BorgWarner. Every tracked FinTwit mention of $BWA, newest first. 2 mentions since the first on Feb 13, 2026. See the price chart.
July 2026 · 1 mention
Jul 5
Serenity — Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck):
- Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AM…↗
February 2026 · 1 mention
Feb 13
Colin King — Love this diagram of auto supplier universe — cross-section of: (1) scale/revenue; (2) margin profile; and (3) cash conversion
In the bullseye are $BWA, $DCH, and $APTV (long) htt…↗