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[@Justalphainvest](/creator/twitter/Justalphainvest)
"⚙ #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


"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


"@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


"🧵 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


"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


"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


"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


"$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


"📊 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


"$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


"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


"📅 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


"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


"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


"🧵 $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


"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


"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


"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


"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


"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


"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


"$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


"$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


"📊 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


"📊 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


"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


"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


"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


"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


"$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


"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


"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


"$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


"$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


"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, XXX 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


"📅 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


"$OKLO Canaccord Genuity Initiates Oklo Inc (OKLO) With a Buy Rating (Oct XX 9:26 AM)"  
[X Link](https://x.com/Justalphainvest/status/1979217430112276614) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-17T16:06Z XXX followers, XX engagements


"Today Best Market Performers $LBRT $AXP $KVUE $IRON $LBRT $APPF $SKY $LILAK $AXP $IRON $LBRT $KVUE $LUNR $FEAM $ES $AXON"  
[X Link](https://x.com/Justalphainvest/status/1979334557183938736) [@Justalphainvest](/creator/x/Justalphainvest) 2025-10-17T23:51Z 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, XX engagements