[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @JKeynesAlpha J Keynes J Keynes posts on X about $qs, $tsla, $tem, $nbis the most. They currently have XXXXX followers and 1425 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1690119524861853696/interactions)  - X Week XXXXXXX +49% - X Month XXXXXXX +134% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +1,560% ### Mentions: XX [#](/creator/twitter::1690119524861853696/posts_active)  - X Week XX -XX% - X Month XXX +104% - X Months XXX +10% - X Year XXXXX +593% ### Followers: XXXXX [#](/creator/twitter::1690119524861853696/followers)  - X Week XXXXX +8.40% - X Month XXXXX +33% - X Months XXXXX +111% - X Year XXXXX +767% ### CreatorRank: XXXXXXX [#](/creator/twitter::1690119524861853696/influencer_rank)  ### Social Influence [#](/creator/twitter::1690119524861853696/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [automotive brands](/list/automotive-brands) [countries](/list/countries) [exchanges](/list/exchanges) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations) **Social topic influence** [$qs](/topic/$qs) #4, [$tsla](/topic/$tsla) #99, [$tem](/topic/$tem), [$nbis](/topic/$nbis), [$ionq](/topic/$ionq), [$joby](/topic/$joby), [$inuv](/topic/$inuv) #1, [$googl](/topic/$googl), [$crwv](/topic/$crwv), [caps](/topic/caps) **Top assets mentioned** [QuantumScape Corporation (QS)](/topic/$qs) [Tesla, Inc. (TSLA)](/topic/$tsla) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IonQ, Inc. (IONQ)](/topic/$ionq) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Walmart, Inc. (WMT)](/topic/$wmt) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Lucid Group Inc (LCID)](/topic/$lcid) [Microsoft Corp. (MSFT)](/topic/microsoft) [Oklo Inc. (OKLO)](/topic/$oklo) ### Top Social Posts [#](/creator/twitter::1690119524861853696/posts) --- Top posts by engagements in the last XX hours "$IWM $RCMP $QQQ $SPY Honestly I think its just getting started for risk-on growth in the small cap sector. Small caps have been obliterated since 2021. RCMP is still trading around 2010 levels. But if you zoom in the rally is just beginning. RCMP is the real gauge for small-cap growth. Not IWM. Thats packed with value staples and sleepy names. RCMP is pure speculative tech early-stage biotech risk-on names. It bleeds harder but it rips harder too. This isnt euphoria. This is base-building at decade lows. And as Ed Yardeni says were in the early stages of a new "roaring 20s" a"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945953308193202668) 2025-07-17 21:06:37 UTC 8677 followers, 5988 engagements "$QS 🚨VW/PowerCo is now hiring in Germany for an Expert in Project Management Solid-State Batteries focused on the manufacturing and "industrialization" of QuantumScape batteries.🚨 Do you need a more bullish signal Straight from the translated listing: Our mission has launched. We are beginning in Battery Valley in Salzgitter with our own battery cell production and the ramp-up of our global headquarters for worldwide cell manufacturing. The Product Management department is comprehensively responsible for all activities related to the development and industrialization of battery cells. The"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945221725584539946) 2025-07-15 20:39:34 UTC 8677 followers, 19.1K engagements "$JOBY 🚁📈 Remember when I called Joby at $X loaded the boat and said this was the future of flight Now its pushing $XX and the runway is just getting cleared Congrats to fellow shareholders commercial liftoff is only phase one🚀 Major Bullish Highlights Since March 30: -JOBY has surged from $X to over $XX. Nearly 3x in just a few months -Doubled production capacity in California and expanded the Ohio plant targeting XX aircraft per year -Flew two aircraft simultaneously for the first time showing real operational scale -Completed transition flights with pilots onboard proving full flight"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945581771606909004) 2025-07-16 20:30:16 UTC 8677 followers, 14.2K engagements "@StonkChris I don't wanna throw too much shade at him but most of his "special picks" are very conventional and almost the same as the Motley Fool. No idea why anyone would pay $XX a month for that. No idea why anyone likes Oscar"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945934036628639986) 2025-07-17 19:50:02 UTC 8677 followers, 23.5K engagements "$INUV 👀 Earnings and catalysts coming. If Im right this deep value AI sleeper (yes Walmarts a new customer) finally flies into instant MULITBAGGER status. No one on X is talking about it. If Im wrong its a fun little spec who cares. Gotta have some fun sometimes with X% of your portfolio. Low float + low volume=tinderbox 🔥🔥🔥"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945869313229136373) 2025-07-17 15:32:51 UTC 8677 followers, 8771 engagements "$PRME 🔥Know what you own: $GOOG Google still holds XX million shares of Prime Medicine"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1944048522757546216) 2025-07-12 14:57:41 UTC 8669 followers, 6118 engagements "$JOBY The Timeline to Flight According to CEO JoeBen Bevirt's latest statements Joby is on track for a rapid commercial rollout. The company plans to deliver an aircraft to Dubai in the middle of 2025 to complete flight testing ahead of carrying its first passengers in late 2025 or early 2026. As Bevirt noted in February 2025: "The next XX months mark a critical inflection point not just for Joby but for our entire industry as we look ahead to carrying our first passengers." For U.S. markets the timeline follows shortly after Dubai. Bevirt maintains that "our target remains to launch"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1931119004455751769) 2025-06-06 22:40:23 UTC 8474 followers, 1580 engagements "@OlderFrogs But if you want to engage in bear views they need to be specific not just like the whole market is crazy"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945969911638933691) 2025-07-17 22:12:35 UTC 8665 followers, XX engagements "$INUV Balancing risk and reward in the IntentKey story Regulatory uncertainty remains a key external risk. Although Google has delayed third-party cookie deprecation twice policymaker sentiment clearly favors data privacy. UK regulators continue scrutinizing Googles Privacy Sandbox several U.S. states are advancing ID-restrictive laws and the EU is tightening user-data regulations under the Digital Services Act. A delay would extend Inuvo's runway but the long-term need for cookie-free ad targeting remains indisputable making IntentKeys relevance a matter of timing rather than viability."  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1937618284494336205) 2025-06-24 21:06:12 UTC 8661 followers, 1935 engagements "$U Unity Technologies: The Sleeping Giant Poised for a Major Breakout 🔥 While everyone sits around refreshing Keith Gills @TheRoaringKitty Twitter feed waiting for another cryptic but really not so cryptic Unity breadcrumb the real story unfolding at Unity Software @unity is far more compelling than any social media tea leaves. The company stands at an inflection point where fundamentals technological innovation and management excellence are converging to create what could be one of the most significant turnaround stories in the gaming sector. See why you should be BULLISH on Unity too🧵"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1930075674628272222) 2025-06-04 01:34:34 UTC 8676 followers, 52.7K engagements "@pennycheck honestly I think it's just getting started. Small caps have been beaten down. I'm not saying there won't be volatility. but. we are still at 2010 levels. RCMP is a better gauge than IWM because it is heavy spec growth stuff no value and staples etc"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945951283334062286) 2025-07-17 20:58:34 UTC 8676 followers, 2571 engagements "$TSLA and $QS collab is not farfetched at all putting aside Straubel is on the QS board there is also this:"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945227443469443253) 2025-07-15 21:02:17 UTC 8677 followers, 10.1K engagements "$RIVN $LCID $TSLA EVs are heating up again but the real winner is $QS. The entire resurgence depends on Solid State Batteries and QS is leading the way. These batteries fit into any EV enable 500-mile range and allow 15-minute charging. That changes everything"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945840005349298600) 2025-07-17 13:36:23 UTC 8677 followers, 14.5K engagements "@ZenMinded1 @kingtutcap @pennycheck a lot of these aren't even parabolic yet. Not really. Just warming up. We are just not used to growth small caps doing well"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945960114550112466) 2025-07-17 21:33:40 UTC 8658 followers, XXX engagements "Starting a new list of tickers and trade ideas. Under $15B market cap asymmetric upside only think moonshots misunderstood growth or near-term catalysts. High reward high conviction. Drop your best setups or sleeper picks explain why they are good. Will pick a few to research myself and report back"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1936772894903644349) 2025-06-22 13:06:56 UTC 8669 followers, 46.3K engagements "$TEM 🚨 TEMPUS AI: THE NEXT TRILLION DOLLAR COMPANY 🚨 Just listened to Tempus CEO Eric Lefkofsky drop absolute BOMBS on this Scottish Mortgage podcast (less than 2700 views on YouTube as of today). He literally said Tempus AI has "trillion dollars a year of cash flow" potential and compared Tempus to Apple Google Amazon & Nvidia. I overlooked this podcast from late February before but it gives insanely valuable color into Lefkofsky's vision and the AI developments coming down the line at Tempus. Sometimes CEOs hype and Lefkofsky admits it might not happen but he gives good reason to think"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1939456814581436512) 2025-06-29 22:51:52 UTC 8676 followers, 31.2K engagements "$NTLA Still holding strong: Intellia remains a future 10x in my view for anyone patient enough to wait. My bags are full and if it dips Ill buy more. The idea that Cas9 is obsolete because of prime editing Nonsense. Cas9-based therapies like Casgevy are already approved and saving lives with many more set to hit the market over the next 1224 months. Own Intellia. Own $PRME too"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945936572387397795) 2025-07-17 20:00:07 UTC 8677 followers, 5908 engagements "Some ask what is the J Keynes approach Don't ask what the secret was. Ask what research was done when no one was watching. Don't ask if it was luck. Ask whether conviction was built early and held when it got uncomfortable. The edge isn't guessing right. It's thinking clearly acting patiently and waiting while others chase noise. There's a reason I chose Keynes as my inspiration. I value thoroughness intellect and the willingness to think differently. Don't let old ideas hold you back. Ever I share my ideas XXX% free to my followers. It's up to you to do your own DD and make sure you do your"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945939922797392054) 2025-07-17 20:13:26 UTC 8677 followers, 8233 engagements "$QS 👀 VW/PowerCo CEO Reveals QuantumScape Solid State Progress is happening "RIGHT NOW AS WE SPEAK" In a recent podcast with Battery Associates on June 17th when asked about solid state batteries and the market sentiment where "some people very bullish about it some are very hesitant about it" PowerCo CEO Frank Blome delivered what may be the most comprehensive and optimistic update on QuantumScape's solid state technology to date. There's no doubt VW/PowerCo believes in QuantumScape's SSBs and Blome confirms that he "strongly believes in the technology" that they are remarkably close to the"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1943032737817821625) 2025-07-09 19:41:19 UTC 8676 followers, 13.9K engagements "$QS $TSLA So QuantumScape confirms a deal with a pure-play EV OEM The co-founder of Tesla is on their board Musk needs SSBs for Optimus and every future Tesla to deliver on range speed and safety. Who else builds EVs at scale just down the road from QS in San Jose Come on. Bingo. 🎯 You cant be bullish enough here. Announcements will come. Its just a matter of time"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1946161148031545463) 2025-07-18 10:52:30 UTC 8677 followers, 23.1K engagements "$NBIS 🔥Nebius: The High-Octane AI Infrastructure Play Set to Multiply X to XX Across Two Continents I'm thrilled to share that I've taken a significant position in Nebius. You'll see more coverage of $NBIS from me soon but don't wait to explore the stellar research by @mvcinvesting and @HyperTechInvest in the meantime. Why demand is exploding: AI infrastructure is already the fastest-growing segment of enterprise tech. IDC reports that global spending on accelerated servers jumped XX percent year-on-year in the first half of 2024 and is on track to top XXX billion dollars by 2028 compounding"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1943388772806033423) 2025-07-10 19:16:04 UTC 8677 followers, 53.6K engagements "$RIVN What do we think about Rivian Looking for real opinions. EV companies have a bad track record of going bankrupt and Elon has has done a lot of damage self-inflicted to Tesla and subsidies looking like a rug pull. Still EVs arent going away. This could easily go XX percent lower but Rivian has a lot of cash margins seem to be improving and Im seeing more of them on the road. Anyone bullish Perfect candidate for $QS batteries down the road"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1941529216836661385) 2025-07-05 16:06:51 UTC 8514 followers, 26.7K engagements "$TSLA $TEM $NBIS $CRWV $NVDA $GOOG Risk management Khosla style rewrites how small cap growth investors should size positions. He says "Most people reduce risk to increase the probability of success I do the opposite I start with high consequences of success and I do not care about the probability of failure." That is how he wrote a check to OpenAI that was "more than twice the largest initial investment I had made in forty years" at a moment when transformer models were still an internal Google paper and most of Sand Hill dismissed AGI as a science fair. The lesson for public market"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1944567674643567007) 2025-07-14 01:20:36 UTC 8633 followers, XXX engagements "$QS 🚀📈🔥QuantumScape: SHORTS RUN FOR COVER I am a long-term QS holder but I have zero sympathy for the suit-and-tie short tutes crowd. Daily volume is roaring past XX million shares call traffic is red-hot and roughly XX million borrowed shares are dangling in mid-air. Every uptick forces dealers to buy more stock and each green candle ratchets the pressure higher. The real fireworks start when price tears through the next batch of strikes on the options ladder. My strategy: keep a core stack of commons for the decade-plus battery story and fund them with long-dated LEAPS that can cash in"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945155867193581796) 2025-07-15 16:17:52 UTC 8677 followers, 39.3K engagements "$QS theres only one 📞 for QuantumScape shorts on July 23rd"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945201285159870481) 2025-07-15 19:18:21 UTC 8675 followers, 6580 engagements "$TEM Apologies if The Doctor from Star Trek: Voyager feels like an outdated reference but look and learn. This is the vision. As a @TempusAI investor this is the trajectory we're betting on: precise scalable data-driven healthcare for everyone. If you dont see the world heading toward this kind of personalized medical assistant powered by AI the entire research base of medical knowledge and practice and grounded in real clinical genomic and biological data youre not dreaming big enough. Eric @lefkofsky is. Millions could get faster cheaper and better care because of what Tempus is building."  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1944527426114990244) 2025-07-13 22:40:40 UTC 8675 followers, 5873 engagements "$BBAI has been a great trade for me from X to X. Huge congrats to the bulls. I still think theres real upside here now or down the road and Im holding LEAPs to keep some skin in the game while watching the setup closely. Momentum might be cooling for now but if it takes off again Im ready. That said Im rotating gains into something Im a bit more excited about. Cant wait to talk more about it soon"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1943047561172127774) 2025-07-09 20:40:13 UTC 8676 followers, 7064 engagements "$QS Great day Lets keep squeezing the shorts Make them cover. and pay 💰 This feels good but the real prize is still ahead. Were just now getting back to over the SPAC NAV from 2020. Im not selling my load of commons for peanuts; that would be a mistake. And with QS solid-state at scale means the valuation will be worth way way more Every EV eVTOL robot and consumer electronic of the future will need them Catalysts are coming. Earnings next week can be very very SPICY🌶 And a Tesla or Honda OEM announcement could send this much much higher. If you need a win sell some of your calls or a few"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945955892991570038) 2025-07-17 21:16:53 UTC 8677 followers, 12.6K engagements "$IONQ IonQ founder Chris Monroe our quantum computers are still not powerful enough to even beat my laptop"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1936071397656207573) 2025-06-20 14:39:26 UTC 8656 followers, 2330 engagements "$QS 👀Honda makes a lot of sense from what we already know Tesla $TSLA would be an even bigger cherry on top"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945231773224280545) 2025-07-15 21:19:30 UTC 8677 followers, 3911 engagements "$IONQ IonQ founder Chris Monroe Drops Reality Check: Quantum Still Cant Beat My Laptop; No commercial apps no investor floodgates and no its not coming next year (or in five). Watch the video yourself. There you have it folks. Chris Monroe on commercialization: Some people say well its (quantum computing) already here its in a few years. Its certainly not otherwise they would be all over the place. The money would the floodgates would open into quantum computing companies. That hasnt happened yet because theres no useful commercial app yet. And our quantum computers are still not powerful"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1935816597932773865) 2025-06-19 21:46:57 UTC 8656 followers, 7715 engagements "$INUV Inuvo: Dont Miss This Tiny AI Powerhouse in the $345B Privacy Ad Gold Rush A public confirmation from $WMT Walmart would do far more than simply add incremental revenue. It would officially establish IntentKey as the privacy-first targeting engine trusted by the world's largest retailer immediately raising the platform's credibility and visibility within other retail media networks. With Google already utilizing ValidClick for search inventory and a Fortune-1 marketer seemingly expanding their use of IntentKey Inuvo possesses a rare combination of demonstrated scalability and strong"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1937618288080515183) 2025-06-24 21:06:13 UTC 8661 followers, 2358 engagements "$NBIS I have friends who think I'm wrong about NBIS because they say it's just a matter of time before MAG7 hyperscalers and Oracle crush these AI infrastructure players since they have unlimited capital and existing data centers. But if it's really that simple why haven't they already done it CoreWeave is growing like crazy and NBIS keeps winning deals despite going up against Microsoft Azure Google Cloud AWS and Oracle which are companies with 100x their resources. I'm bullish NBIS for EU sovereign AI reasons and their owned/partially owned subsidiaries and AI native integrations (which is"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1944068218579988949) 2025-07-12 16:15:57 UTC 8675 followers, 8107 engagements "$IONQ IonQ CEO De Masi just sold 103m dollars of IonQ shares"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1933164135434670409) 2025-06-12 14:07:00 UTC 8676 followers, 42.6K engagements "$S SentinelOne - The AI Cybersecurity POWERHOUSE While the market lavishes premium valuations on legacy tech companies with questionable innovation or inflates others based on pure hype alone it's overlooking a true technological revolution at SentinelOne. This disconnect won't last -- not when you're outperforming trillion-dollar tech giants in head-to-head security testing. SentinelOne isn't just another player in the space - they're revolutionizing how enterprises defend themselves and the latest results prove it DECISIVELY. The company just CRUSHED the 2024 MITRE ATT&CK evaluation with a"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1888338545829388699) 2025-02-08 21:26:07 UTC 8676 followers, 6685 engagements "$IONQ IonQs Neutrinoless Double- Decay Simulation: A Reality Check Another day another ground breaking PR from IonQ. IonQs recent quantum simulation of neutrinoless double- decay represents solid proof-of-principle research but falls dramatically short of both the marketing claims and practical nuclear physics applications. The team demonstrated lepton-number violation using their 32-qubit Forte Enterprise system with a highly simplified 1+1D model containing only two lattice sites essentially a toy nucleus requiring massive approximations including truncated interactions reduced"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1937882098691604766) 2025-06-25 14:34:31 UTC 8656 followers, 3651 engagements "$TEM 🔥 Im telling you now so I can quote it later: AI healthcare is going to explode💥It will be MUCH bigger than current quantum enthusiasm bubble. Way bigger and based on very real and jaw dropping advances in health and precision medicine using AI. Once people grasp what companies like Tempus AI DeepMind and Microsofts AI health division are actually building its game over. Companies doing it right will absolutely moon. 🌕 I have already explained that Tempus AI is that company Google $GOOG is backing both Tempus and DeepMind. They own shares in Tempus and got them started early on."  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1943764516786868581) 2025-07-11 20:09:08 UTC 8673 followers, 13.3K engagements "$TSLA $TEM $NBIS $CRWV $NVDA $GOOG $QS $JOBY $OKLO AI Robots Healthcare Batteries and Transportation: Khosla's Future Investing Playbook to Torch the Fortune XXX 🤖💸🔋⚕🚗☢ Just finished the Vinod-Khosla-with-Jack-Altman interview and my head's buzzing. Khosla opens by saying "Almost every job is being reinvented any economically valuable job humans can do AI will be able to do eighty percent of it within the next five years." Pause and sit with that. Five years. This is the guy who funded Sun Juniper and OpenAI back when each looked absurd. What's hitting me is that Keynes called this exact"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1944567652548321285) 2025-07-14 01:20:31 UTC 8677 followers, 9066 engagements "Working on a new stock. could be very exciting. What an exciting world of promise and potential we live in"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945582575923118145) 2025-07-16 20:33:27 UTC 8677 followers, 9014 engagements "$NBIS $NVDA $CRWV The MASSIVE AI Infrastructure Opportunity NVIDIA Owns (And You Should Too) At Least 4.2x Upside: The Simple Math That Shows NBIS's Massive Potential Here's what the numbers show: NBIS sits at the exact revenue scale where CoreWeave began an 8.37x revenue explosion in just XX months. If NBIS follows the same proven path and eventually trades at CoreWeave's current valuation multiple the stock could appreciate at least 4.2x from today's levels. This is based on documented financial performance from both companies. Let's look at it carefully. NVIDIA owns stakes in only two full"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1943460392841211988) 2025-07-11 00:00:40 UTC 8676 followers, 47.5K engagements "@C1_dF9432 Vinod Khosla FUNDED OPEN AI GUYS HE KNOWS WHAT $QS CAN DO FOR THE WORLD"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1946002803236774287) 2025-07-18 00:23:17 UTC 8677 followers, XXX engagements "Vinod Khosla FUNDED OPEN AI GUYS HE KNOWS WHAT $QS CAN DO FOR THE WORLD Just FYI"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1946013157715034468) 2025-07-18 01:04:26 UTC 8677 followers, 5754 engagements "$QS playing out just as expected. Time to squeeze the shorts 🚀 Today Main Street wins and Wall Street loses HODL 💎 🙌"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945867223794323534) 2025-07-17 15:24:33 UTC 8677 followers, 10K engagements "$IONQ Peter Chapman spent years telling investors that the physics behind IonQs technology was solved. He repeatedly said that quantum computing was no longer a science problem just an engineering one. In his words: Heres a wide-open field in quantum networking as an example. And so that will require more science than maybe the computation side. The companys message was that the hard part was done and the remaining work was about scaling. Then in 2025 IonQ scrapped its roadmap and spent $X billion to acquire Oxford Ionics. Both companies use trapped-ion qubits but the way they control the"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1933270560940962062) 2025-06-12 21:09:54 UTC 8673 followers, 16K engagements "$QS Vlt Gang: VW/PowerCo is hiring for solid-state battery mass production in San Jose for QuantumScape Production is starting They are filling roles in quality engineering control planning and technical cleanliness. These are core pieces of a real manufacturing ramp. It is execution. The market is finally waking up to the fact that SSB is real. That is why the stock is repricing. And it is still early. Only a 5.6B market cap for the future of batteries🔋 You are not late. You are right on time. There may be a squeeze here this week and then some volatility but this is a stock to own for the"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945076595070271830) 2025-07-15 11:02:52 UTC 8677 followers, 33.1K engagements "$ASTS $QS Vlt gang and Spcemob: the time is near Frequencies syncing gains aligning. High-bandwidth skies 🛰 high-density cells 🔋 🚀The future is ours 🚀"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945212854480568670) 2025-07-15 20:04:19 UTC 8670 followers, 5195 engagements "@Why_are_U_Ghey @StonkChris I mean cool for him. I give everything for free to my followers. If I do well they do well. I don't need to collect rent for my ideas"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945936806144323922) 2025-07-17 20:01:02 UTC 8677 followers, 1152 engagements "$IONQ IonQ promises 2000000 qubits by 2030 Korea buys XX qubits for 2029 🤷 Walk me through this like I am five because the math does not add up once you use grown-up numbers. IonQ just told Wall Street that after it folds Oxford Ionics into the tent it will leap from the sub-100-qubit rigs it sells today to 2000000 physical qubits by 2030 which it says will compress into about 80000 logical qubits at XXXXXXXXXXXXX % fidelity. That promise is already eye-popping but the company also claims a 10000-qubit milestone by 2027 so the step from 10000 to 2000000 qubits would be a two-hundred-times"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1938230909708190146) 2025-06-26 13:40:34 UTC 8656 followers, 13.1K engagements "$JOBY The Bull Case for Joby Joby is no longer just a prototype company. It is executing on every front: technical regulatory and commercial. FAA certification is not hypothetical. It is in progress and advancing through the final stages. The recent executive order from President Trump coupled with strong public backing from Secretary Duffy is not a random surprise. It reflects the government recognizing a company that is already far ahead in the race. Meanwhile Joby's ecosystem of world-class partners from Toyota and Delta to Virgin and Saudi investors gives it credibility resources and"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1931119007756669192) 2025-06-06 22:40:24 UTC 8474 followers, 1973 engagements "Ok ill bite more: wrong about the noise; regulatory is almost cleared (FAA very late stages executive orders pro eVTOL in fed agencies whole airline community is on board plus Uber); lots of cities want it and lots of sites can be repurposed or built initially heliports and airports are easy locations and there are ample sites that can be converted in more sprawling urban locations dense urban locations already have helipads that can retro; anything can crash but Joby is thousands of hours already no crashes. Planes crash but so far no fatal crash with any Joby"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1945586803332763689) 2025-07-16 20:50:15 UTC 8658 followers, XXX engagements "$TEM $ASTS $INUV $NBIS $QS $NTLA $PRME Holy smokes 👀 Just looked up and Im almost at 8000 followers. Thats insane Big love to all of you riding with me. Im here to find the best small cap growth setups through facts research and comprehensive analysis. I share it all free. No paywall. No upsells. No hidden club. Just raw conviction plays for the people. This isnt just about me. Weve built a sharp hungry crew here. Iron sharpens iron. Smart minds strong ideas and critical interrogation. We stay curious open-minded and evaluative not stubborn and inflexible. Youve got to keep testing your"  [@JKeynesAlpha](/creator/x/JKeynesAlpha) on [X](/post/tweet/1943749663292895460) 2025-07-11 19:10:07 UTC 8676 followers, 20K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@JKeynesAlpha J Keynes
J Keynes posts on X about $qs, $tsla, $tem, $nbis the most. They currently have XXXXX followers and 1425 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +49%
- X Month XXXXXXX +134%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +1,560%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +104%
- X Months XXX +10%
- X Year XXXXX +593%
Followers: XXXXX #
- X Week XXXXX +8.40%
- X Month XXXXX +33%
- X Months XXXXX +111%
- X Year XXXXX +767%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks technology brands finance automotive brands countries exchanges cryptocurrencies social networks celebrities travel destinations
Social topic influence $qs #4, $tsla #99, $tem, $nbis, $ionq, $joby, $inuv #1, $googl, $crwv, caps
Top assets mentioned QuantumScape Corporation (QS) Tesla, Inc. (TSLA) Tempus AI, Inc. Class A Common Stock (TEM) Nebius Group N.V. Class A Ordinary Shares (NBIS) IonQ, Inc. (IONQ) Joby Aviation, Inc. (JOBY) Alphabet Inc Class A (GOOGL) CoreWeave, Inc. (CRWV) NVIDIA Corp. (NVDA) Uber Technologies, Inc. (UBER) Walmart, Inc. (WMT) Rivian Automotive, Inc. (RIVN) Intellia Therapeutics, Inc (NTLA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) SPDR S&P XXX ETF Trust (SPY) Lucid Group Inc (LCID) Microsoft Corp. (MSFT) Oklo Inc. (OKLO)
Top Social Posts #
Top posts by engagements in the last XX hours
"$IWM $RCMP $QQQ $SPY Honestly I think its just getting started for risk-on growth in the small cap sector. Small caps have been obliterated since 2021. RCMP is still trading around 2010 levels. But if you zoom in the rally is just beginning. RCMP is the real gauge for small-cap growth. Not IWM. Thats packed with value staples and sleepy names. RCMP is pure speculative tech early-stage biotech risk-on names. It bleeds harder but it rips harder too. This isnt euphoria. This is base-building at decade lows. And as Ed Yardeni says were in the early stages of a new "roaring 20s" a"
@JKeynesAlpha on X 2025-07-17 21:06:37 UTC 8677 followers, 5988 engagements
"$QS 🚨VW/PowerCo is now hiring in Germany for an Expert in Project Management Solid-State Batteries focused on the manufacturing and "industrialization" of QuantumScape batteries.🚨 Do you need a more bullish signal Straight from the translated listing: Our mission has launched. We are beginning in Battery Valley in Salzgitter with our own battery cell production and the ramp-up of our global headquarters for worldwide cell manufacturing. The Product Management department is comprehensively responsible for all activities related to the development and industrialization of battery cells. The" @JKeynesAlpha on X 2025-07-15 20:39:34 UTC 8677 followers, 19.1K engagements
"$JOBY 🚁📈 Remember when I called Joby at $X loaded the boat and said this was the future of flight Now its pushing $XX and the runway is just getting cleared Congrats to fellow shareholders commercial liftoff is only phase one🚀 Major Bullish Highlights Since March 30: -JOBY has surged from $X to over $XX. Nearly 3x in just a few months -Doubled production capacity in California and expanded the Ohio plant targeting XX aircraft per year -Flew two aircraft simultaneously for the first time showing real operational scale -Completed transition flights with pilots onboard proving full flight" @JKeynesAlpha on X 2025-07-16 20:30:16 UTC 8677 followers, 14.2K engagements
"@StonkChris I don't wanna throw too much shade at him but most of his "special picks" are very conventional and almost the same as the Motley Fool. No idea why anyone would pay $XX a month for that. No idea why anyone likes Oscar" @JKeynesAlpha on X 2025-07-17 19:50:02 UTC 8677 followers, 23.5K engagements
"$INUV 👀 Earnings and catalysts coming. If Im right this deep value AI sleeper (yes Walmarts a new customer) finally flies into instant MULITBAGGER status. No one on X is talking about it. If Im wrong its a fun little spec who cares. Gotta have some fun sometimes with X% of your portfolio. Low float + low volume=tinderbox 🔥🔥🔥" @JKeynesAlpha on X 2025-07-17 15:32:51 UTC 8677 followers, 8771 engagements
"$PRME 🔥Know what you own: $GOOG Google still holds XX million shares of Prime Medicine" @JKeynesAlpha on X 2025-07-12 14:57:41 UTC 8669 followers, 6118 engagements
"$JOBY The Timeline to Flight According to CEO JoeBen Bevirt's latest statements Joby is on track for a rapid commercial rollout. The company plans to deliver an aircraft to Dubai in the middle of 2025 to complete flight testing ahead of carrying its first passengers in late 2025 or early 2026. As Bevirt noted in February 2025: "The next XX months mark a critical inflection point not just for Joby but for our entire industry as we look ahead to carrying our first passengers." For U.S. markets the timeline follows shortly after Dubai. Bevirt maintains that "our target remains to launch" @JKeynesAlpha on X 2025-06-06 22:40:23 UTC 8474 followers, 1580 engagements
"@OlderFrogs But if you want to engage in bear views they need to be specific not just like the whole market is crazy" @JKeynesAlpha on X 2025-07-17 22:12:35 UTC 8665 followers, XX engagements
"$INUV Balancing risk and reward in the IntentKey story Regulatory uncertainty remains a key external risk. Although Google has delayed third-party cookie deprecation twice policymaker sentiment clearly favors data privacy. UK regulators continue scrutinizing Googles Privacy Sandbox several U.S. states are advancing ID-restrictive laws and the EU is tightening user-data regulations under the Digital Services Act. A delay would extend Inuvo's runway but the long-term need for cookie-free ad targeting remains indisputable making IntentKeys relevance a matter of timing rather than viability." @JKeynesAlpha on X 2025-06-24 21:06:12 UTC 8661 followers, 1935 engagements
"$U Unity Technologies: The Sleeping Giant Poised for a Major Breakout 🔥 While everyone sits around refreshing Keith Gills @TheRoaringKitty Twitter feed waiting for another cryptic but really not so cryptic Unity breadcrumb the real story unfolding at Unity Software @unity is far more compelling than any social media tea leaves. The company stands at an inflection point where fundamentals technological innovation and management excellence are converging to create what could be one of the most significant turnaround stories in the gaming sector. See why you should be BULLISH on Unity too🧵" @JKeynesAlpha on X 2025-06-04 01:34:34 UTC 8676 followers, 52.7K engagements
"@pennycheck honestly I think it's just getting started. Small caps have been beaten down. I'm not saying there won't be volatility. but. we are still at 2010 levels. RCMP is a better gauge than IWM because it is heavy spec growth stuff no value and staples etc" @JKeynesAlpha on X 2025-07-17 20:58:34 UTC 8676 followers, 2571 engagements
"$TSLA and $QS collab is not farfetched at all putting aside Straubel is on the QS board there is also this:" @JKeynesAlpha on X 2025-07-15 21:02:17 UTC 8677 followers, 10.1K engagements
"$RIVN $LCID $TSLA EVs are heating up again but the real winner is $QS. The entire resurgence depends on Solid State Batteries and QS is leading the way. These batteries fit into any EV enable 500-mile range and allow 15-minute charging. That changes everything" @JKeynesAlpha on X 2025-07-17 13:36:23 UTC 8677 followers, 14.5K engagements
"@ZenMinded1 @kingtutcap @pennycheck a lot of these aren't even parabolic yet. Not really. Just warming up. We are just not used to growth small caps doing well" @JKeynesAlpha on X 2025-07-17 21:33:40 UTC 8658 followers, XXX engagements
"Starting a new list of tickers and trade ideas. Under $15B market cap asymmetric upside only think moonshots misunderstood growth or near-term catalysts. High reward high conviction. Drop your best setups or sleeper picks explain why they are good. Will pick a few to research myself and report back" @JKeynesAlpha on X 2025-06-22 13:06:56 UTC 8669 followers, 46.3K engagements
"$TEM 🚨 TEMPUS AI: THE NEXT TRILLION DOLLAR COMPANY 🚨 Just listened to Tempus CEO Eric Lefkofsky drop absolute BOMBS on this Scottish Mortgage podcast (less than 2700 views on YouTube as of today). He literally said Tempus AI has "trillion dollars a year of cash flow" potential and compared Tempus to Apple Google Amazon & Nvidia. I overlooked this podcast from late February before but it gives insanely valuable color into Lefkofsky's vision and the AI developments coming down the line at Tempus. Sometimes CEOs hype and Lefkofsky admits it might not happen but he gives good reason to think" @JKeynesAlpha on X 2025-06-29 22:51:52 UTC 8676 followers, 31.2K engagements
"$NTLA Still holding strong: Intellia remains a future 10x in my view for anyone patient enough to wait. My bags are full and if it dips Ill buy more. The idea that Cas9 is obsolete because of prime editing Nonsense. Cas9-based therapies like Casgevy are already approved and saving lives with many more set to hit the market over the next 1224 months. Own Intellia. Own $PRME too" @JKeynesAlpha on X 2025-07-17 20:00:07 UTC 8677 followers, 5908 engagements
"Some ask what is the J Keynes approach Don't ask what the secret was. Ask what research was done when no one was watching. Don't ask if it was luck. Ask whether conviction was built early and held when it got uncomfortable. The edge isn't guessing right. It's thinking clearly acting patiently and waiting while others chase noise. There's a reason I chose Keynes as my inspiration. I value thoroughness intellect and the willingness to think differently. Don't let old ideas hold you back. Ever I share my ideas XXX% free to my followers. It's up to you to do your own DD and make sure you do your" @JKeynesAlpha on X 2025-07-17 20:13:26 UTC 8677 followers, 8233 engagements
"$QS 👀 VW/PowerCo CEO Reveals QuantumScape Solid State Progress is happening "RIGHT NOW AS WE SPEAK" In a recent podcast with Battery Associates on June 17th when asked about solid state batteries and the market sentiment where "some people very bullish about it some are very hesitant about it" PowerCo CEO Frank Blome delivered what may be the most comprehensive and optimistic update on QuantumScape's solid state technology to date. There's no doubt VW/PowerCo believes in QuantumScape's SSBs and Blome confirms that he "strongly believes in the technology" that they are remarkably close to the" @JKeynesAlpha on X 2025-07-09 19:41:19 UTC 8676 followers, 13.9K engagements
"$QS $TSLA So QuantumScape confirms a deal with a pure-play EV OEM The co-founder of Tesla is on their board Musk needs SSBs for Optimus and every future Tesla to deliver on range speed and safety. Who else builds EVs at scale just down the road from QS in San Jose Come on. Bingo. 🎯 You cant be bullish enough here. Announcements will come. Its just a matter of time" @JKeynesAlpha on X 2025-07-18 10:52:30 UTC 8677 followers, 23.1K engagements
"$NBIS 🔥Nebius: The High-Octane AI Infrastructure Play Set to Multiply X to XX Across Two Continents I'm thrilled to share that I've taken a significant position in Nebius. You'll see more coverage of $NBIS from me soon but don't wait to explore the stellar research by @mvcinvesting and @HyperTechInvest in the meantime. Why demand is exploding: AI infrastructure is already the fastest-growing segment of enterprise tech. IDC reports that global spending on accelerated servers jumped XX percent year-on-year in the first half of 2024 and is on track to top XXX billion dollars by 2028 compounding" @JKeynesAlpha on X 2025-07-10 19:16:04 UTC 8677 followers, 53.6K engagements
"$RIVN What do we think about Rivian Looking for real opinions. EV companies have a bad track record of going bankrupt and Elon has has done a lot of damage self-inflicted to Tesla and subsidies looking like a rug pull. Still EVs arent going away. This could easily go XX percent lower but Rivian has a lot of cash margins seem to be improving and Im seeing more of them on the road. Anyone bullish Perfect candidate for $QS batteries down the road" @JKeynesAlpha on X 2025-07-05 16:06:51 UTC 8514 followers, 26.7K engagements
"$TSLA $TEM $NBIS $CRWV $NVDA $GOOG Risk management Khosla style rewrites how small cap growth investors should size positions. He says "Most people reduce risk to increase the probability of success I do the opposite I start with high consequences of success and I do not care about the probability of failure." That is how he wrote a check to OpenAI that was "more than twice the largest initial investment I had made in forty years" at a moment when transformer models were still an internal Google paper and most of Sand Hill dismissed AGI as a science fair. The lesson for public market" @JKeynesAlpha on X 2025-07-14 01:20:36 UTC 8633 followers, XXX engagements
"$QS 🚀📈🔥QuantumScape: SHORTS RUN FOR COVER I am a long-term QS holder but I have zero sympathy for the suit-and-tie short tutes crowd. Daily volume is roaring past XX million shares call traffic is red-hot and roughly XX million borrowed shares are dangling in mid-air. Every uptick forces dealers to buy more stock and each green candle ratchets the pressure higher. The real fireworks start when price tears through the next batch of strikes on the options ladder. My strategy: keep a core stack of commons for the decade-plus battery story and fund them with long-dated LEAPS that can cash in" @JKeynesAlpha on X 2025-07-15 16:17:52 UTC 8677 followers, 39.3K engagements
"$QS theres only one 📞 for QuantumScape shorts on July 23rd" @JKeynesAlpha on X 2025-07-15 19:18:21 UTC 8675 followers, 6580 engagements
"$TEM Apologies if The Doctor from Star Trek: Voyager feels like an outdated reference but look and learn. This is the vision. As a @TempusAI investor this is the trajectory we're betting on: precise scalable data-driven healthcare for everyone. If you dont see the world heading toward this kind of personalized medical assistant powered by AI the entire research base of medical knowledge and practice and grounded in real clinical genomic and biological data youre not dreaming big enough. Eric @lefkofsky is. Millions could get faster cheaper and better care because of what Tempus is building." @JKeynesAlpha on X 2025-07-13 22:40:40 UTC 8675 followers, 5873 engagements
"$BBAI has been a great trade for me from X to X. Huge congrats to the bulls. I still think theres real upside here now or down the road and Im holding LEAPs to keep some skin in the game while watching the setup closely. Momentum might be cooling for now but if it takes off again Im ready. That said Im rotating gains into something Im a bit more excited about. Cant wait to talk more about it soon" @JKeynesAlpha on X 2025-07-09 20:40:13 UTC 8676 followers, 7064 engagements
"$QS Great day Lets keep squeezing the shorts Make them cover. and pay 💰 This feels good but the real prize is still ahead. Were just now getting back to over the SPAC NAV from 2020. Im not selling my load of commons for peanuts; that would be a mistake. And with QS solid-state at scale means the valuation will be worth way way more Every EV eVTOL robot and consumer electronic of the future will need them Catalysts are coming. Earnings next week can be very very SPICY🌶 And a Tesla or Honda OEM announcement could send this much much higher. If you need a win sell some of your calls or a few" @JKeynesAlpha on X 2025-07-17 21:16:53 UTC 8677 followers, 12.6K engagements
"$IONQ IonQ founder Chris Monroe our quantum computers are still not powerful enough to even beat my laptop" @JKeynesAlpha on X 2025-06-20 14:39:26 UTC 8656 followers, 2330 engagements
"$QS 👀Honda makes a lot of sense from what we already know Tesla $TSLA would be an even bigger cherry on top" @JKeynesAlpha on X 2025-07-15 21:19:30 UTC 8677 followers, 3911 engagements
"$IONQ IonQ founder Chris Monroe Drops Reality Check: Quantum Still Cant Beat My Laptop; No commercial apps no investor floodgates and no its not coming next year (or in five). Watch the video yourself. There you have it folks. Chris Monroe on commercialization: Some people say well its (quantum computing) already here its in a few years. Its certainly not otherwise they would be all over the place. The money would the floodgates would open into quantum computing companies. That hasnt happened yet because theres no useful commercial app yet. And our quantum computers are still not powerful" @JKeynesAlpha on X 2025-06-19 21:46:57 UTC 8656 followers, 7715 engagements
"$INUV Inuvo: Dont Miss This Tiny AI Powerhouse in the $345B Privacy Ad Gold Rush A public confirmation from $WMT Walmart would do far more than simply add incremental revenue. It would officially establish IntentKey as the privacy-first targeting engine trusted by the world's largest retailer immediately raising the platform's credibility and visibility within other retail media networks. With Google already utilizing ValidClick for search inventory and a Fortune-1 marketer seemingly expanding their use of IntentKey Inuvo possesses a rare combination of demonstrated scalability and strong" @JKeynesAlpha on X 2025-06-24 21:06:13 UTC 8661 followers, 2358 engagements
"$NBIS I have friends who think I'm wrong about NBIS because they say it's just a matter of time before MAG7 hyperscalers and Oracle crush these AI infrastructure players since they have unlimited capital and existing data centers. But if it's really that simple why haven't they already done it CoreWeave is growing like crazy and NBIS keeps winning deals despite going up against Microsoft Azure Google Cloud AWS and Oracle which are companies with 100x their resources. I'm bullish NBIS for EU sovereign AI reasons and their owned/partially owned subsidiaries and AI native integrations (which is" @JKeynesAlpha on X 2025-07-12 16:15:57 UTC 8675 followers, 8107 engagements
"$IONQ IonQ CEO De Masi just sold 103m dollars of IonQ shares" @JKeynesAlpha on X 2025-06-12 14:07:00 UTC 8676 followers, 42.6K engagements
"$S SentinelOne - The AI Cybersecurity POWERHOUSE While the market lavishes premium valuations on legacy tech companies with questionable innovation or inflates others based on pure hype alone it's overlooking a true technological revolution at SentinelOne. This disconnect won't last -- not when you're outperforming trillion-dollar tech giants in head-to-head security testing. SentinelOne isn't just another player in the space - they're revolutionizing how enterprises defend themselves and the latest results prove it DECISIVELY. The company just CRUSHED the 2024 MITRE ATT&CK evaluation with a" @JKeynesAlpha on X 2025-02-08 21:26:07 UTC 8676 followers, 6685 engagements
"$IONQ IonQs Neutrinoless Double- Decay Simulation: A Reality Check Another day another ground breaking PR from IonQ. IonQs recent quantum simulation of neutrinoless double- decay represents solid proof-of-principle research but falls dramatically short of both the marketing claims and practical nuclear physics applications. The team demonstrated lepton-number violation using their 32-qubit Forte Enterprise system with a highly simplified 1+1D model containing only two lattice sites essentially a toy nucleus requiring massive approximations including truncated interactions reduced" @JKeynesAlpha on X 2025-06-25 14:34:31 UTC 8656 followers, 3651 engagements
"$TEM 🔥 Im telling you now so I can quote it later: AI healthcare is going to explode💥It will be MUCH bigger than current quantum enthusiasm bubble. Way bigger and based on very real and jaw dropping advances in health and precision medicine using AI. Once people grasp what companies like Tempus AI DeepMind and Microsofts AI health division are actually building its game over. Companies doing it right will absolutely moon. 🌕 I have already explained that Tempus AI is that company Google $GOOG is backing both Tempus and DeepMind. They own shares in Tempus and got them started early on." @JKeynesAlpha on X 2025-07-11 20:09:08 UTC 8673 followers, 13.3K engagements
"$TSLA $TEM $NBIS $CRWV $NVDA $GOOG $QS $JOBY $OKLO AI Robots Healthcare Batteries and Transportation: Khosla's Future Investing Playbook to Torch the Fortune XXX 🤖💸🔋⚕🚗☢ Just finished the Vinod-Khosla-with-Jack-Altman interview and my head's buzzing. Khosla opens by saying "Almost every job is being reinvented any economically valuable job humans can do AI will be able to do eighty percent of it within the next five years." Pause and sit with that. Five years. This is the guy who funded Sun Juniper and OpenAI back when each looked absurd. What's hitting me is that Keynes called this exact" @JKeynesAlpha on X 2025-07-14 01:20:31 UTC 8677 followers, 9066 engagements
"Working on a new stock. could be very exciting. What an exciting world of promise and potential we live in" @JKeynesAlpha on X 2025-07-16 20:33:27 UTC 8677 followers, 9014 engagements
"$NBIS $NVDA $CRWV The MASSIVE AI Infrastructure Opportunity NVIDIA Owns (And You Should Too) At Least 4.2x Upside: The Simple Math That Shows NBIS's Massive Potential Here's what the numbers show: NBIS sits at the exact revenue scale where CoreWeave began an 8.37x revenue explosion in just XX months. If NBIS follows the same proven path and eventually trades at CoreWeave's current valuation multiple the stock could appreciate at least 4.2x from today's levels. This is based on documented financial performance from both companies. Let's look at it carefully. NVIDIA owns stakes in only two full" @JKeynesAlpha on X 2025-07-11 00:00:40 UTC 8676 followers, 47.5K engagements
"@C1_dF9432 Vinod Khosla FUNDED OPEN AI GUYS HE KNOWS WHAT $QS CAN DO FOR THE WORLD" @JKeynesAlpha on X 2025-07-18 00:23:17 UTC 8677 followers, XXX engagements
"Vinod Khosla FUNDED OPEN AI GUYS HE KNOWS WHAT $QS CAN DO FOR THE WORLD Just FYI" @JKeynesAlpha on X 2025-07-18 01:04:26 UTC 8677 followers, 5754 engagements
"$QS playing out just as expected. Time to squeeze the shorts 🚀 Today Main Street wins and Wall Street loses HODL 💎 🙌" @JKeynesAlpha on X 2025-07-17 15:24:33 UTC 8677 followers, 10K engagements
"$IONQ Peter Chapman spent years telling investors that the physics behind IonQs technology was solved. He repeatedly said that quantum computing was no longer a science problem just an engineering one. In his words: Heres a wide-open field in quantum networking as an example. And so that will require more science than maybe the computation side. The companys message was that the hard part was done and the remaining work was about scaling. Then in 2025 IonQ scrapped its roadmap and spent $X billion to acquire Oxford Ionics. Both companies use trapped-ion qubits but the way they control the" @JKeynesAlpha on X 2025-06-12 21:09:54 UTC 8673 followers, 16K engagements
"$QS Vlt Gang: VW/PowerCo is hiring for solid-state battery mass production in San Jose for QuantumScape Production is starting They are filling roles in quality engineering control planning and technical cleanliness. These are core pieces of a real manufacturing ramp. It is execution. The market is finally waking up to the fact that SSB is real. That is why the stock is repricing. And it is still early. Only a 5.6B market cap for the future of batteries🔋 You are not late. You are right on time. There may be a squeeze here this week and then some volatility but this is a stock to own for the" @JKeynesAlpha on X 2025-07-15 11:02:52 UTC 8677 followers, 33.1K engagements
"$ASTS $QS Vlt gang and Spcemob: the time is near Frequencies syncing gains aligning. High-bandwidth skies 🛰 high-density cells 🔋 🚀The future is ours 🚀" @JKeynesAlpha on X 2025-07-15 20:04:19 UTC 8670 followers, 5195 engagements
"@Why_are_U_Ghey @StonkChris I mean cool for him. I give everything for free to my followers. If I do well they do well. I don't need to collect rent for my ideas" @JKeynesAlpha on X 2025-07-17 20:01:02 UTC 8677 followers, 1152 engagements
"$IONQ IonQ promises 2000000 qubits by 2030 Korea buys XX qubits for 2029 🤷 Walk me through this like I am five because the math does not add up once you use grown-up numbers. IonQ just told Wall Street that after it folds Oxford Ionics into the tent it will leap from the sub-100-qubit rigs it sells today to 2000000 physical qubits by 2030 which it says will compress into about 80000 logical qubits at XXXXXXXXXXXXX % fidelity. That promise is already eye-popping but the company also claims a 10000-qubit milestone by 2027 so the step from 10000 to 2000000 qubits would be a two-hundred-times" @JKeynesAlpha on X 2025-06-26 13:40:34 UTC 8656 followers, 13.1K engagements
"$JOBY The Bull Case for Joby Joby is no longer just a prototype company. It is executing on every front: technical regulatory and commercial. FAA certification is not hypothetical. It is in progress and advancing through the final stages. The recent executive order from President Trump coupled with strong public backing from Secretary Duffy is not a random surprise. It reflects the government recognizing a company that is already far ahead in the race. Meanwhile Joby's ecosystem of world-class partners from Toyota and Delta to Virgin and Saudi investors gives it credibility resources and" @JKeynesAlpha on X 2025-06-06 22:40:24 UTC 8474 followers, 1973 engagements
"Ok ill bite more: wrong about the noise; regulatory is almost cleared (FAA very late stages executive orders pro eVTOL in fed agencies whole airline community is on board plus Uber); lots of cities want it and lots of sites can be repurposed or built initially heliports and airports are easy locations and there are ample sites that can be converted in more sprawling urban locations dense urban locations already have helipads that can retro; anything can crash but Joby is thousands of hours already no crashes. Planes crash but so far no fatal crash with any Joby" @JKeynesAlpha on X 2025-07-16 20:50:15 UTC 8658 followers, XXX engagements
"$TEM $ASTS $INUV $NBIS $QS $NTLA $PRME Holy smokes 👀 Just looked up and Im almost at 8000 followers. Thats insane Big love to all of you riding with me. Im here to find the best small cap growth setups through facts research and comprehensive analysis. I share it all free. No paywall. No upsells. No hidden club. Just raw conviction plays for the people. This isnt just about me. Weve built a sharp hungry crew here. Iron sharpens iron. Smart minds strong ideas and critical interrogation. We stay curious open-minded and evaluative not stubborn and inflexible. Youve got to keep testing your" @JKeynesAlpha on X 2025-07-11 19:10:07 UTC 8676 followers, 20K engagements