Who mentions $GRMN most on Surfaced?

@nezih_gokay (Nezih Gökay) mentions $GRMN most — 3 mentions in the past 12 months.

When was $GRMN first mentioned on Surfaced?

The earliest tracked mention of $GRMN in the Surfaced archive was on Feb 18, 2026.

How many voices track $GRMN?

2 FinTwit voices have mentioned $GRMN 4 times in the past 12 months.

What kind of voices mention $GRMN most?

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

$GRMN — FinTwit mentions on Surfaced

Recent mentions

4 mentions

@nezih_gokayJun 14, 2026 · 4:28 PM

私の日本からのフォロワーの皆様へ、以下の投稿の日本語版です。誰もがSPACEXの株を追いかける中、スマートマネーはロケットの燃料供給企業を買い集めている！イーロン・マスクが空と軌道を征服する一方で、株式市場には目立たないものの、驚異的なハイパーグロース（急成長）を遂げている「隠れた宇宙帝国」が存在します。SpaceXは単独で飛んでいるわけではありません。その背後にある巨大なサプライチェーンが、上場企業の成長エンジンに火をつけているのです。（ぜひ1年間のリターンを見てみてください）マスクがギアを上げるにつれ、売上を倍増させている隠れた巨頭たちは以下の通りです： Linde Plc ($LIN): SpaceXエコシステムにおいて最も重要な黒子のひとつ。ロケット打ち上げに使用される液体酸素や液体窒素などの産業用ガスの主要サプライヤーです。モーニングスターの分析によると、リンデはSpaceXの打ち上げの約70%を直接支えており、Starship（スターシップ）運用のために打ち上げ射場の近くに専用施設を建設しています。 Moog Inc. ($MOG.A): 航空宇宙・防衛産業向けに精密制御システムを製造するムーグは、人工衛星や宇宙船向けの重要な電気機械コンポーネントを供給しています。SpaceXの打ち上げ量の増加から直接的な恩恵を受けているサプライヤーの一社です。 Intel ($INTC): イーロン・マスクのエコシステム（テスラおよびSpaceX）におけるテクノロジーパートナーとして、Terafab（テラファブ）などの共同生産や高度な半導体アーキテクチャの分野で役割を担っています。 Alphabet Inc. ($GOOGL): グーグルの親会社であるアルファベットは、SpaceXにクラウドデータインフラを提供するだけでなく、2015年には同社に9億ドルという早い段階での投資を行っていました。 Kratos Defense & Security Solutions ($KTOS): 直接的または間接的に衛星地上システム（OpenSpace）のアーキテクチャを提供する同社は、Starlink（スターリンク）をはじめとする巨大衛星コンフィギュレーション（星座）の商業的成長から最も恩恵を受けている黒子的存在です。 Carpenter Technology Corp. ($CRS): 創業135年のこの金属企業は、SpaceXの最も重要なサプライヤーのひとつです。StarshipロケットやRaptor（ラプター）エンジンに使用される、極限の温度と圧力に耐える特殊な航空宇宙用合金やステンレス鋼派生物を供給しています。 Materion Corp. ($MTRN): 宇宙産業に不可欠なベリリウム合金、高度なコーティング材料、光学コンポーネントを製造しています。これらの高性能材料は、SpaceXの衛星システムや打ち上げ車両に多用されています。 Hexcel Corporation ($HXL): ロケットを軽量かつ頑丈にするために必要なカーボンファイバー（炭素繊維）や高度な複合材料を航空宇宙大手に供給しています。 STMicroelectronics ($STM): ジュネーブに本拠を置くこの半導体大手は、10年近くSpaceXと提携しています。何百万もの家の屋根に設置されているStarlink端末（パラボラアンテナ）の内部にある高周波（RF）アンテナチップ、マイクロコントローラ、セキュリティ素子は、大部分が同社によって製造されています。 Broadcom Inc. ($AVGO): Starlink衛星の地上局およびグローバルなネットワークインフラ向けに、高速データ通信を可能にする専用のネットワークチップやスイッチングハードウェアを供給しています。 Trimble Inc. ($TRMB): SpaceXの車両（機体）をミリメートル単位の精度で位置決めし、ロケットの自律着陸やStarlink衛星の軌道追跡を行うための高度なポジショニング（位置測定）技術とソフトウェアを提供しています。 Garmin Ltd. ($GRMN): 航空基準のナビゲーションシステム、センサー、フライトデッキ（操縦席）コンポーネントを製造する同社は、民間宇宙飛行やカプセルの統合において役割を果たしています。 EchoStar / Dish Network ($SATS): Starlinkの「衛星からスマホへ直接つながる（Direct-to-Cell）」インターネットプロジェクトの実現において、極めて重要なパートナーです。SpaceXはエコースターと数十億ドル規模の周波数帯契約を結び、その見返りとして同社にSpaceXの株式を提供しました。

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@nezih_gokayJun 14, 2026 · 8:52 AM

(For the people from many countries who follow me, here is the English version of the post below.) WHILE EVERYONE IS CHASING SPACEX STOCK, SMART MONEY IS ACCUMULATING THE ROCKET FUELERS! While Elon Musk conquers the skies and orbits, there is a hidden space empire in the stock market experiencing hyper-growth under the radar. SpaceX does not fly alone. The massive supply chain behind it is fueling the growth engines of publicly traded companies. (Just look at their 1-year returns) Here are the hidden giants multiplying their revenues as Musk cranks up the gears: Linde Plc ($LIN): One of the most critical background players in the SpaceX ecosystem. It is the primary supplier of industrial gases like liquid oxygen and liquid nitrogen used in rocket launches. According to Morningstar analysis, Linde directly supports roughly 70% of SpaceX launches and has established dedicated facilities near launch sites for Starship operations. Moog Inc. ($MOG.A): Producing precision control systems for the aerospace and defense industries, Moog provides critical electromechanical components for satellites and spacecraft. It is among the suppliers benefiting directly from SpaceX's increasing launch volume. Intel ($INTC): Acts as a technology partner in Elon Musk’s ecosystem (Tesla and SpaceX), collaborating on advanced semiconductor architectures and co-production initiatives like Terafab. Alphabet Inc. ($GOOGL): Google’s parent company, Alphabet, not only provides cloud data infrastructure to SpaceX but also made an early-stage investment of $900 million in the company back in 2015. Kratos Defense & Security Solutions ($KTOS): Providing satellite ground systems architecture (OpenSpace) both directly and indirectly, this company is one of the background actors benefiting the most from the commercial growth of Starlink and similar massive satellite constellations. Carpenter Technology Corp. ($CRS): This 135-year-old metal company is one of SpaceX's most vital suppliers. It supplies the specialized aerospace alloys and stainless steel derivatives used in Starship rockets and Raptor engines to withstand extreme temperatures and pressure. Materion Corp. ($MTRN): Produces beryllium alloys, advanced coating materials, and optical components that are critical for the space industry. These high-performance materials are heavily utilized in SpaceX's satellite systems and launch vehicles. Hexcel Corporation ($HXL): Supplies carbon fiber and advanced composite materials to aerospace giants, which are essential for making rockets lightweight yet durable. STMicroelectronics ($STM): This Geneva-based semiconductor giant has been working with SpaceX for nearly a decade. The radio frequency (RF) antenna chips, microcontrollers, and security elements inside the millions of Starlink terminals (satellite dishes) on rooftops are largely manufactured by STM. Broadcom Inc. ($AVGO): Supplies specialized networking chips and switching hardware that enable high-speed data communication for Starlink satellites' ground stations and global network infrastructure. Trimble Inc. ($TRMB): Offers advanced positioning technologies and software for millimeter-precision positioning of SpaceX vehicles, autonomous rocket landings, and orbit tracking of Starlink satellites. Garmin Ltd. ($GRMN): Manufacturing aviation-grade navigation systems, sensors, and flight deck components, the company plays a key role in commercial spaceflights and capsule integrations. EchoStar / Dish Network ($SATS): A highly critical partner for the realization of Starlink's direct-to-cell satellite internet project. SpaceX signed a multi-billion-dollar frequency band agreement with EchoStar and provided SpaceX shares in return.

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@nezih_gokayJun 14, 2026 · 7:28 AM

HERKES SPACEX HİSSESİ PEŞİNDE KOŞARKEN AKILLI PARA ROKETE YAKIT TAŞIYANLARI TOPLUYOR! 🚀🔥 Elon Musk gökyüzünü ve yörüngeyi fethederken borsada sessiz sedasız hiper büyüme yaşayan gizli bir uzay imparatorluğu var. SpaceX tek başına uçmuyor. Arkasındaki devasa tedarik zinciri borsadaki şirketlerin büyüme motorlarını alevliyor. (1 yıllık getirilerine bakın) Musk vites artırdıkça cirosunu katlayan gizli devler⬇️ 🔵Linde Plc $LIN : SpaceX ekosistemindeki en kritik arka plan oyuncularından biridir. Şirketin roket fırlatmalarda kullandığı sıvı oksijen ve sıvı azot gibi endüstriyel gazların ana tedarikçisidir. Morningstar analizlerine göre Linde SpaceX fırlatmalarının yaklaşık %70'ini doğrudan desteklemektedir ve Starship operasyonları için fırlatma alanlarının yakınında özel tesisler kurmuştur. 🔵Moog Inc. $MOG.A : Havacılık ve savunma sanayisine hassas kontrol sistemleri üreten Moog uydular ve uzay araçları için kritik elektromekanik bileşenler sağlamaktadır. SpaceX'in artan fırlatma hacminden doğrudan olumlu etkilenen tedarikçiler arasındadır. 🔵Intel $INTC : Elon Musk ekosisteminde (Tesla ve SpaceX) Terafab gibi ortak üretim ve gelişmiş yarı iletken mimarilerinde teknoloji ortağı olarak rol oynamaktadır. 🔵Alphabet Inc. $GOOG : Google'ın çatı şirketi Alphabet SpaceX'e sadece bulut-veri altyapısı sağlamakla kalmıyor aynı zamanda şirkete 2015 yılında 900 milyon dolarlık erken aşama bir yatırım yapmıştı. 🔵Kratos Defense & Security Solutions $KTOS : Doğrudan veya dolaylı olarak uydu yer sistemleri (OpenSpace) mimarisi sunan şirket Starlink ve benzeri devasa uydu takımyıldızlarının ticari olarak büyümesinden en çok fayda sağlayan arka plan aktörlerindendir. 🔵Carpenter Technology Corp. $CRS : 135 yıllık bu metal şirketi SpaceX'in en önemli tedarikçilerinden biridir. Starship roketlerinde ve Raptor motorlarında kullanılan aşırı sıcaklığa ve basınca dayanıklı özel havacılık alaşımlarını ve paslanmaz çelik türevlerini tedarik etmektedir. 🔵Materion Corp. $MTRN : Uzay endüstrisi için kritik öneme sahip olan berilyum alaşımları gelişmiş kaplama malzemeleri ve optik bileşenler üretir. SpaceX'in uydu sistemlerinde ve fırlatma araçlarında bu yüksek performanslı malzemeler yoğun olarak kullanılmaktadır. 🔵Hexcel Corporation $HXL : Roketlerin hafif ama dayanıklı olması için gereken karbon fiber ve gelişmiş kompozit malzemeleri havacılık devlerine sağlar. 🔵STMicroelectronics $STM : Cenevre merkezli bu yarı iletken devi yaklaşık on yıldır SpaceX ile çalışmaktadır. Milyonlarca evin çatısında bulunan Starlink terminallerinin (çanak antenlerin) içindeki radyo frekansı (RF) anten çipleri mikrodenetleyiciler ve güvenlik elemanları büyük oranda STM tarafından üretilmektedir. 🔵Broadcom Inc. $AVGO : Starlink uydularının yer istasyonları ve küresel ağ altyapısı için yüksek hızlı veri iletişimi sağlayan özel ağ yongaları ve anahtarlama donanımları tedarik eder. 🔵Trimble Inc. $TRMB : SpaceX araçlarının milimetrik hassasiyetle konumlandırılması, otonom roket inişleri ve Starlink uydularının yörünge takibi için gelişmiş konumlandırma teknolojileri ve yazılımları sunar. 🔵Garmin Ltd. $GRMN : Havacılık standartlarında navigasyon sistemleri, sensörler ve uçuş kontrol paneli bileşenleri üreten şirket ticari uzay uçuşları ve kapsül entegrasyonlarında rol oynamaktadır. 🔵EchoStar / Dish Network $SATS : Starlink'in uydudan doğrudan cep telefonuna internet projesinin hayata geçebilmesi için çok kritik bir ortaktır. SpaceX, EchoStar ile milyarlarca dolar değerinde bir frekans bandı anlaşması yapmış ve karşılığında bu şirkete SpaceX hissesi vermiştir. (Görsel Midas'tan alınmıştır)

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@kaizen_investorFeb 18, 2026 · 12:12 PM

$GRMN shares jumped 5% today after a stellar earnings report proved its premium strategy is winning. The company smashed records with $2.12 billion in quarterly revenue, fueled by a massive 42% surge in Fitness sales as consumers flock to their advanced wearables. While the Auto segment remains in transition, strong double-digit growth in Aviation and Marine confirms high demand for their specialized technology. Investors are cheering the confident 2026 outlook, which features a 17% dividend hike and a new $500 million share buyback program. By integrating with healthcare payment systems and securing major manufacturing partners, Garmin is successfully expanding its reach well beyond just outdoor enthusiasts.

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