$AIRJ — FinTwit mentions on Surfaced

$AIRJ — FinTwit mentions on Surfaced

Recent mentions

16 mentions

@landoinvestsJun 30, 2026 · 1:42 PM

Uhh $AIRJ what’s going on?? @accounting_ds https://t.co/Y0MheuVRg7

@landoinvestsJun 28, 2026 · 1:25 PM

The king of $AIRJ has spoken again, he was right on $TE and AirJoule is the next one Go check out @accounting_ds article 👀

@landoinvestsJun 22, 2026 · 1:22 PM

$AIRJ already +20% past week, thanks @accounting_ds 👊🏼 https://t.co/8hbWBVEMBp

@landoinvestsJun 22, 2026 · 12:00 PM

Recent portfolio changes: Taxable Additions: 🔹 $PL 🔹 $ASTS 🔹 $ONDS 🔹 $AIRJ ~20/80 $IREN Roth: 🔹 Trimmed $AMD 🔹 Bought more $DRAM 🔹 Rest is $IREN Staying concentrated, asymmetric, and having conviction will pay off Lmk if I’m missing anything!

@ckcapitalxxJun 19, 2026 · 8:21 PM

Some stocks I've been looking into this long weekend. $POWI $AGX $OUST $AIRJ $TRT Very different sectors and all interesting companies.

@landoinvestsJun 18, 2026 · 3:10 PM

$AIRJ up 10% today @accounting_ds is happy! Happy shareholder today, I don’t even know what happened 😂 https://t.co/T7iRLESXCb

@landoinvestsJun 15, 2026 · 12:13 PM

I can’t read it now but my new starter position in $AIRJ was heavily influenced by Daniel’s research I look forward to reading it and I encourage others to check it out. Daniel was also one of the first ones on $TE at ~$2-3

@landoinvestsJun 11, 2026 · 12:19 PM

Added a small position in $AIRJ let’s ride 😎 https://t.co/xP6oJxMqV6

@landoinvestsJun 11, 2026 · 1:56 AM

@chiptomunk Thoughts on $AIRJ?

@landoinvestsJun 7, 2026 · 10:42 PM

My buddy @accounting_ds dropped another video on $AIRJ (2nd vid ever!) Definitely check him out, great friend, investor, and is always transparent Can’t wait to watch it (I hold no position as of now)

@landoinvestsJun 1, 2026 · 2:42 PM

GO CHECK OUT MY BUDDIES NEW VID ON $AIRJ

@moninvestorMay 28, 2026 · 8:22 AM

$AIRJ is a very interesting stock. Thesis - AIRJ is a company trying to turn hot air and humidity into something useful. When machines run, like data centers or factories, they create heat, and a lot of that heat is normally wasted. AIRJ is trying to use that wasted heat to pull moisture out of the air. When you pull moisture out of air, two useful things happen at once. You get water and you make the air easier and cheaper to cool. 1. Start with the water. AIRJ is first and foremost a “water from air” company. The claim is that it can produce distilled water using low amounts of energy by using leftover heat, which it says is much more efficient than normal ways of pulling water from air. So in places where water is expensive or hard to access, the system could produce usable water and a data center could turn heat it was going to waste anyway into water it can actually use. 2. Then there is the cooling side. This is really the same idea used in a different way. Removing humidity from air and cooling buildings normally takes a lot of electricity, and a big part of that is dealing with moisture in the air. AIRJ is trying to use heat instead of electricity for that step. Early tests show up to around 40% energy savings versus desiccant wheel systems in some setups, but results depend on conditions and it is not yet proven at large scale. If it holds up, the same system makes cooling cheaper. It made no commercial revenue last quarter, and it does not expect meaningful revenue until 2027. The idea is that it could fit into large facilities like data centers, where cooling demand is rising fast because of AI. It has done pilot work with data center developers and has been involved in programs connected to companies like Microsoft, Google, Vertiv, Schneider Electric, and Danfoss. The idea is simple: if data centers need more cooling, more efficiency, and more water, AIRJ sits right in the middle of that problem. Plus, AIRJ has a joint venture and commercialization relationship tied to GE Vernova, and it also has partnerships with BASF and Carrier for materials, manufacturing, and distribution. That gives it a real path to scale if the technology works. But this is still early. It has to prove it works outside pilots, that it is cheaper than normal cooling systems and that big customers actually adopt it. Right now, customers want pilots before committing to larger deals and a lot of companies at this stage never make it past that step. It has about $35 million in cash with no debt which management says is enough to fund it through 2027. If this works in real buildings at real scale, and data centers keep expanding the way they are, the company could matter a lot more than it does today and the upside is massive. Not financial advice. I started a position two weeks ago. I am currently up 28%.

@moninvestorMay 27, 2026 · 8:08 PM

What a great day today. - $IREN is heading to all time high +13.48%. - A deal with Anthropic is anytime now. - New stock I bought recently $KEEL +7.31%. - Another stock bought recently $AIRJ +14.86%. - $INV recovered very well -5% to +0.4%. +My portfolio hit all time high. 🥳 https://t.co/7kQs2TqsOQ

@moninvestorMay 22, 2026 · 7:44 PM

I restarted my short-term portfolio at the start of the month. I bought the following stocks: $PENG, $INV, $P, $CSIQ, $SMR, $FCEL, $NUAI, $TGEN, and $AIRJ. I’ve since sold $P and $FCEL. I'm currently researching two stocks for next week.

@investmentguru_May 21, 2026 · 10:21 AM

$AIRJ sits at the intersection of AI infrastructure water stress and clean energy — a real problem with a defensible, Nobel-backed technology solution. The partnerships are legitimate. But this is a 2027 story trading in 2026. Position sizing matters. Binary outcome risk remains high until commercial deployments scale beyond pilot stage.

@moninvestorMay 14, 2026 · 11:14 AM

Update your watchlist: - $FCEL - $FIVN - $NRGV - $NUAI - $PENG - $INV - $P - $SMR - $AIRJ - $TGEN