[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 $path, $qs, $rxrx, wall street the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1690119524861853696/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +123% - X Months XXXXXXXXX +86% - X Year XXXXXXXXX +1,607% ### Mentions: XX [#](/creator/twitter::1690119524861853696/posts_active)  - X Week XX +4.90% - X Month XXX -XX% - X Months XXX +13% - X Year XXXXX +450% ### Followers: XXXXXX [#](/creator/twitter::1690119524861853696/followers)  - X Week XXXXXX +2.50% - X Month XXXXXX +27% - X Months XXXXXX +149% - X Year XXXXXX +947% ### CreatorRank: XXXXXXX [#](/creator/twitter::1690119524861853696/influencer_rank)  ### Social Influence [#](/creator/twitter::1690119524861853696/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXXX% [exchanges](/list/exchanges) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [$path](/topic/$path) #22, [$qs](/topic/$qs) #11, [$rxrx](/topic/$rxrx) #11, [wall street](/topic/wall-street) #399, [$aur](/topic/$aur) #3, [$13b](/topic/$13b) #7, [alltime](/topic/alltime) #363, [$serv](/topic/$serv) #5, [aur](/topic/aur) 0.43%, [stack](/topic/stack) #763 **Top accounts mentioned or mentioned by** [@c33k732](/creator/undefined) [@markhubbard33](/creator/undefined) [@kuehck1](/creator/undefined) [@grok](/creator/undefined) [@jrouldz](/creator/undefined) [@c1_df9432](/creator/undefined) [@japdongsanee](/creator/undefined) [@genejchan](/creator/undefined) [@avgvalueinvest](/creator/undefined) [@defiantclient2](/creator/undefined) [@techinvestoor](/creator/undefined) [@xyzdkfe](/creator/undefined) [@jamesbradl26877](/creator/undefined) [@topsecretstocks](/creator/undefined) [@gameofphonez](/creator/undefined) [@mtnyardsale](/creator/undefined) [@pennycheck](/creator/undefined) [@craigclement](/creator/undefined) [@vikmittal](/creator/undefined) [@olderfrogs](/creator/undefined) **Top assets mentioned** [UiPath, Inc. (PATH)](/topic/$path) [QuantumScape Corporation (QS)](/topic/$qs) [Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX)](/topic/$rxrx) [Auroracoin (AUR)](/topic/$aur) [OpenServ (SERV)](/topic/$serv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Asana, Inc. Class A Common Stock (ASAN)](/topic/$asan) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Elastic N.V. (ESTC)](/topic/$estc) [MongoDB, Inc. (MDB)](/topic/$mdb) [Corning Incorporated (GLW)](/topic/$glw) [Apple, Inc. (AAPL)](/topic/$aapl) [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Palantir (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/tesla) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [NuScale Power Corporation (SMR)](/topic/$smr) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [JPMorgan Chase (JPM)](/topic/$jpm) ### Top Social Posts [#](/creator/twitter::1690119524861853696/posts) --- Top posts by engagements in the last XX hours "$QS 🔥 From iPhones to Humanoids: Why the $GLW Corning and Murata Partnerships Put QuantumScape on $AAPL Apples Radar 🔥 The new QuantumScape and Corning partnership has the potential to reshape the solid state battery story. The agreement is centered on ceramic separator development and commercialization and it is all about scaling. Corning brings decades of leadership in glass and ceramics the exact expertise needed to help QuantumScape move from breakthrough science into industrial production. That makes this less of a lab experiment and more of a deliberate move toward high volume" [X Link](https://x.com/JKeynesAlpha/status/1973488660906705289) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-01T20:42Z 14K followers, 39.1K engagements "$QS idk who needs to hear this but QuantumScapes solid-state batteries are literally China proof. They dont need a single material from China to scale production. One of their biggest breakthroughs is the anode-free design which eliminates graphite a material almost entirely sourced from China. As CEO Sivaram said The best way not to be dependent on something is not to use it. By cutting out both graphite and cobalt QuantumScape stands out as a supply chain independent U.S. energy tech leader fully aligned with domestic manufacturing and energy independence policies. Long $QS 🔋" [X Link](https://x.com/JKeynesAlpha/status/1976447936138707306) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-10T00:41Z 14K followers, 120.4K engagements "$BTC $ETH and the rest of the levered alt crypto crowd got savagely wiped out today. I hate to see this my condolences. Let this be a warning. If no margin and no leverage youd be just fine now First of all everyone knows I hate crypto alts. The craziest thing Id ever touch would be ETH or BTC and even then only with cash. I would never lever up like that. Its worse than playing with fire and gasoline. Same goes for stocks. Do not sell puts do not sell covered calls and do not borrow on margin to make big purchases in size. I never do it. You can be wrong in so many ways trying to bag a" [X Link](https://x.com/JKeynesAlpha/status/1976839181767774668) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-11T02:36Z 14K followers, 18.2K engagements "Simon says repeat after me: crypto is a scam. Thanks class dismissed" [X Link](https://x.com/JKeynesAlpha/status/1976843114473308220) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-11T02:51Z 14K followers, 12.7K engagements "Next name in my "speculative AI portfolio" is coming soon. What is it 🤔" [X Link](https://x.com/JKeynesAlpha/status/1977481050981834875) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-12T21:06Z 14K followers, 14.1K engagements "$SERV 🤖🔥 The Robotics AI Sleeper Thats Quietly Training on Every Delivery So far in my Speculative AI Portfolio Ive added $PATH $RXRX and $ASAN but my next pick has a different kind of vision. Serve Robotics ($SERV) is my next pick and it looks like just a delivery robot company at first. Tiny bots rolling through cities with Uber Eats orders. Cool enough. But the real story is the vision behind it. Serve is building the autonomy and AI-robotics logistical infrastructure and stack for how goods and services move through cities. The Uber Eats and DoorDash deals are just the start. Every" [X Link](https://x.com/JKeynesAlpha/status/1978166839734907262) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-14T18:31Z 14K followers, 16.3K engagements "$PRME Prime Medicine headed for the $30s then $100+. Patience. People ask why I bought 16000 shares. I ask why I havent bought more Why Prime Medicine is "gods technology" for real: -It does what nature never gave us a true DNA search and replace the ability to correct insert or delete code at will -XX% of known mutations are within reach which means rewriting the story of almost every genetic disease - $BMY Bristol Myers Squibb signed a strategic deal with $55M upfront cash $55M in equity and up to $3.5B in milestone payments including $1.4B in development and $2.1B in commercialization plus" [X Link](https://x.com/JKeynesAlpha/status/1959000646239334719) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-08-22T21:12Z 14K followers, 99.1K engagements "$ASAN Ive never seen a founder-turned-director so hungry for shares. Dustin Moskovitz just keeps loading up on Asana day after day. Given his deep ties to Altman/OpenAI Anthropic and Zuckerberg youve got to wonder what he knows that the rest of us dont. This level of insider buying is rare borderline unheard of. Feels like something big is brewing" [X Link](https://x.com/JKeynesAlpha/status/1968268953702044156) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-09-17T11:01Z 14K followers, 43.7K engagements "$AUR hello there" [X Link](https://x.com/JKeynesAlpha/status/1970515402733044013) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-09-23T15:47Z 14K followers, 5233 engagements "$RXRX 🚀Recursion Is The Next Moonshot In My Speculative AI Portfolio: Nvidia Is In Big Pharma Is Paying And Wall Street Has No Clue 🚀 This stock is sitting at all-time lows but under the hood its building the most complete AI-first drug discovery platform in existence. The third pick in my speculative AI portfolio is Recursion Pharmaceuticals. This is a stock that almost no one in the AI trade is watching right now and thats exactly the point. It sits near all-time lows priced like another cash-burning biotech. Yet underneath its building what I believe could be the most complete AI-first" [X Link](https://x.com/JKeynesAlpha/status/1972024013225709643) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-09-27T19:42Z 14K followers, 128.3K engagements "$AUR hasnt broken out yet but their AI stack is one of the most advanced in autonomy. Im holding and may add here soon. Goes into the category of sleeping giant. I will add that it sort of looks like a massive cup and handle" [X Link](https://x.com/JKeynesAlpha/status/1975349131343528357) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-06T23:55Z 14K followers, 32.8K engagements "$RCMP IFKYK. Ill say it again: for small growth names Nasdaq Capital Markets tier is a great tell. Look at it now versus 2020-2021. Just getting started here I have no idea what bubble people are talking about because it just doesnt even exist at this point TONS of room to run vs historical peaks. Second inning Play ball ⚾" [X Link](https://x.com/JKeynesAlpha/status/1976047506225078750) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-08T22:10Z 14K followers, 7817 engagements "$PATH 👀Definitely worth a listen already picking up some great new insights on why theres plenty to be bullish about UiPath Pay attention to his comparison between $PLTR and $PATH. Appreciate it @jakebrowatzke" [X Link](https://x.com/JKeynesAlpha/status/1976060735873561035) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-08T23:02Z 14K followers, 22.5K engagements "$AUR wont be much longer until the sleeping on Aurora comes to an end" [X Link](https://x.com/JKeynesAlpha/status/1977893368148463675) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-14T00:25Z 14K followers, 22.2K engagements "$AUR seriously fading this ones a mistake youll regret later. Its the most under the radar transformative AI stock out there. Autonomous logistics deep AI stack real world scale coming fast. Tesla bros spread a lot of fake news about Aurora (plus never admit that Tesla has zero fully autonomous trucking hours) and never bother to understand the facts so Ive clarified it all for you see these links👇 And" [X Link](https://x.com/JKeynesAlpha/status/1978092223733326105) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-14T13:35Z 14K followers, 48.1K engagements "$PATH 🔥 UiPath CEO Daniel Dines on CNBC just gave one of his most bullish interviews yet the clearest signal that UiPath is stepping into its Act X as the backbone of enterprise agentic AI. The combination between AI and automation is extremely powerful. We made agentic automation our number one priority as a company. Very few companies have a chance for an act two and we have this chance. The demand were seeing for our agentic technology I have never seen in the RPA world. UiPath is moving fast from rule-based bots to Agentic Automation and Orchestration real workflows where humans AI and" [X Link](https://x.com/JKeynesAlpha/status/1978201373926645894) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-14T20:48Z 14K followers, 51.7K engagements "$SERV 🔥🔥🔥 When NVIDIA wanted to showcase its new DGX Spark platform it chose Serve Robotics to make the delivery. Thats not coincidence its signal. Serves autonomous platform is already where AI meets the real world trained in simulation powered at the edge and moving through live environments with precision. The companies building tomorrows infrastructure are using Serve to deliver it today" [X Link](https://x.com/JKeynesAlpha/status/1978781182549438557) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-16T11:12Z 14K followers, 14K engagements "$RXRX 🔥🔥🔥Recursion seems headed for a big breakout here so I added again today Every indicator is lighting up green right now. Volume hit XXXX million shares today IV is surging price is holding above VWAP and calls are outpacing puts XX to X. Thats the kind of setup I wait for. Were seeing real strength and based chart accumulation under the surface. VWAP sitting at XXXX and price closing above it means the big buyers are already in profit and loading more. Implied volatility at XXX percent versus historical XX percent shows the market is bracing for a massive move. The chart is" [X Link](https://x.com/JKeynesAlpha/status/1976036535548920131) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-08T21:26Z 14K followers, 27.6K engagements "$PATH 🔥🔥🔥 still early. With agentic AI becoming a must-have for enterprises I can see UiPath hitting $XXX. Hope you loaded the boat Long and bullish" [X Link](https://x.com/JKeynesAlpha/status/1976372239768727570) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-09T19:40Z 14K followers, 80.8K engagements "@Omegastar1111 @RobinhoodApp It's on Robinhood" [X Link](https://x.com/JKeynesAlpha/status/1978202333054906861) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-14T20:52Z 14K followers, XXX engagements "$CRWV 🚀CoreWeave: AI Supercloud on a Rocket to $250🚀 This isnt complicated. CoreWeave keeps stacking billion-dollar contracts with the biggest names in AI and the market is still lagging behind the reality. As of Q2 2025 CoreWeave reported $XXXX B backlog (signed contracts not yet recognized as revenue). That number was before the Meta mega-deal and UK expansion. The demand is locked the backlog is growing and the path to $XXX a share is right in front of us. $META Meta $14.2B through 2031 -A mega anchor contract guaranteeing CoreWeaves role in Metas AI future with GB300 systems." [X Link](https://x.com/JKeynesAlpha/status/1973853958000324935) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-02T20:53Z 14K followers, 79.1K engagements "Why I Havent Bought Nuclear Stocks (Yet) I want to see $SMR (which has approvals) and the other players secure capital and regulatory approvals first then finish a project. Nuclear is critical to the future energy mix but valuations have run far ahead of execution. Im not shy of rich valuations for future tech growth but I would like to see a correction in the leading names and some truly tangible progress before getting involved at this point. $OKLO is of course very interesting but far from validated or viable (yet) in my view. NuScale ($SMR) still seems like the leader in SMRs having" [X Link](https://x.com/JKeynesAlpha/status/1974867780596879512) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-05T16:02Z 14K followers, 14.1K engagements "$QS 🚀QuantumScape Is Entering the Scale-Up Era: The Solid-State Revolution Has Begun🚀 QuantumScape just announced an expanded joint development deal with Murata one of the worlds top ceramics manufacturers to scale high-volume ceramic separator production the beating heart of solid-state battery architecture. This isnt just another supplier update. Its a clear signal of industrial-scale ramp preparation. Muratas involvement alongside prior partnerships with one major global auto OEM and a consumer electronics OEM shows how QS is positioning for both automotive and consumer electronics" [X Link](https://x.com/JKeynesAlpha/status/1975676588411719987) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-07T21:36Z 14K followers, 24.7K engagements "$QS people love to point out that Bill Gates backed QuantumScape which is awesome but whats even better is that Vinod Khosla the same VC who hand-picked OpenAI before anyone else saw it coming also backed $QS years ago. Both Gates and Khosla saw the solid state battery revolution long before the rest of the market did and now its finally here. These guys dont chase hype they create it. Smart money smart conviction. Go look QuantumScape is still listed right on Khosla Ventures own site. You can do the math on what that means 🔥🔥🔥" [X Link](https://x.com/JKeynesAlpha/status/1975681898664853718) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-07T21:57Z 14K followers, 24.5K engagements "$ESTC Elastic just won the 2025 $GOOG Google Cloud DORA Award for Architecting for the Future with AI. 🔥🔥🔥 That recognition matters because it proves Elastic is not only building AI tools but also using them to deliver real enterprise outcomes. The award highlights how Elastic applied AI to improve all four key DORA metrics: faster deployment frequency shorter lead times fewer failures and quicker recovery. These are the hardest problems in enterprise software delivery and Elastic solved them with AI-powered observability anomaly detection diagnostics and automation. What makes this even" [X Link](https://x.com/JKeynesAlpha/status/1958681242628485252) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-08-22T00:02Z 14K followers, 3118 engagements "$ESTC Elastic is an AI leader and they totally crushed it🔥 Another monster quarter selling RAG search + enterprise AI infra. And to the geniuses who said SaaS is dead 😂 🤣🤪 still waiting on that obituary. Go ahead fade the AI leaders paving the way for enterprise AI. Well keep stacking. 🚀 #ESTC #AiLeaders" [X Link](https://x.com/JKeynesAlpha/status/1961160113911116005) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-08-28T20:13Z 14K followers, 9685 engagements "$PATH UiPath x $JPM JPMorgan: Orchestrating the Future of Agentic AI at Scale Together 🔥🔥🔥 UiPath's Fusion event featuring JP Morgan made it clear that Agentic AI is no longer theory. It is ROI in production. UiPath CEO Daniel Dines opened with the core thesis: -Powerful autonomous AI agents can only be deployed on top of a strong automation foundation. -Pick something difficult. Even solving X% of a painful process creates massive impact. -Orchestration is the key to unlocking ROI from AI. CSL Behring proved it in one of the most regulated industries. They used UiPath agents to transform" [X Link](https://x.com/JKeynesAlpha/status/1973843780521373759) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-02T20:13Z 14K followers, 18.5K engagements "@wall_st_regard I think that in this bull market cycle technologies of the future like this go higher than you think because people state to see that the future is really now. Its a great opportunity which is why Im long" [X Link](https://x.com/JKeynesAlpha/status/1978210360189423634) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-14T21:24Z 14K followers, XXX engagements "@MagnusSigurdss I own a LOT of $NBIS. I also think $SERV is an excellent company with a lot of potential (and very smart top-tier minds) for a lot of robotics applications using their AI stack. I'll be posting a thread as soon as I have a bit more time" [X Link](https://x.com/JKeynesAlpha/status/1978805026676961766) [@JKeynesAlpha](/creator/x/JKeynesAlpha) 2025-10-16T12:47Z 14K followers, XXX 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.]
J Keynes posts on X about $path, $qs, $rxrx, wall street the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXX% technology brands XXXX% cryptocurrencies XXXX% finance XXXX% automotive brands XXXX% countries XXXX% exchanges XXXX% celebrities XXXX%
Social topic influence $path #22, $qs #11, $rxrx #11, wall street #399, $aur #3, $13b #7, alltime #363, $serv #5, aur 0.43%, stack #763
Top accounts mentioned or mentioned by @c33k732 @markhubbard33 @kuehck1 @grok @jrouldz @c1_df9432 @japdongsanee @genejchan @avgvalueinvest @defiantclient2 @techinvestoor @xyzdkfe @jamesbradl26877 @topsecretstocks @gameofphonez @mtnyardsale @pennycheck @craigclement @vikmittal @olderfrogs
Top assets mentioned UiPath, Inc. (PATH) QuantumScape Corporation (QS) Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX) Auroracoin (AUR) OpenServ (SERV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Asana, Inc. Class A Common Stock (ASAN) Alphabet Inc Class A (GOOGL) CoreWeave, Inc. (CRWV) Elastic N.V. (ESTC) MongoDB, Inc. (MDB) Corning Incorporated (GLW) Apple, Inc. (AAPL) Bitcoin (BTC) Ethereum (ETH) Uber Technologies, Inc. (UBER) Palantir (PLTR) Tesla, Inc. (TSLA) Robinhood Markets, Inc. (HOOD) NuScale Power Corporation (SMR) Tempus AI, Inc. Class A Common Stock (TEM) NVIDIA Corp. (NVDA) GitLab Inc. Class A Common Stock (GTLB) JPMorgan Chase (JPM)
Top posts by engagements in the last XX hours
"$QS 🔥 From iPhones to Humanoids: Why the $GLW Corning and Murata Partnerships Put QuantumScape on $AAPL Apples Radar 🔥 The new QuantumScape and Corning partnership has the potential to reshape the solid state battery story. The agreement is centered on ceramic separator development and commercialization and it is all about scaling. Corning brings decades of leadership in glass and ceramics the exact expertise needed to help QuantumScape move from breakthrough science into industrial production. That makes this less of a lab experiment and more of a deliberate move toward high volume"
X Link @JKeynesAlpha 2025-10-01T20:42Z 14K followers, 39.1K engagements
"$QS idk who needs to hear this but QuantumScapes solid-state batteries are literally China proof. They dont need a single material from China to scale production. One of their biggest breakthroughs is the anode-free design which eliminates graphite a material almost entirely sourced from China. As CEO Sivaram said The best way not to be dependent on something is not to use it. By cutting out both graphite and cobalt QuantumScape stands out as a supply chain independent U.S. energy tech leader fully aligned with domestic manufacturing and energy independence policies. Long $QS 🔋"
X Link @JKeynesAlpha 2025-10-10T00:41Z 14K followers, 120.4K engagements
"$BTC $ETH and the rest of the levered alt crypto crowd got savagely wiped out today. I hate to see this my condolences. Let this be a warning. If no margin and no leverage youd be just fine now First of all everyone knows I hate crypto alts. The craziest thing Id ever touch would be ETH or BTC and even then only with cash. I would never lever up like that. Its worse than playing with fire and gasoline. Same goes for stocks. Do not sell puts do not sell covered calls and do not borrow on margin to make big purchases in size. I never do it. You can be wrong in so many ways trying to bag a"
X Link @JKeynesAlpha 2025-10-11T02:36Z 14K followers, 18.2K engagements
"Simon says repeat after me: crypto is a scam. Thanks class dismissed"
X Link @JKeynesAlpha 2025-10-11T02:51Z 14K followers, 12.7K engagements
"Next name in my "speculative AI portfolio" is coming soon. What is it 🤔"
X Link @JKeynesAlpha 2025-10-12T21:06Z 14K followers, 14.1K engagements
"$SERV 🤖🔥 The Robotics AI Sleeper Thats Quietly Training on Every Delivery So far in my Speculative AI Portfolio Ive added $PATH $RXRX and $ASAN but my next pick has a different kind of vision. Serve Robotics ($SERV) is my next pick and it looks like just a delivery robot company at first. Tiny bots rolling through cities with Uber Eats orders. Cool enough. But the real story is the vision behind it. Serve is building the autonomy and AI-robotics logistical infrastructure and stack for how goods and services move through cities. The Uber Eats and DoorDash deals are just the start. Every"
X Link @JKeynesAlpha 2025-10-14T18:31Z 14K followers, 16.3K engagements
"$PRME Prime Medicine headed for the $30s then $100+. Patience. People ask why I bought 16000 shares. I ask why I havent bought more Why Prime Medicine is "gods technology" for real: -It does what nature never gave us a true DNA search and replace the ability to correct insert or delete code at will -XX% of known mutations are within reach which means rewriting the story of almost every genetic disease - $BMY Bristol Myers Squibb signed a strategic deal with $55M upfront cash $55M in equity and up to $3.5B in milestone payments including $1.4B in development and $2.1B in commercialization plus"
X Link @JKeynesAlpha 2025-08-22T21:12Z 14K followers, 99.1K engagements
"$ASAN Ive never seen a founder-turned-director so hungry for shares. Dustin Moskovitz just keeps loading up on Asana day after day. Given his deep ties to Altman/OpenAI Anthropic and Zuckerberg youve got to wonder what he knows that the rest of us dont. This level of insider buying is rare borderline unheard of. Feels like something big is brewing"
X Link @JKeynesAlpha 2025-09-17T11:01Z 14K followers, 43.7K engagements
"$AUR hello there"
X Link @JKeynesAlpha 2025-09-23T15:47Z 14K followers, 5233 engagements
"$RXRX 🚀Recursion Is The Next Moonshot In My Speculative AI Portfolio: Nvidia Is In Big Pharma Is Paying And Wall Street Has No Clue 🚀 This stock is sitting at all-time lows but under the hood its building the most complete AI-first drug discovery platform in existence. The third pick in my speculative AI portfolio is Recursion Pharmaceuticals. This is a stock that almost no one in the AI trade is watching right now and thats exactly the point. It sits near all-time lows priced like another cash-burning biotech. Yet underneath its building what I believe could be the most complete AI-first"
X Link @JKeynesAlpha 2025-09-27T19:42Z 14K followers, 128.3K engagements
"$AUR hasnt broken out yet but their AI stack is one of the most advanced in autonomy. Im holding and may add here soon. Goes into the category of sleeping giant. I will add that it sort of looks like a massive cup and handle"
X Link @JKeynesAlpha 2025-10-06T23:55Z 14K followers, 32.8K engagements
"$RCMP IFKYK. Ill say it again: for small growth names Nasdaq Capital Markets tier is a great tell. Look at it now versus 2020-2021. Just getting started here I have no idea what bubble people are talking about because it just doesnt even exist at this point TONS of room to run vs historical peaks. Second inning Play ball âš¾"
X Link @JKeynesAlpha 2025-10-08T22:10Z 14K followers, 7817 engagements
"$PATH 👀Definitely worth a listen already picking up some great new insights on why theres plenty to be bullish about UiPath Pay attention to his comparison between $PLTR and $PATH. Appreciate it @jakebrowatzke"
X Link @JKeynesAlpha 2025-10-08T23:02Z 14K followers, 22.5K engagements
"$AUR wont be much longer until the sleeping on Aurora comes to an end"
X Link @JKeynesAlpha 2025-10-14T00:25Z 14K followers, 22.2K engagements
"$AUR seriously fading this ones a mistake youll regret later. Its the most under the radar transformative AI stock out there. Autonomous logistics deep AI stack real world scale coming fast. Tesla bros spread a lot of fake news about Aurora (plus never admit that Tesla has zero fully autonomous trucking hours) and never bother to understand the facts so Ive clarified it all for you see these links👇 And"
X Link @JKeynesAlpha 2025-10-14T13:35Z 14K followers, 48.1K engagements
"$PATH 🔥 UiPath CEO Daniel Dines on CNBC just gave one of his most bullish interviews yet the clearest signal that UiPath is stepping into its Act X as the backbone of enterprise agentic AI. The combination between AI and automation is extremely powerful. We made agentic automation our number one priority as a company. Very few companies have a chance for an act two and we have this chance. The demand were seeing for our agentic technology I have never seen in the RPA world. UiPath is moving fast from rule-based bots to Agentic Automation and Orchestration real workflows where humans AI and"
X Link @JKeynesAlpha 2025-10-14T20:48Z 14K followers, 51.7K engagements
"$SERV 🔥🔥🔥 When NVIDIA wanted to showcase its new DGX Spark platform it chose Serve Robotics to make the delivery. Thats not coincidence its signal. Serves autonomous platform is already where AI meets the real world trained in simulation powered at the edge and moving through live environments with precision. The companies building tomorrows infrastructure are using Serve to deliver it today"
X Link @JKeynesAlpha 2025-10-16T11:12Z 14K followers, 14K engagements
"$RXRX 🔥🔥🔥Recursion seems headed for a big breakout here so I added again today Every indicator is lighting up green right now. Volume hit XXXX million shares today IV is surging price is holding above VWAP and calls are outpacing puts XX to X. Thats the kind of setup I wait for. Were seeing real strength and based chart accumulation under the surface. VWAP sitting at XXXX and price closing above it means the big buyers are already in profit and loading more. Implied volatility at XXX percent versus historical XX percent shows the market is bracing for a massive move. The chart is"
X Link @JKeynesAlpha 2025-10-08T21:26Z 14K followers, 27.6K engagements
"$PATH 🔥🔥🔥 still early. With agentic AI becoming a must-have for enterprises I can see UiPath hitting $XXX. Hope you loaded the boat Long and bullish"
X Link @JKeynesAlpha 2025-10-09T19:40Z 14K followers, 80.8K engagements
"@Omegastar1111 @RobinhoodApp It's on Robinhood"
X Link @JKeynesAlpha 2025-10-14T20:52Z 14K followers, XXX engagements
"$CRWV 🚀CoreWeave: AI Supercloud on a Rocket to $250🚀 This isnt complicated. CoreWeave keeps stacking billion-dollar contracts with the biggest names in AI and the market is still lagging behind the reality. As of Q2 2025 CoreWeave reported $XXXX B backlog (signed contracts not yet recognized as revenue). That number was before the Meta mega-deal and UK expansion. The demand is locked the backlog is growing and the path to $XXX a share is right in front of us. $META Meta $14.2B through 2031 -A mega anchor contract guaranteeing CoreWeaves role in Metas AI future with GB300 systems."
X Link @JKeynesAlpha 2025-10-02T20:53Z 14K followers, 79.1K engagements
"Why I Havent Bought Nuclear Stocks (Yet) I want to see $SMR (which has approvals) and the other players secure capital and regulatory approvals first then finish a project. Nuclear is critical to the future energy mix but valuations have run far ahead of execution. Im not shy of rich valuations for future tech growth but I would like to see a correction in the leading names and some truly tangible progress before getting involved at this point. $OKLO is of course very interesting but far from validated or viable (yet) in my view. NuScale ($SMR) still seems like the leader in SMRs having"
X Link @JKeynesAlpha 2025-10-05T16:02Z 14K followers, 14.1K engagements
"$QS 🚀QuantumScape Is Entering the Scale-Up Era: The Solid-State Revolution Has Begun🚀 QuantumScape just announced an expanded joint development deal with Murata one of the worlds top ceramics manufacturers to scale high-volume ceramic separator production the beating heart of solid-state battery architecture. This isnt just another supplier update. Its a clear signal of industrial-scale ramp preparation. Muratas involvement alongside prior partnerships with one major global auto OEM and a consumer electronics OEM shows how QS is positioning for both automotive and consumer electronics"
X Link @JKeynesAlpha 2025-10-07T21:36Z 14K followers, 24.7K engagements
"$QS people love to point out that Bill Gates backed QuantumScape which is awesome but whats even better is that Vinod Khosla the same VC who hand-picked OpenAI before anyone else saw it coming also backed $QS years ago. Both Gates and Khosla saw the solid state battery revolution long before the rest of the market did and now its finally here. These guys dont chase hype they create it. Smart money smart conviction. Go look QuantumScape is still listed right on Khosla Ventures own site. You can do the math on what that means 🔥🔥🔥"
X Link @JKeynesAlpha 2025-10-07T21:57Z 14K followers, 24.5K engagements
"$ESTC Elastic just won the 2025 $GOOG Google Cloud DORA Award for Architecting for the Future with AI. 🔥🔥🔥 That recognition matters because it proves Elastic is not only building AI tools but also using them to deliver real enterprise outcomes. The award highlights how Elastic applied AI to improve all four key DORA metrics: faster deployment frequency shorter lead times fewer failures and quicker recovery. These are the hardest problems in enterprise software delivery and Elastic solved them with AI-powered observability anomaly detection diagnostics and automation. What makes this even"
X Link @JKeynesAlpha 2025-08-22T00:02Z 14K followers, 3118 engagements
"$ESTC Elastic is an AI leader and they totally crushed it🔥 Another monster quarter selling RAG search + enterprise AI infra. And to the geniuses who said SaaS is dead 😂 🤣🤪 still waiting on that obituary. Go ahead fade the AI leaders paving the way for enterprise AI. Well keep stacking. 🚀 #ESTC #AiLeaders"
X Link @JKeynesAlpha 2025-08-28T20:13Z 14K followers, 9685 engagements
"$PATH UiPath x $JPM JPMorgan: Orchestrating the Future of Agentic AI at Scale Together 🔥🔥🔥 UiPath's Fusion event featuring JP Morgan made it clear that Agentic AI is no longer theory. It is ROI in production. UiPath CEO Daniel Dines opened with the core thesis: -Powerful autonomous AI agents can only be deployed on top of a strong automation foundation. -Pick something difficult. Even solving X% of a painful process creates massive impact. -Orchestration is the key to unlocking ROI from AI. CSL Behring proved it in one of the most regulated industries. They used UiPath agents to transform"
X Link @JKeynesAlpha 2025-10-02T20:13Z 14K followers, 18.5K engagements
"@wall_st_regard I think that in this bull market cycle technologies of the future like this go higher than you think because people state to see that the future is really now. Its a great opportunity which is why Im long"
X Link @JKeynesAlpha 2025-10-14T21:24Z 14K followers, XXX engagements
"@MagnusSigurdss I own a LOT of $NBIS. I also think $SERV is an excellent company with a lot of potential (and very smart top-tier minds) for a lot of robotics applications using their AI stack. I'll be posting a thread as soon as I have a bit more time"
X Link @JKeynesAlpha 2025-10-16T12:47Z 14K followers, XXX engagements
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