BWX Technologies. Every tracked FinTwit mention of $BWXT, newest first. 59 mentions since the first on Dec 28, 2025. See the price chart.
July 2026 · 1 mention
Jul 9
Michael | Hypermarkets — $SPCX crashed right after its IPO to $147.
It's going under $100 first before ripping $1,000+
These 19 SPACE stocks will explode too:
1. $RKLB ~$87
Small-launch and satellite m…↗
Michael | Hypermarkets — $SPCX shares are priced at $135 for its $2 trillion IPO.
Its return is 100x-200x by 2035.
These 20 companies will benefit the most:
1. $BKSY ~$34
AI-ready Earth observation sate…↗
Jun 8
Midas — She bought 130k worth of $BWXT.
If this helped you out, follow me for more.↗
May 2026 · 9 mentions
May 23
Michael | Hypermarkets — Elon Musk read 5 books as a kid.
Then he spent 30 years building every single one of them for $TSLA $SPCX
Here's the CHEATCODE straight from Elon's books:
1. Foundation Series b…↗
May 22
Jason Luongo — 11. $BWXT - BWX Technologies
The defense nuclear backbone. Just awarded $1.4B in naval nuclear propulsion contracts. Over 420 reactor cores delivered to the U.S. Navy. Q1 revenue…↗
May 20
Michael | Hypermarkets — The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.
Elon Musk says by 2030 regular people will be ultra-wealthy.
Here's 20 companies directly linked to SP…↗
InvestmentGuru — The AI Power Crisis Is Becoming the Trade of the Decade
The narrative has shifted.
It’s no longer about chips — it’s about electricity. Morgan Stanley estimates a 126 GW surge in…↗
Apr 23
Jason Luongo — The nuclear buildout needs uranium mined, enriched, and fabricated into fuel before a single reactor produces a watt.
$CCJ mines it. $LEU enriches it. $UUUU mills it. $BWXT builds…↗
Apr 23
Jason Luongo — 4. $BWXT - BWX Technologies
Bridges the gap between fuel and reactors. $1.5B NNSA contract to establish domestic uranium enrichment capability for defense. Also manufactures the r…↗
PhotonBull — Really hoping this is just bad social media bait from the white house.
They posted a pixelated image of Trump, who looks like he is ready to press a red button (nuke?).
Two inter…↗
Mar 18
Alphatica — ALPHATICA — DEFENSE FLOW UPDATE: THREE WEEKS IN
Three weeks into the Iran strikes. Here's what changed in defense flow.
Feb 28 (day of the strikes): PLTR was a −$230M institution…↗
Mar 13
Jason Luongo — The space economy is entering Phase 2 and most investors are only looking at one piece of it.
A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem.
Here's…↗
Alphatica — Two strikes on Iran. Two completely different institutional playbooks.
We ran our flow scanner on every SPDR sector ETF for the 30 days before the June 2025 strikes — then compare…↗
Feb 24
TheValueist — $BWXT KEY READ-THROUGHS FROM BWX TECHNOLOGIES Q4 2025 EARNINGS CALL
BWX Technologies’ Q4 2025 earnings call provided unusually high-signal cross-sector inputs because the company…↗
Feb 24
TheValueist — $BWXT EXECUTIVE CALL SUMMARY: BWX Technologies, Inc. (02/23/26)
Q4 2025 results reflected a pronounced mix shift toward Commercial Operations growth, while Government Operations p…↗
George Noble — BEST STOCK IDEAS ONLINE SUMMIT
🗓️ March 11, 2026
Top Investors. Best Ideas. Zero Fluff.
🎟️ Tickets now on sale
💰 $99 Early Bird — prices increase soon
📼 Replays included if y…↗
Jan 29
George Noble — BEST STOCK IDEAS ONLINE SUMMIT
March 11,2026
Top Investors. Best Ideas. Zero Fluff.
Tickets now on sale.
$99 early bird pricing.
Watch the replays if you can’t make it.
This…↗
Jan 28
Serenity — @NgineTrades Yeah there are other beneficiaries out there too.
I can’t believe I have to say this but $DJT is probably one of silent winners after the TAE merger. I’ll take a look…↗
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
— The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nuclear reactor parts.
The goal would be to speed up reactor construction by funding c…
InvestmentGuru — NUCLEAR / SMRs: The Long-Term Power Trade for AI
AI needs one thing more than chips:
Reliable power. Hyperscalers are now locking 10–20 year nuclear deals to secure dedicated ene…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
— AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cy…
Shay Boloor — The White House said NASA will work with the DoD & DoE to deploy nuclear reactors in orbit by 2028 while also targeting nuclear power systems on the Moon by 2030.
Bullish for nucl…↗
Apr 12
KaizenInvestor — This is the reason hyperscalers are investing in Nuclear energy.
Pre-revenue players like $OKLO and $SMR have been hit hard. Oklo is down 71% of ath and Nuscale 82%.
On the oth…↗
Apr 10
KaizenInvestor — As I'm 20% cash, I'm going to do some extra research this weekend.
Companies I’m going to look into this weekend:
$ALAB
$CRDO
$VRT
$GEV
$NEE
$BWXT
$VIAV
$AXTI
$SPIR
$DRAM
$A…↗
Apr 7
KaizenInvestor — Nuclear took the biggest hit. The P/S has dropped from a record 11.04 to 8.57. Still well above the average of 6.23 though.
Companies like $OKLO, $SMR and $LEU took a hit, but on…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG,…↗
Apr 4
InvestmentGuru — SPACE ECONOMY-
The Full Stack — Where the Real Money Flows:
Space isn’t “the future” anymore. It’s an investable ecosystem right now. Here’s the stack — simplified:
LAUNCH (Acc…↗
— Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$MRVL
$OUST
$COHR
$AEHR
$BWXT
$NEE
Here is my method 👇
InvestmentGuru — Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…↗
— $BWXT shares climbed 5% following a blockbuster report that proves their strategy is paying off.
The company delivered a record year, fueled by booming demand in both national se…
TheValueist — $BWXT (Bloomberg) -- BWX Technologies reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate.
FOURTH QUARTER RESULTS
Adjusted EPS $1.08…↗
Feb 20
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
Feb 20
InvestmentGuru — Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$M…↗
Feb 17
KaizenInvestor — 1/8 The King: Nuclear Energy
P/S: 11.04 (All-time high)
Market Cap: Vertical breakout
Revenue: Flat (lagging indicator)
This chart represents the most violent sentiment shift in…↗
Feb 6
George Noble — Results from the last conference:
Longs included:
$SPPP +65%
$ATMU +50%
$BWXT +35%
Shorts included:
$FRPT -30%
$DASH -20%↗
— DOE is moving to strengthen the nuclear fuel supply chain by launching “Nuclear Lifecycle Innovation Campuses.”
States will be asked to host sites supporting the full fuel cycle i…
George Noble — BEST STOCK IDEAS ONLINE SUMMIT
March 11,2026
Top Investors. Best Ideas. Zero Fluff.
Tickets now on sale.
$99 early bird pricing.
Watch the replays if you can’t make it.
This…↗
Jan 27
George Noble — BEST STOCK IDEAS ONLINE SUMMIT
March 11,2026
Top Investors. Best Ideas. Zero Fluff.
Tickets now on sale.
$99 early bird pricing.
Watch the replays if you can’t make it.
This…↗
Jan 25
George Noble — BEST STOCK IDEAS ONLINE SUMMIT
March 11,2026
Top Investors. Best Ideas. Zero Fluff.
Tickets now on sale.
$99 early bird pricing.
Watch the replays if you can’t make it.
This…↗
Jan 24
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
NUCL…↗
Jan 23
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
Jan 21
Shay Boloor — President Trump said the U.S. is going heavy into nuclear energy citing major safety advances.
He argued nuclear is now both reliable & cost-competitive for powering the economy.…↗
Jan 21
George Noble — BEST STOCK IDEAS ONLINE SUMMIT
March 11,2026
Top Investors. Best Ideas. Zero Fluff.
Tickets now on sale.
$99 early bird pricing.
Watch the replays if you can’t make it.
This…↗
Jan 17
Shay Boloor — NATIONAL SECURITY CHEAT SHEET
Nuclear
• $MIR building radiation detection & nuclear safety systems
• $LTBR redesigning nuclear fuel to extend reactor efficiency
• $NXE developing…↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
Shay Boloor — $MSFT says it will work with utilities & regulators to ensure electricity rates reflect the power demands of its AI data centers as it expands “community-first” AI infrastructure.…↗
Jan 13
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 10
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
Jan 10
InvestmentGuru — 15 Names to Watch — Power, Nuclear & Compute Stack
These names deepen exposure across fuel → reactors → grid → data centers,
1. $OKLO
2. $LEU
3. $CCJ
4. $UUUU
5. $GEV
6. $EOSE…↗
Jan 7
Shay Boloor — 2026 WILL BE THE YEAR OF SPACE
Orbital Launch (access to space)
• $SPACEX enables low-cost, high-cadence launch that underpins the entire ecosystem
• $RKLB provides dedicated laun…↗
Jan 5
Shay Boloor — THE U.S. DEPARTMENT OF ENERGY ANNOUNCES $2.7B TO STRENGTHEN AMERICAN URANIUM ENRICHMENT
That money supports the entire nuclear stack:
• Upstream uranium miners & fuel processors…↗
Jan 3
Shay Boloor — AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging d…↗