Who mentions $ATI most on Surfaced?

SpaceX $SPCX is officially set to go public on June 12. This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector. These are the critical sectors amongst the space theme: Satellite Communication & Operations $ASTS ~ AST SpaceMobile $PL ~ Planet Labs $GSAT ~ Globalstar $SPIR ~ Spire Global $AMZN ~ Amazon $VSAT ~ Viasat Spacecraft & launch systems $RDW ~ Redwire $RKLB ~ RocketLab $LMT ~ Lockheed Martin $KTOS ~ Kratos Defense $FLY ~ Firefly Aerospace $LUNR ~ Intuitive Machines Specialty Materials $CRS ~ Carpenter Technology $ATI ~ ATI Inc $MTRN ~ Materion $GLW ~ Corning $PKE ~ Park Aerospace Propulsion Systems & Fuel $LIN ~ Linde $APD ~ Air products & Chem $NEU ~ NewMarket Electronics & Semis $NVDA ~ Nvidia $AVGO ~ Broadcom $COHR ~ Coherent $LITE ~ Lumentum

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@investmentguru_May 16, 2026 · 2:58 PM

SpaceX $SPCX IPO — June 12. Biggest IPO in history. Know your map. 🛸 Launch → $RKLB $FLY 🛰️ Imaging → $PL $SATL $BKSY $SPIR $HAWK $GSAT 📡 Satellite Comms → $ASTS $IRDM $VSAT $SATS $TSAT $ETL $GILT $SIDU 🏗️ Infrastructure → $LUNR $RDW $MDA $VOYG 🔩 Components → $KRMN $TDY $APH $HEI $ATRO $DCO $VELO $RBC $AME $PH $GHM ⚙️ Materials → $CRS $MTRN $HXL $ATI $GLW $PKE 🛡️ Aerospace & Defense → $LMT $RTX $NOC $KTOS $LHX $BA $AIR $HO The rising tide lifts all rockets. Not financial advice.

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@jasonl_capitalApr 20, 2026 · 6:09 PM

SpaceX needs aluminum for Starship's airframe, titanium for Raptor engines, copper for every circuit on board, and rare earths for guidance and propulsion. These are the companies supplying them: $AA ($67) - Aluminum. Largest producer outside China. The structural backbone of every launch vehicle. $ATI ($163) - Titanium. 27% aerospace market share. Just doubled capacity. 68% of revenue from aero/defense. $FCX ($70) - Copper. Largest publicly traded copper miner. Powers every system on the space stack. $MP ($64) - Rare earths. Only scaled U.S. mine and processor. Feeds satellite and propulsion supply chains. $TECK ($59) - Diversified critical minerals. Copper, zinc, and steelmaking coal tied to the full industrial buildout.

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@mrmikeinvestingApr 19, 2026 · 4:01 PM

The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy… Your chance to enter these space sector names below before they squeeze will end soon: Spacecraft & Launch Systems - $RDW, $RKLB, $FLY, $LUNR, $YSS Satellite Operators & Services - $AMZN, $ASTS, $SPIR, $PL, $IRDM Raw Materials & Mining - $FCX, $TECK, $MP, $AA Specialty Materials & Alloys - $ATI, $GLW, $MTRN, $CRS, $HXL Electronics and semiconductors - $NVDA, $LITE, $STM, $COHR, $ADI Don’t miss out on these potential life changing investment opportunities…

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@jasonl_capitalApr 18, 2026 · 10:33 PM

Specialty Materials & Alloys • $ATI ($165.46) — Titanium and nickel superalloys for propulsion and airframes. Guiding to $1B adjusted EBITDA for 2026. • $CRS ($445.00) — High-performance nickel superalloys in structural shortage. Record Q2 operating income of $155M. Guiding $660-700M adjusted operating income for FY26. • $HXL ($88.55) — Carbon fiber composites in launch vehicles, satellite platforms, and pressure vessels. Supplies 100+ active space and defense programs including Artemis.

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@stocksavvyshayApr 18, 2026 · 1:29 PM

SPACE ECONOMY CHEAT SHEET A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy: Spacecraft & Launch Systems • $YSS manufactures standardized satellite buses for rapid deployment • $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure • $VOYG supplies space infrastructure & in-space services for government programs • $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions • $FLY develops launch vehicles & lunar lander services for commercial & government missions • $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems Satellite Operators & Services • $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery • $IRDM operates the only truly global LEO satellite network covering the entire planet • $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring • $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets • $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers • $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026 Raw Materials & Mining • $AA supplies aluminum used in launch vehicles & spacecraft structure • $FCX provides copper that feeds power systems & electronics across the space stack • $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout • $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains Specialty Materials & Alloys • $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems • $HXL makes carbon fiber composites used in launch vehicles & satellite structures • $PKE manufactures advanced composite materials for aerospace & defense structures • $CRS supplies high-performance alloys used in rocket engines & spacecraft component • $GLW supplies specialty glass & optical components for satellite communications & sensing • $MTRN provides advanced materials & precision components for defense and space systems Electronics & Semiconductors • $QRVO supplies RF chips & filter components for satellite communications payloads • $LITE supplies optical components & lasers used in high-speed communications links • $ADI supplies precision analog & sensing chips used across satellite and launch systems • $COHR provides lasers & optical components tied to satellite & communications systems • $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems • $STM provides semiconductors for guidance, control & communications in space-grade applications • $AVGO supplies connectivity & networking semiconductors used across communications infrastructure

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@aleabitoredditMar 23, 2026 · 7:37 AM

Normally this goes in shower thoughts but will post main timeline today. $ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps $NB - Scandium, lightweight metal frames for server racks. $UURAF- Separation of rare earths. $ARA - Upstream feedstock for magnets $MEI - IAC deposit outside of China. $NTU - hard-rock heavy rare earths These are all more under the radar stuff like sub <$1B. Then for robotics supply chains I made this earlier: $UUUU - Processes monazite sand into high-purity Neodymium $MP - Extracting bastnäsite at Mountain Pass and vertically integrating into domestic NdFeB magnet manufacturing. $ALOY - Converting heavy rare earth oxides into defense-grade alloys and high-temperature metals like Samarium and Gadolinium $USAR- Process heavy rare earth elements and manufacture sintered NdFeB magnets $LYSDY -(Lynas Rare Earths Limited) - Only commercial producer of separated heavy rare earth elements outside of China. $NEO -(TSX): They are the only Western company commercially producing the actual NdFeB magnetic powders and alloys at scale right now. $ILU- (rare earths refinery): rare earths refinery for Australia $ARU- (ASX): "Ore-to-oxide" NdPr facility 2. Structural Metallurgy (Niobium, Vanadium, Titanium, Beryllium) $ATI - Dominant US producer of high-performance titanium and specialty alloys required for robotic joints. $CRS - US supplier of specialty structural alloys, including the high-strength steels, titanium, and magnetic $FCX - World's largest producer of Molybdenum, which is strictly necessary for the structural steel in planetary roller screws. $NB - Critical pure-play company developing the Elk Creek project in Nebraska, aimed at supplying domestic Niobium, Scandium, and Titanium $MTRN - Major global processor of Beryllium $LGO - Leading publicly traded processors of Vanadium $BMM - Onshore supply and processing for like Germanium and Gallium $VNP - Gallium, Germanium, and Indium for advanced sensors and electronics $TECK - Most significant producer of Germanium outside of China $ALB - Lithium extraction $EAF - High-purity Graphite for battery anodes $ALTM - Western lithium required to supply the batteries $SYR - Balama mine for Graphite $FCX - Humanoid requires up to 6.5 kilograms of copper $AW1 (ASX): Advancing the West Desert project in Utah, for domestic geological sources for high-grade Gallium and Indium I'm aware of a lot of more... It's just some are a little dangerous to mention geopolitically in case I broadcast vulnerabilities to geopolitical adversaries reading this (looking at you $AXTI) If you're going long on a western one 5n my favorite. Image source: Crossdock Insights, Visual Capitalist FYI this is not the pandoras box stuff. Just name dropping some interesting names informally before finishing up some research on a specific long idea. Critical elements required for semiconductor packaging and others close to near-total import reliance -> so prob influx of funding going toward it. Just informal thoughts

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@jasonl_capitalMar 13, 2026 · 7:09 PM

The space economy is entering Phase 2 and most investors are only looking at one piece of it. A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem. Here's the full stack: Launch & Infrastructure $RKLB $FLY $SPCE SpaceX + ULA (private) Satellite Communications $IRDM $GSAT $VSAT $TSAT $SATS $ASTS Earth Observation & Space Data $PL $BKSY $SPIR $SIDU Space Infrastructure (on-orbit systems) $LUNR $VOYG $RDW Defense & Strategic Space $LMT $NOC $RTX $LHX $BWXT $PLTR Materials & Components $ATI $ST $AME $HXL $HEI $ATRO Manufacturing & Supply Chain $HON $TDY $BA $AMKR The global space economy hit $626B in 2025 and is projected to reach $1 trillion by 2034. The space economy is entering Phase 2, and most investors are only looking at one piece of it.2,

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@aleabitoredditJan 17, 2026 · 9:51 AM

@KAnalyser1 Good question, I didn't put 1+1 together at the time and missed the one-hop relational impact with $AXTI. My take is basically, no impact short/medium term, but leans slightly positive for AXT since there's a 6 month limbo. Emcore is very tiny in comparison, but US gov is trying to gain control of any little % of the upstream control. This was just affirmation that US government now views InP supply chains as a national security priority and is validating the InP bottlenek thesis I put out earlier. TLDR: EOs seizing InP supply chain assets was a move to regain independence from China long term, but short-medium term bottleneck is even more severe with $ATI

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@yasutaketinDec 23, 2025 · 9:03 AM

$MBX ：希少疾患や内分泌疾患向けの革新的なペプチド療法を開発するバイオ医薬品企業。 $NEM ：世界最大級の金鉱山会社であり、銅、銀、鉛、亜鉛の生産も行う業界リーダー。 $ATI ：航空宇宙や防衛、エネルギー分野向けに、チタンなどの高性能特殊合金を製造する企業。 $ROIV ：独自のVantモデルを用いて、バイオ技術やヘルスケア資産の開発・商業化を推進する企業。 $DRD ：南アフリカに拠点を置き、鉱山廃棄物（尾鉱）から金を回収する再処理を専門とする産金会社。 $TSLA ：電気自動車（EV）の製造・販売を主軸に、太陽光発電やエネルギー貯蔵事業も展開する企業。

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@yasutaketinDec 23, 2025 · 9:02 AM

"10/29に持った $SPY のショートポジションは、まだ逆指値にかかっていません。実際、まだ利益が出ています。その一方で、ロングポジションは非常に好調です。主な上昇銘柄は、 $MBX 、 $NEM 、 $ATI 、 $ROIV 、 $DRD 、 $TSLA です。10個のロングポジションのうち、1つを除いてすべてプラスとなっています。資金は明らかにメガキャップから中小型株へと移動しています。"

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