BWX Technologies. Every tracked FinTwit mention of $BWXT, newest first. 15 mentions since the first on Mar 6, 2026. See the price chart.
May 2026 · 7 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…↗
May 12
Shay Boloor — 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…↗
April 2026 · 7 mentions
Apr 26
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…↗
KaizenInvestor — 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 👇↗
— 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…
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,…↗