Who mentions $GHM most on Surfaced?

@aleabitoreddit (Serenity) mentions $GHM most — 3 mentions in the past 12 months.

When was $GHM first mentioned on Surfaced?

The earliest tracked mention of $GHM in the Surfaced archive was on Jan 3, 2026.

How many voices track $GHM?

3 FinTwit voices have mentioned $GHM 5 times in the past 12 months.

What kind of voices mention $GHM most?

$GHM is mentioned most by Semis voices on Surfaced.

$GHM — FinTwit mentions on Surfaced

Recent mentions

5 mentions

@jasonl_capitalMay 19, 2026 · 12:27 PM

3. Graham Corporation $GHM Rocket engine turbopumps through subsidiary Barber-Nichols. $22M in aggregate orders from six commercial space launch players. SpaceX not confirmed by name, but Barber-Nichols builds turbopumps for the exact engine class Raptor uses. Record backlog of $515.6M. Guidance raised to $233-239M for FY2026.

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@investmentguru_May 16, 2026 · 2:58 PM

SpaceX $SPCX IPO — June 12. Biggest IPO in history. Know your map. 🛸 Launch → $RKLB $FLY 🛰️ Imaging → $PL $SATL $BKSY $SPIR $HAWK $GSAT 📡 Satellite Comms → $ASTS $IRDM $VSAT $SATS $TSAT $ETL $GILT $SIDU 🏗️ Infrastructure → $LUNR $RDW $MDA $VOYG 🔩 Components → $KRMN $TDY $APH $HEI $ATRO $DCO $VELO $RBC $AME $PH $GHM ⚙️ Materials → $CRS $MTRN $HXL $ATI $GLW $PKE 🛡️ Aerospace & Defense → $LMT $RTX $NOC $KTOS $LHX $BA $AIR $HO The rising tide lifts all rockets. Not financial advice.

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@aleabitoredditJan 18, 2026 · 6:38 PM

Personal TLDR research. Western supply chain bottlenecks like $LPTH and $AXTI: $MTRN - Beryllium (Spor Mountain) $HALEU - Uranium | SMRs $ESE - Space fuel tanks (through Vacco) $GHM - Vacuum Ejectors & Surface Condensers | U.S. Navy $FEIM - Atomic Clocks $OPXS - Light Laser Periscopes $TAYD - Vibration $PKE - Heat $VNP.TO - Western gallium $TDY - Rad-Hard Image Sensors $RDW - Roll-Out Solar Arrays $PDFS - Exensio Yield for Intel 18A $WOLF - Silicon Carbide $RELL - Ultracapacitors & Magnetrons $CPSH - Thermal / Aluminum Silicon Carbide $VREX - X-Ray Tubes $GSM - Western Silicon Metal $INTT - Extreme Thermal Cycling $CODA - Turbidity (Murkiness) $NTI - Corrosion $PLAB - Photomask $MKSI - Plasma Control $KULR - Explosive Heat $PESI - Radioactive mixed waste. $CVV - Gas-to-Solid Deposition. $LPKFF - Laser Induced Deep Etching/ Glass Substrates These are just more of the "under the radar" small caps I was researching -> ended up choosing $AXTI and $LPTH if people were interested. Lot of them have terrible fundamentals despite being vital eg: $IQE (already pretty known), so it's not a good idea to just blindly buy a bottleneck. There were a lot more out there I haven't finished researching (so didn't include), and it's a lot harder to pinpoint ones that haven't been priced in. But wouldn't be surprised if a lot of these went up 5x over the next year.

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@aleabitoredditJan 3, 2026 · 4:31 PM

US has now toppled Maduro's regime in Venezuela. Everyone's first thought is: How do I profit off Nation Building in Venezuela? Here's how: 1. Distressed Debt + Bonds ( $ASHM, $HLI, $LAZ ) 2x–3x multiple from "pure play" distressed Venezuelan debt owned by Ashmore $ASHM. They are the largest institutional holders of Venezuelan debt. Bonds trade in the 10–20 cent range (depending on sanctions flux). In a regime change scenario, analysts (Citi, Allianz) est a recovery of 30–55 cents on the dollar. ~2x–3x multiple on book of assets that are marked down. $HLI - IB is the primary financial advisor to the Venezuela Creditor Committee. In sovereign restructurings, the advisors are paid "success fees", and are the "picks and shovels" play for restructuring. $LAZ - sovereign debt restructuring (advised Greece, Ukraine). This firm benefit from the complexity of the deal, and Venezuela's debt stack is arguably the most complex in history. 2. Heavy Crude Transplant ( Paris: TE, $GHM) Technip - Historical architect of Venezuela’s critical infrastructure. The new gov will likely award "no-bid" or "sole-source" service contracts to the OEM to expedite repairs, as bringing in a new firm to reverse-engineer the plants would take years. $GHM - The small-cap industrial firm manufactures the vacuum ejector systems used in refineries and upgraders. To upgrade Venezuela's heavy oil, you must distill it under a vacuum to prevent it from turning into solid coke. 3. Dilutents ( $TRGP ) Before Venezuela can export high volumes of oil, it must import high volumes of diluent (naphtha or natural gasoline) to make the heavy crude flow through pipelines. $TRGP operates the Galena Park Marine Terminal, the primary hub for sending diluents to Venezuela. Reverting to US supplies means Targa’s Galena Park Marine Terminal (a major LPG/Naphtha export hub in Houston) would see an immediate massive spike in volume to displace the Iranian supply. 4. Banking Plays ( Panama: MVZ.A / MVZ.B) Mercantil is a unique anomaly, a Venezuelan bank holding company that listed in Panama and has a US presence (Amerant was spun off, but Mercantil remains). It is the most logical "bridge" for dollarized flows, remittances, and aid money moving from the US/Miami back into a reconstructed Caracas. 5. Energy Sector ( $CVX, $VLO, $PSX) The most obvious beneficiary of regime change and nation building in Venezuela is Chevron $CVX. Unlike other US majors that left, Chevron has maintained a presence in Venezuela. They have the staff, the licenses (via OFAC), and the fields (Petroboscan, Petropiar) ready to ramp up immediately. Gulf Coast Refiners $VLO and $PSX would stand to benefit as well as their Texas and Louisiana refineries were specifically built to process Venezuela's heavy, sour crude. Since sanctions hit, they have had to buy more expensive heavy crude from elsewhere. A flood of Venezuelan oil would drastically lower their feedstock costs, widening their profit margins. Artificial intelligence was one of the most profitable trades in 2025 and moving forward to 2026. Given the unexpected turn of events with a fast regime change, investing in Nation Building from banks to oil processing might become the most profitable trade in 2026.

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@aleabitoredditJan 3, 2026 · 3:23 PM

@poconokid18 So I'll answer your question on timeline + beneficiaries post-regime change. If Defense Minster accepts safe passage/amnesty, then it's a buy signal for stuff like $ASHM, $GHM, or $MVZ.B and companies post regime change. $ASHM - largest holder of Venezulean debt. Bonds likely 100%+ higher re-rated if theres restructuring. $GHM / $MVZ.B - Vacuum Ejectors for extra-heavy crude in Venezulea | Largest banks in Venezuela There's a lot more companies like $ENR and $AMTB that would profit off the reconstruction too. But right now there's now a political transition vacuum after the capture of Maduro. The defense minster Vladimir Lopez and FANB are still hostile with mobilized troops to defend. So, unlike 1989 Panama (~6w), Venezuela is a more "Iraq-style" risk, which could last: ~3-18 months. Otherwise, there's asset risks from Chevron $CVX, while companies like $SU are good substitute during the institutional collapse (alongside the companies mentioned above to maintain the blockade + profit off supply disruption).

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