$HEI

Heico Corp

$HEI

Heico Corp

Past 12mo:4mentions3voices

All voices4 mentions since Jan 2026calls only

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About this stock

$HEI received 4 mentions from 3 distinct FinTwit voices over a 12-month period from January 15, 2026 to May 16, 2026. The most-active voice discussing the ticker was @investmentguru_ (InvestmentGuru) with 2 mentions, followed by @jasonl_capital (Jason Luongo) and @jerrycap (Jerry Capital) with 1 mention each. The mentions centered on $HEI's role as a components supplier within the aerospace and space economy ecosystem, particularly in the context of anticipated industry growth and a potential SpaceX IPO.

AI-generated from tracked posts · updated Sep 5, 2026

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Recent mentions

4 mentions

@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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@jasonl_capitalMar 13, 2026 · 7:09 PM

The space economy is entering Phase 2 and most investors are only looking at one piece of it. A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem. Here's the full stack: Launch & Infrastructure $RKLB $FLY $SPCE SpaceX + ULA (private) Satellite Communications $IRDM $GSAT $VSAT $TSAT $SATS $ASTS Earth Observation & Space Data $PL $BKSY $SPIR $SIDU Space Infrastructure (on-orbit systems) $LUNR $VOYG $RDW Defense & Strategic Space $LMT $NOC $RTX $LHX $BWXT $PLTR Materials & Components $ATI $ST $AME $HXL $HEI $ATRO Manufacturing & Supply Chain $HON $TDY $BA $AMKR The global space economy hit $626B in 2025 and is projected to reach $1 trillion by 2034. The space economy is entering Phase 2, and most investors are only looking at one piece of it.2,

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@jerrycapFeb 11, 2026 · 8:29 PM

@evantindell They can buy any company, business, stock, or cash flow stream in existence, it doesn't have to be software. That's the answer you can't argue. $HEI has FSG and ETG. Now the real question is how long can they do small VMS. Then how long they can do large VMS. Then how long they can do low IRR horizontal stuff. Then what. Given the size and tail and likely growth of the VMS market 10% for 10 years seems a low bar.

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@investmentguru_Jan 15, 2026 · 1:40 AM

Defense and aerospace stocks to watch - Control / Decision Software (The Brain): This is where wars are increasingly decided. Data fusion, AI-driven decision-making, and battlefield visibility (e.g., $PLTR, $BAH, $SAIC, $CACI) create asymmetric advantages. - Sensors, Electronics & System Integration: Hardware that feeds the brain—radars, avionics, comms, EW—dominated by primes like $LMT, $NOC, $RTX, $LHX. - Attritable Drones & Autonomous Systems: Low-cost, scalable systems changing force economics ( $KTOS, $AVAV, $RCAT). - Space, ISR & Defense-Adjacent Infrastructure: Satellites, ground stations, data relay—the next major control layer ( $RDW, $PL). - Platforms, Naval & Strike Delivery: Traditional force projection still matters, but it’s increasingly downstream of software and sensors ( $BA, $GD, $HII). - Industrial Base / Components (The Real Bottleneck): The quiet winners—manufacturing capacity, precision components, and supply chains ( $TDG, $HWM, $HEI, $HXL).

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Who mentions $HEI most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $HEI most — 2 mentions in the past 12 months.

When was $HEI first mentioned on Surfaced?

The earliest tracked mention of $HEI in the Surfaced archive was on Jan 15, 2026.

How many voices track $HEI?

3 FinTwit voices have mentioned $HEI 4 times in the past 12 months.

What kind of voices mention $HEI most?

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