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# ![@Justalphainvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1772693885036478464.png) @Justalphainvest justAlpha

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

### Engagements: XXX [#](/creator/twitter::1772693885036478464/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1772693885036478464/c:line/m:interactions.svg)

- X Week XXXXX +3,771%
- X Month XXXXX +19,486%
- X Months XXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1772693885036478464/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1772693885036478464/c:line/m:posts_active.svg)

- X Week XX +1,100%
- X Month XX +1,500%
- X Months XX -XX%

### Followers: XXX [#](/creator/twitter::1772693885036478464/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1772693885036478464/c:line/m:followers.svg)

- X Week XXX +47%
- X Month XXX +60%
- X Months XXX +133%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1772693885036478464/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1772693885036478464/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1772693885036478464/influence)
---

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

**Social topic influence**
[$oklo](/topic/$oklo) #264, [$amzn](/topic/$amzn) #360, [infrastructure](/topic/infrastructure) #2529, [stocks](/topic/stocks) 9.3%, [$msft](/topic/$msft) #228, [open ai](/topic/open-ai) 6.98%, [#ai](/topic/#ai) 5.81%, [investment](/topic/investment) 5.81%, [$wmb](/topic/$wmb) #6, [msft](/topic/msft) #169

**Top accounts mentioned or mentioned by**
[@trendspider](/creator/undefined)

**Top assets mentioned**
[Oklo Inc. (OKLO)](/topic/$oklo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Williams Companies Inc (WMB)](/topic/$wmb) [Sleepless AI (AI)](/topic/$ai) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Constellation Energy Corp (CEG)](/topic/$ceg) [Arcblock (ABT)](/topic/$abt) [Walmart, Inc. (WMT)](/topic/$wmt) [Kinder Morgan Inc (KMI)](/topic/$kmi) [Targa Resources Corp. (TRGP)](/topic/$trgp) [Metadium (META)](/topic/$meta) [NuScale Power Corporation (SMR)](/topic/$smr) [Pricesmart Inc (PSMT)](/topic/$psmt) [Spire Inc. (SR)](/topic/$sr) [Corvel Corp (CRVL)](/topic/$crvl) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Dutch Bros Inc. (BROS)](/topic/$bros) [Goosehead Insurance, Inc. Class A Common Stock (GSHD)](/topic/$gshd) [Wd-40 Co (WDFC)](/topic/$wdfc) [Basis Cash (BAC)](/topic/$bac) [NextEra Energy Inc (NEE)](/topic/$nee) [Duke Energy Corp (DUK)](/topic/$duk) [GridCoin (GRC)](/topic/$grc) [The Marzetti Company Common Stock (MZTI)](/topic/$mzti) [Sable Offshore Corp. (SOC)](/topic/$soc) [Kenvue Inc. (KVUE)](/topic/$kvue) [Oracle Corporation (ORCL)](/topic/$orcl) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Netflix Inc (NFLX)](/topic/$nflx) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Rambus Inc (RMBS)](/topic/$rmbs) [Lattice Semiconductor Corp (LSCC)](/topic/$lscc) [MongoDB, Inc. (MDB)](/topic/$mdb) [Elastic N.V. (ESTC)](/topic/$estc) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [UiPath, Inc. (PATH)](/topic/$path) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Modefi (MOD)](/topic/$mod) [Akamai Technologies, Inc. (AKAM)](/topic/$akam) [Cloudflare, Inc. (NET)](/topic/$net) [PWR Coin (PWR)](/topic/$pwr) [Vistra, Corp. (VST)](/topic/$vst) [Target Corporation (TGT)](/topic/$tgt) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Micron Technology, Inc. (MU)](/topic/$mu) [FUNtoken (FUN)](/topic/$fun)
### Top Social Posts [#](/creator/twitter::1772693885036478464/posts)
---
Top posts by engagements in the last XX hours

"10/ The Subscription Moat That Crushes Competition: Amazon: $44.4B subscription revenue in 2024 Costco: $4.8B membership revenue in 2024 Amazon generates 9X MORE subscription revenue than $COST. 240M+ Prime members globally paying $139/year = high-margin recurring revenue BEFORE they buy anything. Prime members spend 2x+ non-Prime customers. $COST wishes it had this model at this scale. $NFLX #SubscriptionEconomy"  
[X Link](https://x.com/Justalphainvest/status/1978628946796130387) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T01:07Z XXX followers, XX engagements


"⚙ #AIs footprint - electrons to interfaces. X Energy: $WMB (gas data centers) $TLNE (nuclear) X Infrastructure: $CORZ $VRT $MOD X Hardware: $SMCI $RMBS $LSCC X Cloud/Compute: $AKAM $NET X Software/Data: $MDB $ESTC $CFLT X User Layer: $PATH $SOUN"  
[X Link](https://x.com/Justalphainvest/status/1976494837819207707) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-10T03:47Z XXX followers, XXX engagements


"🧵 $AMZN vs $MSFT: Which Cloud Giant is the Better Buy for the AI Era Following up on yesterdays Amazon thread lets compare the two largest cloud players and see which offers better value as AI infrastructure spending explodes. The numbers might surprise you. 👇 #AI #CloudComputing #AWS #Azure"  
[X Link](https://x.com/Justalphainvest/status/1978806501738168719) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T12:53Z XXX followers, XX engagements


"📅 Oct XX 2025 Market Breadth Snapshot Overall A/D XXXX XXXX% 200DMA XXXX% 50DMA 🏦 Mega caps still dominate breadth (81.6% 200DMA vs XXXX% for Small Cap). Leaders Financial Services (A/D XXXXX XXXX% 200DMA) Laggards Energy (A/D XXXX XXXX% 200DMA) 🚀 Risk-on tone cyclicals showing leadership. #MarketBreadth #Stocks #SP500"  
[X Link](https://x.com/Justalphainvest/status/1978236354871038041) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-14T23:07Z XXX followers, XX engagements


"The AI revolution needs massive power. While everyone's buying $NVDA chips we should also buy the companies keeping data centers running: $CEG - Nuclear (24/7 clean power) $PWR - Builds the infrastructure $WMB - Natural gas pipelines feeding it all You don't just bet on AI. You bet on everything AI needs to exist. #AI #Infrastructure #Stocks"  
[X Link](https://x.com/Justalphainvest/status/1977885091050213593) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-13T23:52Z XXX followers, XXX engagements


"3/ The AI Infrastructure Timeline Problem: Utilities promising $212B capex for AI data centers. But heres the issue: Rate case approval: 12-18 months Construction timeline: 3-5 years Regulated ROE: 9-11% Market is pricing in AI revenue utilities wont see until 2028-2030+. Meanwhile natural gas demand from AI data centers is happening NOW. $VST $CEG #Nuclear"  
[X Link](https://x.com/Justalphainvest/status/1979128713863176574) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-17T10:13Z XXX followers, X engagements


"1/ The Setup: Both are cloud infrastructure giants powering the $AI revolution. Both have dominant market positions. Both are racing to build the data centers that will run tomorrows AI models. But one might be significantly undervalued relative to the other. Lets break down the math. $GOOGL $NVDA #AIInfrastructure"  
[X Link](https://x.com/Justalphainvest/status/1978806503587889352) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T12:53Z XXX followers, XX engagements


"$ABT Abbott (ABT) Q3 Earnings Meet Estimates (Oct XX 8:40 AM)"  
[X Link](https://x.com/Justalphainvest/status/1978507757679714373) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-15T17:06Z XXX followers, XX engagements


"5/ The Free Cash Flow Story: Amazon generated $38.2B in free cash flow in 2024 (vs. -$11.6B in 2022). Thats a $50B swing in two years. As capex intensity normalizes FCF could hit $60B-$80B+ annually by 2026-2027. At current price thats a 2.5-3.5% FCF yield and growing rapidly. $AMZN #FreeCashFlow"  
[X Link](https://x.com/Justalphainvest/status/1978628933680583045) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T01:07Z XXX followers, XX engagements


"9/ The Margin Expansion Opportunity: North America retail operating margin jumped from XXX% (2023) to XXX% (2024). International segment turning profitable at XXX% operating margin (vs. -XXX% loss in 2023). As these mature incremental margins flow straight to the bottom line. $WMT $TGT #RetailMargins"  
[X Link](https://x.com/Justalphainvest/status/1978628943641981361) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T01:07Z XXX followers, XX engagements


"Agreed. The sum-of-parts is wild: AWS alone = $800B (at 20x OI) Advertising = $560B (at 10x rev) Subscriptions = $400B+ That's $1.76T right there. You're getting the world's largest e-commerce platform + logistics network for just $540B. The market is mispricing this badly. $AMZN"  
[X Link](https://x.com/Justalphainvest/status/1978642688673972484) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T02:02Z XXX followers, XXX engagements


"Agreed. The sum-of-parts is wild: AWS alone = $800B (at 20x OI) Advertising = $560B (at 10x rev) Subscriptions = $400B+ That's $1.76T right there. You're getting the world's largest e-commerce platform + logistics network for just $540B. The market is mispricing this badly. $AMZN"  
[X Link](https://x.com/Justalphainvest/status/1978781966687256855) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T11:15Z XXX followers, XXX engagements


"4/ Midstream Gets AI Benefits TODAY: Natural gas = XX% of US electricity generation AI data centers running NOW use nat gas power plants. Result: Higher throughput immediately Fee-based model = instant revenue No regulatory lag Free cash flow positive with comfortable dividend coverage $KMI $WMB $TRGP #NaturalGas"  
[X Link](https://x.com/Justalphainvest/status/1979128715935199580) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-17T10:13Z XXX followers, XX engagements


"14/ The AI Competitive Landscape: $MSFT advantages: OpenAI partnership (for now) Enterprise distribution (Office) Strong developer tools (GitHub Copilot) $AMZN advantages: Largest cloud infrastructure (AWS) Broadest AI customer base Vertical integration (custom chips) AI-powered e-commerce flywheel Microsoft bet big on one AI partner. Amazon built its own AI ecosystem. $GOOGL $META #AIStrategy"  
[X Link](https://x.com/Justalphainvest/status/1978806536496619932) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T12:53Z XXX followers, XX engagements


"Today Best Market Performers $PRAX $MU $JBHT $GRAL $PRAX $GTLB $FUN $NYT $TFIN $PRAX $DOV $BF.A $JBHT $HL $HTO $SMA"  
[X Link](https://x.com/Justalphainvest/status/1978972162263584774) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T23:51Z XXX followers, XX engagements


"4/ Thats 50+ reactors per year. Every. Single. Year. For context: they havent begun commercial operations on reactor #1 yet. The prototype is still in development. $OKLO $NuScale #SMR #CleanTech #Infrastructure"  
[X Link](https://x.com/Justalphainvest/status/1978432881476223029) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-15T12:08Z XXX followers, XX engagements


"8/ The Bottom Line: Sometimes the best opportunities come AFTER reality meets expectations. $OKLO might be a great company building important technology. But at $25B for pre-revenue operations The market may have gotten ahead of itself. $SMR $Nuclear $NuScale #AI #CleanEnergy #Valuation"  
[X Link](https://x.com/Justalphainvest/status/1978432891601166742) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-15T12:08Z XXX followers, XXX engagements


"🧵 Thread: The $OKLO Monetization Math That Doesnt Add Up #Nuclear #SMR #AI #CleanEnergy"  
[X Link](https://x.com/Justalphainvest/status/1978432871393083469) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-15T12:08Z XXX followers, XXX engagements


"@TrendSpider $OKLO's current valuation assumes 25GW deployed by 2040 that's more than double their own base case forecast"  
[X Link](https://x.com/Justalphainvest/status/1978186765228757409) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-14T19:50Z XXX followers, 3341 engagements


"📊 justAlpha Medium Cap Top X BUY/SELL Oct XX 2025 $PSMT $BTU $SR $LW $ATGE ⚠ SELL side $CRVL $MKTX $BROS $GSHD $WDFC"  
[X Link](https://x.com/Justalphainvest/status/1977715527796875639) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-13T12:38Z XXX followers, XX engagements


"2/ The Unit Economics: Oklos Aurora powerhouse generates 15MW per reactor. At wholesale power rates ($50/MWh) thats roughly $6.5M in annual revenue per reactor. Simple math but heres where it gets interesting $OKLO #EnergyTwitter #NuclearEnergy"  
[X Link](https://x.com/Justalphainvest/status/1978432875763478750) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-15T12:08Z XXX followers, XX engagements


"📅 Oct XX 2025 Market Breadth Snapshot Overall A/D XXXX XXXX% 200DMA XXXX% 50DMA 🏦 Mega caps still dominate breadth (73.5% 200DMA vs XXXX% for Small Cap). Leaders Healthcare (A/D XXXX XXXX% 200DMA) Laggards Financial Services (A/D XXXX XXXX% 200DMA) 🛡 Defensive tone investors rotating into safety. #MarketBreadth #Stocks #SP500"  
[X Link](https://x.com/Justalphainvest/status/1978972624983330840) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T23:53Z XXX followers, XX engagements


"When banks are crushing it and the yield curve is steepening that tells you there's NO systemic risk in the market. Q3 2025 bank earnings: $JPM: Record $8.9B trading revenue investment banking fees +16% $BAC: Investment banking revenue +43% record $15.4B net interest income $GS: Earnings expected +30% YoY 10Y-2Y spread: +0.50% (vs XXXX% six months ago) = yield curve normalizing This isn't 2008. This isn't March 2023. It's just pockets of the $AI trade getting irrationally priced ($OKLO at 26x forward EBITDA anyone). Some sectors are frothy. The credit system is healthy. Big difference. 📊"  
[X Link](https://x.com/Justalphainvest/status/1978899492230385765) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T19:02Z XXX followers, XX engagements


"2/ The Valuation Reality: Utilities: S&P Utilities P/E: 23.3x $NEE: 23.3x P/E $DUK: 20.1x P/E Dividend yield: 3-4% Midstream: Sector avg P/E: 12x P/E ratios less than 12x MLP yield: XXX% Broader midstream yield: XXX% Youre paying 2x the multiple for HALF the yield. $KMI $WMB $TRGP $ET $EPD"  
[X Link](https://x.com/Justalphainvest/status/1979128711354958235) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-17T10:13Z XXX followers, XX engagements


"📅 Oct XX 2025 Market Breadth Snapshot Overall A/D XXXX XXXX% 200DMA XXXX% 50DMA 🏦 Mega caps still dominate breadth (73.5% 200DMA vs XXXX% for Small Cap). Leaders Consumer Defensive (A/D XXXX XXXX% 200DMA) Laggards Industrials (A/D XXXX XXXX% 200DMA) 🛡 Defensive tone investors rotating into safety. #MarketBreadth #Stocks #SP500"  
[X Link](https://x.com/Justalphainvest/status/1979334957828051175) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-17T23:53Z XXX followers, X engagements


"$PPTA PPTA Crosses Above Average Analyst Target (Oct XX 6:41 AM)"  
[X Link](https://x.com/Justalphainvest/status/1979247625712078975) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-17T18:06Z XXX followers, XX engagements


"15/ The Bear Case for Each: $AMZN risks: Antitrust regulation $WMT competition in e-commerce Continued high AI/capex spend $MSFT risks: Azure margin compression from AI capex OpenAI relationship uncertainty (losing exclusivity to Apple others) Copilot adoption slower than expected Both have risks. Question is: which is priced in $WMT $AAPL #RiskManagement"  
[X Link](https://x.com/Justalphainvest/status/1978806539612725458) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T12:53Z XXX followers, XX engagements


"7/ The Risk/Reward: Current valuation leaves zero room for: ❌ Permitting delays ❌ Construction cost overruns❌ Supply chain issues ❌ Slower-than-expected sales cycles ❌ Any deviation from perfect execution The path is narrow. Very narrow. $OKLO $SMR #InvestingTwitter #RiskManagement"  
[X Link](https://x.com/Justalphainvest/status/1978432888518377481) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-15T12:08Z XXX followers, XX engagements


"In a world where AI decides whats real and whats illusion the sharpest investment is in discretion. 🧠🤖 #AI #Mindfulness #Investing #Philosophy"  
[X Link](https://x.com/Justalphainvest/status/1977930230648971609) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-14T02:51Z XXX followers, XX engagements


"6/ Dont get me wrong: The $AI power thesis is real Nuclear is essential for reliable baseload $OKLO has solid tech and DOE support Long-term potential is legitimate But the market is pricing in FLAWLESS execution at UNPRECEDENTED speed. $MSFT $GOOGL $META #DataCenters"  
[X Link](https://x.com/Justalphainvest/status/1978432885586555110) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-15T12:08Z XXX followers, XX engagements


"5/ The Historical Reality: Nuclear has never scaled at this pace. Not in the 1970s boom. Not ever. Construction timelines slip. Costs overrun. Permitting takes years. Even with DOE backing and streamlined SMR designs this would be unprecedented. $OKLO #Nuclear #DOE"  
[X Link](https://x.com/Justalphainvest/status/1978432883506208836) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-15T12:08Z XXX followers, XX engagements


"📊 justAlpha Small Cap Top X BUY/SELL Oct XX 2025 $GRC $ODP $CSV $KN $VECO ⚠ SELL side $MZTI $UMH $PAR $NEXT $SOC"  
[X Link](https://x.com/Justalphainvest/status/1977715781778678067) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-13T12:39Z XXX followers, XX engagements


"Today Worst Market Performers $SOC $ABT $FHN $METC $SOC $IONQ $PII $AXS $FHN $STAA $SOC $VITL $AXON $METC $OKLO $COIN"  
[X Link](https://x.com/Justalphainvest/status/1978559437070856591) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-15T20:31Z XXX followers, XXX engagements


"Great Buy. The sum-of-parts is wild: AWS alone = $800B (at 20x OI) Advertising = $560B (at 10x rev) Subscriptions = $400B+ That's $1.76T right there. You're getting the world's largest e-commerce platform + logistics network for just $540B. The market is mispricing this badly. $AMZN"  
[X Link](https://x.com/Justalphainvest/status/1978816644848791792) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T13:33Z XXX followers, XX engagements


"10/ The AI Infrastructure Capital Race: Both companies are spending massively to build AI data centers: $MSFT: Deployed 2GW capacity $100B+ annual capex exclusive OpenAI partnership (now eroding) $AMZN: Matching capex AWS has broader AI customer base owns the infrastructure stack Microsoft is front-running investment with OpenAI. Amazon is monetizing AI infrastructure across ALL customers while investing. Different strategies. Different risk profiles. $NVDA $ORCL #AIDataCenters"  
[X Link](https://x.com/Justalphainvest/status/1978806525880594703) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T12:53Z XXX followers, XX engagements


"1/ The Traditional Playbook (Thats Broken): Normally at end-of-cycle: Rotate from growth defensives ✓ Utilities = safe haven ✓ But 2025 is different: Utilities sector P/E: 23.3x (vs 5-year avg of 19.9x) Utilities got the AI premium BEFORE delivering AI revenue. Youre paying growth multiples for defensive stocks. $XLU $SO $DUK $NEE"  
[X Link](https://x.com/Justalphainvest/status/1979128709366907283) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-17T10:13Z XXX followers, X engagements


"$OKLO Oklo (OKLO) Shares Are Bid Up To Spite Me Says Jim Cramer (Oct XX 8:58 AM)"  
[X Link](https://x.com/Justalphainvest/status/1978145364948746575) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-14T17:06Z XXX followers, XX engagements


"6/ The Misunderstood Investment Cycle: People see Amazons $100B+ annual capex and worry. Smart investors see Amazon investing in competitive moats: Fulfillment infrastructure competitors cant replicate AWS data centers powering the $AI revolution Last-mile delivery networks These arent expenses. Theyre compounding assets. $UPS $FDX #Logistics #AIInfrastructure"  
[X Link](https://x.com/Justalphainvest/status/1978628936155238688) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T01:07Z XXX followers, XX engagements


"$KVUE Is Kenvue (KVUE)One of the Best High Volume Stocks to Buy According to Wall Street Analysts (Oct XX 9:59 AM)"  
[X Link](https://x.com/Justalphainvest/status/1979202340608716809) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-17T15:06Z XXX followers, XX engagements


"Today Worst Market Performers $IIIN $BAC $RGTI $EOSE $IIIN $RGTI $SLDP $TIC $CLSK $SANA $CRK $KVUE $IIIN $CMC $OKLO $SLG"  
[X Link](https://x.com/Justalphainvest/status/1978972419500183837) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T23:52Z XXX followers, XXX engagements


"The "picks and shovels" plays always get bid LATE in hype cycles. Dot-com example: $CSCO peaked at $575B in March 2000 AFTER most .coms had already topped. Nortel hit $366B representing XX% of Toronto's entire stock exchange. Why Late-stage money rotated from unprofitable .coms to the companies BUILDING the infrastructure (routers fiber optics telecom equipment). Then it ALL crashed. Cisco lost 86%. Nortel went bankrupt. 📉 Today's $AI cycle: ✅ AI apps already ran ($MSFT $GOOGL $META) ✅ AI chips already ran ($NVDA $AVGO $TSM $AMD) Now watch the POWER infrastructure get its bid: Utilities: $SO"  
[X Link](https://x.com/Justalphainvest/status/1978893194495406333) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T18:37Z XXX followers, XX engagements


"$SFM Evercore ISI Reduces PT on Sprouts Farmers Market (SFM) to $XXX From $XXX Keeps an Outperform Rating (Oct XX 8:21 AM)"  
[X Link](https://x.com/Justalphainvest/status/1978855068498858337) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T16:06Z XXX followers, XX engagements


"$AMD AMD Partners with OpenAI Goldman Keeps Neutral Rating (Oct XX 10:20 AM)"  
[X Link](https://x.com/Justalphainvest/status/1978492669291827273) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-15T16:06Z XXX followers, XXX engagements


"$MMC Marsh & McLennan (MMC) Surpasses Q3 Earnings and Revenue Estimates (Oct XX 7:45 AM)"  
[X Link](https://x.com/Justalphainvest/status/1978870139203522611) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T17:06Z XXX followers, XX engagements


"📅 Oct XX 2025 Market Breadth Snapshot Overall A/D XXXX XXXX% 200DMA XXXX% 50DMA 🏦 Mega caps still dominate breadth (79.6% 200DMA vs XXXX% for Small Cap). Leaders Utilities (A/D XXXXX XXXX% 200DMA) Laggards Financial Services (A/D XXXX XXXX% 200DMA) 🛡 Defensive tone investors rotating into safety. #MarketBreadth #Stocks #SP500"  
[X Link](https://x.com/Justalphainvest/status/1978598294696964331) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-15T23:06Z XXX followers, XX engagements


"📊 justAlpha Top XX BUY/SELL (All Stocks) Oct XX 2025 $GRC $WDC $GD $PSMT $JNJ $CSV $SR $KN $XEL $VECO ⚠ SELL side $CRVL $MKTX $BROS $OWL $GSHD $TW $MZTI $WDFC $CNS $FDS #justAlpha #Week20251010"  
[X Link](https://x.com/Justalphainvest/status/1977716550179369185) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-13T12:42Z XXX followers, XX engagements


"11/ The AI Optionality Factor: $AMZN has: Amazon Bedrock (GenAI platform) Anthropic investment (Claude AI) Custom AI chips (Trainium Inferentia Graviton) Project Kuiper (satellite internet for edge AI) AI-powered robotics (fulfillment centers) $MSFT has: OpenAI partnership (losing exclusivity) Copilot (embedding AI across Office) Gaming AI Amazon has more diversified AI bets. Microsoft is concentrated in OpenAI. $GOOGL #GenAI #AIChips"  
[X Link](https://x.com/Justalphainvest/status/1978806528627916981) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-16T12:53Z XXX followers, XX engagements


"$ORCL A Look at AMDs Valuation Following Major Oracle OpenAI AI Partnerships and Growing AI Hardware Demand (Oct XX 10:18 AM)"  
[X Link](https://x.com/Justalphainvest/status/1979262730306752718) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-17T19:06Z XXX followers, XX engagements


"$ORCL Jim Cramer Discusses Reports Of Oracles (ORCL) Depressed Free Cash Flow (Oct XX 9:45 AM)"  
[X Link](https://x.com/Justalphainvest/status/1978130277198360656) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-14T16:06Z XXX followers, XX engagements