J Keynes
@JKeynesAlpha
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Not financial advice. Focused on compelling growth opportunities for high-alpha market returns in multiple sectors.
USA
Joined August 2023
I've been buying XPS for a decade. I just didn't realize it was gone until I went to browse! Upsetting @Dell.
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$DELL Disappointed to see Dell kill off the XPS brand just to chase Apple-style naming. “XPS” actually meant something: performance, excellence, reputation. Now it’s just another line trying to mimic Apple with confusing gradations of pro, pro max, premium, plus and so on. Dell.
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$LMND I used it to get a term life insurance quote yesterday. The experience was smooth and pleasant, but that doesn’t automatically make it a leading AI company or a likely big multi-bagger. At the end of the day, it still seems like an insurance company investment. Great.
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DD poll: Which of these so-called “AI leaders” is actually worth digging into this weekend? They all claim the title, but I’m not convinced. Marketing and buzzwords are easy, real leadership in AI is not. Let’s see what the people think!.
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$NBIS In case anyone’s wondering, this was the only dip I bought today. I added another big chunk. High conviction, no hesitation. It's the position of mine that isn't large enough. I want more!.
$NBIS has fared a lot better today than I would've expected. Looks like big money isn't looking at this name as as just another high-beta hype stock. They think it's the real deal.
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$JOBY 👀Joby is now also a national defense stock!🔥.
🇺🇲Landmark announcement: we’re working with @L3HarrisTech to deliver a brand new class of aircraft for defense missions. 🇺🇲. We’re developing a gas turbine VTOL designed to fly autonomously or with a pilot. The future of low-altitude defense isn’t $30M helicopters — it’s smaller,.
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RT @alamentarius: $PRME . 1) PM359 is a great candidate for FDA's new CNPV program given its innovate cure for this debilitating disease. 2….
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$PRME 👀 this really is “gods technology” as my friend @techinvestoor keeps saying! It’s not an exaggeration!.
Data from the second human treated with a prime edited medicine: a 56-year-old male with chronic granulotamous disease (CGD) had his bone marrow prime edited to insert the missing GT in NCF1, restoring NADPH oxidase function in neutrophils (DHR positivity) several fold beyond the
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$IWM While the Magnificent 7 keep soaring, small caps are still stuck in the shadows. This kind of extreme market concentration in just a handful of names isn’t healthy. Eventually, we’ll see a rotation into smaller growth companies. The only question is: how much longer can this
$RCMP Index tells the story. This is what I’ve been saying, risk growth small caps haven’t even started a rally yet, let alone hit any kind of “bubble.” 😂
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$PRME Cystic fibrosis will be the #1 priority for Prime Medicine it seems 💪
Prime Medicine ($PRME) priced a public offering of 38M shares at $3.30, raising ~$125.4M in gross proceeds. The Cystic Fibrosis Foundation is buying ~1.8M shares with no underwriting fees. Underwriters have a 30-day option to purchase up to 5.7M more shares. Closing expected.
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$ESTC is one of the most underrated AI leaders, right alongside $MDB. What they’re building for enterprise AI is absolutely next-level. But because it’s not chips or hyperscaler stuff, the market’s asleep on it😴. I’d guess not for long!
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