as a company. Very few companies have a chance for an act two and we have this chance. The demand were seeing for our agentic technology I have never seen in the RPA world. UiPath is moving fast from rule-based bots to Agentic Automation and Orchestration real workflows where humans AI and"  
[X Link](https://x.com/JKeynesAlpha/status/1978201373926645894) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-14T20:48Z 14K followers, 51.9K engagements


"$SERV 🔥🔥🔥 When NVIDIA wanted to showcase its new DGX Spark platform it chose Serve Robotics to make the delivery. Thats not coincidence its signal. Serves autonomous platform is already where AI meets the real world trained in simulation powered at the edge and moving through live environments with precision. The companies building tomorrows infrastructure are using Serve to deliver it today"  
[X Link](https://x.com/JKeynesAlpha/status/1978781182549438557) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-16T11:12Z 14K followers, 14.4K engagements


"Not entirely you also have the federal reserve ending QT and cutting rates which historically is bullish for small and mid cap companies that rely on more favorable credit conditions. Moreover the American tech sector is incredibly productive and is bringing more future technologies to market than any other country in the world. So while AI capex is a big factor its not the whole cause of favorable market conditions"  
[X Link](https://x.com/JKeynesAlpha/status/1979965897428410781) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-19T17:40Z 14K followers, 2488 engagements


"@HyperTechInvest Robotics which is why I like $SERV"  
[X Link](https://x.com/JKeynesAlpha/status/1980033729885082056) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-19T22:10Z 14K followers, 1712 engagements


"$SERV What $SERVs delivery robots actually do every day Serves fleet operates in dense city environments across Los Angeles Miami Dallas Atlanta and soon Chicago. Each robot carries up to XX gallons of cargo enough for four 16-inch pizzas and runs up to XX hours per charge across XX miles of range. They navigate sidewalks and crosswalks at up to XX mph handling real weather curbs pedestrians and even construction zones. Using Ouster REV7 LiDAR high-resolution cameras and redundant sensors the robots perceive depth and motion like an autonomous vehicle but at human scale. The result: Level 4"  
[X Link](https://x.com/JKeynesAlpha/status/1980079196417245195) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV Why the Vayu Robotics integration is a huge deal for Serve Serves recent acquisition of Vayu Robotics combines two of the hardest things in autonomy: massive real-world data and foundation-model intelligence. Vayus system trains large AI models that learn navigation directly from multimodal data including LiDAR cameras and simulation rather than relying on hand-coded rules. This allows robots to adapt to new cities lighting terrain and unpredictable human behavior with minimal retraining. When fused with Serves unmatched sidewalk dataset it creates an AI loop that can learn from every"  
[X Link](https://x.com/JKeynesAlpha/status/1980079203102916884) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV $DASH The DoorDash partnership is massive validation for $SERV Vinod Khosla knows DoorDash well. His firm backed the company in its early days and helped it scale into the number-one food delivery platform in America. Now the company he advises and holds equity in Serve Robotics is officially partnering with DoorDash on autonomous deliveries across the United States. Serve will fulfill DoorDash orders under a multi-year agreement starting in Los Angeles and expanding nationwide. The robots already operate in five major cities including Los Angeles Miami Dallas Chicago and Atlanta and"  
[X Link](https://x.com/JKeynesAlpha/status/1980079218995446213) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV $UBER $DASH is quietly becoming the universal AI layer for last-mile delivery Uber and DoorDash are the two biggest delivery networks in the United States. Both are now using Serve Robotics autonomous delivery platform. This is the first time one robotics company has integrated at scale with both giants. Serves model is simple but powerful. The same fleet of robots can dynamically switch between orders from Uber Eats and DoorDash maximizing utilization and minimizing idle time. Every completed trip feeds new data into the autonomy stack improving Serves AI foundation models and driving"  
[X Link](https://x.com/JKeynesAlpha/status/1980079222958752213) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV The Magna partnership proves $SERV is becoming the OS for AI robotics Serves technology is now licensed and manufactured by Magna International one of the largest automotive and robotics suppliers in the world. Magna builds vehicles and automation systems for Tesla GM and BMW and is now producing Serves next-generation delivery robots while adopting its autonomy stack for new applications. The partnership gives Magna a license to use Serves AI platform to develop entirely new robots and logistics systems. That means Serves navigation and perception engine can live inside robots far"  
[X Link](https://x.com/JKeynesAlpha/status/1980079232320512187) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV Piling up results and achievements FAST"  
[X Link](https://x.com/JKeynesAlpha/status/1980079241963126931) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, XXX engagements


"$SERV I'm long Serve Robotics"  
[X Link](https://x.com/JKeynesAlpha/status/1980079249894842871) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-20T01:10Z 14K followers, 1548 engagements