Who mentions $DUK most on Surfaced?

@itsmichaelluu (Michael | Hypermarkets) mentions $DUK most — 3 mentions in the past 12 months.

When was $DUK first mentioned on Surfaced?

The earliest tracked mention of $DUK in the Surfaced archive was on Sep 29, 2025.

How many voices track $DUK?

6 FinTwit voices have mentioned $DUK 10 times in the past 12 months.

What kind of voices mention $DUK most?

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

$DUK — FinTwit mentions on Surfaced

Recent mentions

10 mentions

@itsmichaelluuJun 21, 2026 · 8:28 PM

Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing... Here's 6 steps to follow: 1. Open a tax-free investing account like a Roth IRA. 2. Put in $5,000 and buy one (or all) of these ETFs. 3. Contribute $500–$2,500 every month into them, no matter what. 4. Say no to going out, no to impulse spending, let it compound instead. 5. Don't touch it. Don't panic sell. Let 2026-you trust 2040-you. 6. Check back in 14 years. You're a millionaire. 6 GOLDEN ETF's to buy: 1. $DRAM — Memory chips power every AI server; this cycle is structurally undersupplied. $MU $WDC $STX 2. $GRID — Electricity grid buildout is the bottleneck behind every AI infrastructure dollar spent. $NEE $DUK $SO $AEP $XEL 3. $AIPO — Exposure to AI IPOs captures the next decade's biggest public market wealth creation. $AMT $VRT $SBAC $DLR 4. $SOXX — Semiconductors are the foundation layer; nothing in tech ships without chips. $NVDA $AVGO $TSM $QCOM $AMD $INTC 5. $QQQM — Cheap, broad exposure to the innovation economy's biggest compounding winners long-term. $AAPL $MSFT $AMZN $GOOG $META $TSLA 6. $VOO — The $SPY is the simplest proven path to long-term, market-matching wealth. $JPM $UNH $BE $NBIS $ARM $IBM ♻️ RESHARE this post and write 1 comment, I'll share 3 stocks to buy and hold until 2040 I like most.

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@itsmichaelluuMay 17, 2026 · 6:19 PM

In 1 year, $ENLT spiked 600% from $15 to $90+ Right now, $NVDA CEO wants you to buy sustainable energy companies. Here's 7 stocks under $10 that can 20x just like $BE: 1/ $PLUG ~$3.76 | Target: $30 Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely. Customers: $AMZN, $WMT, $HD, $MSFT, $SO Catalyst 1: Q1 gross margin improved 42pp YoY margin turnaround is real and accelerating Catalyst 2: DOE hydrogen hub funding unlocking PLUG is a primary beneficiary of U.S. green hydrogen infrastructure buildout Catalyst 3: Targeting positive EBITDAS by Q4 2026, which would mark a fundamental re-rating moment for the stock 2/ $FLNC ~$20.00 | Target: $65 Grid-scale battery storage that keeps renewable power stable and uninterrupted for 24/7 AI data center operations. Customers: Two new hyperscaler MSAs signed ($GOOG $MSFT $AMZN $META could be?), BrightNight, Cordelio Power, LEAG (Europe) Catalyst 1: Two new hyperscaler Master Supply Agreements signed in Q1 2026 expected to generate over $2B in revenue Catalyst 2: Record $5.5B backlog with a $30B pipeline, up 30% since September 2025 Catalyst 3: Citi raised target to $26 and Canaccord raised to $28 post Q1 analyst conviction building fast 3/ $ARRY ~$10.00 | Target: $40 Solar tracking systems that maximize output at utility farms directly powering AI data center campuses nationwide. Customers: NextEra Energy, Invenergy, AES, RWE Renewables, AWS energy partners Catalyst 1: Record $2.4B orderbook in Q1 2026 IRA deadline rush driving near-term revenue surge Catalyst 2: Hyperscalers signing 100-500MW solar PPAs directly every one requires ARRY trackers Catalyst 3: APA Solar acquisition adds tracking software margin and new utility-scale contract channels 4/ $SHLS ~$10 | Target: $32-$35 Electrical balance-of-system components the invisible wiring and combiner systems every AI-powering solar plant depends on. Customers: $NEE , RWE Renewables, Enel Green Power, $AES , Invenergy Catalyst 1: Q1 2026 revenue +75% YoY to $140.6M with a record $758M backlog Catalyst 2: New DC-coupled battery storage products open a second revenue stream alongside solar BoS Catalyst 3: Goldman Sachs Buy rating with $11 target facility consolidation headwinds clear in H2 2026, margin recovery follows 5/ $EOSE ~$8 | Target: $24 Zinc-based long-duration batteries solve renewable intermittency providing the hours-long storage AI data centers need for truly uninterrupted clean power. Customers: $DUK , $ED, U.S. Army Corps of Engineers, data center developers Catalyst 1: Second production line coming online in 2026 doubles output capacity and drives gross margin positive Catalyst 2: $220M+ in new orders in Q4 2025 with 20% pipeline growth data center sector is the primary driver Catalyst 3: Domestic zinc supply chain means zero Chinese lithium dependency — a structural moat in the tariff war era 6/ $FCEL ~$21 | Target: $60 Modular fuel cells deliver on-site DC power with waste-heat capture for cooling purpose-built for the 24/7 uptime AI workloads require, no grid connection needed. Customers: $XOM , $TM , $PFE , U.S. Navy, Department of Defense Catalyst 1: 1.5 GW+ in active AI data center proposals even partial conversion is transformational at this market cap Catalyst 2: Q1 2026 revenue +61% YoY as the bring-your-own-power trend accelerates across hyperscalers Catalyst 3: ExxonMobil carbon capture JV commercialization validates the technology at industrial scale by late 2026 7/ $AQN ~$8 | Target: $24-$30 Regulated wind, solar, hydro and thermal utility the reliable baseload backbone AI data centers need most, trading at a deep discount to book value. Customers: Regulated U.S. ratepayers, Midwestern utilities, Canadian provincial utilities, long-term PPA counterparties Catalyst 1: Strategic asset sales and restructuring completion of the review in H1 2026 unlocks significant shareholder value Catalyst 2: Pending U.S. rate case approvals across multiple jurisdictions directly lift regulated earnings Catalyst 3: Fed rate cuts are a free catalyst every 25bps cut meaningfully re-rates this stock higher Recently, Jensen Huang in an interview said $NVDA under invested in sustainable energy. I still like $BEP $ENLT $PLUG and possibly $ENPH. $ENLT can keep going towards $200 then $400+ I'd say. ♻️RESHARE this post and make 1 comment and I'll DM you my $SPY chart for this week right now.

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@itsmichaelluuMay 7, 2026 · 5:14 PM

The AI supercycle is 15 years long! This is only year 3. Invest in these companies and you're a millionaire in less than 10 years. This is AI infrastructure value chain (every key player) Remember, data centers are the factories of the AI economy. ⚡ POWER & ENERGY • $NEE — Largest US renewable utility, powering data center scale • $VST — Nuclear + gas fleet; the always-on AI power play • $CEG — America's top nuclear op; clean baseload for hyperscalers • $GEV — Builds turbines + grid gear for the AI buildout • $DUK — Southeast utility with surging data center load growth 🏗 REAL ESTATE & SITE • $DLR — Global colo REIT leasing space to cloud + AI firms • $EQIX — World's largest DC REIT; interconnects clouds at neutral hubs • $PLD — Industrial REIT expanding into power-dense DC development 🔧 CORE INFRASTRUCTURE • $VRT — Power + cooling systems inside data centers; GPU bottleneck play • $ETN — Power management hardware protecting facilities from surges • $CAT — Diesel backup generators — every data center runs on them • $JCI — HVAC + building mgmt keeping hyperscale facilities cool 💻 IT HARDWARE & NETWORKING • $NVDA — Makes the GPUs running every AI model. The moat. • $DELL — Servers housing GPU clusters in AI data centers • $SMCI — Custom GPU servers + liquid cooling for AI racks • $ANET — High-speed switches connecting GPU clusters at hyperscale • $AVGO — Custom AI chips + networking silicon inside every cloud • $MRVL — Data center silicon + optical interconnects for AI bandwidth 🖥 SOFTWARE & MANAGEMENT • $MSFT — Azure + enterprise software; deepest AI integration of any cloud • $NOW — IT workflow automation managing enterprise DC operations • $NVDA (DGX SW) — Full-stack AI software optimizing GPU utilization ☁️ END USERS & HYPERSCALERS • $AMZN (AWS) — World's largest cloud; rents AI compute to everyone • $GOOGL — Gemini-powered cloud competing for AI training workloads • $META — One of the largest GPU buyers on earth; builds own infra • $TSLA — Training massive AI for FSD; building its own Dojo supercomputer The big picture: → Energy + Infrastructure + Compute = The AI Moat → The strongest positions own the bottlenecks → Every layer matters. The factories are being built now. Remember, these 3 words land, power and supply for AI.

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@aleabitoredditMar 22, 2026 · 3:02 AM

JPM is projecting 0 rate cuts in 2026 (Mar 19th). Derivatives show~37% 0 rate cuts. Here's the traditional winners and losers: 1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC - Interest from treasury, CCs, mortgage 2. High Cash vs. MC: Berkshire < $BRK.B >, $ETOR, $VLN, and others - Companies that sit on large piles of cash relative to MC, where interest rates make material difference to operational income. - This is beneficial to a lot of brokerages, but also very nuanced eg. $HOOD. 3. Insurance: $PGR, $MET, $ALL - Higher yields on bond portfolios 4. Value/Cyclical Stocks: $XOM, $CAT, $DE - Strong cash flow today + underlying commodities boost as well. Losers: 1. Telecommunications & Heavy Industrials: $T, $VZ, $ATUS - Companies that carry massive debt loads to build out optic cables, 5G, etc. 2. Utilities: $NEE, $DUK, $SO, $XLU - Utilities carry heavy debt to maintain power grids and partly bond proxies 3. Real Estate + REITs: $AMT, $O, $BXP - Higher rates drive down the valuation of the physical properties themselves and harder borrowing for buying homes. Then government bonds > dividend yields. 4. Unprofitable / Speculative Tech: $ARKK Nuanced: Historically Mag7 like $NVDA, $AAPL, $MSFT, $AMZN were neutral-winner as they were typically sitting on loads of cash. But for the first time, some are going into debt for the AI buildout and are scaling like startups again (eg. $META 33%+ Y/Y revenue growth): -> Cash-rich companies like $AAPL are likely to be fine, $MSFT + $GOOGL (largely funded by operational income) -> While $META, $ORCL, and others may face more challenges (projected to take on debt long term) However, despite short term volatility from projections + War in Iran: One TACO could flip all the projections. So, I would not bet on high interest rates or rate hikes or this trade. And I don't think markets will either long term.

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@investmentguru_Feb 27, 2026 · 1:04 PM

Despite another blockbuster quarter from $NVDA, the market reaction says everything: enthusiasm for AI is being capped by rising anxiety over the sustainability of massive capex. We’re seeing a clear rotation. Wall Street is pivoting toward HARD — Hard Assets, Resilient & Durable. As AI software becomes easier to replicate and margins compress, capital is flowing into businesses backed by irreplaceable physical infrastructure: power grids, pipelines, industrial capacity, and defense manufacturing. The AI arms race has turned hyperscalers into capital-intensive giants — and that money is now flowing into the physical economy: Power & Grid: $GEV, $SO, $DUK Energy: $XOM, $CVX Materials: $FCX, $NUE Heavy Equipment: $CAT Defense: $LMT, $NOC This isn’t about avoiding risk — it’s about reducing vulnerability. In a market repricing digital moats and AI margins, durable hard-asset businesses are gaining the premium. Rotation is real. HARD is the message.

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@kaizen_investorFeb 10, 2026 · 12:19 PM

$DUK just reported a solid Q4 double beat, expressing that the need for power is still on. A massive $103 billion capital plan through 2030 targets a 9.6% increase in its earnings base, fueled by soaring power demand from data centers and manufacturing. With 2026 guidance set at $6.55–$6.80, the company expects long-term profit growth of 5%–7%. By adding 13 gigawatts of new energy, mostly solar and natural gas, $DUK is positioning itself as the vital backbone for America’s tech-heavy economy. It’s a bold, multi-year bet on the power needs of tomorrow.

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@stocksavvyshayJan 24, 2026 · 1:34 PM

$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. NUCLEAR • $SMR industrializing small modular nuclear reactors • $UUUU integrating uranium mining with fuel processing • $OKLO building on-site nuclear power for AI data centers • $CCJ anchoring uranium supply for the nuclear build cycle • $LEU enabling advanced reactors through fuel enrichment • $UEC scaling uranium production for long-duration demand • $BWXT supplying critical nuclear components & fuel systems • $NNE developing microreactors for distributed baseload power GRID & STORAGE • $TSLA scaling grid-scale battery storage • $QS developing next-gen battery chemistry • $EOSE commercializing long-duration storage • $FLNC deploying utility energy storage for grid stability • $MVST supplying batteries for storage & electrification FUEL CELLS • $BE deploying always-on solid-oxide fuel cells • $FCEL providing distributed fuel-cell generation • $GEV supplying flexible gas turbines to fill grid gaps • $PLUG building hydrogen infrastructure for future power systems RENEWABLES • $ENPH enabling distributed solar & storage at the edge • $FSLR manufacturing utility-scale solar for grid reliability • $NXT improving utility solar economics through tracking systems POWER OPERATORS • $DUK upgrading grids to meet rising demand • $SO expanding regulated baseload power infrastructure • $NEE operating large-scale generation for AI-driven load growth POWER PRODUCERS • $AES scaling renewables & storage globally • $NRG balancing generation and retail power exposure • $VST monetizing flexible generation in tight power markets • $TLN operating merchant power positioned for AI load spikes

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@investmentguru_Jan 21, 2026 · 11:57 AM

Stocks in each layer of AI infrastructure. 1️⃣ Application Layer $MSFT •$GOOGL •$META •$CRM $SNOW •$NOW •$ADBE 2️⃣ Model Layer $MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SAP 3️⃣ Chip Layer $NVDA •$AMD •$TSM $AVGO •$QCOM •$INTC $TXN 4️⃣ Infrastructure Layer $EQIX •$DLR • $NBIS • $IREN $ANET •$VRT •$AMZN $CSCO •$FFIV 5️⃣ Energy Layer $NEE • $OKLO • $LEU $DUK •$CEG •$D $SO • $EXC •$XEL

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@investmentguru_Jan 16, 2026 · 12:20 PM

Who can win in an energy shortfall Utilities & Grid Operators (Direct Winners) $NEE – Largest clean energy utility, grid-scale renewables + transmission $DUK – Regulated utility with strong Southeast data-center exposure $SO – Nuclear + gas heavy, baseload reliability matters $EXC – Nuclear leader, benefits from power scarcity $CEG – Pure-play nuclear leverage Multiple expansion + stable cash flows Natural Gas Generation & Infrastructure Fastest way to add reliable power for AI and data centers. $ET – Pipeline giant, volume + long-term contracts $KMI – Critical gas transport for power plants $WMB – Strong exposure to power generation demand $LNG – LNG exports tighten domestic supply → pricing power $OKE – Midstream leverage to power demand growth gas demand accelerator Nuclear & Uranium (Baseload Scarcity Trade) 24/7 power becomes premium during shortages. $CEG – Best-in-class nuclear operator $BWXT – Nuclear components + SMR exposure $CCJ – Uranium supply leverage $LEU – Enriched uranium, geopolitical tailwind $SMR – Speculative SMR pure play $OKLO -small modular reactor Reliability over ideology Renewables + Storage (Selective) Works when paired with storage and grid upgrades. $FLNC – Grid-scale battery storage leader $AES – Hybrid renewable + storage projects $ENPH – Power electronics, efficiency angle $SEDG – Grid management + inverter exposure $RUN – Long-term residential + storage optionality $EOSE - battery storage Storage is the key, not generation alone Grid Infrastructure & Industrials (Supercycle) Every new plant requires massive hardware and upgrades. $ETN – Electrical systems, transformers, grid backbone $GEV – Power generation, grid tech, turbines $EMR – Automation + power management $PWR – Transmission & grid construction $HUBB – Electrical components for grid expansion Picks & shovels of the power buildout Efficiency & Power Optimization (Hidden Winners) When power is scarce, efficiency = competitive advantage. $NVDA – Power-efficient AI compute dominates $AVGO – Custom silicon reduces energy per workload $TSM – Advanced nodes = efficiency gains $VRT – Data center cooling & power optimization $SMCI – AI server efficiency & density play Lower watts per compute = higher margins

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@pelositrackerSep 29, 2025 · 3:27 PM

Just in: Marjorie Taylor Greene went on a buying spree On September 11th, she bought up to $150K of new stocks Including $ADBE, $GOOGL, $DUK, $MS, & more Most notable: $CRWD, Given her seat on the Homeland Security committee. Will keep an eye on some of these from here. https://t.co/kWZc7feCl4

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