Who mentions $BFLY most on Surfaced?

@kevinvestingyt (Kevin Maro) mentions $BFLY most — 3 mentions in the past 12 months.

When was $BFLY first mentioned on Surfaced?

The earliest tracked mention of $BFLY in the Surfaced archive was on Jun 18, 2026.

How many voices track $BFLY?

3 FinTwit voices have mentioned $BFLY 8 times in the past 12 months.

What kind of voices mention $BFLY most?

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

$BFLY — FinTwit mentions on Surfaced

Recent mentions

8 mentions

@kevinvestingytJun 22, 2026 · 4:21 AM

@stockplaymaker1 $BFLY

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@investmentguru_Jun 21, 2026 · 2:24 PM

The Next Trillion-Dollar Wave Isn’t in Semiconductors. It’s in Your Bloodstream. Everyone’s watching chips, NeoCloud, and power. Meanwhile, AI is quietly rewiring healthcare from reactive to predictive — and almost nobody is positioned for it. Healthcare is moving through the same kind of capital cycle we’ve mapped in AI infrastructure: a foundational layer (genomics) enabling a diagnostic layer (AI-read data) enabling a delivery layer (personalized treatment) enabling a behavioral layer (digital therapeutics that keep patients engaged). Four layers, four sets of plays. 1. Gene Therapies — The Foundational Layer This is the “silicon” of biotech: rewrite the underlying code, fix the disease at the source. 2026 has been a genuine inflection point — the FDA has leaned into faster, more flexible review pathways for cell and gene therapies, and the pipeline is converting. •$QURE (uniQure) — surged sharply this month on a major gene therapy advancement; a name riding the regulatory tailwind directly •$RGNX (REGENXBIO) — AAV gene therapy platform with a PDUFA decision already through in February and multiple late-stage pivotal readouts through 2026; partnered with AbbVie on what could be the first gene therapy for a non-rare disease (wet AMD) •$NTLA (Intellia) / $CRSP (CRISPR Therapeutics) / $BEAM (Beam Therapeutics) — the core gene-editing complex; CRSP remains range-bound despite holding the world’s first approved CRISPR therapy, which is exactly the kind of “stuck but structurally important” setup worth tracking 2. AI-Assisted Diagnostics — The Inference Layer This is where AI infrastructure spend actually shows up as patient outcomes. The model: ingest multimodal data (genomic, imaging, clinical), run inference, return an actionable diagnosis faster than a human panel. •$TEM (Tempus AI) — the clearest pure-play. Q1 2026 revenue +36% YoY to $348M, diagnostics revenue +35%, MRD test volume up ~500% YoY, full-year guidance raised to $1.59–1.60B. This is the diagnostics version of a NeoCloud growth curve •$PACB (Pacific Biosciences) — sequencing infrastructure, the “memory layer” underneath every genomic diagnostic •$BFLY (Butterfly Network) — point-of-care imaging, AI-assisted ultrasound, democratizing diagnostic access 3. Precision Medicine — The Targeting Layer Where genomics and diagnostics converge into “right drug, right patient, right time.” •$PRAX (Praxis Precision Medicines) — CNS precision neuroscience, translating genetic epilepsy insights into targeted therapies, multiple readouts ahead in 2026 •$RGNX again earns a mention here — its retinal and Duchenne programs are precision-targeted by genetic subtype, not blanket indications •Watch the AbbVie/Gilead-style partnership pattern — Big Pharma is increasingly outsourcing precision targeting to smaller platform companies rather than building in-house, which is where the asymmetric upside sits 4. Digital Therapeutics — The Engagement Layer The layer that keeps patients adherent and reduces cost-of-care between clinical touchpoints — software as the prescription. •$HIMS (Hims & Hers) — already a long-term holding in the core portfolio; consumer-facing digital health at scale •$GDRX (GoodRx) — Pharma Direct revenue +82% YoY in Q1 2026, a real signal that the direct-to-consumer medication/therapeutics rail is accelerating •$TDOC (Teladoc) — legacy name still worth tracking as the digital-care distribution layer consolidates The framework, simply: Genomics writes the code → AI reads the code → precision medicine targets the code → digital therapeutics keeps you compliant with the fix. Same wave structure as chips → memory → photonics → energy, just running through biology instead of silicon. This sector moves on binary catalysts (PDUFA dates, trial readouts) rather than smooth growth curves like NeoCloud — size positions accordingly and expect volatility around data releases. Not financial advice.

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@kevinvestingytJun 19, 2026 · 3:46 AM

@Evan_ss6 @0xWeLoss $BFLY ?

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@investmentguru_Jun 19, 2026 · 12:54 AM

$BFLY interesting play , definitely one watching from here. Thanks for sharing.

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@ckcapitalxxJun 18, 2026 · 7:19 PM

10x daily volume is nuts. $BFLY https://t.co/J9Kk8VCuRS

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@ckcapitalxxJun 18, 2026 · 7:14 PM

The tech behind the Midjourney scanner is insane. And the company quietly powering it is Butterfly Network $BFLY. Here is how it works. You step onto a platform that lowers into a shallow pool of warm water. Thousands of underwater sensors fire ultrasound through your body from every angle at once. Software rebuilds it into a full 3D map of your muscle, fat, bone, and organs down to a fraction of a millimeter. All in about 60 seconds. No radiation. No magnets. No tube. No lying still. But here is the part nobody is talking about. The imaging chip is not Midjourney’s. Every scanner runs on 40 of Butterfly’s Ultrasound-on-Chip modules. Midjourney brings the software and the brand. $BFLY brings the actual physics of the imaging, licensed under a deal worth up to $74 million over five years. And the scale is staggering. Midjourney is targeting 50,000 scanners and a billion scans a month by 2031. Future versions use even more modules each. Butterfly gets paid on every single unit. Everyone is looking at Midjourney. The picks and shovels play is $BFLY.

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@ckcapitalxxJun 18, 2026 · 7:07 PM

This technology is genuinely insane. If you guys haven’t seen the MidJourney video you need to watch it. $BFLY

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@kevinvestingytJun 18, 2026 · 7:04 PM

I’ve initiated a position in $BFLY in response to the greatest medical imaging advancement I’ve personally ever seen. Midjourney just unveiled a full-body ultrasound scanner that produces MRI-like imaging with zero radiation, scans your entire body in under a minute, and costs virtually nothing to operate. This is one of the most significant leaps in medical imaging in decades. And the technology making it possible is Butterfly Network’s ultrasound-on-chip platform. 40 Butterfly imaging modules packed into a single machine. No radiation. No magnetic risk. Half a million sensors scanning simultaneously. This is what $BFLY has been building toward. The licensing deal powering this was disclosed in November 2025 and carries up to $74M in potential payments over five years. This is a massive validation of Butterfly’s Embedded business — licensing their semiconductor imaging technology directly into next-generation medical devices. The financials are quietly strong: • Q1 Revenue: $26.5M (+25% YoY) • FY26 Guidance: $117M-$121M (+20-24% YoY) • Cash: $138M • Burn: ~$23M/yr — roughly 6 years of runway Today at 12PM ET management presented at TD Cowen’s Medical Devices Emerging Growth Call. Listening closely for updates on enterprise adoption, AI subscriptions, and Embedded licensing progress. The Midjourney scanner is still early stage and faces regulatory hurdles. But $BFLY wins regardless through licensing revenue and growing adoption of their semiconductor platform. ~$1.5B market cap. Real technology. Real revenue growth. Real balance sheet. Not financial advice.

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