Who mentions $BLK most on Surfaced?

@wliang (Wayne Liang) mentions $BLK most — 2 mentions in the past 12 months.

When was $BLK first mentioned on Surfaced?

The earliest tracked mention of $BLK in the Surfaced archive was on Oct 15, 2025.

How many voices track $BLK?

4 FinTwit voices have mentioned $BLK 5 times in the past 12 months.

What kind of voices mention $BLK most?

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

$BLK — FinTwit mentions on Surfaced

Recent mentions

5 mentions

@wliangMay 18, 2026 · 2:23 PM

Never noticed Renaissance increased their $SLNH shares by ~226% and $BLK (BlackRock) increased by ~52%, while Jane Street sold their entire position (thankfully). Although 13F shouldn't be studied too deeply. Ideally you get in before institutions. Good signal regardless. https://t.co/2nzTlMemvf

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@wliangMay 13, 2026 · 1:50 PM

I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric: They serve two completely different purposes, in different layers of the same supercycle. Both genuinely asymmetric in their own way. Both sit in the Neocloud ecosystem. $DGXX as a GPU-as-a-Service operator and $SLNH as the renewable powered data center beneath it. Different theses, different risks, same tailwind. $DGXX (~$600M MC) - GPU-as-a-Service operator deploying $NVDA Blackwell GPUs directly to customers. Initially shared at ~$4 (up 105%+ now). > Similar model as $CRWV (~$60B MC), $NBIS (~$45B), $IREN (~$20B). First AI revenue contract signed. $1.1B $CBRS colocation deal. Hans Vestberg / $BLK connection. > 1.9% institutional ownership leaves massive room for re-rating. Earnings tomorrow, GPU rental starts on Friday. Risks: Early stage, $750M shelf filed (dilution capacity), negative margins, execution heavy. $SLNH (~$250M MC) - Renewable powered AI data centers. Wind farm acquisition closes vertical integration loop. Initially shared at ~$1 (up 65% so far). > Same renewable power thesis as $TLN (~$17B), $CEG (~$106B), $VST (~$50B). 4.3GW development pipeline. Difference between them is instead of wind farm → grid → data center, $SLNH does wind farm → data center. > Dorothy campus operational and expanding. Nasdaq compliance just regained. Earnings May 19. Risks: Overhang from active dilution. Cash burning. Execution risk on Dorothy 3 (300MW+ campus). Both are very early stage at this point. Both have execution risk. But both have real catalysts incoming. As for dilution, that's a risk with any early stage company. Again, bears were saying the same thing about $PLTR at ~$15. Now the same bears would full-port if it ever dips to $100. Valuation gap between current MC and what their competitors are trading at is what makes both asymmetric in their own layers.

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@stocksavvyshayMay 13, 2026 · 12:47 PM

Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard. Other CEOs reportedly joining the trip: • $AAPL CEO Tim Cook • $MU CEO Sanjay Mehrotra • $QCOM CEO Cristiano Amon • $GS CEO David Solomon • $BLK CEO Larry Fink • $BX CEO Stephen Schwarzman • $BA CEO Kelly Ortberg • $GE CEO Larry Culp

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@itsmichaelluuMay 13, 2026 · 12:25 PM

Trump just landed in China with the most powerful CEO's for President Xi: Get ready for SPY target $800+ (revised from $780). 🍎 Tim Cook — $AAPL Apple manufactures ~90% of iPhones in China. Cook locked in a $600B US investment pledge to get tariff exemptions. He's there to cement it. This is his last major diplomatic act before retirement Sep 1. 🏦 Jane Fraser — $C Citi is the bridge between US capital markets and Chinese state financing. Fraser is there to unlock cross-border lending, dollar clearing, and investment flows that could fund the next wave of AI infrastructure buildout. ⚡ Elon Musk — $TSLA Tesla's Shanghai gigafactory is its most productive. Musk needs EV supply chain stability and rare earth access. China needs American tech optics. Mutual dependency, maximum leverage. 🌾 Brian Sikes — $CARG (private) Cargill controls global grain and food commodity flows. A US-China ag deal runs through them. Soy, corn, wheat — China buys it all. Sikes is there to make sure American farmers win. 🪙 Larry Fink — $BLK BlackRock manages $10T+ in assets. Fink has been pushing to expand in China for years. A deal that opens Chinese capital markets to US asset managers = generational AUM growth for $BLK. ✈️ Kelly Ortberg — $BA China was Boeing's biggest customer before the trade war. Beijing slapped 125% tariffs on US planes in 2025. Ortberg is negotiating what could be the largest aircraft purchase deal in history. $BA lives or dies on this one. 💳 Ryan McInerney — $V Visa still can't fully operate in China's domestic payments market — dominated by Alipay and WeChat Pay. McInerney is pushing for market access. A crack in that wall = billions in new volume. 🌐 Chuck Robbins — $CSCO Cisco builds the physical backbone of the internet — routers, switches, data centers. AI infrastructure needs their hardware. Robbins is negotiating network equipment access in a market that's been closing its doors to US tech. 🧬 Jacob Thaysen — $ILMN Illumina makes gene-sequencing machines. China is a massive biotech market but has been weaponizing genomics data. Thaysen is there to push for fair access while protecting US IP — the AI-biotech overlap is massive. 💡 Jim Anderson — $COHR Coherent makes the fiber optics and photonics that power AI data centers. Every hyperscaler's GPU cluster runs on their components. A US-China data center buildout deal runs directly through $COHR. 🔬 Sanjay Mehrotra — $MU Micron's DRAM and NAND chips were banned in China's critical infrastructure in 2023. Mehrotra is there to reverse that. Micron getting back into the China market = a multi-billion dollar revenue unlock overnight. 📡 Christiano Amon — $QCOM Qualcomm generates ~60% of revenue from China. Their 5G chips power Chinese smartphones. Amon is protecting licensing agreements and pushing for next-gen AI edge chip access as the world's largest 5G market upgrades. 💰 Michael Miebach — $MA Same play as Visa. Mastercard wants into China's domestic payments infrastructure. 1.4 billion consumers transacting digitally. Market access here isn't incremental — it's transformational. 🤖 Dina Powell McCormick — $META Meta is blocked in China. Powell McCormick is the diplomatic heavy former NSC, Goldman, now Meta's global affairs chief. She's not pitching Instagram. She's negotiating the terms under which American social AI platforms exist in a world where China controls the narrative stack. 🏛️ David Solomon — $GS Goldman is the architect of cross-border M&A, IPOs, and sovereign deals. Solomon is the room where the money gets structured. Any deal announced this week — Goldman is in the middle of it. ⚙️ H Lawrence Culp — $GE GE Aerospace makes the engines that power commercial aviation. China needs American jet engines to keep its airlines flying. Culp is there to negotiate long-term engine supply deals worth tens of billions. 🏗️ Stephen Schwarzman — $BX Blackstone has $1T+ AUM and deep China relationships — Schwarzman literally funded a scholarship program at Tsinghua University. He's the back channel. When the official talks stall, Schwarzman is the one making the call. ⚡ Jensen Huang — $NVDA Huang joined the delegation at the last minute. NVDA chips are the oil of the AI economy. China is a $50B market opportunity he can't ignore. AI chip export rules are being negotiated at this summit. This is the most consequential man in Beijing right now. This is all CEOs representing the entire US economic stack chips, capital, cloud, payments, planes, and AI. The AI supercycle just went geopolitical. 🌏

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@ftr_investorsOct 15, 2025 · 1:49 PM

$NVDA $MSFT $BLK A group including BlackRock, Nvidia, and Microsoft is acquiring Aligned Data Centers in a $40B deal to expand global AI and cloud infrastructure. 🏗️🤖 The consortium plans to deploy up to $100B for next-gen data centers across the U.S. and LatAm by 2026. https://t.co/l4RrLjxVqD

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