J Keynes @JKeyneAlpha
Not financial advice. Focused on compelling growth opportunities for high-alpha market returns in multiple sectors. Joined March 2019-
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$CRWV 🚀CoreWeave: AI Supercloud on a Rocket to $250🚀 This isn’t 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 $30.1 B backlog (signed contracts
$QS Just warming up and $40 is coming before most even notice. That is when the real stampede begins. This is the most important battery breakthrough to go to market in about 35 years, since lithium-ion first hit in 1991. I am unbelievably bullish, solid-state is about to change
$PATH I’ve got a feeling this one is going to shock everyone 🔥 UiPath is shaping up to be the dark horse of AI small caps, and just look at that chart, it’s gorgeous.
$PATH I’ve got a feeling this one is going to shock everyone 🔥 UiPath is shaping up to be the dark horse of AI small caps, and just look at that chart, it’s gorgeous.
$CRWV yep… and it will go back to $200 and THEN some! Sometimes it is just really really simple. Don’t overthink it. Room to run for sure!
$TEM Tempus AI is on its way to becoming a $100B company. You heard it here first. I’m not putting a timeline on it, but I look forward to flexing when this prediction comes true. AI + healthcare is one of the biggest disruptive combinations of our lifetimes
$TEM Tempus AI is on its way to becoming a $100B company. You heard it here first. I’m not putting a timeline on it, but I look forward to flexing when this prediction comes true. AI + healthcare is one of the biggest disruptive combinations of our lifetimes https://t.co/qzXFyriBsV
$TEM Leading the Future of AI-Driven Oncology and Washington Just Backed It: Massive News for Tempus AI 🚀 🚀🚀 On Sept 30, President Trump signed a new Executive Order making AI + pediatric cancer research a national priority.
Chinese stocks seem to be heating up again, and I even heard an institutional guy hawking them on Bloomberg Radio. But remember the risks. The CCP can rewrite rules overnight, vanish CEOs, seize IP, and bury transparency. Remember when Jack Ma disappeared for years.
Thank you! Yet another solid analysis of why the "AI Bubble" is totally fake news! To see additional proof that mid/cap and small cap AI stocks are absolutely NOT in any sort of bubble valuation whatsoever reed this x.com/fr33d3r/status…
Thank you! Yet another solid analysis of why the "AI Bubble" is totally fake news! To see additional proof that mid/cap and small cap AI stocks are absolutely NOT in any sort of bubble valuation whatsoever reed this x.com/fr33d3r/status…
Please read my friend @fr33d3r Freeder’s post and then ask yourself: is the “AI bubble” real, or just a fake narrative pushed by institutional shorts and unscientific, stupid people? There is no “AI Bubble.” It’s pure fake news.
Please read my friend @fr33d3r Freeder’s post and then ask yourself: is the “AI bubble” real, or just a fake narrative pushed by institutional shorts and unscientific, stupid people? There is no “AI Bubble.” It’s pure fake news. https://t.co/muP5Wdsjv3
$PRME $NTLA $TEM $RXRX The train is leaving the station soon!
$PRME $NTLA $TEM $RXRX The train is leaving the station soon!
🤡 lol so much fake news about US valuation “bubbles,” yet they ignore it’s mostly the Mag 7, especially Tesla. You can’t argue against it with logic. Fools leading fools with the bubble screaming while the rest of the market, ex-Mag 7, especially $IWM trades
🤡 lol so much fake news about US valuation “bubbles,” yet they ignore it’s mostly the Mag 7, especially Tesla. You can’t argue against it with logic. Fools leading fools with the bubble screaming while the rest of the market, ex-Mag 7, especially $IWM trades
$RXRX it always gets my attention when an innovative AI small cap shows up in $NVDA NVIDIA’s 13F, and Jensen Huang is deeply invested in the vision behind it, as you’ll see in my new thread on Recursion!
$TEM Tempus AI rightly got a nice upgrade, but I see it blasting past $95 easily.
$PRME 👀 🔥
$NTLA 🔥
$IWM $SPY $QQQ Updating my previous post on this since Jerome Powell says "equities are fairly highly valued." 🤡🤡🤡 Classic System 1 bias (Kahneman). He sees $NVDA at ~41x and $TSLA at ~172x and suddenly the whole market is a bubble. System 2 says: slow down, run the math.
$IWM $SPY $QQQ Updating my previous post on this since Jerome Powell says "equities are fairly highly valued." 🤡🤡🤡 Classic System 1 bias (Kahneman). He sees $NVDA at ~41x and $TSLA at ~172x and suddenly the whole market is a bubble. System 2 says: slow down, run the math. https://t.co/aOgFOfYwRE
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