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

J Keynes posts on X about ai, $qs, bullish, $tem the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1690119524861853696/interactions)
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- [--] Week [-------] +94%
- [--] Month [---------] +27%
- [--] Months [---------] +168%
- [--] Year [----------] +324%

### Mentions: [--] [#](/creator/twitter::1690119524861853696/posts_active)
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- [--] Week [---] +15%
- [--] Month [---] +13%
- [--] Months [-----] +14%
- [--] Year [-----] +107%

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

- [--] Week [------] +0.70%
- [--] Month [------] +6.10%
- [--] Months [------] +115%
- [--] Year [------] +348%

### CreatorRank: [-------] [#](/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**
[stocks](/list/stocks)  53.79% [finance](/list/finance)  24.24% [cryptocurrencies](/list/cryptocurrencies)  #3540 [technology brands](/list/technology-brands)  9.09% [automotive brands](/list/automotive-brands)  6.82% [travel destinations](/list/travel-destinations)  3.03% [countries](/list/countries)  3.03% [celebrities](/list/celebrities)  1.52% [currencies](/list/currencies)  0.76% [financial services](/list/financial-services)  0.76%

**Social topic influence**
[ai](/topic/ai) 18.18%, [$qs](/topic/$qs) #5, [bullish](/topic/bullish) #1126, [$tem](/topic/$tem) 8.33%, [$hims](/topic/$hims) #116, [in the](/topic/in-the) 6.82%, [business](/topic/business) 6.06%, [we are](/topic/we-are) #2221, [$vktx](/topic/$vktx) #53, [nissan](/topic/nissan) #232

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@grruser89](/creator/undefined) [@drtomslens](/creator/undefined) [@quantumscapeco](/creator/undefined) [@hhsogc](/creator/undefined) [@myfuelquest](/creator/undefined) [@autisticbull](/creator/undefined) [@faivrenicolas11](/creator/undefined) [@nftlunatic](/creator/undefined) [@audittheherd](/creator/undefined) [@stonkchris](/creator/undefined) [@mindfuldatapath](/creator/undefined) [@hashoveride](/creator/undefined) [@analysethat](/creator/undefined) [@svbriskmanager](/creator/undefined) [@seriously211](/creator/undefined) [@alexfrombabylon](/creator/undefined) [@subtleinduction](/creator/undefined) [@cyberhorizons00](/creator/undefined) [@upand_right](/creator/undefined)

**Top assets mentioned**
[QuantumScape Corporation (QS)](/topic/$qs) [Tempus AI, Inc. (TEM)](/topic/$tem) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Novo-Nordisk (NVO)](/topic/$nvo) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Ambarella, Inc. Ordinary Shares (AMBA)](/topic/$amba) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [AIRO Group Holdings, Inc.  (AIRO)](/topic/$airo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Eli Lilly and Company (LLY)](/topic/$lly) [Auroracoin (AUR)](/topic/$aur) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Ethereum (ETH)](/topic/ethereum) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [GitLab Inc. (GTLB)](/topic/$gtlb) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [IonQ, Inc. (IONQ)](/topic/$ionq) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [BEAM (BEAM)](/topic/$beam) [Honda Motor Co., Ltd. (HMC)](/topic/$hmc) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$QS It says: "We capped the year with our second annual Solid-State Battery Symposium in Kyoto Japan where we brought together ecosystem partners automotive OEM customers and government officials." Then shows the picture with the names of two OEM executives: "Kazuhiro Doi Corporate Executive Nissan" and "Atsushi Ogawa Chief Operating Officer Innovative Research Excellence Honda." How are they not customers https://ir.quantumscape.com/static-files/298db199-d53c-4b90-bf9e-e1fd2a5df11a $QS OEM Customers are Honda and Nissan 🔥🔥🔥 https://t.co/6278tdzpuS"  
[X Link](https://x.com/JKeynesAlpha/status/2021701092568863225)  2026-02-11T21:41Z 21.2K followers, 10.3K engagements


"I started a subscription a couple of months ago at a pretty modest price compared to most trade rooms and alert subscriptions (there are tons of them all over). The goal was simple. Help support the time I already spend doing deep independent stock research. There are a lot of gurus on X. This interaction made me laugh because it really drove home why my approach is different and probably less appealing to a lot of investors. Many people want to be told what to think not how to think. They want buy Stock X at Y price today sell tomorrow repeat. Do this option spread. Follow my trades and get"  
[X Link](https://x.com/JKeynesAlpha/status/2010401605019963451)  2026-01-11T17:21Z 21.2K followers, 46.6K engagements


"$HIMS Never deleting this app 😂😂😂"  
[X Link](https://x.com/JKeynesAlpha/status/2020270379751833931)  2026-02-07T22:56Z 21.2K followers, 24.7K engagements


"$AMBA looks like a good advertisement for Ambarella here. ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY"  
[X Link](https://x.com/JKeynesAlpha/status/2020684438665830490)  2026-02-09T02:21Z 21.2K followers, [----] engagements


"$HIMS I keep coming back to the table below. TRT baldness shampoos mens health pills knockoff peptides telehealth docs a website blood tests. That entire stack is commodity stuff. I genuinely do not understand what fantasy land people are living in where this platform has some exceptional durable value. Could it do OK as a business Sure. Maybe it grinds its way toward something like monopolistic competition on convenience packaging and logistics. But thats basically the best-case framing. And the AMZN/Walmart comps are just silly. If theres any comparison at all its remote and relies on"  
[X Link](https://x.com/JKeynesAlpha/status/2021334918878359885)  2026-02-10T21:26Z 21.2K followers, 21.7K engagements


"@GROK Explain all the brands between VW HONDA NISSAN RENAULT MITSUBISHI"  
[X Link](https://x.com/JKeynesAlpha/status/2021707195428032761)  2026-02-11T22:05Z 21.2K followers, [----] engagements


"Market is selling off almost everything. At this point it's hard to say what any particular company has to do with a sell-off outside some obvious cases. Best thing to do is to do nothing and wait"  
[X Link](https://x.com/JKeynesAlpha/status/2021717940198912179)  2026-02-11T22:48Z 21.2K followers, 27.2K engagements


"I think most of us in crypto and small / mid-cap land are ready for the big capitulation. Lets take it all to zero now Lets go Why not Money doesnt matter anyway. Its not even real"  
[X Link](https://x.com/JKeynesAlpha/status/2021733574752321851)  2026-02-11T23:50Z 21.2K followers, [----] engagements


"$ETH $BMNR The Ethereum Institutional Playbook: Why $ETH Is Entering Its Accumulation Era and Why $BMNR Might Be the Highest Convexity Trade in Crypto 🔥🔥🔥 Institutions are wiring settlement systems tokenized markets and compliant on-chain infrastructure directly into Ethereum. This quiet buildout is much further along than most investors realize and it is the foundation of ETHs long-term value proposition. 🚀 Exclusive deep dive for subscribers Click Subscribe to see why Ethereum is becoming a core building block for institutional finance and how $BMNR provides a more adventurous"  
[X Link](https://x.com/JKeynesAlpha/status/1990455647683346522)  2025-11-17T16:23Z 21K followers, 14.1K 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 [----] to [----] 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. https://twitter.com/i/web/status/1997379917374451943 https://twitter.com/i/web/status/1997379917374451943"  
[X Link](https://x.com/JKeynesAlpha/status/1997379917374451943)  2025-12-06T18:57Z 21.1K followers, 13.8K engagements


"$PRME 🔥🔥🔥 I need more Prime Medicine. 🚨 NEJM just published the first-ever human data for prime editing. https://t.co/MAGRfxKkSr 👏A landmark moment: precise gene correction in human blood stem cells is finally becoming a durable clinically meaningful reality for the 1st time ever in human history thanks to prime https://t.co/LZjt66eWZR 🚨 NEJM just published the first-ever human data for prime editing. https://t.co/MAGRfxKkSr 👏A landmark moment: precise gene correction in human blood stem cells is finally becoming a durable clinically meaningful reality for the 1st time ever in human"  
[X Link](https://x.com/JKeynesAlpha/status/1997766641808032000)  2025-12-07T20:34Z 21.1K followers, 10.7K engagements


"@tyler_bosserman It seems that it's a Prime Editing technique which would be $PRME not $BEAM. To be honest I haven't spent a lot of time on this new development. I don't own BEAM only $PRME"  
[X Link](https://x.com/JKeynesAlpha/status/2000244539999867310)  2025-12-14T16:40Z 21.1K followers, [---] engagements


"$QS x $HMC: @Honda showed up to QuantumScapes @QuantumScapeCo Solid-State Battery Symposium in Kyoto. The topic was industrialization scaling and cost-efficiency. Atsushi Ogawa (Director Honda R&D Innovative Research Excellence) framed Honda as both a developer and a mass-scale user selling approximately [--] million products annually with many moving toward battery-powered architecture. Bullish signal #1: Honda is explicit about why solid-state matters for real vehicles. They need density and cost without wrecking packaging and performance: For Honda vehicles we cannot sacrifice interior space"  
[X Link](https://x.com/JKeynesAlpha/status/2001757083742671264)  2025-12-18T20:50Z 21.1K followers, 27K engagements


"$TEM I read the transcript from Tempus AIs presentation and Q&A at the Piper Sandler 37th Annual Healthcare Conference where James Rogers Chief Financial Officer of Tempus AI discussed how the company is thinking about profitability data monetization and the longer-term role of AI and algorithmic diagnostics. AI and algorithmic diagnostics: what management said James Rogers Chief Financial Officer of Tempus AI framed AI and algorithmic diagnostics as a third pillar of the company alongside genomics and data but with a deliberately conservative posture on near-term revenue. When asked by David"  
[X Link](https://x.com/JKeynesAlpha/status/2002092268514160924)  2025-12-19T19:02Z 21.1K followers, 32.9K engagements


"$RCAT $ONDS $AIRO I just dropped my research on three drone names that could be positioned for the post-DJI procurement shift: Red Cat Ondas and Airo Group. Full breakdown is live for subscribers 👀 DJI is facing an effective U.S. import ban starting December [--] pending any last-minute executive action. Existing drones can keep flying but future procurement is already rotating toward compliant U.S. and NATO-aligned platforms. I break down how each of these names fits into that shift and whether the setups are being misread. One of the three stands out to me as my favorite deep value play at"  
[X Link](https://x.com/JKeynesAlpha/status/2002886161056850145)  2025-12-21T23:37Z 21.1K followers, 24.6K engagements


"Ray Dalio is undeniably a successful investor who built the world's largest hedge fund but he is a HORRIBLE MACRO PROPHET. He is out there crying about bubbles and debt but his track record is awful and destroys his credibility. There is a distinct difference between managing risk (which he is good at) and predicting the future (which he is terrible at). For [--] years he has viewed the economy as a "machine" destined to break constantly warning of debt bombs and civil wars and has built a fortune by telling everyone the sky is falling. If you had listened to his public warnings since the 80s"  
[X Link](https://x.com/JKeynesAlpha/status/2003473672527364370)  2025-12-23T14:32Z 21.1K followers, 19.7K engagements


"Themes for [----] (part 2) You might ask why certain popular themes were not included in my primary [----] outlook. That was intentional. These areas could certainly break out unexpectedly on the right catalysts but for now I view them as secondary because timing adoption regulation or scale remain uncertain. Of these I would rate eVTOL and robotics as the most likely to move from secondary to primary themes though in reality any of them could break out faster than expected if the right technological business or regulatory catalysts arrive. 1) eVTOL eVTOL is real progressing and improving faster"  
[X Link](https://x.com/JKeynesAlpha/status/2006449448390435186)  2025-12-31T19:36Z 21K followers, 21.9K engagements


"$EOSE $OUST $AIRO $ZETA 👀 Love to see these names I highlighted and researched for my paid subs starting to move. This is exactly why the work matters. Patience and preparation pay off🔥🔥🔥"  
[X Link](https://x.com/JKeynesAlpha/status/2008268503132877192)  2026-01-05T20:04Z 21.1K followers, [----] engagements


"$OUST $EOSE $AIRO $RCAT 👀Nice gains in all these names since I flagged and researched them for my subs Check out the Keynes sub to get access to my weekly bonus research 🔥🔥🔥"  
[X Link](https://x.com/JKeynesAlpha/status/2009305515038322940)  2026-01-08T16:45Z 21.1K followers, [----] engagements


"New AI Robotics Portfolio Pick 🔥 Just dropped new research exclusively for Keynes paid subs on an AI name that sits at the center of robotics industrial automation and physical-world AI. Strong revenue reacceleration real customers and a platform that keeps getting better as AI moves out of the cloud. This one is very relevant to the broader AI robotics and perception theme Click subscribe to check it out🔍 Will be of interest to those into $PATH $OUST $SERV $NVDA $RR and others"  
[X Link](https://x.com/JKeynesAlpha/status/2009434030358622315)  2026-01-09T01:16Z 21.1K followers, 22.5K engagements


"2 new compelling solar ideas this week for subs. Just posted a second name that no one is taking about with a direct link to $NVDA AI data center builds🔥🔥🔥 Working on fleshing out my guide to the smart solar thesis ☀🔌🔋 Both are picks and shovels tied to the domestic energy build-out. Panel-agnostic. Infrastructure-first. If you follow batteries and storage this overlaps directly with names like $FLNC $EOSE $QS and $TE even if the tickers here are different. Im continuing to build out a longer guide on the solar energy thesis for subscribers. Join the Keynes sub to get in on it 👀"  
[X Link](https://x.com/JKeynesAlpha/status/2010004641107288378)  2026-01-10T15:03Z 21.1K followers, [----] engagements


"@MMatters22596 But GLP [--] Tirzeparide and GLP [--] Retatrutide are far superior to GLP [--] whats their next product Theres a reason $LLY is winning right"  
[X Link](https://x.com/JKeynesAlpha/status/2010085759609712732)  2026-01-10T20:26Z 21.1K followers, 14.1K engagements


"$TEM The Tempus AI Foundation Model in Oncology is coming in H1 [----] (soon) Tempus is already executing on a multimodal oncology foundation model backed by a signed multi-year strategic commitment from $AZN AstraZeneca. The partnership includes $200 million in data licensing and model development fees and reflects AstraZenecas decision to embed Tempus AI directly into its oncology R&D stack. The objective is a reusable intelligence layer trained across clinical records molecular data imaging and longitudinal outcomes that can support discovery translational insight and trial design across"  
[X Link](https://x.com/JKeynesAlpha/status/2010417911542718555)  2026-01-11T18:25Z 21.1K followers, 11.9K engagements


"$TEM Big Pharma Is Standardizing on Tempus: $1.1B+ in Contracted AI Data as the Oncology Foundation Model Comes Into Focus 🔥🔥🔥🔥 Tempus AI followed up the strong preliminary Q4 and FY2025 print with another datapoint that really matters for the long-term story. Tempus disclosed record Total Contract Value now exceeding $1.1B as of December [--] [----] alongside net revenue retention of 126%. This is exactly what you want to see from an AI data platform as it scales. Expanding wallets sticky customers and growing visibility. To recap the financials briefly FY2025 revenue came in at $1.27B up"  
[X Link](https://x.com/JKeynesAlpha/status/2010486111865586054)  2026-01-11T22:56Z 21.1K followers, 66.4K engagements


"$TEM Absolutely thrilled with these results and still SUPER LONG. I truly believe Tempus AI has 10x potential from here by the end of the decade. Short term the setup is clear. We need to smash through the $90 resistance to unlock the next leg and a run at new ATHs. With the foundation model coming new partnerships stacking up and execution firing on all cylinders the bull case keeps tightening. Conviction remains very high here. https://share.trendspider.com/chart/TEM/116879bs9h6y $TEM Big Pharma Is Standardizing on Tempus: $1.1B+ in Contracted AI Data as the Oncology Foundation Model Comes"  
[X Link](https://x.com/JKeynesAlpha/status/2010854554351357967)  2026-01-12T23:21Z 21.1K followers, 21.7K engagements


"$AUR Is the time coming https://share.trendspider.com/chart/AUR/116879eodaws https://share.trendspider.com/chart/AUR/116879eodaws"  
[X Link](https://x.com/JKeynesAlpha/status/2011587238854082688)  2026-01-14T23:52Z 21.1K followers, [----] engagements


"$GTLB Back to early [----] price"  
[X Link](https://x.com/JKeynesAlpha/status/2011610604059103282)  2026-01-15T01:25Z 21.1K followers, [----] engagements


"Good morning I'm taking requests for my subs for charts and research on tickers. So far today there is interest in $ABCL and $DUOL. Also looking into Donut Labs. What else should we look into"  
[X Link](https://x.com/JKeynesAlpha/status/2012540857258308030)  2026-01-17T15:01Z 21.1K followers, [----] engagements


"$SHMD I took a position in Schmid a German AI chips pick and shovel play. The AI hardware revolution is creating an immediate necessity for Glass Core Substrates as organic materials hit physical limits on heat dissipation and interconnect density. Intel has confirmed glass substrates enable 10x denser interconnects compared to organic substrates while Intel Samsung and AMD are all actively developing this technology for next-generation AI chips with 100+ billion transistors. This represents a fundamental architectural shift required to extend Moore's Law into the 2030s making adoption a"  
[X Link](https://x.com/JKeynesAlpha/status/2014112109001359403)  2026-01-21T23:05Z 21.1K followers, 40.6K engagements


"$TEM Tempus AI at JPMorgan Healthcare Conference January 2026: Second Foundation Model Announced [--] Platform Flywheel Eric Lefkofskys JPMorgan Healthcare Conference session provided a clear update on what Tempus has built over the last decade and what is now driving the business. He walked investors through the core platform thesis that has stayed consistent since inception: AI-enabled diagnostics can unlock precision medicine when two prerequisites exist at scale proprietary multimodal data to train models and a real distribution system that puts insights into the hands of physicians. He"  
[X Link](https://x.com/JKeynesAlpha/status/2014846720308326514)  2026-01-23T23:44Z 21.1K followers, 17.9K engagements


"$TEM Paige Predict: Image-First AI for Faster Smarter Cancer Diagnostics Here is the simple workflow: -Every biopsy produces an H&E slide (the standard stained pathology slide). -That slide gets scanned into a digital whole slide image. -The AI analyzes the image and predicts the likely presence or absence of clinically actionable biomarkers and oncogenic pathways from that single slide. -Doctors then use that signal to prioritize confirmatory diagnostics like NGS and IHC before the tissue runs out especially in QNS cases meaning Quantity Not Sufficient. NGS and IHC in plain English: -NGS"  
[X Link](https://x.com/JKeynesAlpha/status/2014850279838290303)  2026-01-23T23:58Z 21.1K followers, [----] engagements


"$TEM 🔥🔥🔥 Why Tempus is in my top three positions in my portfolio. Will be the AI standard for health institutions clinicians and pharma. 📁 Bill Gates says AI will redesign healthcare from the very first step. Patients will speak in their own language describe symptoms and book appointments without paperwork. Clinicians will receive clear summaries and focus on care not forms. Shorter waits higher quality https://t.co/75WEdk68la 📁 Bill Gates says AI will redesign healthcare from the very first step. Patients will speak in their own language describe symptoms and book appointments without"  
[X Link](https://x.com/JKeynesAlpha/status/2014854967631220975)  2026-01-24T00:17Z 21.1K followers, 12.5K engagements


"$NVO looks like a great entry here. I think the business and pipeline are robust long term and from this level $NVO can do very well over the next [--] years. Oral Wegovy alone is likely to be a blockbuster. $VKTX still offers more asymmetry (very very bullish) and I own it but $NVO pays a reasonable 2.7% dividend yield and is a no brainer value play. Picked this up for my retired moms portfolio. Long Novo. $NVO still has so much room to run. I think it has 100% upside as EPS estimates get raised and the P/E is likely to expand from [--] into the mid 20s. Just my opinion and I could be 100% wrong"  
[X Link](https://x.com/JKeynesAlpha/status/2015105968384680383)  2026-01-24T16:54Z 21K followers, 18.8K engagements


"$PRME Nice update 🔥 Still very long Prime Medicine https://t.co/5QFeB5nkNL https://t.co/5QFeB5nkNL"  
[X Link](https://x.com/JKeynesAlpha/status/2015483914861605315)  2026-01-25T17:56Z 21.1K followers, [----] engagements


"@Yeah_Dave Careful you will get attacked for saying such heretical criticisms of IonQ"  
[X Link](https://x.com/JKeynesAlpha/status/2015841190654927092)  2026-01-26T17:36Z 21K followers, [----] engagements


"$AMBA Recently took a position in Ambarella. You'll hear a lot more from me on this name but $AMBA I took a position in Ambarella after spending time on the edge AI stack and the companys role in physical world intelligence. Ambarella designs system on chip devices or SoCs. A SoC integrates CPU cores AI accelerators image signal processors memory controllers and I O into a single piece of silicon. This allows compute vision and AI inference to run efficiently in a compact and power aware form factor which is essential for edge devices. Ambarellas SoCs are built specifically for vision first"  
[X Link](https://x.com/JKeynesAlpha/status/2015890007932932387)  2026-01-26T20:50Z 21K followers, [----] engagements


"$AMBA 👀Recent performance is exactly what you want to see here"  
[X Link](https://x.com/JKeynesAlpha/status/2015903444238839984)  2026-01-26T21:43Z 21K followers, [----] engagements


"$BMNR Finally got in at what I think is a great price. Institutional adoption here is real. The question is timing not whether the price eventually moves higher. Its not a massive position in my portfolio but its sized enough that it will matter if the thesis plays out big time💰 Buying some $ETH directly (weekly DCA) and $BMNR here under $30 is the first time Ive touched crypto since getting wiped out by the SBF/FTX counterparty risk disaster at Voyager. I still dislike about 99% of crypto but I do understand ETH and BTC. BMNR makes sense to me in that context especially alongside real-world"  
[X Link](https://x.com/JKeynesAlpha/status/2015949308978159712)  2026-01-27T00:45Z 21K followers, [----] engagements


"$TEM This is the least important reason to own Tempus AI but thanks Nancy. Glad you see it the way I do. https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033725.pdf 🚨Political Trade Alert🚨 Rep. Nancy Pelosi has released a new financial disclosure. Highlights: $GOOGL $750k-$1.5 mil $TEM Tempus AI $50k-$100k $VST Vistra $100k-$250k Full Disclosure: https://t.co/qW5zW8MP04 https://t.co/0h2ujzAjSU https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033725.pdf 🚨Political Trade Alert🚨 Rep. Nancy Pelosi has released a new financial disclosure. Highlights: $GOOGL"  
[X Link](https://x.com/JKeynesAlpha/status/2015953955457515636)  2026-01-27T01:04Z 21.1K followers, 10.9K engagements


"There will come a moment when the broader market finally wakes up to what $TEM Tempus AI actually is and what it has already built. This is still early. When that realization hits it will not be gradual. It will be a stampede. Its forever funny to me that total 💩companies can get wildly hyped while the real 1B+ ARR innovators showing their cards get ignored. Tempus is inventing an entirely new category of applied AI in health care for which there is truly no comparison in the market backed by an enormous and growing data moat with top tier partners and backers yet it is still being valued"  
[X Link](https://x.com/JKeynesAlpha/status/2017019882991141138)  2026-01-29T23:39Z 21.1K followers, [----] engagements


"Im reposting this because for some reason people keep circulating Ray Dalio clips like hes some kind of oracle because he likes gold and gold is up. If you actually look at his track record of doom predictions its legitimately awful. Do yourself a favor and read the post below where I break this down and dont fall for it again. Ray Dalio is undeniably a successful investor who built the world's largest hedge fund but he is a HORRIBLE MACRO PROPHET. He is out there crying about bubbles and debt but his track record is awful and destroys his credibility. There is a distinct difference between"  
[X Link](https://x.com/JKeynesAlpha/status/2017022741430297024)  2026-01-29T23:51Z 21.1K followers, [----] engagements


"These two foundation models are going to knock peoples socks off. This is not some commodity AI stuff that Altman or Dario Amodei can pull out of thin air. This is not publicly trained AI. Its highly specialized built on massive non-public proprietary datasets measured in the hundreds of petabytes that form the foundation of brand-new AI models. People who think they can just sit out $60 on $TEM and see what happens later are in the ultimate FAFO on valuation. Meanwhile Tempus is building this out with hundreds of PhDs and Nvidia GPU farms humming our way to 50-100B market caps Everyone will"  
[X Link](https://x.com/JKeynesAlpha/status/2017024495639216594)  2026-01-29T23:58Z 21K followers, 16.9K engagements


"I like the work graph. I like the idea that Asana has a sticky platform and a moat that AI could use. I just worry about waiting to validate the thesis in a very negative environment for SaaS. To be fair Asana has been one of the hardest companies to concretely validate the AI claims because they use LLMs throughout and it's hard to see demonstrations"  
[X Link](https://x.com/JKeynesAlpha/status/2017053305432678402)  2026-01-30T01:52Z 21.1K followers, [---] engagements


"$RIVN 🤔 https://share.trendspider.com/chart/RIVN/1168790a9i60 https://share.trendspider.com/chart/RIVN/1168790a9i60"  
[X Link](https://x.com/JKeynesAlpha/status/2017067446956413214)  2026-01-30T02:48Z 21K followers, [----] engagements


"@Polymarket @grok how long has Ray Dalio been scare mongering about this and how many times wrong list and detail"  
[X Link](https://x.com/JKeynesAlpha/status/2017742232963399690)  2026-01-31T23:30Z 21.1K followers, [----] engagements


"$SHMD Remember why we like this microcap. $SHMD I took a position in Schmid a German AI chips pick and shovel play. The AI hardware revolution is creating an immediate necessity for Glass Core Substrates as organic materials hit physical limits on heat dissipation and interconnect density. Intel has confirmed glass https://t.co/UvB1VbDQiU $SHMD I took a position in Schmid a German AI chips pick and shovel play. The AI hardware revolution is creating an immediate necessity for Glass Core Substrates as organic materials hit physical limits on heat dissipation and interconnect density. Intel has"  
[X Link](https://x.com/JKeynesAlpha/status/2018029665554780431)  2026-02-01T18:32Z 21.1K followers, 25.9K engagements


"$SUUN is one of those tickers where the headline PR hype keeps getting louder while the core business looks like it is fighting for oxygen. The Space AI angle in particular set off every alarm bell I have. Turns out they have nothing to do with "DeStarlink" at all other than a 50k investment. I wrote up my full breakdown for subscribers per request. I research stocks like this because you never know if it's going to be good and I like to do requested DD for subs. If you are trading this off PR you might want to read it before you size it like a real story."  
[X Link](https://x.com/JKeynesAlpha/status/2018100253128323237)  2026-02-01T23:12Z 21K followers, [----] engagements


"I don't have much to say about the carnage from last week in the market except: Silver gold bitcoin leverage liquidity all feel tangled together here. Zooming out weve had a steady drumbeat of geopolitical stress and markets clearly dont love that. I dont really buy the idea that markets dumped because of Warsh. Yes hes been viewed as a hawk historically but hes been explicit that he wants to cut so I dont think that piece really matters. Stack Iran Venezuela Greenland Canada the EU more tariffs on more countries the general toxicity of domestic U.S. politics a major shutdown not long ago and"  
[X Link](https://x.com/JKeynesAlpha/status/2018110617253564818)  2026-02-01T23:54Z 21K followers, [----] engagements


"@StonkChris Thats why I move the money to pay the tax as soon as I close out a position and then I pay estimated taxes quarterly"  
[X Link](https://x.com/JKeynesAlpha/status/2019152661229314117)  2026-02-04T20:54Z 21K followers, [----] engagements


"@MindfulDataPath @hashoveride Thanks for adding that And I agree that it needs to be addressed shareholders should not be taken for granted @hashoveride"  
[X Link](https://x.com/JKeynesAlpha/status/2019153212935434400)  2026-02-04T20:56Z 21K followers, [---] engagements


"@WolfpackReports IonQ founder himself says that quantum computing wont work for a very long time; cant even beat my laptop. Not even a secret that their timelines are wildly unrealistic"  
[X Link](https://x.com/JKeynesAlpha/status/2019155017916366930)  2026-02-04T21:04Z 21.1K followers, [----] engagements


"@jbulltard1 But Antonio said that $DUOL would be a trillion dollars market cap"  
[X Link](https://x.com/JKeynesAlpha/status/2019161501165027685)  2026-02-04T21:29Z 21.1K followers, [---] engagements


"$QS Any news on the Eagle Line event Was it today"  
[X Link](https://x.com/JKeynesAlpha/status/2019165443555291354)  2026-02-04T21:45Z 21.1K followers, [----] engagements


"$PRME One of the most accurate descriptions of the unbearable situation - in which many Gene Therapies and CRISPR Gene Editing therapies fail to reach patients only due to economical and regulatory hurdles 🧵👇 can be found in this statement - which was made during the recent FDA's https://t.co/7ij5KyMcjg One of the most accurate descriptions of the unbearable situation - in which many Gene Therapies and CRISPR Gene Editing therapies fail to reach patients only due to economical and regulatory hurdles 🧵👇 can be found in this statement - which was made during the recent FDA's"  
[X Link](https://x.com/JKeynesAlpha/status/2019176826355216415)  2026-02-04T22:30Z 21.1K followers, [----] engagements


"The Bitfarms CEO has been doing podcasts and X spaces talking about amazing ROI and big contract numbers in granular detail so its an own goal to talk this big while other miners are announcing plenty of contracts and he has none. At this point its all talk no contracts. Very upset with @Bitfarms_io https://twitter.com/i/web/status/2019179521984065999 https://twitter.com/i/web/status/2019179521984065999"  
[X Link](https://x.com/JKeynesAlpha/status/2019179521984065999)  2026-02-04T22:41Z 21.1K followers, [----] engagements


"Ill just add this here too why not $bitf ⚠AI data center lease commitments are exploding: The value of data center leases NOT YET STARTED hit $569 billion in Q3 [----] nearly TRIPLE the $200 billion seen just one year ago. Oracle leads with $248 billion in future lease commitments followed by Microsoft at $106 https://t.co/ux1dOYJhN0 ⚠AI data center lease commitments are exploding: The value of data center leases NOT YET STARTED hit $569 billion in Q3 [----] nearly TRIPLE the $200 billion seen just one year ago. Oracle leads with $248 billion in future lease commitments followed by Microsoft at"  
[X Link](https://x.com/JKeynesAlpha/status/2019190211528520015)  2026-02-04T23:23Z 21K followers, [----] engagements


"@Filmdaddy77 @9inchDEX Where is Ben While Rome burns and shareholders go to zero. nowhere to be found. I find no logical reason a deal cant be announced given the demand for secured power"  
[X Link](https://x.com/JKeynesAlpha/status/2019515185589879190)  2026-02-05T20:55Z 21K followers, [--] engagements


"@RebellioMarket Copied from William ONeills book How to Make Money in Stocks not original advice and not always a good strategy either"  
[X Link](https://x.com/JKeynesAlpha/status/2019515254133387413)  2026-02-05T20:55Z 21K followers, [----] engagements


"$QS 🔥🔥 @QuantumScapeCo $QS just found this article related to Eagle Line event including a new promotional video https://t.co/AcEo0p9QQh @QuantumScapeCo $QS just found this article related to Eagle Line event including a new promotional video https://t.co/AcEo0p9QQh"  
[X Link](https://x.com/JKeynesAlpha/status/2019517903809441990)  2026-02-05T21:06Z 21.1K followers, [----] engagements


"$QS https://electrek.co/2026/02/05/quantumscape-inaugurates-eagle-line-pilot-solid-state-battery-production/ https://electrek.co/2026/02/05/quantumscape-inaugurates-eagle-line-pilot-solid-state-battery-production/"  
[X Link](https://x.com/JKeynesAlpha/status/2019518458786988530)  2026-02-05T21:08Z 21.2K followers, [----] engagements


"$TEM We are still at the very beginning of what AI can do with Tempus massive proprietary dataset. The scale of this data and the models being built on top of it are going to unlock entirely new capabilities in precision medicine and materially improve patient outcomes. This story is just getting started. In a manuscript published in @NaturePortfolio Precision Oncology collaborators from @YaleMed leveraged RNA-seq data from our real-world database of diverse human malignancies and identified [--] tumors with rearrangements involving RASGRF1 or the related RASGRF2 predicted to"  
[X Link](https://x.com/JKeynesAlpha/status/2019521454124200258)  2026-02-05T21:20Z 21.1K followers, [----] engagements


"@grruser89 90% of people will not buy grey market peptides and inject themselves; the oral formulation and superior performance to Mounjaro (tirzepatide) is extremely bullish and thats just the nearest in the pipeline"  
[X Link](https://x.com/JKeynesAlpha/status/2019555469292105869)  2026-02-05T23:35Z 21.1K followers, [---] engagements


"@PK_Fund Im bullish. I understand the value and I dont care if others say the opposite. Buying. Insane value here"  
[X Link](https://x.com/JKeynesAlpha/status/2019556300972257484)  2026-02-05T23:38Z 21.1K followers, [---] engagements


"@value_invest12 But Antonio said $HIMS will be one trillion dollars "  
[X Link](https://x.com/JKeynesAlpha/status/2019556832000278560)  2026-02-05T23:40Z 21K followers, [---] engagements


"And you know they should; its like you go and steal intellectual property you cant even necessarily vouch for manufacturing correctly by pass every oversight for mass market pharmaceuticaland pirate it then tell the world youre pirating it and brag about it. what did they think would happen 🤡🤡🤡🤡Its theft. Its not even like grey market peptides either this is a publicly listed corporation blatantly stealing in daylight to claim its the same and safe to consumers. hilarious. Ive never seen anything like it tbh; FDA sanctions and big lawsuit incoming from $NVO"  
[X Link](https://x.com/JKeynesAlpha/status/2019562053212451021)  2026-02-06T00:01Z 21.1K followers, [---] engagements


"Nothing says confidence in quantum like watching the sector crash and then hoping the government rides in to save it with an executive order"  
[X Link](https://x.com/JKeynesAlpha/status/2019577328121311626)  2026-02-06T01:02Z 21.1K followers, [----] engagements


"@gothburz @grok whats the tl;dr this is a bill ackman @BillAckman length tweet cant read it all"  
[X Link](https://x.com/JKeynesAlpha/status/2019591540692185196)  2026-02-06T01:58Z 21.1K followers, [---] engagements


"@HHSGCMikeStuart @HHSOGC Bullish $NVO"  
[X Link](https://x.com/JKeynesAlpha/status/2019912370366345382)  2026-02-06T23:13Z 21.1K followers, [----] engagements


"Oh my. $HIMS going quickly sub $10 with DOJ prosecutors now involved 😂 Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions"  
[X Link](https://x.com/JKeynesAlpha/status/2019919060905947299)  2026-02-06T23:40Z 21.1K followers, [----] engagements


"@StonkChris True. And I appreciate you Chris"  
[X Link](https://x.com/JKeynesAlpha/status/2019930188482502719)  2026-02-07T00:24Z 21.1K followers, [---] engagements


"@bioinvestor24 Does build breadth mean buyout"  
[X Link](https://x.com/JKeynesAlpha/status/2019933755583131726)  2026-02-07T00:38Z 21.1K followers, [---] engagements


"$HIMS $PTON getting there @fallacyalarm lol. $hims chart will end up looking just like Peloton @fallacyalarm lol. $hims chart will end up looking just like Peloton"  
[X Link](https://x.com/JKeynesAlpha/status/2019936443565486445)  2026-02-07T00:49Z 21.1K followers, [----] engagements


"@Analysethat It is a stock that hasnt performed. If I cant remain bullish I wont own it. I like the company a lot but if a company isnt going to perform as a stock I have to invest elsewhere"  
[X Link](https://x.com/JKeynesAlpha/status/2020101152096833783)  2026-02-07T11:43Z 21.1K followers, [--] engagements


"$DUOL is a fine company and a pretty laughable stock to call even a [--] bagger. It is not a $1T company under any sane framework. There is no true moat and even with sticky users it is not going to take over education everywhere. Lol. Ed-tech is a classic monopolistic-competition market. Any short-run profits get competed away in the long run because barriers to entry are relatively low and software is replicable. Look at what were witnessing in SaaS right now where every company that survives the bloodbath will need a truly special moat AI innovation or a non-replicable application usually"  
[X Link](https://x.com/JKeynesAlpha/status/2020159159929340179)  2026-02-07T15:34Z 21.1K followers, 20.5K engagements


"@grruser89 IDK but it's on NASDAQ"  
[X Link](https://x.com/JKeynesAlpha/status/2020278835682349323)  2026-02-07T23:29Z 21.1K followers, [----] engagements


"@SVBriskmanager Im usually weary of chasing hype but its only 400m cap and given that they need this for next gen chips it seems cheap. Can avg down if it dips but execution will be key. Definitely risky but asymmetric"  
[X Link](https://x.com/JKeynesAlpha/status/2020294225309437977)  2026-02-08T00:30Z 21.1K followers, [----] engagements


"@seriously211 @SVBriskmanager No. Thats the wrong take Schmid makes the equipment the fabs need; they dont need every fab to use their equipment to do very well. Intel is just indicating the importance of the glass substrate which is very bullish"  
[X Link](https://x.com/JKeynesAlpha/status/2020546120405967237)  2026-02-08T17:11Z 21.1K followers, [---] engagements


"@amadeu_rosario Remember this company called Paysafe [----] Foley spac"  
[X Link](https://x.com/JKeynesAlpha/status/2020632036776787987)  2026-02-08T22:53Z 21.1K followers, [---] engagements


"@mvcinvesting Excited for $NBIS earnings"  
[X Link](https://x.com/JKeynesAlpha/status/2020639290863353858)  2026-02-08T23:22Z 21.1K followers, [----] engagements


"$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/anyuser/status/1987622695790317865)  2025-11-09T20:45Z 21.2K followers, 29.5K engagements


"$GTLB Remember when $U Unitys former CEO John Riccitiello tried to impose a usage based fee per game install The whole thing blew up instantly. Developers lost it over the unpredictability the retroactive impact on existing projects and the general feeling that Unity was taxing success after the fact. The backlash was massive. Boycotts trust erosion and eventually Riccitiello was gone. GitLabs new hybrid seat plus credits model for AI features feels like its at least flirting with that same danger zone. You are no longer just paying a flat license. Costs now scale with usage. If AI adoption"  
[X Link](https://x.com/JKeynesAlpha/status/2015479017147703734)  2026-01-25T17:36Z 21.2K followers, 16.2K engagements


"$ASAN I find this company interesting for the enterprise agentic-AI project management theme similar to UiPath but its still low-growth SaaS (as in 10% you must be kidding). Glad I cut it loose before it buckled. This whole group is falling apart beyond what I expected. No sense buying SaaS until the apocalypse is over and we can see which names actually stand up and offer truly differentiated AI value in the face of commoditization AI software fear. There will be a time to bottom-fish here but well need new rules for selection. https://twitter.com/i/web/status/2017004249259901315"  
[X Link](https://x.com/JKeynesAlpha/status/2017004249259901315)  2026-01-29T22:37Z 21.2K followers, [----] engagements


"$ABCL Is AbCellera Worth the Hype Published a detailed $ABCL deep dive for subs. Covered the balance sheet pipeline and what actually matters going forward"  
[X Link](https://x.com/JKeynesAlpha/status/2018062230621712615)  2026-02-01T20:41Z 21.2K followers, [----] engagements


"$BITF There should be zero reason for this yet here we are https://twitter.com/i/web/status/2019520710893355472 https://twitter.com/i/web/status/2019520710893355472"  
[X Link](https://x.com/JKeynesAlpha/status/2019520710893355472)  2026-02-05T21:17Z 21.2K followers, 15.2K engagements


"$SHMD Whatever you DO NOT buy a pure play glass substrate microcap Nothing to see here at all"  
[X Link](https://x.com/JKeynesAlpha/status/2020265138335760570)  2026-02-07T22:35Z 21.2K followers, 26.2K engagements


"$S new ATL on SentinelOne. A tale of two charts. What do we see here that explains it"  
[X Link](https://x.com/JKeynesAlpha/status/2021000430910661049)  2026-02-09T23:17Z 21.2K followers, [----] engagements


"$HIMS could there be even worse news for Hims Yes. Rodents vermin spiders and even a dead cricket in the compounding room. In a warning letter issued in June last year to MedisourceRx a compounding pharmacy owned by Hims & Hers the FDA cited clear violations of good manufacturing practices. An FDA inspector found the facility used for drug manufacturing processing packaging or storage was not free of infestation by rodents birds insects sic and other vermin according to the letter. The inspector also reported seeing a live spider in the area where MedisourceRx produced active pharmaceutical"  
[X Link](https://x.com/JKeynesAlpha/status/2021360877132186019)  2026-02-10T23:09Z 21.2K followers, [----] engagements


"$VKTX 🔥 $VKTX Oral VK2735 to Advance into Phase [--] for Obesity in 3Q26 Phase [--] VANQUISH Trials for Subcutaneous VK2735 in Obesity Ongoing; VANQUISH-1 Enrollment Complete VANQUISH-2 Nearing Full Enrollment VK2735 Maintenance Dosing Study Fully Enrolled; Data Expected 3Q26 Novel $VKTX Oral VK2735 to Advance into Phase [--] for Obesity in 3Q26 Phase [--] VANQUISH Trials for Subcutaneous VK2735 in Obesity Ongoing; VANQUISH-1 Enrollment Complete VANQUISH-2 Nearing Full Enrollment VK2735 Maintenance Dosing Study Fully Enrolled; Data Expected 3Q26 Novel"  
[X Link](https://x.com/JKeynesAlpha/status/2021694086621634655)  2026-02-11T21:13Z 21.2K followers, [----] engagements


"$QS OEM Customers are Honda and Nissan 🔥🔥🔥"  
[X Link](https://x.com/JKeynesAlpha/status/2021695356849791015)  2026-02-11T21:18Z 21.2K followers, 43.8K engagements


"$QS guys do you get it Nissan = Mitsubishi and Renault + Nissan Honda VW brands. VW + HONDA + RENAULT + MITSUBISHI + NISSAN = 25% global market share You are not bullish enough 🚀🚀🚀🚀 $QS OEM Customers are Honda and Nissan 🔥🔥🔥 https://t.co/6278tdzpuS $QS OEM Customers are Honda and Nissan 🔥🔥🔥 https://t.co/6278tdzpuS"  
[X Link](https://x.com/JKeynesAlpha/status/2021704270689521821)  2026-02-11T21:53Z 21.2K followers, 14.9K engagements


"$AUR 👀 I think people still don't even think about AUR at all. It's like it doesn't exist. @TotemMacro Apparently today the market is collapsing.because transport stocks are collapsing.because a company that used to make karaoke machines put out a press release about an AI-driven freight thingamabobber. Right then. https://t.co/FnKtmzVkYL @TotemMacro Apparently today the market is collapsing.because transport stocks are collapsing.because a company that used to make karaoke machines put out a press release about an AI-driven freight thingamabobber. Right then. https://t.co/FnKtmzVkYL"  
[X Link](https://x.com/JKeynesAlpha/status/2022034219699253392)  2026-02-12T19:45Z 21.2K followers, 10.3K engagements


"Appreciate you jumping in the $QS community. The time is coming and this stock has a lot of haters and holders who lack patience. For the long run its a true gold mine. Not sure the reason for the excessive negativity its probably just we are in a tough tape for risk recently. That being said I think QS continues to show its cards and derisk but people dont accept it at face value. https://twitter.com/i/web/status/2022035183566737725 https://twitter.com/i/web/status/2022035183566737725"  
[X Link](https://x.com/JKeynesAlpha/status/2022035183566737725)  2026-02-12T19:48Z 21.2K followers, [----] engagements


"$AUR a lot of people seem to shrug this company off or complain that the market cap is somehow too high and I think thats a mistake. What they have built is incredible and incredibly valuable. This is still a future stock because society and the regulatory framework havent quite caught up to it yet but that will change. One of my favorites and my only regret right now is not owning enough. Im going to try to change that. 250k driverless miles on public roads and counting 📈 With our fleet operating across our network which we are tripling to [--] driverless routes we are demonstrating the value"  
[X Link](https://x.com/JKeynesAlpha/status/2022043678437466173)  2026-02-12T20:22Z 21.2K followers, [----] engagements


"$PRME 🔥Bumping up my previous thread on Prime Medicine ($PRME) because I'm bullish as ever after the Eli Lilly/Verve $VERV deal. Lilly just paid $1.3 billion for Verve Therapeutics a single base editing program focused only on cardiovascular applications. Meanwhile Prime Medicine trades at a $222M market cap with Prime editing IP that addresses 90% of genetic diseases across ALL delivery methods plus superior safety (zero off-target effects detected vs traditional CRISPR). The math is staggering: if one narrow base editing program for cardio is worth $1.3B then Prime's platform covering"  
[X Link](https://x.com/JKeynesAlpha/status/1936036488866632128)  2025-06-20T12:20Z 21.1K followers, 26.6K engagements


"@buccocapital Its great if 10% is enough for most of us its not enough to just go live our lives"  
[X Link](https://x.com/JKeynesAlpha/status/2007880125015359870)  2026-01-04T18:21Z 21.1K followers, 37.3K engagements


"$OKLO Congrats to $OKLO bulls. The tape and the headlines are validating patience. That said I continue to stress that this remains a 2030s story not a near-term commercial deployment cycle. The broader SMR race still has a long road ahead. Metas recent announcements underline how Big Tech is planning for long-term capacity to support AI infrastructure. Meta has agreed to purchase nuclear power tied to its AI buildout including the Prometheus supercluster in Ohio. Through partnerships with Vistra TerraPower and Oklo Meta is targeting roughly [---] gigawatts of nuclear generation by 2035."  
[X Link](https://x.com/JKeynesAlpha/status/2009751759951147085)  2026-01-09T22:18Z 21.2K followers, [----] engagements


"$BITF Bitfarms thesis in a nutshell: this story has already reached the mainstream including coverage by the WSJ. Bitfarms controls scarce scalable power within the critical PJM corridor one of the most valuable electricity markets in North America. [---] MW energized capacity [---] MW in active development and a [---] GW multi-year pipeline position the company as a significant power platform for AI and HPC demand. A 4x rerate occurs when the power contracts are disclosed. Its a no-brainer. The Biggest Asymmetric Setup in AI Infrastructure Is Not $NVDA. Its $BITF 🔥 Here is how it fits into the"  
[X Link](https://x.com/JKeynesAlpha/status/2011170133864300923)  2026-01-13T20:15Z 21.1K followers, 34.9K engagements


"Not much to do in a market like this. I added where I could today: $NBIS $VKTX $JOBY $SHMD. Painful market 🩸🩸🩸 part of the deal. Bullish periods will eventually return. There could be more pain or it could be over next week. 🤷♂ It already feels way overdone TBH. Youd think there was a 2008-style crisis happening given the total carnage across multiple sectors themes and small- and mid-cap growth and there isnt. The only thing that has really changed in my view is that you need a genuinely strong thesis about any SaaS companys moat in a world where Claude GPT and Gemini are becoming"  
[X Link](https://x.com/JKeynesAlpha/status/2019523907699564574)  2026-02-05T21:29Z 21.2K followers, [----] engagements


"$QS 👀 the time is upon us https://youtu.be/aUT6LPB-Z1E https://youtu.be/aUT6LPB-Z1E"  
[X Link](https://x.com/JKeynesAlpha/status/2020171833945792997)  2026-02-07T16:24Z 21.2K followers, 11.1K engagements


"$PYPL When I see a chart like this I really do think to myself can I work harder on a methodology of calling tops and exiting positions Not making a comment either way on the business because I have not studied it but I know a lot of stock services and accounts have previously recommended this as a no brainer buy for a long time. https://share.trendspider.com/chart/PYPL/116879e9hrb3 https://share.trendspider.com/chart/PYPL/116879e9hrb3"  
[X Link](https://x.com/JKeynesAlpha/status/2020612956887917033)  2026-02-08T21:37Z 21.2K followers, [----] engagements


"@DrTomsLens What's the conviction. Explain why I'm wrong. I've hated it for a long time but I find it unethical that certain accounts are telling people it's a 10x and to go buy it on margin. In what world is that true"  
[X Link](https://x.com/JKeynesAlpha/status/2021338101571006604)  2026-02-10T21:38Z 21.1K followers, [---] engagements


"@DrTomsLens Thats fine. Id say for my personal reason to jump on criticism is that Im invested in $NVO and $VKTX so the impunity of theft of IP bothers me. Impunity seems over"  
[X Link](https://x.com/JKeynesAlpha/status/2021341050238009846)  2026-02-10T21:50Z 21.2K followers, [---] engagements


"An assumption it says "We capped the year with our second annual Solid-State Battery Symposium in Kyoto Japan where we brought together ecosystem partners automotive OEM customers and government officials." Then shows the picture with the names of two OEMS. How are they not customers https://twitter.com/i/web/status/2021700625856393239 https://twitter.com/i/web/status/2021700625856393239"  
[X Link](https://x.com/JKeynesAlpha/status/2021700625856393239)  2026-02-11T21:39Z 21.1K followers, [---] engagements


"@MyFuelQuest @grok explain the relationship between Nissan/Reneault/Mitsubishi"  
[X Link](https://x.com/JKeynesAlpha/status/2021706632191717520)  2026-02-11T22:03Z 21.2K followers, [---] engagements


"@AutisticBull The price doesnt always go the way we want when we want it but Im holding"  
[X Link](https://x.com/JKeynesAlpha/status/2021727446224056782)  2026-02-11T23:25Z 21.2K followers, [---] engagements


"The Biggest Asymmetric Setup in AI Infrastructure Is Not $NVDA. Its $BITF 🔥 Here is how it fits into the $NBIS $CRWV $CIFR $IREN power-landlord cycle that is re-rating entire companies right now. A clear rotation is underway: Miners Power Owners Hyperscaler Landlords Long-term AI Compute Contracts. And there is one major name with guaranteed megawatts and fast time-to-power that has not re-rated yet. 👀Lets talk about Bitfarms 👇 Click Subscribe to unlock the full deep-dive thread"  
[X Link](https://x.com/anyuser/status/1987275884878045667)  2025-11-08T21:47Z 21.2K followers, 174.3K engagements


"Lets see $ASST 👀 $ASST looks awful on the chart but this could actually be a solid trade setup. Retail interest is still there BTC could reverse and importantly the CEO bought shares right near the lows. Hard to believe Vivek Ramaswamy is eager to torch roughly 7% of his net worth if this is https://t.co/lwS5c3nFlI $ASST looks awful on the chart but this could actually be a solid trade setup. Retail interest is still there BTC could reverse and importantly the CEO bought shares right near the lows. Hard to believe Vivek Ramaswamy is eager to torch roughly 7% of his net worth if this is"  
[X Link](https://x.com/JKeynesAlpha/status/2007988369213796728)  2026-01-05T01:31Z 21.2K followers, [----] engagements


"You should follow a lot of people and never blindly follow anyone's advice; always think for yourself. A lot of people can be right or wrong and plenty of people who have stock ideas can make money without all owning the same things. The most important thing is for you to know what you own and own your decisions so you don't lose sleep at night and feel confident when there is volatility and drawdowns. Also crucial to monitor your investments and make sure the thesis doesn't break (like a problem with the company unexpected bad news red flags etc.). Lots of great ideas around here so have a"  
[X Link](https://x.com/anyuser/status/2010118324001399271)  2026-01-10T22:35Z 21.2K followers, 49.8K engagements


"$ARRY is a domestic panel agnostic solar picks and shovel literally no one is talking about. I entered and wrote the thesis up for my subscribers [--] weeks ago and its doing quite well 🔥 ☀ bullish"  
[X Link](https://x.com/JKeynesAlpha/status/2014437459371720866)  2026-01-22T20:38Z 21.2K followers, [----] engagements


"$BITF @hashoveride wondering if Ben cares to comment on why other miners dont seem to have any problem announcing deals but Bitfarms keeps putting out statements about why deals are supposedly so accretive and so good while shareholders are expected to accept being punished and waiting for deals that never come as if it doesnt matter. Words are great but deals are all that matter. Where are the oft-discussed deals I have been patient but my patience is not unlimited. A lot of us are in Bitfarms for return on capital not as a charity. Plenty of other mining companies have announced real deals"  
[X Link](https://x.com/JKeynesAlpha/status/2019150167014818037)  2026-02-04T20:44Z 21.2K followers, 14K engagements


"It's an absolute disgrace that $BITF is sinking to $1 with no end in sight. Abusive malpractice"  
[X Link](https://x.com/JKeynesAlpha/status/2019179674295804295)  2026-02-04T22:42Z 21.2K followers, [----] engagements


"$VKTX If you actually follow the GLP peptide space closely and understand the differences across products and pipelines the core Viking thesis is obvious. Talk to people who have cut with tirzepatide or retatrutide then look at the clinical data for VK2735. It is very hard to reach any other conclusion. $NVO or another major player is going to have to write a very large check or make a serious offer. Either outcome works. On its own merits this is a 35x story and that is before you factor in a competitive process in a market where everyone needs both oral and injectable GLPs and there will"  
[X Link](https://x.com/JKeynesAlpha/status/2019553015246516428)  2026-02-05T23:25Z 21.2K followers, 10.2K engagements


"$BITF $KEEL secured capacity is in the PJM grid area. Once it comes together should be 🔥🔥🔥 PJMs December auction was short [---] GW for one year. Now the largest grid warns the cumulative gap will reach [--] GW over the next decade at a $180B cost. https://t.co/ByVUKaxkoH PJMs December auction was short [---] GW for one year. Now the largest grid warns the cumulative gap will reach [--] GW over the next decade at a $180B cost. https://t.co/ByVUKaxkoH"  
[X Link](https://x.com/JKeynesAlpha/status/2019879179962184137)  2026-02-06T21:01Z 21.2K followers, [----] engagements


"$NVO $VKTX $LLY 👀 Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions"  
[X Link](https://x.com/JKeynesAlpha/status/2019918063026438443)  2026-02-06T23:36Z 21.2K followers, [----] engagements


"I feel like $HBAR has been a dilution scam for founders for a long time. Has gone literally nowhere ever but lots of fancy stories about their council and fancy members and use cases that never amounted to anything at all. Theyve been telling this story about how great it is for [--] years. https://twitter.com/i/web/status/2019934780142297283 https://twitter.com/i/web/status/2019934780142297283"  
[X Link](https://x.com/JKeynesAlpha/status/2019934780142297283)  2026-02-07T00:42Z 21.2K followers, [----] engagements


"$VKTX 👀 with VK [----] looking better than Tirzepatide cant wait to see them in this chart in [--] with huge growth Eli Lilly v. Novo Nordisk $LLY Mounjaro: $7.4B +110% YoY $NVO Ozempic: $5B +7% YoY $LLY Zepbound: $4.3B +123% YoY $NVO Wegovy: $3.4B +25% YoY Eli Lilly is pulling ahead in the weight-loss drug category. https://t.co/pqOIWkp2s5 Eli Lilly v. Novo Nordisk $LLY Mounjaro: $7.4B +110% YoY $NVO Ozempic: $5B +7% YoY $LLY Zepbound: $4.3B +123% YoY $NVO Wegovy: $3.4B +25% YoY Eli Lilly is pulling ahead in the weight-loss drug category. https://t.co/pqOIWkp2s5"  
[X Link](https://x.com/JKeynesAlpha/status/2020175815145664800)  2026-02-07T16:40Z 21.2K followers, [----] engagements


"$VKTX Id like to thank $HIMS for the dramatic self-immolation: nothing markets legitimate GLP-1s better than a very public reminder of just how insanely strong demand is that you'd torch your own company and steal from another to try to make those sales. Huge free ad for real drugs real IP and real supply chains. Bullish for Viking Therapeutics $NVO Novo Nordisks Wegovy pill and Eli Lillys tirzepatide and retatrutide. 🔥 VK [----] is a big deal. The simulation shown here uses early clinical data with identical titration schedules and shows VK [----] beating tirzepatide on the same ramp. Same"  
[X Link](https://x.com/JKeynesAlpha/status/2020229004452851790)  2026-02-07T20:11Z 21.2K followers, 18.6K engagements


"$QS bullish $QS: @DigatronPower confirms @QuantumScapeCo has transitioned from breakthrough innovation to scalable product-focused manufacturing. 🤝 https://t.co/2WRmqhehyy https://t.co/EplE5ZYN9q $QS: @DigatronPower confirms @QuantumScapeCo has transitioned from breakthrough innovation to scalable product-focused manufacturing. 🤝 https://t.co/2WRmqhehyy https://t.co/EplE5ZYN9q"  
[X Link](https://x.com/JKeynesAlpha/status/2021692328121962971)  2026-02-11T21:06Z 21.2K followers, [----] engagements


"The Renault-Nissan-Mitsubishi Alliance is a strategic partnership formed in [----] between Renault and Nissan with Mitsubishi joining in [----]. Renault holds 43% of Nissan Nissan owns 15% of Renault and 34% of Mitsubishi. They collaborate on tech EVs and production representing a major global auto group. As of [----] the alliance continues with ongoing restructurings and joint projects. https://twitter.com/i/web/status/2021707479558566073 https://twitter.com/i/web/status/2021707479558566073"  
[X Link](https://x.com/JKeynesAlpha/status/2021707479558566073)  2026-02-11T22:06Z 21.2K followers, [---] engagements


"@ShineWoods68 Everything is gonna be really cheap at this rate"  
[X Link](https://x.com/JKeynesAlpha/status/2021719774019879239)  2026-02-11T22:55Z 21.2K followers, [---] engagements


"$PRME Prime Medicine headed for the $30s then $100+. Patience. People ask why I bought [-----] 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 -90% 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/anyuser/status/1959000646239334719)  2025-08-22T21:12Z 21.2K followers, 102.8K engagements


"$HIMS investors said we are not a GLP company. Then the CEO risks the whole business pirating a counterfeit oral Wegovy blatantly. FDA slap arrives the same day. Antonio Linares says its worth one trillion dollars. Comedy gold. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify"  
[X Link](https://x.com/JKeynesAlpha/status/2019557667363254492)  2026-02-05T23:44Z 21.2K followers, 78.5K engagements


"$HIMS $HIMS investors said we are not a GLP company. Then the CEO risks the whole business pirating a counterfeit oral Wegovy blatantly. FDA slap arrives the same day. Antonio Linares says its worth one trillion dollars. Comedy gold. https://t.co/JGt7i3HeZh $HIMS investors said we are not a GLP company. Then the CEO risks the whole business pirating a counterfeit oral Wegovy blatantly. FDA slap arrives the same day. Antonio Linares says its worth one trillion dollars. Comedy gold. https://t.co/JGt7i3HeZh"  
[X Link](https://x.com/JKeynesAlpha/status/2019921540184219909)  2026-02-06T23:49Z 21.2K followers, 28.2K engagements


"$IMSR Posted the Terrestrial Energy report exclusively for J Keynes Research subscribers. Im not doing generic SMR hype. That hype has been a bit too much but Im focused on [--] choices they made that reduce the sectors biggest bottlenecks plus the only entry zone that makes dilution math tolerable and why Terrestrial is the most interesting one to me out of the nuclear stocks into the end of the decade so when the time is right we're prepared to make proper investment decisions. Check it out 👀"  
[X Link](https://x.com/JKeynesAlpha/status/2020676983319917006)  2026-02-09T01:51Z 21.2K followers, [----] engagements


"$QS 👀 Nissan managers spotted at QS event likely one of the additional OEMs Spotted Masanobu Uchimura (Senior Manager Nissan Advanced Technology Center) & Albert Xiao (Senior Researcher Nissan) in the front row. Their presence indicates that Nissan is actively monitoring $QS transition to industrial-scale production Probably the secret OEM partner https://t.co/kZNnBRsOAS Spotted Masanobu Uchimura (Senior Manager Nissan Advanced Technology Center) & Albert Xiao (Senior Researcher Nissan) in the front row. Their presence indicates that Nissan is actively monitoring $QS transition to"  
[X Link](https://x.com/JKeynesAlpha/status/2020952090386805208)  2026-02-09T20:05Z 21.2K followers, 20.1K engagements


"$S https://share.trendspider.com/chart/S/116879fsjszh https://share.trendspider.com/chart/S/116879fsjszh"  
[X Link](https://x.com/JKeynesAlpha/status/2021000433905373640)  2026-02-09T23:17Z 21.2K followers, [---] engagements


"Every quarter $S SentinelOne effectively "prints" about $75M$80M worth of stock (roughly [--] million shares) and hands it to employees in exchange for declining returns to shareholders. Based on the orange bars for Total Shares Outstanding the company is consistently diluting shareholders at a significant rate. In the most recent quarter alone (Q3 '25) the share count jumped from [-----] million to [-----] million meaning they effectively "created" [---] million new shares in just three months. This follows a clear trend over the last year (Q3 '24 to Q3 '25) where the total count rose from 320.1"  
[X Link](https://x.com/JKeynesAlpha/status/2021004456398123249)  2026-02-09T23:33Z 21.2K followers, [----] engagements


"$QS Brands Impacted: @JKeynesAlpha Volkswagen Group owns: Volkswagen Audi Porsche Bentley Lamborghini Bugatti Skoda SEAT Cupra Ducati and trucks like MAN Scania. Honda: Honda Acura. Nissan: Nissan Infiniti. Renault: Renault Alpine Dacia Renault Korea. Mitsubishi: Mitsubishi. Key alliance: @JKeynesAlpha Volkswagen Group owns: Volkswagen Audi Porsche Bentley Lamborghini Bugatti Skoda SEAT Cupra Ducati and trucks like MAN Scania. Honda: Honda Acura. Nissan: Nissan Infiniti. Renault: Renault Alpine Dacia Renault Korea. Mitsubishi: Mitsubishi. Key alliance:"  
[X Link](https://x.com/JKeynesAlpha/status/2021707613092688085)  2026-02-11T22:07Z 21.2K followers, [----] engagements


"This is a very common thing for some reason. When we post about AUR someone says they like Tesla or insert some other company. And complain that AUR market cap is too high. Etc. Im bored with that conversation no offense and I could tell you all the reasons I think AUR is the real play for autonomous trucking but you dont like it and thats fine so buy your company. https://twitter.com/i/web/status/2022041849293418717 https://twitter.com/i/web/status/2022041849293418717"  
[X Link](https://x.com/JKeynesAlpha/status/2022041849293418717)  2026-02-12T20:15Z 21.2K followers, [---] engagements


"@Mr_Derivatives Heisenberg it doesnt matter any more. Let us go to zero"  
[X Link](https://x.com/JKeynesAlpha/status/2022045273963569435)  2026-02-12T20:28Z 21.2K followers, [----] engagements

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