$BSY

Bentley Systems Inc - Class B

$BSY

Bentley Systems Inc - Class B

Past 12mo:7mentions3voices

All voices1 call since Jun 2026show all

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Recent calls

1 call

@crux_capital_Jun 22, 2026 · 5:34 AM

I took a few new positions in my Physical AI theme I just posted a full breakdown of a high spec/torque name a few hours ago. I have allocated roughly 82% of my cash so far that I am using to build this multi-year basket. So far it's been names that are don't really read like Physical AI like $INOD and $BSY but I believe are important. But I am now getting into the more exciting layers of the theme that are more tangible. I have presented full layer reports on: Layer 1 - Training / Development Layer 2 - Simulation / Data Layer 3 - Perception Next up I am going into Layer 4 - Edge compute All the positions I have taken so far are relatively small. As we get into the more pure-play investments I will start to take some larger positions You can check out all my Physical AI coverage in this quoted post!

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About this stock

$BSY has been discussed by three distinct FinTwit voices over the past 12 months, generating seven total mentions from November 2025 through July 2026. The most active discussants are @crux_capital_ and @ftr_investors, each with three mentions, while @invesquotes contributed one mention. The first mention appeared on November 19, 2025, with the most recent activity on July 3, 2026, when @ftr_investors included Bentley Systems in a curated list of 40 quality stocks ranked by free cash flow yield metrics.

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