Babcock & Wilcox Enterprises. Every tracked FinTwit mention of $BW, newest first. 15 mentions since the first on Jul 21, 2025. See the price chart.
May 2026 · 3 mentions
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 15
Colin King — @kingdomcapadv @natstewart5 @FocusedCompound $BW is first company I’ve seen in a while to take advantage of ATM issuance after meme-ing higher↗
April 2026 · 2 mentions
Apr 25
InvestmentGuru — The AI Infrastructure Bottleneck
AI demand isn’t slowing. It’s colliding with reality. Power costs are rising. Communities are pushing back. Permits are getting harder. Project ca…↗
Colin King — @SFarringtonBKC $RILY brought me both $BW and $SNCR ideas!
Hoping for more small cap buyouts in 2026↗
Dec 12
Colin King — $BW biggest winner in 2025... tons of luck involved... my thesis was that the company was priced for BK in ~July but several divestitures and improving fundamentals were in place..…↗
November 2025 · 1 mention
Nov 10
Colin King — $BW going full meme stock since July... https://t.co/ATgQLugJRt↗
September 2025 · 1 mention
Sep 14
Colin King — .@SFarringtonBKC is the only other person I know keeping tabs on cos from the $RILY universe
$SNCR was a head scratcher for years but looks super interesting today
Microcap softw…↗
August 2025 · 2 mentions
Aug 27
Colin King — Both series of $BW baby bonds quickly approaching par... still hanging onto some equity (basically a call option), but prob time to move on from baby bonds
Interesting how slowly…↗
Colin King — 3) the good news...
$BW is raising cash, buying time, and paying down debt
1) $120m divestitures in 2024 + ~$200m in 1H25
2) swapped $130m debt for $100m w/ longer maturity
3) ba…↗
Jul 21
Colin King — $BW - Quick Value
E&C turnaround making progress on the balance sheet. After a dozen or so asset sales + divestitures since 2018, it looks like they might finally be on sound…↗
June 2025 · 2 mentions
Jun 5
Colin King — Maybe I need to revisit $BW as a call option and the baby bonds as a legit investment here...
1) anticipate positive 2025 cash flow
2) swapped $132m 2026 debt to 2030 at discount…↗
Jun 5
Colin King — $BW selling international business for $177m and tendering for baby bonds at discount to par https://t.co/b9SX5dhOJK↗