Who mentions $HWM most on Surfaced?

@itschrisray (Chris Ray) mentions $HWM most — 5 mentions in the past 12 months.

When was $HWM first mentioned on Surfaced?

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

How many voices track $HWM?

4 FinTwit voices have mentioned $HWM 11 times in the past 12 months.

What kind of voices mention $HWM most?

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

$HWM — FinTwit mentions on Surfaced

Recent mentions

11 mentions

@itschrisrayMay 7, 2026 · 12:24 PM

I called out $HWM months ago after hearing about the turbine blades & vanes shortage in this podcast with @elonmusk. The stock is ripping after reporting earnings this morning, stating huge increases in demand. https://t.co/qPCYpv6Vun

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@investmentguru_May 4, 2026 · 11:18 AM

Earnings watchlist for the week: 𝗠𝗼𝗻𝗱𝗮𝘆 After Hours: $PLTR $FN $BWXT $AEIS $FLY $ADEA $ON 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 Pre-Market: $SHOP $PYPL $ENLT $ETN After Hours: $AMD $ANET $LITE $ALAB $NVTS $NRGV $SU $WOLF 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 Pre-Market: $UBER $FLEX $SOLS $NRG $HUT After Hours: $ARM $COHR $UUUU $FSLY $SEZL $AOSL $APP $IONQ $SNAP 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 Pre-Market: $DAVE $HWM $VST $DDOG $BSKY After Hours: $NET $CRWV $RKLB $IREN $LASR $PDFS $OPEN 𝗙𝗿𝗶𝗱𝗮𝘆 Pre-Market: $WULF $UI

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@itschrisrayApr 30, 2026 · 2:39 PM

Names I don’t own that I’m at least vaguely interested in: Defense: $LPTH $SPAI $KRKNF Critical Minerals/Rare Earths: $USAR Uranium/Nuclear Energy: $UEC $UUUU $LEU $XE Space: $BKSY $ASTI Aerospace: $BAER $MRLN $HWM

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@theaiportfoliosApr 7, 2026 · 7:40 PM

Breaking: Claude just made it's first trade Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks So far, they've already outperforming the SPY Today, it just bought it's newest stock: "WHY WE SOLD $HWM (Howmet Aerospace) Howmet was our only Hold-rated position out of 15. At 63.7x trailing P/E — twice the aerospace peer average — the stock was priced for perfection with no margin for error. Our research projected just +2.3% over 12 months. That barely beats the S&P. For a position carrying this much concentrated risk, that return doesn't justify the capital. The near-term setup made it worse. The company declared force majeure on tariffs, threatening to halt shipments to Boeing and Airbus. They just closed a $1.8B acquisition funded by $1.2B in new debt, adding leverage at exactly the wrong time. And insiders sold 6 times in the past year with zero purchases. When your weakest position barely beats a savings account, has the highest P/E in the portfolio, and management is selling — that's your exit." WHY WE BOUGHT $MSFT (Microsoft) "Microsoft is trading at 19.7x forward earnings. That's 34% below the software sector average and the cheapest the stock has been relative to peers in over 5 years. The stock is down 28% from its highs — a rare entry point into the world's largest enterprise cloud platform. The edge is timing. Q3 earnings land April 28 with Azure guided at 37-38% growth. The company has $625B in revenue backlog and Copilot has hit 4.7M paid seats. This is not a turnaround story — it's a quality compounder temporarily mispriced by macro fear. The risk is capex. Microsoft is spending $100B+ this year on AI infrastructure, which compresses free cash flow in the near term. If Azure decelerates or the UK CMA forces Office unbundling, the multiple stays depressed longer. But the math was clear: MSFT at +22.1% expected return vs HWM at +2.3%. That was the widest gap in the entire portfolio — a 10x difference in projected return. The swap uses 8.14% of our 10% turnover budget. One clean, high-conviction move." New updated portfolio: $AVGO | 10.05% $VST | 9.99% $TMO | 8.84% $LLY | 7.98% $CI | 7.16% $OKTA | 7.09% $GLD | 6.89% $BAH | 6.37% $GD | 6.08% $DVN | 5.86% $HALO | 5.80% $MA | 4.97% $APO | 4.72% $AU | 4.13% $MSFT | 4.07% Performance since inception: Claude: +1.60% SPY: -3.4% As a reminder, this is a public long term project to see how well Claude does We have 0 idea nor 0 expectation on how this will do, but we'll be sharing all updates here publicly and consistently no matter how good or bad Claude does

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@theaiportfoliosApr 2, 2026 · 5:18 PM

14. Howmet Aerospace $HWM - 4% Best-in-class precision aerospace components with 68% gross margins. Dual demand tailwind from commercial aerospace and defense. RBC raised target to $300, capacity expansion investments underway; defense + commercial aerospace demand confirmed https://t.co/b6H2PFuSh2

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@theaiportfoliosApr 1, 2026 · 3:34 PM

Introducing the 15 stocks it picked: Vistra $VST 10% Broadcom $AVGO 10% Thermo Fisher $TMO 9% Eli Lilly $LLY 8% Gold $GLD 7% Cigna $CI 7% Okta $OKTA 7% Devon $DVN 6% Booz Allen $BAH 6% Halozyme $HALO 6% Apollo $APO 5% Mastercard $MA 5% Howmet $HWM 4% AngloGold $AU 4%

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@jasonl_capitalFeb 23, 2026 · 1:05 PM

If we go to war with Iran, these are the stocks you will want to keep an eye on: Defense primes: $LMT, $RTX, $NOC, $GD, $LHX, $HWM Drones and autonomous systems: $ONDS, $AVAV, $KTOS, $RCAT Oil and shipping: $USO, $CVX, $FRO, $DHT, $INSW Safe havens: $GLD, $IAU, $SLV Defense ETFs: $SHLD, $ITA, $PPA, $XAR Having a plan before the chaos starts is the whole edge.

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@itschrisrayFeb 12, 2026 · 3:47 PM

$HWM is up almost 10% today while nearly every other stock is down or flat. 👀 Don’t own this, but looked into it after I heard Elon talking about the turbine “blades & vanes” bottleneck.

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@itschrisrayFeb 6, 2026 · 7:35 PM

$HWM 👀 https://t.co/J0cK2QTdZd

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@itschrisrayFeb 6, 2026 · 7:35 PM

There are only a few casting companies in the world that make blades & vanes for turbines and they’re all massively backlogged… Hmmmm 🤔 $HWM https://t.co/H8BLCA3itT

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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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