Who mentions $APTV most on Surfaced?

@valuedontlie (Colin King) mentions $APTV most — 6 mentions in the past 12 months.

When was $APTV first mentioned on Surfaced?

The earliest tracked mention of $APTV in the Surfaced archive was on Nov 26, 2025.

How many voices track $APTV?

3 FinTwit voices have mentioned $APTV 14 times in the past 12 months.

What kind of voices mention $APTV most?

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

Last 12mo stats

mentions

voices

$APTV

Aptiv PLC

$APTV

Aptiv PLC

Past 12mo:14mentions3voices

All voices14 mentions since Nov 2025calls only

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About this stock

$APTV has received 14 mentions from 3 distinct FinTwit voices over the past 12 months, with the first mention appearing on 2025-11-26. @valuedontlie (Colin King) leads with 6 mentions, followed by @vulturetrades with 5 mentions and @cobraalerts with 3 mentions. The most recent activity centered on technical analysis and options trading discussions, with the latest mention on 2026-07-03 noting automotive supplier sector weakness.

The dominant discussion category for $APTV has been long research, indicating voices focused on fundamental analysis rather than short-term trading. Recent posts from @vulturetrades on 2026-06-03 highlighted options analysis, discussing mispriced options and gamma squeeze potential on specific call contracts. @valuedontlie's most recent mention on 2026-07-03 positioned $APTV among declining auto suppliers in the broader sector context.

AI-generated from tracked posts · updated Jul 20, 2026

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Recent mentions

14 mentions

@valuedontlieJul 3, 2026 · 1:43 PM

Auto suppliers taking a hit over the past month... Biggest losers -- $DAN $MOD $DCH $APTV https://t.co/6BYTGGtGc2

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@vulturetradesJun 3, 2026 · 4:56 PM

$APTV mispriced options chart looks amazing

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@vulturetradesJun 3, 2026 · 4:55 PM

Gamma Squeeze 🚨 $APTV 85 Call 6/18 at 1.35

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@vulturetradesJun 3, 2026 · 4:55 PM

$APTV 85 Call 6/18 here 🚨

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@cobraalertsJun 3, 2026 · 4:55 PM

$APTV 85 CALL 6/18 @ here 🐍🚨

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@vulturetradesJun 3, 2026 · 4:54 PM

Potential 500% 💡 $APTV 85 Call 6/18 at 1.35

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@vulturetradesJun 3, 2026 · 4:54 PM

$APTV 85 Call 6/18 at 1.35 🚨

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@cobraalertsJun 3, 2026 · 4:54 PM

HIGH CONFIDENCE $APTV 85 CALL 6/18 @ 1.30 🐍🚨

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@cobraalertsJun 3, 2026 · 4:54 PM

$APTV 85 CALL 6/18 @ 1.30 🐍🚨

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@valuedontlieMar 8, 2026 · 5:59 PM

Names I like and have talked about $ATNI 3-5yr horizon (maybe longer) $DNOW 3yrs (maybe longer) $LEG 2-3yrs $ZD 9-12 months $VSNT 6-12 months $STRZ 3yrs $APTV 3-12 months (depends on spin valuation)

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@valuedontlieFeb 13, 2026 · 4:13 PM

Love this diagram of auto supplier universe — cross-section of: (1) scale/revenue; (2) margin profile; and (3) cash conversion In the bullseye are $BWA, $DCH, and $APTV (long) https://t.co/dHDDhitTYX

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@valuedontlieJan 14, 2026 · 12:21 PM

3) $APTV upcoming spin-off of electrical business (more of a traditional auto supplier) while RemainCo has a nice mix of high margin industrial components... earnings growing too RemainCo: https://t.co/fwkjJVAjiM SpinCo: https://t.co/dgLNdvOntg

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@valuedontlieNov 30, 2025 · 3:23 PM

Previously looked at $APTV SpinCo... now unpacking RemainCo... It's the bigger, growthier, and higher margin side of the split (RC expects cumulative FCF >4x SC over next 3yrs) 1) Aptiv on a mission to shed ICE and low margin exposure since 2017 Delphi spin 2) Remaining businesses = ADAS and infotainment products (intelligent systems) and connectors/cables (engineered components) 3) Fundamentals are good = 6% revenue CAGR since 2017 split, EBITDA margins ~19% vs. spinco at 10%, lots of FCF 4) "value creation framework" = targeting 4-7% sales growth, 200bps margin expansion, mid-teens EPS growth before capital allocation... expecting $4bn cum. FCF generation 2026-2028 5) New Aptiv hoping for both multiple re-rate (i.e. 20% margin biz should trade higher than 10% margin biz) & earnings growth (organic) 6) EPS guide = $5.50 in 2025... higher end auto peers trading 13-14x = $72-77... but this ignores 2026 #'s or growth through 2028 If 2028 targets are realistic + capital allocation layered in, EPS could be closer to $9-10 by then... shares at $78 today before the EDS spin... Hmm...

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@valuedontlieNov 26, 2025 · 2:22 PM

A look at upcoming Aptiv spin-off coming in 1Q26... 1) SpinCo = electrical distribution systems (EDS) to be named Cyprium (no ticker yet) 2) EDS makes wire harnesses; cables that connect everything in your car (dashboard, battery, fuses, lights, etc.)... it's the car's plumbing 3) Wire harnesses are labor intensive, low margin, and face annual price declines... EDS is an-industry leader (higher margins than peers) 4) Some "secular growth" opportunity here... high voltage cables (~10% sales) used in EVs and carry better margins 5) 2028 outlook = 3-4% rev growth, 200bps margin expansion (12% EBITDA margin), and $1bn cumulative FCF... assumptions: new wins, growth in EV, price declines, op. leverage, modest auto production growth 6) 2025 guide = $8.6bn rev @ 10% margins = $860m EBITDA... capex running 3-4% of revs and cash restructuring costs at $75-90m per year (indefinitely) 7) Balance sheet at $1.6bn net debt = ~1.9x leverage vs. 2-2.5x target... i.e. some excess capital available... vanilla capital allocation approach: dividend, maybe buybacks, tuck-ins 8) Auto supplier peers trade at 8-12x earnings and 5-6x EBITDA = $13-17 per share (depends on how you treat cash Rx costs) Chance to own best(?) operator in a tough industry... I'm hoping this is a small afterthought for $APTV investors and gets kicked to the curb...

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