$HUBB — FinTwit mentions on Surfaced

$HUBB — FinTwit mentions on Surfaced

Recent mentions

16 mentions

@ftr_investorsJul 3, 2026 · 3:32 PM

The Future Investors presents the 40 quality stocks with the highest FCF yields right now 📈💸 1. $MELI | MercadoLibre - 13.2% 2. $PDD | PDD Holdings - 13.2% 3. $ADBE | Adobe - 11.8% 4. $CRM | Salesforce - 10.8% 5. $INTU | Intuit - 10.3% 6. $PINS | Pinterest - 9.8% 7. $WDAY | Workday - 8.9% 8. $CART | Instacart - 8.2% 9. $SE | Sea Limited - 7.4% 10. $TCEHY | Tencent - 6.8% 11. $CSU | Constellation Soft. - 6.6% 12. $UBER | Uber - 6.5% 13. $ADSK | Autodesk - 6.2% 14. $EFX | Equifax - 5.6% 15. $VEEV | Veeva Systems - 5.2% 16. $DXCM | Dexcom - 5.2% 17. $ABNB | Airbnb - 5.2% 18. $TYL | Tyler technologies - 5.1% 19. $FIVE | Five Below - 5.0% 20. $SAP | SAP - 4.9% 21. $BSY | Bentley systems - 4.9% 22. $CVC | CVC Capital - 4.6% 23. $ABT | Abbott - 4.4% 24. $NOW | ServiceNow - 4.2% 25. $UCB | UCB - 4.1% 25. $DT | Dynatrace - 4.1% 26. $NXPI | NXP Semiconductors - 3.9% 27. $III | 3i Group - 3.8% 28. $MA | Mastercard - 3.7% 29. $OKTA | Okta - 3.7% 30. $SPOT |Spotify - 3.7% 31. $PODD | Insulet - 3.7% 32. $NFLX | Netflix - 3.6% 33. $MSCI | MSCI - 3.6% 34. $HUBB | Hubbell - 3.5% 35. $ADYEN | Adyen - 3.5% 36. $ON | On Semiconductor - 3.3% 37. $CMG | Chipotle - 3.3% 38. $ONON | On Holdings - 3.3% 39. $META | Meta - 3.3% 40. $SNPS | Synopsys - 3.2% Source: @KoyfinCharts 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Gross Profit Margin >30% - Net Income Margin >0% - Revenue & EPS next 3Y >9% - FCF/Mcap Yield >3.2% - No biotech, mining companies - Altman Z Score >2.8 - Marketcap >$10B Which of these stocks would you buy today? 👀👇

@thevalueistJun 9, 2026 · 8:05 PM

$HUBB Sentinel Capital Partners Sells NSI Industries to Hubbell Incorporated for $3.0 Billion PR Newswire NEW YORK, June 9, 2026 Value Creation Resulted from Pure-Play Transformation of the Business NEW YORK, June 9, 2026 /PRNewswire/ -- Sentinel Capital Partners, a private equity firm that invests in promising midmarket companies, today announced the sale of NSI Industries, a leading manufacturer and supplier of branded electrical products, to Hubbell Incorporated (NYSE: HUBB) for $3.0 billion. Sentinel acquired NSI in November 2024. NSI is a category-leading provider of more than 15,000 branded replenishment electrical power components serving industrial, infrastructure, and commercial end markets. Its core offering of electrical fittings, connectors, components, and wire management products is sold under the iconic brands Bridgeport, Polaris, and Tork via a network of more than 2,000 third-party distributors and contractors throughout North America. NSI has delivered impressive and consistent sales growth, driven by steady, replacement-driven demand and an expanding presence in high-growth end markets, including digital infrastructure and electrification applications like power utilities and data centers. In October 2025, Sentinel sold NSI's market-leading HVAC division, which included the Duro Dyne and Supco brands, to Lennox International for $550 million. This divestiture refocused NSI as a pure-play manufacturer of branded electrical products. "We were honored to partner with the talented team at NSI," said John Van Sickle, a Sentinel partner. "Together, we strategically transformed NSI into a pure-play leader in electrical components, which was instrumental in unlocking value." "I'm grateful to Sentinel for its leadership and support in transforming our company," said Mike Pruss, NSI's CEO. "We are excited about the growth opportunities for our business and team as part of Hubbell." Sentinel's deep expertise in electrical manufacturing and distribution includes ECM Industries (electrical products for construction, maintenance, lighting, irrigation, landscape supply, and gas utility markets) and Power Products (diversified electrical products). Sentinel's broader expertise in industrial manufacturing and distribution includes investments in Chromalox (commercial and industrial electric heating products and systems), Engineered Controls (specialized pressure regulators, valves, and other controls), LTI Boyd (engineered sealing and thermal management components), RotoMetrics (rotary tooling products), Sonny's (conveyorized car wash systems and related products), and Spectrum Safety Solutions (fire detection and suppression products). Lincoln International and Baird are serving as financial advisors to Sentinel, and Kirkland & Ellis is providing legal counsel. About NSI Industries NSI Industries is a leading manufacturer and supplier of over 15,000 branded electrical products that are sold to over 2,000 distributors in North America. NSI Industries is made up of a portfolio of well-respected brands, including Bridgeport fittings, Polaris connectors, and Tork timers. NSI Industries is headquartered in Huntersville, North Carolina.

@investmentguru_May 18, 2026 · 11:39 AM

Energy- 7 layers AI Energy Bridge: Short-Term Stack (Before nuclear comes online ~2030+) Layer 1 — Solar Generation → $FSLR (First Solar) — domestic manufacturing moat → $ARRY (Array Technologies) — utility-scale trackers → $CSIQ / $JKS — cost-competitive module suppliers Other- $ENPH $SEDG $TE → ETF play: $TAN (Invesco Solar ETF) Layer 2 — Battery Storage → $EOSE (Eos Energy) — long-duration grid storage → $FLNC (Fluence Energy) — utility-scale BESS deployments → $QS (QuantumScape) — solid-state, longer horizon Layer 3 — Grid Modernization / Transmission → $ETN (Eaton) — switchgear, power mgmt → $PWR (Quanta Services) — grid buildout contractor → $GRID (First Trust Nasdaq Clean Edge Smart Grid ETF) — pure ETF play → $GEV (GE Vernova) — turbines + grid infra, breakout momentum Layer 4 — Natural Gas Bridge → The actual short-term baseload filler before nuclear → $LNG (Cheniere) — LNG export → $AR (Antero Resources) — nat gas supply → $TELL (Tellurian) — speculative LNG infra → Data centers are signing direct gas PPAs right now Layer 5 — Power Equipment / Transformers → Bottleneck hiding in plain sight — 2–3 year transformer lead times → $HUBB (Hubbell) — transformers, electrical components → $VRT (Vertiv) — data center power + cooling infra → $AMPS (Altus Power) — distributed solar + C&I Layer 6 — Demand Response / Energy Software → The “grid intelligence” layer — often overlooked → $GNRC (Generac) — backup power + grid services → $ITRI (Itron) — smart meters, grid edge data → $STEM (Stem Inc.) — AI-driven energy storage optimization Layer 7 — Nuclear → $CEG, $CCJ, $OKLO, $SMR, $NNE, $LTBR → 2028–2035 production window — position early, wait long Solar + Storage absorbs daytime peaks → Gas fills baseload gaps → Grid modernization moves electrons efficiently → Nuclear takes over as 24/7 firm power This is your “AI Power Capital Cycle” — each layer hands off to the next. Great multi-year content series. Not financial advice.

@investmentguru_May 12, 2026 · 10:50 AM

WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition. SOLAR — The Lowest Cost Energy Ever Built → $FSLR — largest Western hemisphere PV manufacturer, $16.4B backlog, 53.7 GW contracted → $ENPH — microinverter leader, IQ Battery storage, 22,000+ certified installers globally → $SEDG — solar power optimization & residential storage → $JKS — JinkoSolar, 370 GW cumulative shipped, expanding into utility-scale storage → $CSIQ — Canadian Solar, global manufacturing + storage integration WIND — Backbone of Grid-Scale Renewables → $VWDRY — Vestas, global wind turbine leader → $GEV — GE Vernova, grid modernization + wind equipment supercycle → $ORSTED — offshore wind pure play → $SIEGY — Siemens Energy, onshore + offshore wind + grid ENERGY STORAGE — The Most Critical Layer → $EOSE — Eos Energy, zinc-based long duration storage, no lithium dependency → $FLNC — Fluence Energy, utility-scale BESS deployments globally → $STEM — AI-driven battery storage optimization platform → $BE — Bloom Energy, solid oxide fuel cells, AI data center power Utility-Scale Integrated: → $NEE — NextEra, largest battery storage developer in North America, 3.6 GW operational → $BEPC — Brookfield Renewable, 80 GWh battery storage in development pipeline → $AES — AES Corp, major BESS developer across Americas Lithium & Materials (Picks & Shovels): → $ALB — Albemarle, world’s largest lithium producer, vertically integrated → $SQM — Sociedad Química, Chilean lithium giant → $LAC — Lithium Americas, North American supply chain play → $LTHM — Livent, lithium for EV + grid storage Solid-State (Next Gen): → $QS — QuantumScape, solid-state lithium-metal batteries → $SLDP — Solid Power, solid-state EV battery development → Battery pack prices falling to $105/kWh in 2026 — making storage economically superior to fossil fuel peakers for the first time at scale NUCLEAR — Always-On Baseload Bridge → $CEG — Constellation Energy, largest U.S. nuclear operator, AI data center offtake deals → $OKLO — next-gen microreactor, Sam Altman-backed → $SMR — NuScale Power, small modular reactor pioneer → $CCJ — Cameco, uranium supply chain kingpin → $UEC — Uranium Energy Corp, domestic U.S. uranium producer GRID & TRANSMISSION — The Bottleneck Nobody Talks About → Global energy transition investment hit a record $2.3T in 2025 — grid modernization is a core pillar → $ETN — Eaton, electrical infrastructure & power management → $GEV — GE Vernova, grid equipment + turbines → $VRT — Vertiv, data center power & thermal management → $HUBB — Hubbell, electrical products & grid components → $PWR — Quanta Services, grid construction & EPC → $EMR — Emerson Electric, industrial automation + energy infrastructure → $ABB — ABB Ltd, power systems, grid-forming inverters, EV charging infrastructure HYDROGEN & FUEL CELLS — Longer Duration Optionality → $PLUG — Plug Power, green hydrogen + fuel cell systems → $BE — Bloom Energy, hydrogen-capable fuel cells → $FCEL — FuelCell Energy, stationary clean power generation THE CAPITAL CYCLE FRAMEWORK → Most existing grids were designed for centralized fossil fuel generation — not decentralized variable renewables. Integrating solar + wind creates new stability challenges that only storage + smart grid tech can solve Stage 1 → Solar + Wind capacity floods in (already happening) Stage 2 → Storage becomes mandatory to stabilize the grid (NOW) Stage 3 → Transmission upgrades to carry renewable power (2026-2030) Stage 4 → Hydrogen + long-duration storage fill the remaining gaps (2028+) We are at the Stage 1→2 inflection point. High oil prices just pulled the timeline forward by 3 years. Not financial advice.

@investmentguru_May 9, 2026 · 8:14 PM

Watch: $ETN · $GEV · $HUBB · $PWR · $AMPX · $GRID

@investmentguru_May 9, 2026 · 5:17 PM

GRID MODERNIZATION: The Bottleneck of the AI Boom AI data centers are creating power demand faster than infrastructure can keep up. Utilities are scaling $200B+ in annual capex to expand transmission, distribution, and grid capacity. Why it matters: → More AI = more electricity → More electricity = grid expansion → Grid upgrades = massive capital cycle Watch: $ETN · $GEV · $HUBB · $PWR · $AMPX · $GRID The AI race isn’t just about compute. It’s about delivering power.

@alphaticaioApr 30, 2026 · 12:19 PM

Hubbell. The Alphatica Earnings Quality Signal Called it BULLISH in February. Q1 2026 delivered: Net sales: +11% YoY (organic +8.2%) Adjusted EPS: $3.93, up 16% YoY Adjusted operating margin: 19.8%, up 110bps Full year guidance raised Datacenter, grid infrastructure, light industrial, all firing. Load growth driving transmission and substation demand. Stock up 2% pre-market. Our signal said it first. The results confirmed it. $HUBB $SPY $SPX $QQQ

@investmentguru_Apr 23, 2026 · 10:18 AM

THE ENERGY MAP: Every Source, Every Play Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center supercycle has changed everything. Power is now the bottleneck. Access to electricity > land, labor, connectivity. Here’s how the landscape is shaping up NUCLEAR — Highest Conviction The renaissance is real. Record generation, 63 reactors under construction, SMRs gaining traction with hyperscaler demand. → AI + baseload = nuclear wins Plays: $CEG $CCJ $OKLO $SMR $NNE $LEU $DNN $LTBR BATTERY STORAGE — High Conviction The backbone of 24/7 clean energy. Explosive growth + massive pipeline into 2030. → Solar pairing + grid stability + data center demand Plays: $TSLA $FLNC $STEM $AMPS $KULR $QS $MVST $AMPX GRID INFRASTRUCTURE — The Real Winner - No matter who wins, the grid must scale. Massive capex cycle just starting. → AI load + EVs + electrification = multi-year demand Plays: $CEG $NEE $ETN $PWR $VRT $HUBB $VST $AES SOLAR — Selective Still scaling globally, but policy shifts create winners & losers. → Data center PPAs absorbing higher costs Plays: $FSLR $ARRY $ENPH $NEE $RUN GEOTHERMAL — Stealth Play Underrated baseload. EGS unlocking new regions. → 24/7 clean energy = perfect for hyperscalers Plays: $CEG $ORKA $NEE NAT GAS / LNG — Bridge Fuel Not going anywhere. Reliability matters. → AI demand + LNG exports = strong tailwind Plays: $LNG $AR $EQT $SLB $HAL WIND — Watchlist Onshore steady, offshore challenged (policy + cost). → Europe still bullish Plays: $GEV $NEE $CWEN $BEP HYDROGEN — Speculative High risk, long-term potential. 2026 is pivotal. → Industrial demand is the key Plays: $PLUG $BE $LIN HYDRO — Stable Compounder Reliable baseload + long-duration storage. → Quiet outperformer in volatile markets Plays: $BEP $CWEN $NEP THE MACRO FRAME This is no longer just a climate transition. It’s a national security + AI infrastructure race. Capital flow trend: Semis → Memory → Photonics → Power & Energy → Robotics We are entering the Power wave Position accordingly. The grid wins regardless. Not financial advice. Like and share

@thevalueistApr 9, 2026 · 7:29 PM

$HUBB all-time high today. One thing I've noticed over the past 3 years is that when a company starts showing up at DCD events, its stock performs very well. More about product market fit and revenue growth visibility rather than some esoteric connection. One recent read was on $COMM which ended up selling a majority of itself to $APH .

@yasutaketinApr 5, 2026 · 3:18 AM

変圧器・電力機器メーカー ∙ $ETN (Eaton) ― 配電機器・スイッチギア大手。米国内で変圧器生産能力を積極拡大中 ∙ $GEV (GE Vernova) ― ガスタービン・送電変圧器・グリッドソリューションを一貫カバーする電力インフラの本命 ∙ $HUBB (Hubbell) ― 送配電用コネクター・金物・変圧器部品に特化したニッチ強者

@thevalueistMar 23, 2026 · 9:00 PM

$HUBB is interesting here. Chart still looks decent. https://t.co/8MGbRCP74P

@alphaticaioMar 16, 2026 · 12:15 AM

The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative. We started publishing it publicly on this very feed a few months ago. 21 calls. Every one posted. Here are the receipts. THE RESULTS (Feb 6 – Mar 13): 12/21 direction calls correct (57.1%) +0.50% equal-weight portfolio return +4.60% alpha vs S&P 500 The S&P 500 lost -4.10% over the same period. WHERE THE SIGNAL WORKED: The short side was dominant. 8 of 10 short calls hit. MDB: +17.24% ULTA: +13.67% TXN: +9.75% WDAY: +7.80% CAT: +7.51% SMCI: +6.46% ON: +5.50% JPM: +3.47% When earnings quality deteriorates, the signal catches it. WHERE IT DIDN'T: Long side: 4 of 11. AXP (-12.38%) and CVNA (-13.48%) hurt. And COIN. Our worst call. Short signal said sell — stock ripped +41%. We own that. Transparency means showing the misses too. THE CONTEXT: There is a natural quarter lag. The signal refreshes across the full universe quarterly. Small sample. But while most accounts were getting stopped out of leveraged longs, this signal was net positive and generating +4.60% alpha. In a down market, survival is the edge. Every call. Every result. Public. The data moves before the price does. Not Investment Advice. $PLTR $CVNA $AXP $MA $SYK $HUBB $CBRE $FIG $DASH $TWLO $JPM $CAT $COIN $WDAY $OSCR $MOH $ON $SMCI $TXN $MDB $ULTA $SPY

@investmentguru_Mar 5, 2026 · 11:36 AM

Nobody talks about the boring stuff that makes everything work. Here’s where I’d put $10K today across the next decade. THE BRAIN → $NVDA $AVGO $AMD THE PLATFORMS → $AMZN $GOOG $META THE MEMORY → $MU $WDC $SNDK THE BUILDINGS → $IREN $CIFR $NBIS THE POWER → $CEG $NEE $VRT THE GRID → $GEV $ETN $HUBB THE HANDS → $TSLA $SYM $PATH THE SHIELD → $AVAV $KTOS $ONDS THE FRONTIER → $RKLB $ASTS $RDW THE MATERIALS → $MP $UUUU $UAMY $CRML THE FUEL → $CCJ $SMR $BWXT $OKLO THE MONEY → $COIN $HOOD $XYZ Most people invest in apps. Smart money invests in the pipes. Not financial advice.

@alphaticaioFeb 19, 2026 · 3:06 PM

The Alphatica Earnings Quality Signal scores companies on 6 quantitative factors that have predictive power. Then we post the signals publicly — before the moves. Recent results: $HUBB — 6/6 BULLISH → +7.21% (+7.20% vs S&P 500) $CBRE — 5/6 BULLISH → +6.82% (+6.15% vs S&P 500) $SYK — 6/6 BULLISH → +3.74% (+4.56% vs S&P 500) $CAT — 3/6 NEUTRAL → -2.87% (-3.54% vs S&P 500) We flagged HUBB, CBRE, and SYK as high quality. All outperformed. We flagged CAT with margin concerns. It underperformed. BULLISH calls outperformed. NEUTRAL underperformed. 4 signals. 4 correct. Not Investment Advice. Always Do Your Own Research. https://t.co/5wz4VrHpgG

@investmentguru_Jan 16, 2026 · 12:20 PM

Who can win in an energy shortfall Utilities & Grid Operators (Direct Winners) $NEE – Largest clean energy utility, grid-scale renewables + transmission $DUK – Regulated utility with strong Southeast data-center exposure $SO – Nuclear + gas heavy, baseload reliability matters $EXC – Nuclear leader, benefits from power scarcity $CEG – Pure-play nuclear leverage Multiple expansion + stable cash flows Natural Gas Generation & Infrastructure Fastest way to add reliable power for AI and data centers. $ET – Pipeline giant, volume + long-term contracts $KMI – Critical gas transport for power plants $WMB – Strong exposure to power generation demand $LNG – LNG exports tighten domestic supply → pricing power $OKE – Midstream leverage to power demand growth gas demand accelerator Nuclear & Uranium (Baseload Scarcity Trade) 24/7 power becomes premium during shortages. $CEG – Best-in-class nuclear operator $BWXT – Nuclear components + SMR exposure $CCJ – Uranium supply leverage $LEU – Enriched uranium, geopolitical tailwind $SMR – Speculative SMR pure play $OKLO -small modular reactor Reliability over ideology Renewables + Storage (Selective) Works when paired with storage and grid upgrades. $FLNC – Grid-scale battery storage leader $AES – Hybrid renewable + storage projects $ENPH – Power electronics, efficiency angle $SEDG – Grid management + inverter exposure $RUN – Long-term residential + storage optionality $EOSE - battery storage Storage is the key, not generation alone Grid Infrastructure & Industrials (Supercycle) Every new plant requires massive hardware and upgrades. $ETN – Electrical systems, transformers, grid backbone $GEV – Power generation, grid tech, turbines $EMR – Automation + power management $PWR – Transmission & grid construction $HUBB – Electrical components for grid expansion Picks & shovels of the power buildout Efficiency & Power Optimization (Hidden Winners) When power is scarce, efficiency = competitive advantage. $NVDA – Power-efficient AI compute dominates $AVGO – Custom silicon reduces energy per workload $TSM – Advanced nodes = efficiency gains $VRT – Data center cooling & power optimization $SMCI – AI server efficiency & density play Lower watts per compute = higher margins

@investmentguru_Dec 30, 2025 · 1:53 AM

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 is clear: AI is still early, infrastructure matters, and the recovery will be uneven—but full of opportunity if you’re positioned right. Here’s a clean breakdown 👇 Retail & Consumer (Stimulus / Tax-Cut Beneficiaries) $WMT (Walmart) – #1 retail pick, defensive and resilient $AMZN (Amazon) – E-commerce + AWS capturing discretionary spend $ULTA (Ulta Beauty) – Strong product pipeline, late-cycle winner $HD (Home Depot) – Housing policy shifts + renovation tailwinds $GPC (Genuine Parts) – Defensive auto-related growth ⚡ Power, Automation & Industrials (AI Arms Race) $GEV (GE Vernova) – Top pick, ~10% organic growth through 2028 $HON (Honeywell) – Strongest catalyst path in the sector $HUBB (Hubbell) – Electrical infrastructure at attractive valuations •Schneider Electric & Siemens – European automation leaders benefiting from AI infrastructure buildout Media & Technology (Strategic, Long-Term) $LYV (Live Nation) – Accelerating income + strong live event demand $MA (Mastercard) – Undervalued relative to performance $ANET (Arista Networks) & $AAPL (Apple) – Core long-term compounders (Removed from short-term tactical list after recent rally) K-Shaped Recovery & Value Plays $MDLZ (Mondelez) – Global snacking powerhouse $CL (Colgate-Palmolive) – Consumer staples stability $STZ (Constellation Brands) – Beverage alcohol leader $DRI (Darden Restaurants) – Casual dining rebound $LAD (Lithia Motors) – Auto retail recovery play Market Outlook •S&P 500 Target (End-2026): ~7,750 •Core Theme: AI revolution is still in early innings, driving higher market multiples despite volatility. 2026 isn’t about chasing one trade—it’s about owning quality across AI infrastructure, automation, resilient consumers, and selective value. The recovery will be uneven, but leaders with cash flow and pricing power should win.