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

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

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

- X Week XXXXXXX +83%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +275%
- X Year XXXXXXXXX +546%

### 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 -XXXX%
- X Month XXX -XX%
- X Months XXXXX +60%
- X Year XXXXX +257%

### 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 +2.70%
- X Month XXXXXX +11%
- X Months XXXXXX +175%
- X Year XXXXXX +638%

### 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

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  XXXXX% [stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [celebrities](/list/celebrities)  XXX%

**Social topic influence**
[ai](/topic/ai) 32.53%, [$path](/topic/$path) #25, [$qs](/topic/$qs) #3, [agentic](/topic/agentic) #203, [the first](/topic/the-first) 6.02%, [$zeta](/topic/$zeta) #74, [$tem](/topic/$tem) #2, [future](/topic/future) 4.82%, [$oust](/topic/$oust) #3, [$serv](/topic/$serv) #29

**Top accounts mentioned or mentioned by**
[@kuehck1](/creator/undefined) [@pennycheck](/creator/undefined) [@stonkchris](/creator/undefined) [@growth1956](/creator/undefined) [@ddantonie](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@novaedgecapital](/creator/undefined) [@stockdollars](/creator/undefined) [@madeinborsacom](/creator/undefined) [@clayandbuck](/creator/undefined) [@claytravis](/creator/undefined) [@bucksexton](/creator/undefined) [@jeffbezos](/creator/undefined) [@davill](/creator/undefined) [@blueorigin](/creator/undefined) [@fedex](/creator/undefined) [@quantumscapeco](/creator/undefined) [@bmabey](/creator/undefined) [@venturebeat](/creator/undefined) [@sholi_software](/creator/undefined)

**Top assets mentioned**
[UiPath, Inc. (PATH)](/topic/$path) [QuantumScape Corporation (QS)](/topic/$qs) [ZetaChain (ZETA)](/topic/$zeta) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [OpenServ (SERV)](/topic/$serv) [NuScale Power Corporation (SMR)](/topic/$smr) [Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX)](/topic/$rxrx) [Bitcoin (BTC)](/topic/$btc) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [Oklo Inc. (OKLO)](/topic/$oklo) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Strive, Inc. (ASST)](/topic/$asst) [Ethereum (ETH)](/topic/$eth) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Bitfarms Ltd. (BITF)](/topic/$bitf) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Asana, Inc. Class A Common Stock (ASAN)](/topic/$asan) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Nxt (NXT)](/topic/$nxt) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Auroracoin (AUR)](/topic/$aur) [XPeng Inc. (XPEV)](/topic/xpeng) [Tesla, Inc. (TSLA)](/topic/tesla) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last XX hours

"$TEM Tempus AI has not even entered the phase where its AI algorithms start getting reimbursed and scaled. Lefkofsky is very clear about this. Right now the business is being valued on Genomics + Data Licensing. That part alone is already growing fast enough to hit positive adjusted EBITDA and support 25%+ revenue growth for years. But the real upside is still ahead. Lefkofsky said on the Q3 call that when the healthcare system begins paying for AI-driven diagnostic intelligence (the algorithms that detect errors predict progression optimize care decisions close gaps match trials etc.)"  
[X Link](https://x.com/JKeynesAlpha/status/1987622695790317865)  2025-11-09T20:45Z 17.6K followers, 28.1K engagements


"$BTC 👀 this is good Lets go"  
[X Link](https://x.com/JKeynesAlpha/status/1993747789424332861)  2025-11-26T18:24Z 17.6K followers, 3361 engagements


"Just dropped a new trade idea on $TE for subs👀"  
[X Link](https://x.com/JKeynesAlpha/status/1995851240937586932)  2025-12-02T13:43Z 17.6K followers, 16.1K engagements


"$PATH Q3 EARNINGS🚨DINES: UiPath has been rated top Agentic AI platform by Everest Group in Automation Platform Assessment which reinforces what our customers see in Maestro for end-to-end automation"  
[X Link](https://x.com/JKeynesAlpha/status/1996342292022780395)  2025-12-03T22:14Z 17.6K followers, 8243 engagements


"$PATH Q3 EARNINGS🚨DINES: Deloitte is using over 1500 UiPath autonomous bots and AI agents"  
[X Link](https://x.com/JKeynesAlpha/status/1996343431694839918)  2025-12-03T22:18Z 17.6K followers, 9690 engagements


"$CRWV This selloff will go down as one of the dumbest easy-money setups of the year imho. Completely irrational no matter what the bear trolls or bubble callers like Burry say. That is fine. Their panic is your profit. Recovery already in motion with RSI turning up from oversold and price reclaiming the first Fib level as buyers step back in"  
[X Link](https://x.com/JKeynesAlpha/status/1996692350333309359)  2025-12-04T21:25Z 17.6K followers, 9996 engagements


"$PATH Reposting because this is the easiest way to get what UiPath actually does. PATH is the layer that lets LLMs take real action in the enterprise. Models think. UiPath executes. That is the core of the Agentic AI story and why this name matters👇"  
[X Link](https://x.com/JKeynesAlpha/status/1996699365503914355)  2025-12-04T21:53Z 17.6K followers, 12.2K engagements


"$EOSE A lot more going on here than meets the eye for EOS Energy 👀 and the setup for the BESS story (Battery Energy Storage Systems) is stronger than people think. The 2026 to 2028 window is shaping up to be a massive cycle for American energy buildout grid hardening and long duration batteries. $QS with solid state and $EOSE with Zinc Bromine Z3 are solving different problems in the same macro wave and both matter for how this decade plays out. Full write up posted for subs"  
[X Link](https://x.com/JKeynesAlpha/status/1997379917374451943)  2025-12-06T18:57Z 17.6K followers, 13.2K engagements


"$BBAI I want to like this name. Ive traded it a few times and would love to see a real AI-defense story emerge but the numbers are just awful 💀💀💀🪦🪦🪦 Revenues are stuck in the 3045 range for years with no real growth. Net income keeps blowing out to insane levels like XXXXX XXXXX and the recent XXXXX which shows the losses are getting worse not better. Operating margin completely implodes in those same quarters with prints like XXXXX% and XXXXX% which is about as bad as it gets for a supposed AI company. And on top of all that shares outstanding go straight up from XXXXX to XXXXX a"  
[X Link](https://x.com/JKeynesAlpha/status/1997409644411830321)  2025-12-06T20:55Z 17.6K followers, 5511 engagements


"$BWXT 👀 might be the most misunderstood ticker in the entire nuclear trade. Everyones chasing $SMR moonshots and 100x memes like $OKLO but almost nobody is asking the real question: Is there already a company sitting in the middle of literally every major reactor program (naval + commercial) quietly taking a cut of the entire nuclear future I just dropped the full subscriber breakdown after my big SMR thread from yesterday. If you want the full analysis click "subscribe" to get access. Spoiler: the picture is NOT what XX% of people think"  
[X Link](https://x.com/JKeynesAlpha/status/1993123240118518271)  2025-11-25T01:03Z 17.6K followers, 13.5K engagements


"$GTLB Five years of compounding fundamentals five years of narrative derating. I still think GitLab is an AI leader but I exited at the end of the summer because the stock went nowhere and the markets hatred of GTLB was impossible to ignore. The fundamentals kept improving the platform kept scaling and the valuation kept compressing. The narrative simply refused to turn. Every datapoint that should have helped the multiple instead got dismissed and the stock never got credit for what the business was actually delivering. GitLab has scaled far more than the stock implies. Revenue is up more"  
[X Link](https://x.com/JKeynesAlpha/status/1995198540172144867)  2025-11-30T18:29Z 17.6K followers, 11.9K engagements


"$ZETA 👀Is ZETA Building the First Real AI-Native Full-Stack Marketing Cloud Why Zeta could be an easy 5x🔥🔥🔥 Zeta is making a very aggressive promise. They want to be the AI-native marketing cloud that replaces the fractured stacks enterprises have been stitching together for years. The pitch is that Zeta owns a deterministic identity graph covering more than XXX million US consumers processes trillions of real-time signals and layers an agentic AI system on top that can generate audiences build campaigns optimize spend and activate across every major channel inside one unified platform."  
[X Link](https://x.com/JKeynesAlpha/status/1995260200274846000)  2025-11-30T22:34Z 17.6K followers, 19K engagements


"$ASAN 👀These endorsements of Asana AI Studio from the Q3 investor deck look pretty strong TBH -- anyone denying the huge future of Agentic AI in enterprise whether with $PATH or $ASAN is not seeing the future clearly. Agentic AI will be truly massive by the end of the decade once it goes through this early development stage"  
[X Link](https://x.com/JKeynesAlpha/status/1995966075562025255)  2025-12-02T21:19Z 17.6K followers, 5176 engagements


"$PATH Q3 EARNINGS🚨DINES: We have a partnership with OpenAI to integrate their LLMs directly into our AI agents"  
[X Link](https://x.com/JKeynesAlpha/status/1996343043507794379)  2025-12-03T22:17Z 17.6K followers, 4746 engagements


"$ASST The Trade: Diluted shareholders by 340x (printing 660M+ shares) to buy the Bitcoin stack. A story in two charts and a 10-Q"  
[X Link](https://x.com/JKeynesAlpha/status/1997424068539072964)  2025-12-06T21:53Z 17.6K followers, 9773 engagements


"$QS Great breakdown from Reddit u/TheJamesReport on why QuantumScapes patent portfolio is turning into a real moat. The numbers speak for themselves. Toyota Samsung Ford Bosch LG Lucid GM Corning Hyundai even Blue Current are all citing QS patents. The USPTO is also using QS patents to reject competitors across Sections XXX and XXX. That only happens when your IP is foundational and everyone else keeps running into it. QS has separator patents that show up in XX X X X and X separate rejections. Add in QSs anode-free design advantages longer range sub-15-minute charging safer form factors and"  
[X Link](https://x.com/JKeynesAlpha/status/1993421182675374085)  2025-11-25T20:47Z 17.6K followers, 15.3K engagements


"Also worth noting that Im a hound for AI and Robotics names and it has robotics in the name but its not really AI and the robotics part is limited to what they mean by a more dated understanding Id call legacy undersea robotics"  
[X Link](https://x.com/JKeynesAlpha/status/1995990611669786768)  2025-12-02T22:57Z 17.6K followers, 2585 engagements


"🚨If you want real research instead of recycled headlines my catalog is live and expanding fast. I cover the names that actually matter for asymmetric upside. Deep dives include $POET $KRKNF $ETH $BMNR $ZETA $BITF and the nuclear stack across $SMR and $BWXT. $OUST for AI robotics and a snapshot of China's UbTech Robotics is coming soon"  
[X Link](https://x.com/JKeynesAlpha/status/1996350076273500254)  2025-12-03T22:45Z 17.6K followers, 9119 engagements


"What you unlock: $POET integrated photonics and chiplet packaging for AI and data centers $KRKNF undersea sonar and battery subcontractor as an Anduril adjacent defense play $ETH institutional settlement and RWA adoption $BMNR ETH treasury and digital asset services model $ZETA native AI marketing and customer data infrastructure $BITF AI HPC buildout with guaranteed megawatts secured power hookups and asymmetric upside $SMR and $BWXT in a nuclear sector guide on AI baseload NRC progress first builds and power contracts $OUST lidar and sensing for AI robotics and industrial automation (coming"  
[X Link](https://x.com/JKeynesAlpha/status/1996350078286438692)  2025-12-03T22:45Z 17.6K followers, 2002 engagements


"$ASTS $PRME $QS $TE $TEM $NBIS $PATH Since I started my sub a few trolls have asked why anyone would pay for my thoughts on stocks 🤷The answer is simple: the P&L speaks for itself. I dig deeply into companies early I show my receipts and people who see the value stick around or join up. If its worth it to you great. If not keep scrolling 👀"  
[X Link](https://x.com/JKeynesAlpha/status/1996680782971056428)  2025-12-04T20:39Z 17.6K followers, 43.8K engagements


"@growth1956 I am working on $OUST $NXT and taking a look at $ONDS and $SKYT for subs in upcoming posts"  
[X Link](https://x.com/JKeynesAlpha/status/1996685237280235930)  2025-12-04T20:57Z 17.6K followers, XXX engagements


"$JOBY already up more than XXX% for me and this is just the opening act. Im targeting a XXX% + P&L on this one watch and see. 🚁📈"  
[X Link](https://x.com/JKeynesAlpha/status/1996913416225935818)  2025-12-05T12:03Z 17.6K followers, 7052 engagements


"$BBAI Lol so hilarious that on this graph their operating margin is so terrible it "went up" from -XXX% to only -XX% only because of dilution 🤣🤣🤣"  
[X Link](https://x.com/JKeynesAlpha/status/1997413218948407638)  2025-12-06T21:09Z 17.6K followers, 1990 engagements


"@pennycheck How realistic do we feel Elons ai space data centers are"  
[X Link](https://x.com/JKeynesAlpha/status/1997724116405940323)  2025-12-07T17:45Z 17.6K followers, 1529 engagements


"$PATH 🚨 December X Q3 2026 Earnings Recap: UiPath is building an Agentic AI OS🚨 IMHO this call showed that UiPath is already positioned to be one of the premier Agentic AI companies in the world: we got real numbers real customers and real agents in production. CEO Dines: We beat the high end of our guidance across all metrics third quarter ARR of $1.782B up XX % driven by $59M in net new ARR after several rough quarters where ARR trends scared everyone. CFO Ashim: We delivered our first GAAP profitable third quarter GAAP operating income of $13M vs a $43M loss last year non-GAAP operating"  
[X Link](https://x.com/JKeynesAlpha/status/1997754813099164077)  2025-12-07T19:47Z 17.6K followers, 12.5K engagements


"$OUST I have no idea respectfully why any post about lidar attracts the same ritual lectures from Elon fans that lidar is bad as if someone is reciting a Sunday school catechism. The talking points are old and they are wrong. The famous claim that "lidar is a crutch and anyone relying on it is doomed" comes from Autonomy Day in 2019. That was almost seven years ago. Back then lidar really was bulky and expensive. The problem is that the argument froze in place while the entire industry moved on. Move to 2025 and look at the companies that are actually running Level X systems. $UBER Uber"  
[X Link](https://x.com/JKeynesAlpha/status/1997832814666858623)  2025-12-08T00:57Z 17.6K followers, 10.5K engagements


"$ASST Sitting right around NAV and I think this has another run in it all dependent on $BTC of course. The market really did price this almost exactly at the value of the held assets. People love to say the market discounts everything but in this case the low market cap was obviously true because it was basically just the tokens. There is such a retail army behind it and it has that $QUBT vibe (IFKYK) 😂 so I grabbed some yolo lotto calls on the XX cents dip. Not because I love it (there are real concerns) but because it looks like one of those meme stocks that can run hard again in a BTC"  
[X Link](https://x.com/JKeynesAlpha/status/1998162332258533384)  2025-12-08T22:46Z 17.6K followers, 5651 engagements


"$AUR it's so obvious that this is the future"  
[X Link](https://x.com/JKeynesAlpha/status/1983269008318312838)  2025-10-28T20:25Z 17.6K followers, 11K engagements


"$ASTS Im insanely bullish here. My position is already full but at these levels I keep catching myself thinking about adding more 🤔 What a discount Price is back in that sweet spot for anyone who missed the earlier loading zone. Theyre fully funded for the entire constellation now and the BezosBlue OriginAmazon angle looks like its getting tighter every month. More partnerships. More validation. More inevitability. And heres the real Peter Thiel insight that people sleep on. In Zero to One Thiel explains that the biggest winners dont compete harder they escape competition entirely. ASTS isnt"  
[X Link](https://x.com/JKeynesAlpha/status/1989800899963670868)  2025-11-15T21:01Z 17.6K followers, 45.2K engagements


"$QS The new FT report on XPeng using solid-state batteries in humanoid robots brought me right back to this. He Xiaopeng said plainly: I think humanoid robots are the most likely product to drive the mass production and adoption of all solid-state batteries as they require greater safety than cars. XPeng is using solid-state to cut weight in robots they want to deploy by 2026 and he is pointing to robotics as the first real commercial path for the technology. Xpeng is in talks with two suppliers one Chinese and one foreign for solid-state batteries he said declining to identify them. When you"  
[X Link](https://x.com/JKeynesAlpha/status/1993419531696717866)  2025-11-25T20:40Z 17.6K followers, 17.9K engagements


"A lot of people on this platform chase ideas without a real foundation so I have built my entire process to give myself and my subscribers a durable edge through deep research long-term watch lists and ongoing sector analysis. Since it is Thanksgiving it felt like the right moment to lay out the approach clearly and thank all of you who follow and support the work. My whole philosophy is simple. I take a deep research approach to identifying innovative leaders across multiple sectors and I treat my work as a living library of near- medium- and long-term opportunities. Having a watch list that"  
[X Link](https://x.com/JKeynesAlpha/status/1994065937360638283)  2025-11-27T15:29Z 17.6K followers, 6989 engagements


"$ZETA at $18: A real native AI stack for marketing still mispriced as ad tech. What is the fair value by EOY 2026 if the rerating hits"  
[X Link](https://x.com/JKeynesAlpha/status/1995281241273495749)  2025-11-30T23:58Z 17.6K followers, 2783 engagements


"$ZETA Valuation Update: The Market is Wrong. Everyone is pricing ZETA as "damaged ad-tech." I modeled it as an AI-Native Marketing Cloud. The difference is massive. My model runs X scenarios for 2026: 🐻 Bear Case: $XX (2x upside) 🎯 Base Case: $XX (3x upside) 🐂 Bull Case: $XX (4x upside) Even the Bear case doubles from the current $XXXXX. Subscribe to access the full Deep Dive: The single misclassification holding ZETA back Why this has AI game changer potential like Tempus AI except for marketing Why the "Identity Graph" moat is stronger than the market thinks Technical Analysis and full"  
[X Link](https://x.com/JKeynesAlpha/status/1995321879624638779)  2025-12-01T02:39Z 17.6K followers, 12.6K engagements


"The real robotics race isnt $TSLA Tesla vs the world. It is the US vs China. There is a lot of buzz around Tesla Optimus Boston Dynamics and Figure AI and those are serious players but I am a small and mid-cap investor who looks for asymmetric setups. That is what pulled me toward a little company called Serv Robotics $SERV. The more I dug in the clearer it became that Serv is not about "cute delivery bots." It is building an AI robotics logistics layer backed with serious muscle from $UBER for delveries but also ground systems warehouses last mile and eventually drones. The Vayu Robotics"  
[X Link](https://x.com/JKeynesAlpha/status/1995620512790118716)  2025-12-01T22:26Z 17.6K followers, 3745 engagements


"$RXRX 👀This is probably good news. Companies do not schedule a dedicated clinical data webinar with their incoming CEO CMO VP of Clinical Development outside academics and a former MSK colorectal chief unless they expect the results to land well. If the data were weak they would bury it in a filing or fold it quietly into earnings. FAP is a high unmet need where even modest efficacy with clean tolerability matters and Recursion choosing to spotlight REC-4881 like this is a strong signal that the readout is at least constructive"  
[X Link](https://x.com/JKeynesAlpha/status/1995634005694124453)  2025-12-01T23:19Z 17.6K followers, 7723 engagements


"$RXRX AI biotech sits among the most important innovation sectors of the next decade. This is why I think growth investors should be positioned here. Patience is warranted"  
[X Link](https://x.com/JKeynesAlpha/status/1995913112327749978)  2025-12-02T17:49Z 17.6K followers, 7352 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)  2025-10-10T00:41Z 17.6K followers, 129K engagements


"$SERV $AMZN Serve Robotics is perfectly positioned for this next phase. With both drone and sidewalk delivery capabilities and a platform already optimized for warehouse environments where objects constantly move between locations its clear that before we reach humanoid Terminator-level robots well see thousands of smart AI robots and drones automating the movement and delivery of millions of objects. This is level-4 autonomy in action and its exactly what Serve is built for. Extremely bullish. Check out my mega thread for the full breakdown on why $SERV is one of the best robotics plays"  
[X Link](https://x.com/JKeynesAlpha/status/1980721190835744826)  2025-10-21T19:41Z 17.6K followers, 9643 engagements


"$GTLB Here's a quarterly view"  
[X Link](https://x.com/JKeynesAlpha/status/1995201683249598832)  2025-11-30T18:42Z 17.6K followers, 2616 engagements


"$KRKNF I see Kraken percolating again on my feed so here is my take. I posted a deep dive on this name for subs where I picked it apart fully. It is a solid company with real contracts and competent engineering and they do some interesting survey and inspection work with unmanned subs. Even so I do not see a true undersea military drone story here. It is mostly a sonar and battery subcontractor and the broader narrative feels more like a quiet proxy on Andurils pipeline (under sea drones) than a standalone breakthrough. It could still perform well and I am not bearish on it but I am not"  
[X Link](https://x.com/JKeynesAlpha/status/1995989136205889782)  2025-12-02T22:51Z 17.6K followers, 12.6K engagements


"$SERV As I was saying. 🔥"  
[X Link](https://x.com/JKeynesAlpha/status/1996337900032774164)  2025-12-03T21:57Z 17.6K followers, 8538 engagements


"Whats the most misunderstood AI stock right now"  
[X Link](https://x.com/JKeynesAlpha/status/1996387498239615366)  2025-12-04T01:14Z 17.6K followers, 14.9K engagements


"$SERV 🔥Robotics theme more important than ever and if you're looking for a small play that has a lot of smart people and growth ahead beyond deliveries into logistics and drones check out Serve Robotics. For those new to the name here is a full deep dive. There is far more under the hood here than the market gives credit for and the influential partners list is getting serious not just $UBER. Vinod Khosla early OpenAI backer is now on the board. I am rolling out weekly deep dives for subscribers but this one remains free Enjoy"  
[X Link](https://x.com/JKeynesAlpha/status/1996672228529000929)  2025-12-04T20:05Z 17.6K followers, 11.3K engagements


"$ONDS Ondas is a very popular ticker that's been on 🔥🔥blowing up my feed and analysts all maintain a bullish "Buy" rating here with some consensus upside. But is it good Full write up and valuation thoughts for subs along with a look at $EOSE and a cool new space stock idea 👀"  
[X Link](https://x.com/JKeynesAlpha/status/1997461456095162744)  2025-12-07T00:21Z 17.6K followers, 17.9K engagements


"I dont really see them as comparable. Solid state is a once in XX years generation change in battery architecture. These have different audiences. $QS has 1b cash has gotten hundreds of millions in prepayments and is rolling out with VW Powerco and has agreements with two other top XX global OEMs. Its a pre-rev company with a product that hasnt been valued into revenue yet at all. Which is why I believe it can eventually be a $XXX stock by the end of the decade"  
[X Link](https://x.com/JKeynesAlpha/status/1997469485612007649)  2025-12-07T00:53Z 17.6K followers, XXX engagements


"$OUST 👀If you care about AI robotics and physical AI especially robots EV fleets yard logistics hubs packed with trucks and trailers signalized intersections already running on lidar traffic analytics and eventually humanoids you need to understand Ouster $OUST. This is not a chart only trade for me; it is a founder led lidar and perception platform with real customers and real numbers. They have already proven a lot of this: XX straight quarters of revenue growth Q3 revenue at $39.5M up XX% year over year more than 7200 sensors shipped in the quarter GAAP gross margin at XX% and about $247M"  
[X Link](https://x.com/JKeynesAlpha/status/1997798467091976579)  2025-12-07T22:40Z 17.6K followers, 29.1K engagements


"Cool so then you know that he has only shown autonomy with optical not that optical is the only or best use for every use case. In fact the best stacks now use LiDAR and optical with AI stack. So the constant trolling by people that no one needs LiDAR and just reactively anti LiDAR is just asinine. ESP since Aurora has driven 20k miles night and day in all conditions safely with LiDAR plus optical and its a brilliant combo. So stop being a troll that doesnt see the bug picture that theres no opposition at all"  
[X Link](https://x.com/JKeynesAlpha/status/1997810260023582958)  2025-12-07T23:27Z 17.6K followers, XXX engagements


"$SMR ☢The Real Nuclear Trade: $SMR $OKLO $IMSR $NKLR and what has to go right☢ You can feel why nuclear is back in the conversation. The grid is creaking under the weight of electrification climate goals and now AI data centers that want power like it is oxygen. For decades the default story was that nuclear was too dangerous after Chernobyl and Fukushima and too slow and too expensive for modern markets. Solar and batteries are now serious contenders at massive scale but even aggressive solar plus storage build outs still leave hard problems around multi day reliability winter demand and how"  
[X Link](https://x.com/JKeynesAlpha/status/1992747344908234823)  2025-11-24T00:09Z 17.6K followers, 30.9K engagements


"$TEM $RXRX The Genesis Mission is massively bullish for both Tempus AI and Recursion because its a structural re-rating of the entire AI for science sector. Genesis orders federal agencies to open up supercomputers national-lab datasets biomedical archives and high-performance compute to private AI companies which directly accelerates exactly what TEM and RXRX monetize: large clinical data networks multimodal biological data foundation models automated experimentation and AI-driven discovery workflows. The U.S. government has explicitly framed AI-biotech and AI-health infrastructure as"  
[X Link](https://x.com/JKeynesAlpha/status/1993282108324782378)  2025-11-25T11:34Z 17.6K followers, 11K engagements


"$PATH 🔥People still sleep on how insane this trajectory actually is. The count of customers spending 1M plus ARR keeps climbing (blue line 👀) and that is the real signal here. When the biggest enterprises on earth keep scaling spend like this it means they see something inevitable in the product. That curve is pure adoption pressure building quarter after quarter. Agentic AI is the unlock and UiPath is one of the only companies on the planet that already solved the hardest part. Everyone else is just shipping fancy LLM demos. RPA is the infrastructure layer that actually connects models to"  
[X Link](https://x.com/JKeynesAlpha/status/1996695360266219668)  2025-12-04T21:37Z 17.6K followers, 31.7K engagements


"$S Is it time to nibble On paper this print was fine rev up XX% YoY and X% QoQ EPS beat but flat on the YoY EPS. Stock still got smoked because growth is slowing from the old hypergrowth days the guide was ok not amazing and it is not a free cash flow machine yet so the algos compress the multiple. Market is basically saying mature cyber SaaS next. I still dream of a world where solid SaaS names are loved again instead of traded like your cousins left-for-dead meme coins"  
[X Link](https://x.com/JKeynesAlpha/status/1996701462794060131)  2025-12-04T22:01Z 17.6K followers, 10.6K engagements


"$TEM New first of kind oncology AI foundation model with AstraZeneca coming in Q1. This dip has been a gift in my view nothing in the thesis has changed. The AI in health care theme is massive and still just getting started in XX and 27"  
[X Link](https://x.com/JKeynesAlpha/status/1998198075974975908)  2025-12-09T01:08Z 17.6K followers, 4596 engagements


"$TE T1 smoking it since I called the trade with lots of room to run yet. Going to 15-20 imho 🔥🔥🔥"  
[X Link](https://x.com/JKeynesAlpha/status/1998493072179736976)  2025-12-09T20:40Z 17.6K followers, 7515 engagements