Enersys. Every tracked FinTwit mention of $ENS, newest first. 11 mentions since the first on Jan 30, 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…↗
March 2026 · 3 mentions
Mar 18
Jason Luongo — If you follow the smart money, you'll know exactly what sectors to invest in:
AI Compute: $NVDA
AI Memory: $MU
Data Centers: $IREN
Cloud Infrastructure: $NBIS
Networking: $MRVL
Op…↗
Mar 9
Jason Luongo — Every single one of these sectors is about to see massive growth over the next decade:
AI Compute: $NVDA
AI Marketing: $ZETA
Semiconductors: $AMKR
Memory: $MU
Data Centers: $IREN…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
February 2026 · 6 mentions
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Jason Luongo — I wanted to share this for FULL transparency.
Heres every LEAP position I’m currently holding:
$IREN - AI data centers & Bitcoin mining
$AMZN - Cloud, robotics, AI infrastructur…↗
— February 2nd Premarket
It’s so important to start your week off strong Monday morning!
Take care of your body and mind.
BIG week for my portfolio with some of my largest positi…
Jason Luongo — ALL OF THESE STOCKS REPORT EARNINGS THIS WEEK!
Monday, February 2:
The Walt Disney Company $DIS
Palantir Technologies $PLTR
NXP Semiconductors $NXPI
Simon Property Group $SPG
Tys…↗
Feb 1
Jason Luongo — The White House is telling you where funding is going:
AI - $IREN
Chips - $NVDA
Power - $BE
Defense - $LMT
Robotics - $AMZN
Drones - $ONDS
Space - $RKLB
Energy storage - $ENS
Nucl…↗