$BW — FinTwit mentions on Surfaced

$BW — FinTwit mentions on Surfaced

Recent mentions

15 mentions

@midascabalMay 21, 2026 · 12:26 PM

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 Corning $GLW Riot Platforms $RIOT SharonAl $SHAZ Iren Limited $IREN Bitfarms $BITF Applied Digital $APLD SMH $SMH CoreWeave $CRWV Power Solutions $PSIX Taiwan Semi $TSM Hive Digital $HIVE Propetro $PUMP WhiteFiber $WYFI If this helped you out, follow for more (:

@midascabalMay 21, 2026 · 2:58 AM

$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 and Wilcox $BW $104.5M of Cleanspark $CLSK $43.9M of T1 Energy $TE $878.7M of Bloom Energy $BE $6.1M of $ASML $21M of Corning $GLW $142.2M of Riot Platforms SRIOT $18.1M of SharonAl $SHAZ $401M of Iren Limited $IREN $38.8M of Bitfarms $320M of Applied Digital $APLD $10.3M of $SMH $556.1M of CoreWeave $CRWV $26.3M of Power Solutions $PSIX $7.6M of Taiwan Semi $TSM $6.4M of Hive Digital $HIVE $13.1M of Propetro $PUMP $20.9M of WhiteFiber $WYFI If this helped you out, follow for more (:

@valuedontlieMay 15, 2026 · 8:09 PM

@kingdomcapadv @natstewart5 @FocusedCompound $BW is first company I’ve seen in a while to take advantage of ATM issuance after meme-ing higher

@investmentguru_Apr 25, 2026 · 11:41 AM

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 cancellations are climbing. This isn’t weak AI demand. This is infrastructure hitting its ceiling. Compute scaled in 18 months what normally takes a decade. Data centers went from background infrastructure to the most power-hungry real estate on earth — almost overnight. Utilities weren’t ready. Grids weren’t ready. Permitting systems built for a slower world weren’t ready. So now you have the most capital-rich companies in history competing for a fixed, constrained resource: Megawatts. That collision created a new capital cycle: AI → Energy → Infrastructure The market hasn’t fully priced the downstream implications yet. When datacenter capacity gets delayed or cancelled, the reflex is to ask: “Is AI demand softening?” Wrong question. The right question is: “Who benefits when supply tightens?” Less derisked capacity doesn’t reduce demand. It concentrates it. And concentrated demand is a pricing event. When power supply tightens: → Frontier labs fight for compute at premium pricing → Hyperscalers delay expansion timelines, reshuffling capex → Chip, memory, ASIC, and CPU ecosystems feel the ripple — not because demand died, but because deployment slowed → Whoever controls reliable, permitted, grid-connected power becomes the most valuable asset in the AI stack This is the Silicon-to-Substation Shift. Just like bandwidth defined the internet era — whoever controlled the pipes controlled the economy — reliable power generation is becoming the defining constraint of the AI economy. The bottleneck has moved up the stack. The market always chases the obvious trade first. $NVDA. $AMD. Memory. Networking. The picks and shovels everyone already knows. But when the bottleneck shifts — the alpha moves too. Right now, the bottleneck isn’t silicon. It’s megawatts, transformers, transmission lines, and building permits. The second-order trade is where the real opportunity lives — across five infrastructure layers most investors haven’t rotated into yet: Power Generation Nuclear is back. Natural gas is back. Utilities signing 20-year offtake agreements with hyperscalers. The cleanest, most reliable, 24/7 baseload power is suddenly the scarcest commodity in tech. $VST → baseload + nuclear, direct hyperscaler relationships $CEG → largest nuclear operator in the US, massive AI offtake pipeline $SMR / $OKLO → next-gen modular nuclear, secular long-term positioning Grid Infrastructure Transformers. Substations. Transmission lines. The hardware between the power plant and the server rack is now a national bottleneck — with multi-year lead times. $PWR → grid construction & transmission at scale $ETN → electrical components backbone, transformer exposure, margin expansion Energy Storage Intermittent renewables can’t power AI campuses alone. Grid-scale battery storage and microgrid systems bridge the gap — especially as utilities demand more dispatchable flexibility before approving new load connections. $FLNC → utility-scale storage, growing backlog, grid stabilization play Cooling Infrastructure A 100MW AI cluster generates extraordinary heat density. Air cooling is dead at scale. Liquid cooling, immersion systems, and thermal management are now standard spec in every new hyperscale build — one of the most underappreciated sub-themes in the entire stack. Datacenter Construction & Power Systems Before a single GPU goes online — somebody pours the concrete, runs the conduit, installs the switchgear, and commissions the facility. Construction and power systems backlogs are extending years out. $STRL → datacenter construction, revenue inflecting hard $BW → industrial power systems, 1.2GW AI datacenter deployment The thesis is simple: AI isn’t running out of demand. It’s running into megawatts. Not financial advice.

@ragingventuresApr 6, 2026 · 7:55 PM

Is long $RILY / short $BW too obvious?

@valuedontlieDec 12, 2025 · 4:28 PM

@SFarringtonBKC $RILY brought me both $BW and $SNCR ideas! Hoping for more small cap buyouts in 2026

@valuedontlieDec 12, 2025 · 4:19 PM

$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... did not predict data center deals + meme stock reaction

@valuedontlieNov 10, 2025 · 6:05 PM

$BW going full meme stock since July... https://t.co/ATgQLugJRt

@valuedontlieSep 14, 2025 · 1:38 PM

.@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 software co, they white label consumer "cloud storage" product for verizon, att, softbank... were levered 7x a few years ago, just received tax refund at half market cap, i expect they'll be 2.5x levered by yearend... trades at 4.5x EBITDA (it's a similar situation to $BW delever via DPI sale last Q) Fundamental picture tells the story itself.

@valuedontlieAug 27, 2025 · 2:25 PM

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 the market digested the deleveraging moves here... https://t.co/j6ESzQtn8x

@valuedontlieAug 8, 2025 · 7:57 PM

@ACapitalLP $BW $SNCR

@valuedontlieJul 21, 2025 · 6:00 PM

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) back to positive CF in '25 4) tendering for $70m debt at discount 5) backlog and bookings growing https://t.co/6njndw8Rtc

@valuedontlieJul 21, 2025 · 6:00 PM

$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 footing... https://t.co/FfWnpK0pcQ

@valuedontlieJun 5, 2025 · 3:22 PM

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 3) asset sale for $20m 4) another asset sale for $177m 5) backlog / bookings +47% / +11% https://t.co/TQJqabCc6z

@valuedontlieJun 5, 2025 · 2:56 PM

$BW selling international business for $177m and tendering for baby bonds at discount to par https://t.co/b9SX5dhOJK