J Keynes — collected market calls

X · @JKeynesAlpha. Named speakers and third-party attribution stay with each source record.

CBRS — Bullish

J Keynes · X · 2026-09-26

I believe Cerebras is going to join that club. This has the potential to become a $1 trillion company in the 2030s.

pending evidence review · explicit trade interpretation. Paper modeling does not confirm an actual trade.

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