Who mentions $ARRY most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $ARRY most — 5 mentions in the past 12 months.

When was $ARRY first mentioned on Surfaced?

The earliest tracked mention of $ARRY in the Surfaced archive was on Feb 16, 2026.

How many voices track $ARRY?

7 FinTwit voices have mentioned $ARRY 13 times in the past 12 months.

What kind of voices mention $ARRY most?

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

$ARRY — FinTwit mentions on Surfaced

Recent mentions

13 mentions

@investmentguru_Jun 20, 2026 · 12:54 PM

Solar: $TE $FSLR $BE $CSIQ The Bridge Fuel for AI’s Power Crisis Nuclear (SMRs, restarts) is the long-term answer to AI’s energy appetite — but those gigawatts are 3-7 years out. Data centers need power NOW. Solar + storage is the fastest deployable capacity on the grid today, and hyperscalers know it. Utility-Scale & Manufacturing → $FSLR — domestic thin-film leader, IRA tailwinds, hyperscaler PPAs → $CSIQ — global scale, module + storage pipeline → $ARRY — tracker systems, picks-and-shovels play on utility solar buildout → $SPRU — emerging name, watch volume/catalysts Storage = The Real Unlock → $ENPH — residential/C&I inverters + storage → $SEDG — turnaround story, optimizer/inverter tech → $FLNC — pure-play grid-scale battery storage, AES/Siemens JV → $BE — on-site power gen (fuel cells, not batteries) — datacenter interconnection bypass play Crossover Plays → $TSLA — Megapack is quietly one of the best grid-storage businesses in the market → $RUN — residential solar/storage financing Utility & Equipment → $NEE — largest renewables utility, direct grid-scale exposure → $VECO — semiconductor/solar equipment maker, picks-and-shovels on manufacturing capacity → $TE — energy infrastructure, watch for AI-power-demand commentary The setup: AI compute demand is growing faster than the grid can add baseload. Solar+storage fills the gap while nuclear permitting and construction catch up. This isn’t either/or — it’s sequencing. Not financial advice.

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@jasonl_capitalJun 17, 2026 · 1:08 PM

5. $ARRY - Array Technologies Q1 revenue $223.4M beat estimates. Record orderbook of $2.4B. Just surpassed 100 GW of solar tracker deliveries across 30+ countries. Full-year guidance of $1.4-1.5B. Their single-axis trackers point panels at the sun all day to maximize energy capture.

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@acinvestorblogJun 4, 2026 · 6:44 PM

$ARRY Setting up https://t.co/lW0N7eWcVI

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@investmentguru_May 18, 2026 · 11:39 AM

Energy- 7 layers AI Energy Bridge: Short-Term Stack (Before nuclear comes online ~2030+) Layer 1 — Solar Generation → $FSLR (First Solar) — domestic manufacturing moat → $ARRY (Array Technologies) — utility-scale trackers → $CSIQ / $JKS — cost-competitive module suppliers Other- $ENPH $SEDG $TE → ETF play: $TAN (Invesco Solar ETF) Layer 2 — Battery Storage → $EOSE (Eos Energy) — long-duration grid storage → $FLNC (Fluence Energy) — utility-scale BESS deployments → $QS (QuantumScape) — solid-state, longer horizon Layer 3 — Grid Modernization / Transmission → $ETN (Eaton) — switchgear, power mgmt → $PWR (Quanta Services) — grid buildout contractor → $GRID (First Trust Nasdaq Clean Edge Smart Grid ETF) — pure ETF play → $GEV (GE Vernova) — turbines + grid infra, breakout momentum Layer 4 — Natural Gas Bridge → The actual short-term baseload filler before nuclear → $LNG (Cheniere) — LNG export → $AR (Antero Resources) — nat gas supply → $TELL (Tellurian) — speculative LNG infra → Data centers are signing direct gas PPAs right now Layer 5 — Power Equipment / Transformers → Bottleneck hiding in plain sight — 2–3 year transformer lead times → $HUBB (Hubbell) — transformers, electrical components → $VRT (Vertiv) — data center power + cooling infra → $AMPS (Altus Power) — distributed solar + C&I Layer 6 — Demand Response / Energy Software → The “grid intelligence” layer — often overlooked → $GNRC (Generac) — backup power + grid services → $ITRI (Itron) — smart meters, grid edge data → $STEM (Stem Inc.) — AI-driven energy storage optimization Layer 7 — Nuclear → $CEG, $CCJ, $OKLO, $SMR, $NNE, $LTBR → 2028–2035 production window — position early, wait long Solar + Storage absorbs daytime peaks → Gas fills baseload gaps → Grid modernization moves electrons efficiently → Nuclear takes over as 24/7 firm power This is your “AI Power Capital Cycle” — each layer hands off to the next. Great multi-year content series. Not financial advice.

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@itsmichaelluuMay 17, 2026 · 6:19 PM

In 1 year, $ENLT spiked 600% from $15 to $90+ Right now, $NVDA CEO wants you to buy sustainable energy companies. Here's 7 stocks under $10 that can 20x just like $BE: 1/ $PLUG ~$3.76 | Target: $30 Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely. Customers: $AMZN, $WMT, $HD, $MSFT, $SO Catalyst 1: Q1 gross margin improved 42pp YoY margin turnaround is real and accelerating Catalyst 2: DOE hydrogen hub funding unlocking PLUG is a primary beneficiary of U.S. green hydrogen infrastructure buildout Catalyst 3: Targeting positive EBITDAS by Q4 2026, which would mark a fundamental re-rating moment for the stock 2/ $FLNC ~$20.00 | Target: $65 Grid-scale battery storage that keeps renewable power stable and uninterrupted for 24/7 AI data center operations. Customers: Two new hyperscaler MSAs signed ($GOOG $MSFT $AMZN $META could be?), BrightNight, Cordelio Power, LEAG (Europe) Catalyst 1: Two new hyperscaler Master Supply Agreements signed in Q1 2026 expected to generate over $2B in revenue Catalyst 2: Record $5.5B backlog with a $30B pipeline, up 30% since September 2025 Catalyst 3: Citi raised target to $26 and Canaccord raised to $28 post Q1 analyst conviction building fast 3/ $ARRY ~$10.00 | Target: $40 Solar tracking systems that maximize output at utility farms directly powering AI data center campuses nationwide. Customers: NextEra Energy, Invenergy, AES, RWE Renewables, AWS energy partners Catalyst 1: Record $2.4B orderbook in Q1 2026 IRA deadline rush driving near-term revenue surge Catalyst 2: Hyperscalers signing 100-500MW solar PPAs directly every one requires ARRY trackers Catalyst 3: APA Solar acquisition adds tracking software margin and new utility-scale contract channels 4/ $SHLS ~$10 | Target: $32-$35 Electrical balance-of-system components the invisible wiring and combiner systems every AI-powering solar plant depends on. Customers: $NEE , RWE Renewables, Enel Green Power, $AES , Invenergy Catalyst 1: Q1 2026 revenue +75% YoY to $140.6M with a record $758M backlog Catalyst 2: New DC-coupled battery storage products open a second revenue stream alongside solar BoS Catalyst 3: Goldman Sachs Buy rating with $11 target facility consolidation headwinds clear in H2 2026, margin recovery follows 5/ $EOSE ~$8 | Target: $24 Zinc-based long-duration batteries solve renewable intermittency providing the hours-long storage AI data centers need for truly uninterrupted clean power. Customers: $DUK , $ED, U.S. Army Corps of Engineers, data center developers Catalyst 1: Second production line coming online in 2026 doubles output capacity and drives gross margin positive Catalyst 2: $220M+ in new orders in Q4 2025 with 20% pipeline growth data center sector is the primary driver Catalyst 3: Domestic zinc supply chain means zero Chinese lithium dependency — a structural moat in the tariff war era 6/ $FCEL ~$21 | Target: $60 Modular fuel cells deliver on-site DC power with waste-heat capture for cooling purpose-built for the 24/7 uptime AI workloads require, no grid connection needed. Customers: $XOM , $TM , $PFE , U.S. Navy, Department of Defense Catalyst 1: 1.5 GW+ in active AI data center proposals even partial conversion is transformational at this market cap Catalyst 2: Q1 2026 revenue +61% YoY as the bring-your-own-power trend accelerates across hyperscalers Catalyst 3: ExxonMobil carbon capture JV commercialization validates the technology at industrial scale by late 2026 7/ $AQN ~$8 | Target: $24-$30 Regulated wind, solar, hydro and thermal utility the reliable baseload backbone AI data centers need most, trading at a deep discount to book value. Customers: Regulated U.S. ratepayers, Midwestern utilities, Canadian provincial utilities, long-term PPA counterparties Catalyst 1: Strategic asset sales and restructuring completion of the review in H1 2026 unlocks significant shareholder value Catalyst 2: Pending U.S. rate case approvals across multiple jurisdictions directly lift regulated earnings Catalyst 3: Fed rate cuts are a free catalyst every 25bps cut meaningfully re-rates this stock higher Recently, Jensen Huang in an interview said $NVDA under invested in sustainable energy. I still like $BEP $ENLT $PLUG and possibly $ENPH. $ENLT can keep going towards $200 then $400+ I'd say. ♻️RESHARE this post and make 1 comment and I'll DM you my $SPY chart for this week right now.

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@investmentguru_May 17, 2026 · 12:34 PM

Is Solar the next sector rotation play? AI data centers need baseload power that fossil fuels can’t build fast enough → solar is a direct beneficiary of the compute supercycle → $ENPH — microinverter king, margin recovery story → $SEDG — beaten down 70%+, turnaround watch → $FSLR — only US domestic manufacturer, 47.9 GW backlog through 2030, $2B net cash → $CSIQ — panels + battery storage, global diversification → $ARRY — utility-scale solar trackers, 15% volume growth Q1 2026 → $NXT — Nextracker, tracker infrastructure play → $SHLS — balance of system, wiring for every utility project → $JKS — high beta China panel exposure (tariff risk, DYOR) → $HASI — clean energy project financing → $RUN — residential rooftop, rate-sensitive IRA tax credit phaseout after July 4, 2026 → $FSLR least exposed (domestic mfg credits intact) → Chinese panel tariffs 20-40% → hurts developers, helps $FSLR The sector got smashed. The thesis didn’t break. AI needs watts. Solar delivers them. Not financial advice.

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@itsmichaelluuMay 16, 2026 · 11:16 PM

CEO $NVDA says to buy sustainable energy stocks. $ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already. Right now, these 16 stocks have the exact set-up: 1. $PLUG — Price: ~$3.76 | Target: $30 Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely. 2. $FLNC — Price: ~$20 | Target: $65 Grid-scale battery storage keeps renewable power stable and uninterrupted for 24/7 AI data center operations. 3. $ARRY — Price: ~$10 | Target: $40 Solar tracking systems maximize output at utility farms directly powering AI data center campuses nationwide. 4. $SHLS — Price: ~$10 | Target: $32 Electrical balance-of-system components connect large solar farms to the grid that powers AI infrastructure. 5. $RUN — Price: ~$14.00 | Target: $50 Distributed home solar and storage cuts grid strain during peak AI-driven electricity demand surges. 6. $CSIQ — Price: ~$17.87 | Target: $80 Utility-scale solar modules and grid-scale battery storage systems feed clean power into AI-hungry electrical grids. 7. $BEP — Price: ~$35 | Target: $200 Global hydro, wind, solar & nuclear operator $BE partnered with Bloom Energy in a $5B deal to co-build AI power factories. 8. $CWEN — Price: ~$38 | Target: $120 10+ GW of contracted wind, solar & storage sells clean baseload power directly to hyperscaler data centers. 9. $JKS — Price: ~$25.00 | Target: $50 One of the world's largest solar manufacturers supplying panels to utility farms feeding the AI power grid. 10. $DQ — Price: ~$20.00 | Target: $35 Polysilicon feedstock producer enabling solar panel manufacturing that powers AI data center campus buildouts. 11. $HASI — Price: ~$42 | Target: $80 Finances solar, wind & storage projects supplying contracted clean power directly to AI data center operators. 12. $EOSE — Price: ~$8 | Target: $24 Long-duration zinc batteries solve renewable intermittency enabling always-on clean power for non-stop AI workloads. My top 3 favorite ones to buy and hold would be $PLUG, $ENLT and $BEP since they have a deal with $BE. BONUS, I really like $ENPH (look how beaten down it is) at $53. It could run towards $300+ again. ♻️RESHARE this post and make 1 comment for my list of sustainable energy companies under $10. There's only 5 good ones like $PLUG to choose from.

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@investmentguru_May 10, 2026 · 12:16 PM

EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital. It’s electrons. Here’s the full breakdown NUCLEAR — The Baseload Beast → Only energy source delivering 24/7 carbon-free power at hyperscaler scale → Microsoft, Google, Amazon signing direct nuclear PPAs — unprecedented → Legacy fleet life extensions: cheapest, fastest path to zero-carbon baseload → SMR wave building: factory-built, faster deploy, co-locatable with data centers → Uranium supply chain revival underway — enrichment is the chokepoint Tickers: $CEG $VST $OKLO $SMR $CCJ $LEU $LTBR GRID — The Invisible Backbone → US grid built in the 1950s–70s. Not designed for 300MW data center campuses → 2,600 GW stuck in interconnection queues — more than entire installed US capacity → Large power transformers: 2–3 year lead times, barely made domestically → FERC Order 1920 mandated long-term transmission planning for first time ever → Grid hardware demand is a decade-long supercycle, not a trade Tickers: $ETN $GEV $PWR SOLAR — The Cost Curve Winner → ~99% cost decline since 1976 — cheapest new electricity in history → Constraint has shifted: no longer cost, it’s permitting + interconnection + storage → Solar + BESS is now the standard utility build → IRA credits extending economics through the 2030s → $FSLR only major US-based module manufacturer — direct IRA beneficiary Tickers: $FSLR $ENPH $ARRY $TE BATTERY STORAGE — The Enabler Layer → Renewables without storage are weather-dependent. Storage makes them dispatchable → LFP BESS: $1,200/kWh (2010) → ~$100/kWh (2024) → ~$60/kWh projected (2030) → 4-hour duration now standard. Long-duration (100hr+) is the unsolved problem → Iron-air, flow batteries, green hydrogen all competing for the long-duration crown → V2G sleeper thesis: 300M EVs by 2035 = massive distributed grid storage network $FLNC $EOSE $QS $BE RENEWABLES — Wind, Hydro & Geothermal → Offshore wind: world-class US East Coast resource, but capex + financing challenged → Pumped hydro still 95% of ALL global grid storage — massively underappreciated → Enhanced Geothermal Systems (EGS): Fervo Energy proved commercial scale — dark horse → Geothermal = 24/7 baseload, zero emissions, geography no longer a hard limit $PLUG AI IS THE MEGA-DRIVER → 1 ChatGPT query ≈ 10× the electricity of a Google search → Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023 → The wave thesis plays out in layers: W1 → Semiconductors ($NVDA $AMD) — well known ✅ W2 → Memory ($MU $SNDK) — catching up ✅ W3 → Photonics ($COHR $AAOI $FN $CRDO) — mid-innings 🔄 W4 → ⚡ Energy ($CEG $VST $OKLO $ETN $GEV) — early innings. We are HERE 🎯 W5 → Robotics/Physical AI — next wave 🔜 RISKS TO WATCH → IRA rollback attempts — policy is the #1 overhang → Permitting timelines remain brutal (10–15 years for transmission lines) → Nuclear cost overruns — historical pattern, balance sheet quality matters → Rate sensitivity — these are long-cycle capex-heavy businesses → Supply chain concentration (China dominates solar, battery manufacturing) Not financial advice.

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@sandeman52Apr 24, 2026 · 4:59 PM

Slow Friday. Time to reminisce. Many asked where I started investing. It was in Pharma. $ARRY was the best bio I ever owned. Strong pipeline, great management. I predicted the buyout on Stocktwits from a dream a few months before it happened to the penny. I think thats when my reputation started gaining traction. Crazy right? 👀

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@investmentguru_Apr 23, 2026 · 10:18 AM

THE ENERGY MAP: Every Source, Every Play Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center supercycle has changed everything. Power is now the bottleneck. Access to electricity > land, labor, connectivity. Here’s how the landscape is shaping up NUCLEAR — Highest Conviction The renaissance is real. Record generation, 63 reactors under construction, SMRs gaining traction with hyperscaler demand. → AI + baseload = nuclear wins Plays: $CEG $CCJ $OKLO $SMR $NNE $LEU $DNN $LTBR BATTERY STORAGE — High Conviction The backbone of 24/7 clean energy. Explosive growth + massive pipeline into 2030. → Solar pairing + grid stability + data center demand Plays: $TSLA $FLNC $STEM $AMPS $KULR $QS $MVST $AMPX GRID INFRASTRUCTURE — The Real Winner - No matter who wins, the grid must scale. Massive capex cycle just starting. → AI load + EVs + electrification = multi-year demand Plays: $CEG $NEE $ETN $PWR $VRT $HUBB $VST $AES SOLAR — Selective Still scaling globally, but policy shifts create winners & losers. → Data center PPAs absorbing higher costs Plays: $FSLR $ARRY $ENPH $NEE $RUN GEOTHERMAL — Stealth Play Underrated baseload. EGS unlocking new regions. → 24/7 clean energy = perfect for hyperscalers Plays: $CEG $ORKA $NEE NAT GAS / LNG — Bridge Fuel Not going anywhere. Reliability matters. → AI demand + LNG exports = strong tailwind Plays: $LNG $AR $EQT $SLB $HAL WIND — Watchlist Onshore steady, offshore challenged (policy + cost). → Europe still bullish Plays: $GEV $NEE $CWEN $BEP HYDROGEN — Speculative High risk, long-term potential. 2026 is pivotal. → Industrial demand is the key Plays: $PLUG $BE $LIN HYDRO — Stable Compounder Reliable baseload + long-duration storage. → Quiet outperformer in volatile markets Plays: $BEP $CWEN $NEP THE MACRO FRAME This is no longer just a climate transition. It’s a national security + AI infrastructure race. Capital flow trend: Semis → Memory → Photonics → Power & Energy → Robotics We are entering the Power wave Position accordingly. The grid wins regardless. Not financial advice. Like and share

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@sandeman52Apr 14, 2026 · 9:20 PM

@Aureliu25819482 Yeah I put it all in $ARIA back in the day. My first multi bagger. Then put it all in $ARRY and was bought out. That was a 5 bagger. I actually guessed to BO date and exact BO price to the penny. Posted it on Stocktwits a month or 2 before it happened. Game changer for me.

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@tradableastroMar 4, 2026 · 2:48 AM

🚨Leaderboard for the day🚨 Top 5 Strongest: $AAOI $ACLX $LWLG $YOU $AEHR Top 5 Weakest: $EOSE $MKND $RUN $GRAL $SHLS Newly added to Strongest: $APA $PBF $RCAT $REI $RELY $USO Newly added to Weakest: $ALAB $ARRY $BTDR $CRDO $FTCI $GRAL $MDB $NUVB $RR $SE https://t.co/a7XascG55B

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@blackpanthercapFeb 16, 2026 · 6:10 PM

👀The ONLY watchlist you need for 2026. EVERY sector the government and hyperscalers are pouring money into. 49 stocks across AI, hardware, defense, energy, and space. → Save this now, come back later. Datacenter / Digital Infrastructure $ANET - Arista Networks $VRT - Vertiv $EQIX - Equinix $LITE - Lumentum $CRDO - Credo Technology $NBIS - Nebius Group $CSCO - Cisco Systems $APLD - Applied Digital $IREN - IREN Limited $CIFR - Cipher Mining SaaS $PLTR - Palantir Technologies $CRWD - CrowdStrike $PANW - Palo Alto Networks AI / Compute $NVDA - NVIDIA $MSFT - Microsoft $GOOG - Alphabet $AMZN - Amazon $META - Meta Platforms $AVGO - Broadcom $AMD - Advanced Micro Devices $MU - Micron Technology $SMCI - Super Micro Computer $SNDK - SanDisk Semiconductors / Hardware $AAPL - Apple $MRVL - Marvell Technology $ASML - ASML $OSS - One Stop Systems $LPTH - LightPath Technologies Critical Minerals $MP - MP Materials $LAC - Lithium Americas $NEO - Neo Performance Materials $SLI - Standard Lithium $PLL - Piedmont Lithium Space $RKLB - Rocket Lab $ASTS - AST SpaceMobile $PL - Planet Labs $RDW - Redwire Defense / Aerospace $LMT - Lockheed Martin $AVAV - AeroVironment $KTOS - Kratos Defense $ONDS - Ondas Holdings $KRKNF - Kraken Energy Energy / Power $TE - T1 Energy $FSLR - First Solar $ENPH - Enphase Energy $ARRY - Array Technologies $NXT - Nextracker $FLNC - Fluence Energy $VST - Vistra Save this for later. Note: This is NOT financial advice.

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