Who mentions $CHTR most on Surfaced?

@ragingventures (Raging Capital Ventures) mentions $CHTR most — 5 mentions in the past 12 months.

When was $CHTR first mentioned on Surfaced?

The earliest tracked mention of $CHTR in the Surfaced archive was on Jul 25, 2025.

How many voices track $CHTR?

5 FinTwit voices have mentioned $CHTR 13 times in the past 12 months.

What kind of voices mention $CHTR most?

$CHTR is mentioned most by Long Research voices on Surfaced.

$CHTR — FinTwit mentions on Surfaced

Recent mentions

13 mentions

@ragingventuresJun 3, 2026 · 1:55 AM

@fifteenCAGR No, I think he needs to buyback a ton more of $CHTR here at $140.

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@kawzinvestsMay 25, 2026 · 9:44 PM

$HLIT (~$1.65B) controls more than 95% of the software that every major US cable company needs to upgrade their network for the AI era. Every time you stream, video call, or ask an AI app a question, that data runs through a cable line owned by Comcast, Charter, or Cox. Upstream traffic is now growing 21.7% a year and the old cable standard cannot keep up. The fix is called DOCSIS 4.0. It takes cable from 1 Gbps to 10 Gbps with much faster upload speeds. Every Tier-1 operator is being forced to upgrade or lose subscribers to fiber. There is only one company that sells the software to run those upgraded networks at scale. HLIT. Comcast, Charter, Cox, and Altice all run its cOS platform. 150 customers and 45.7M cable modems live on it today. Charter alone has committed $5.5B to this upgrade through 2027. Every single node they deploy requires an HLIT license. Q1 revenue grew 43% YoY and beat the top of guidance by 16%. Backlog hit $582M, up 87% YoY and 1.2x full year revenue guidance. The biggest cable upgrade cycle in history is already booked. The chips and the lasers get all the attention. The toll booth between AI demand and your living room is hiding in plain sight. Full deep dive in the comments. $HLIT $CMCSA $CHTR $CALX

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@amitisinvestingMay 25, 2026 · 8:35 PM

It has been a bull market, but not everywhere. There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and growing earnings but getting zero love from the market due to the sector they are in. I really do wonder if we will look back in a few years and see these as incredible opportunities OR if the liquidity around SpaceX, OpenAI, Anthropic and many of the "picks and shovels" of AI lead to these names being stuck for years. Not an easy time to have them in the portfolio, but it also may be worth looking at beaten up names if you can practice delaying gratification and buying incredible companies when they are hated the most IF those companies are not giving you a thesis-breaking reason to explain why they are down YTD but rather being influenced by a macro/thematic reason. Here's 10 names that may be worth a second look and if there is interest, I can create another article with a different 10 names. $RDDT $SOFI $SE $META $MSFT $GRAB $SHOP $CHTR $APP $NOW Substack linked below to read ⬇️

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@ragingventuresMay 24, 2026 · 8:43 PM

I purchased a large amount of $CHTR equity and medium-dated calls this past week Stock is left for dead at $145 Enormous FCF which is inflecting higher as capex declines, $50 per share or more in sight for 2028 Competition is intense but strong wireless upsells provide an offset Debt has average maturity of 12 years with 5.1% avg cost, provides lots of optionality No one wants to own it in front of SpaceX IPO; I view the completion of the IPO as a positive catalyst as overhang is lifted Closing Cox/Liberty deals this summer should be another positive catalyst, helping to de-lever balance sheet Can continue to buyback an enormous amount of stock while also de-levering John Malone has hinted at shifting to paying out dividends, which would be huge catalyst Consolidation remains an option, there would be significant cost and competitive synergies by combining with a wireless carrier Fortunately, I have not previously owned $CHTR and lack the scars of others

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@ragingventuresMay 13, 2026 · 12:14 PM

With $CHTR shares now trading sub $150, maybe it is time to slap a $20-25 annual dividend on the stock and use the rest of its FCF to de-lever. Buybacks seem like a bridge to nowhere.

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@ragingventuresFeb 3, 2026 · 9:06 PM

$CMCSA has shown some signs of life, particularly after adding back the value of the $VSNT spin. I am peeling off some of these long-dated calls but am not touching the large common stock position I accumulated in H2 '25. I also recently purchased $CHTR.

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@ragingventuresNov 21, 2025 · 3:59 AM

John Malone on CNBC today essentially argued for why $CMCSA and $CHTR should cut back on buybacks and capex while ramping shareholder dividends — specifically noting that $VZ trades at a better multiple due to its dividend policy. (Long $CMCSA and long-dated OTM $CMCSA calls)

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@tsoh_investingNov 10, 2025 · 2:28 PM

Today's TSOH Investment Research "A Transformational Moment" $CMCSA $CHTR Thank you to @FrancoOlivera for his feedback! https://t.co/TsBk4h5Nqv https://t.co/awbqJ6SHSd

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@tsoh_investingNov 9, 2025 · 4:16 PM

$CMCSA and $CHTR update tomorrow AM at TSOH Investment Research https://t.co/Lm1Sfu1cWA

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@tsoh_investingNov 3, 2025 · 8:18 PM

Charter's wireless penetration is up to ~20% of its broadband base $CHTR https://t.co/3CcclASTiG

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@tsoh_investingOct 31, 2025 · 1:04 PM

$CMCSA $CHTR https://t.co/QT35kLsPfO

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@valuedontlieJul 26, 2025 · 6:39 PM

$STRZ bear thesis... they weren't included in $CHTR slide on "expensive" OTT package https://t.co/KgOJ9CvBWn