Who mentions $AMTM most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $AMTM most — 3 mentions in the past 12 months.

When was $AMTM first mentioned on Surfaced?

The earliest tracked mention of $AMTM in the Surfaced archive was on Oct 6, 2025.

How many voices track $AMTM?

3 FinTwit voices have mentioned $AMTM 7 times in the past 12 months.

What kind of voices mention $AMTM most?

$AMTM is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$AMTM

Amentum Holdings Inc

$AMTM

Amentum Holdings Inc

Past 12mo:7mentions3voices

All voices7 mentions since Oct 2025calls only

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About this stock

$AMTM has been mentioned 7 times over the past 12 months by 3 distinct FinTwit voices, with the first mention appearing on 2025-10-06. The most active voices discussing the stock are @investmentguru_ and @midascabal, each with 3 mentions, while @ragingventures contributed 1 mention. The discussion has centered primarily on long research themes, with the most recent mention occurring on 2026-05-24.

AI-generated from tracked posts · updated Jul 11, 2026

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Recent mentions

7 mentions

@investmentguru_May 24, 2026 · 10:16 AM

THE THEMATIC WATCHLIST — 2025 EDITION Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇 AI → $GOOGL $PLTR $NVDA $COHR Chips → $TSM $ASML $AMD $MU $SNDK Space → $RKLB $ASTS $LUNR $RDW $PL Crypto → $COIN $BTC $ETH $SOL Energy → $GEV $CEG Drones → $ONDS Nuclear → $CCJ $OKLO $VST $SMR Defense → $KTOS $AVAV $AMTM Robotics → $SYM $TSLA $ISRG Batteries → $TE $EOSE $QS $FLNC Quantum → $QBTS $IONQ $RGTI $INFQ Healthcare → $NVO $UNH $HIMS Data Centres → $IREN $CIFR $NBIS $CRWV Critical Minerals → $TMQ $UUUU $CCJ The next decade won’t be won by picking one sector. It’ll be won by understanding how they connect. AI needs chips. Chips need power. Power needs nuclear. Nuclear needs uranium. Uranium needs miners. It’s all one trade — just different layers. Know the map. Size accordingly. Not financial advice.

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@investmentguru_Apr 19, 2026 · 8:31 PM

$AMTM — The Nuclear Angle Is Getting Real $AMTM just built a contract stack that’s hard to ignore. The Nuclear Buildout (Last 6 Months): → $730M+ extension with EDF (UK) → $207M Dutch nuclear development framework → $406M, 14-year SMR contract at Wylfa (with Rolls-Royce) → $112M EU nuclear decommissioning program → Selected partner for Rolls-Royce SMR deployments (UK + Czech) → ~$1B nuclear awards in Q1 FY2026 alone This isn’t random. This is positioning. Most companies touch one part of nuclear. $AMTM is building across the entire lifecycle: → New-build (SMRs) → Operations (EDF contracts) → Decommissioning (EU programs) → Waste & long-term support That’s not exposure. That’s ownership of the value chain. And the real edge? Duration. → 10–14 year contracts → Multi-decade infrastructure cycles → Backlog → predictable future cash flow This is how compounding actually happens. You’re not buying current earnings. You’re buying future nuclear cash flows. If nuclear does enter a global renaissance over the next decade: $AMTM isn’t a side player. It’s becoming the engineering backbone of Western nuclear buildout. • Long-term (3–5 yrs): Strong thesis, worth sizing as conviction • Short-term: Slow ramps, not a catalyst-driven trade • Risk: Execution + delayed revenue recognition Nuclear isn’t hype. It’s infrastructure. And infrastructure pays those who wait. Not financial advice. DYOR.

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@investmentguru_Jan 23, 2026 · 1:19 AM

This is where the money is going in this market Rare Earths / Strategic Metals $CRML $TMC $USAR $MP Defense & National Security $SKYT $KTOS $KRMN $AMTM AI Infrastructure & Compute $GOOGL $NUAI $NBIS $IREN Critical Minerals & Uranium $TMQ $UUUU $UAMY Energy & Grid Modernization $BE $GEV $PWR Semiconductors $TSM $INTC $NVDA $AMD Memory & Data Storage $SNDK $MU $STX $WDC Space Economy $RKLB $ASTS $PL $FLY $RDW Drones & Autonomous Defense $ONDS $UMAC $RCAT Nuclear & Advanced Reactors $LEU $CCJ $OKLO $BWXT Autonomous Vehicles $TSLA $AEVA $RIVN Robotics & Automation $SERV $AMZN $ARBE $RR Batteries & Energy Storage $TE $EOSE $ELVA $FLNC $QS Smart money is rotating into hard assets, AI, defense, energy, and infrastructure — follow the sectors, and the stocks will follow.

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@midascabalDec 30, 2025 · 9:14 PM

Nuclear companies will rebound in 2026. $OKLO $IMSR $AMTM $NKLR $CEG $NNE $SMR (added to the list) Like if you agree.

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@midascabalDec 29, 2025 · 11:28 PM

Nuclear companies will rebound in 2026. $OKLO $IMSR $AMTM $NKLR $CEG $NNE Like if you agree.

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@midascabalDec 16, 2025 · 8:16 PM

These space stocks are undervalued for 2026: 1. $RKLB 2. $ASTS 3. $FLY 3. $LUNR 4. $AMTM Data centres in space + SpaceX IPO narrative will go crazy.

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@ragingventuresOct 6, 2025 · 2:02 PM

This podcast with the CEO of Vannevar Labs on "reasoning agents" is worth a listen for those looking to get in the weeds on potential Agentic applications for LLMs. It is super interesting and in-depth. Vannevar says there is an imminent opportunity to use Agents to massively enhance the productivity of workers at DoD, driving significant savings by reducing the usage of outsourced consultants. Based on my work (thanks ChatGPT), this could impact companies like $BAH, $SAIC, $CACI, $LDOS, $AMTM, and $KBR. It is worth keeping an eye on Vannevar, which is an emerging defense tech unicorn with $80mm in ARR. We were seed investors in the company in 2019. https://t.co/CKopj2xUfC

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