J Keynes ✓

@JKeynesAlpha · USA · joined 11 Aug 2023

Not financial advice. Focused on compelling growth opportunities for high-alpha market returns in multiple sectors.

27 787Followers

536Following

8 162Posts total

229KViews on collected posts

Latest posts

J Keynes ✓@JKeynesAlpha16 Sep

Mic drop 1.8K views · 3 likes · 0 reposts · 0 replies Open on X →

J Keynes ✓@JKeynesAlpha15 Sep

$TEM According to TrendSpider’s Go/No-Go tool, it’s officially “GO TIME” again for Tempus AI, even in this horrible market tape. People are starting to recognize the massive opportunity here. Tempus is positioning itself as the leading innovator in healthcare AI, with the https:

6.3K views · 46 likes · 0 reposts · 3 replies Open on X →

J Keynes ✓@JKeynesAlpha14 Sep

Wild thought, but hear me out: Is the Elon, Dario, and Sam “slow down” AI push partly an attempt to front-run the Democrats politically? Maybe they saw AI and data centers becoming permanently absorbed into anti-Trump partisanship. Trump had positioned himself as the pro-AI, 6.2K views · 23 likes · 1 reposts · 8 replies Open on X →

J Keynes ✓@JKeynesAlpha14 Sep

$TEM 🔥 https://t.co/ZCzX6MBKMd

7K views · 54 likes · 0 reposts · 1 replies Open on X →

J Keynes ✓@JKeynesAlpha13 Sep

$CBRS Wayne is right. Cerebras should be front and center here. If AI reaches the scale Dario describes, defending networks from swarms of agents and automated attacks will require enormous volumes of high-speed, low-latency inference in real time. Cybersecurity could become one 14.8K views · 50 likes · 3 reposts · 7 replies Open on X →

J Keynes ✓@JKeynesAlpha13 Sep

Not sure why people think the AI trade is over after reading Dario's article. If AI keeps scaling and compute demand continues to accelerate, shareholders in AI infra will profit an obscene amount. If it actually "takes over the internet"... the world is pretty cooked at that h

119.1K views · 225 likes · 7 reposts · 25 replies Open on X →

J Keynes ✓@JKeynesAlpha13 Jun

$TEM $PLTR Why "The Palantir of Healthcare" Undersells Tempus: A Colossus in the Making The "Palantir of healthcare" tag is a fair starting point and a ceiling the business has already cleared. Palantir built the integration and ontology layer for enterprise and government data, 73.8K views · 89 likes · 14 reposts · 13 replies Open on X →

Against accounts of the same size

6 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views6 647this account924median for 10K–100K

Reach, %23.92%this account3.62%median for 10K–100K

Engagement, %0.47%this account1.52%median for 10K–100K

Metric	This account	Median for 10K–100K	Ratio
Median views per post	6 647	924	7.19×
Reach (views ÷ followers)	23.92%	3.62%	6.61×
Engagement rate	0.47%	1.52%	0.31×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

73.8K13 Jun

119.1K13 Sep

14.8K

7K14 Sep

6.2K

6.3K15 Sep

1.8K16 Sep

Last 7 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.16%13 Jun

0.22%13 Sep

0.42%

0.79%14 Sep

0.52%

0.81%15 Sep

0.17%16 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes66.5%490 in total

Reposts3.4%25 in total

Replies7.7%57 in total

Quotes1.9%14 in total

Bookmarks20.5%151 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.