Honeywell International. Every tracked FinTwit mention of $HON, newest first. 41 mentions since the first on Oct 18, 2025. See the price chart.
July 2026 · 3 mentions
Jul 9
TheValueist — $HON Honeywell Technologies: The Post-Spin Automation Execution. Investment Thesis. New: 7/9/26.
Honeywell's portfolio simplification is the defining strategic act of the Vimal Ka…↗
Wayne Liang — Like Jensen Huang said, robotics is the next frontier of AI.
When humanoids start to scale, who do you think will supply the buildout?
Vishay Precision Group ( $VPG )
Ouster ( $…↗
June 2026 · 8 mentions
Jun 28
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Jun 24
Gaetano — One of the most investible layers in Physical AI today is Edge Compute
Some companies in this space include:
$QCOM $AMBA $HON $LSCC $OSS $NVDA $BZAI etc.
Some are too big for th…↗
Jun 23
InvestmentGuru — QUANTUM COMPUTING: THE NEXT TRILLION-DOLLAR TECHNOLOGY RACE?
AI created some of the biggest winners of the decade.
Could Quantum Computing be next?
This week, President Trump si…↗
TheValueist — $QNT $HON (Bloomberg) -- Quantinuum Inc.’s initial public offering drew orders for a double-digit multiple of the number of shares available, according to people familiar with the…↗
May 28
Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos.
Wrong first filter.
Start with the deployment stack:
Actuators / motion control:
$PH $RRX $TKR $AM…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
Nancy Pelosi Stock Tracker ♟ — Big Buy Alert 🚨
Rep. Maria Salazar (R) just disclosed up to $850,000 of new trades
Buys: $850,000
Sells: $0
Biggest buys include:
- $50,000 of Boeing $BA
- $50,000 of Goldman S…↗
March 2026 · 5 mentions
Mar 26
PhotonBull — Really hoping this is just bad social media bait from the white house.
They posted a pixelated image of Trump, who looks like he is ready to press a red button (nuke?).
Two inter…↗
Mar 13
Jason Luongo — 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…↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
Jan 21
Shay Boloor — THE HUMANOID ROBOT LANDSCAPE IN 2026
1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robo…↗
Jan 18
The Future Investors — What are the Key 𝗤𝘂𝗮𝗻𝘁𝘂𝗺 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 Focus Areas? ⚛️👇
🧠 Quantum Computing / Cloud Services
$QUBT | $RGTI | $QBTS | $IONQ
$CCCX | $IBM | $GOOGL | $HON
🔧 Quantum C…↗
InvestmentGuru — Evercore ISI: Best Idea List for 2026
High-conviction ideas for a K-shaped recovery and an AI-driven future
Evercore ISI just released its 2026 Best Idea List, and the message i…↗
Dec 20
The Future Investors — Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀
Robotics is a full stack — these stocks stand to benefit 👇
🥇𝗧…↗
October 2025 · 3 mentions
Oct 30
Raging Capital Ventures — @nocalledstrikes No judgement on $HON, just sharing my knee jerk reaction↗
Oct 30
Raging Capital Ventures — Not to pick on this idea, as it came from one of the best investors I know, but I was recently pitched long $HON, a $135 billion market cap company, due to its ~55% stake in Quanti…↗
Oct 18
Colin King — $HON spinning off $SOLS soon... here's a pre-spin look at the setup:
1) specialty chem w/ 2 segments (RAS & ESM) - former is ~40% EBITDA margin mostly refrigerants... other biz li…↗
— Spin-off idea:
$HON trades at $220
Spinning off aerospace biz this month w/ peers at 25-30x earnings (at $5-6 EPS = $125-180/sh)
implies $40-95/sh for remaining businesses doing…
TheValueist — $QNT $HON (Bloomberg) -- Quantinuum Inc., a quantum computing company backed by Honeywell International Inc., raised $1.68 billion in its upsized US initial public offering, demons…↗
Jun 3
TheValueist — $QNT $HON UPDATED RESEARCH NOTE - Quantinuum IPO: June 1 S-1/A Sets the Deal Math, Valuation Still the Gate
https://t.co/znq7wKnav7
https://t.co/B81w2lRWEi
Bottom Line: Updated a…↗
Jun 3
TheValueist — $QNT $HON *QUANTINUUM IPO IS SAID TO BE MORE THAN 20 TIMES OVERSUBSCRIBED↗
Jun 1
PhotonBull — $DAIO came across my radar after they signed an acquisition that nearly doubles its revenue and could push them towards profitability.
The target is a semiconductor handling and p…↗
— Trump Just Put $2 Billion Into Quantum Computing
The Full Quantum Ecosystem to Watch:
Pure-Play Quantum:
→ $IONQ | $QBTS | $RGTI | $INFQ | $QUBT | $XNDU
Quantum Security:
→ $ARQ…
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
May 14
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 8
TheValueist — $QNT $HON RESEARCH NOTE - Quantinuum IPO: Strategic Quantum Platform, Valuation Still the Gate
https://t.co/znq7wKnav7
https://t.co/gLHqtXcsen
Bottom Line: Quantinuum is one of t…↗
May 8
TheValueist — $QNT $HON - I bet this will be a damn hot IPO.
(Bloomberg) -- Honeywell-backed quantinuum files for IPO.
Seeks to list on Nasdaq under ‘QNT’↗
May 2
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
— President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
— $HON Honeywell said its majority-owned quantum computing unit Quantinuum has confidentially filed IPO paperwork with the SEC, marking an early step toward a possible public listing…
Shay Boloor — 2026 WILL BE THE YEAR OF SPACE
Orbital Launch (access to space)
• $SPACEX enables low-cost, high-cadence launch that underpins the entire ecosystem
• $RKLB provides dedicated laun…↗
Jan 5
Black Panther Capital — 🚨HERE IT COMES. TRUMPS NEXT MOVE:
Here 20 companies to look out for if Trump sits down to negotiate with Greenland.
$CRML, Mining $MP, Materials $UUUU, Mining $LMT, Aerospace &…↗
Jan 3
Serenity — US has now invaded Venezuela.
Everyone is probably wondering the same thing:
How do you profit off the situation?
1. Heavy Sour, Ammonia, and Nitrogen Fertilizers disruption ( $…↗
Jan 1
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
Jan 1
InvestmentGuru — High-Conviction Robotics & Automation Stocks for 2026
$NVDA — Robot AI brains
The backbone of AI, simulation, and robotics compute. Every robot needs inference, training, and edg…↗