Who mentions $INOD most on Surfaced?

@crux_capital_ (Gaetano) mentions $INOD most — 14 mentions in the past 12 months.

When was $INOD first mentioned on Surfaced?

The earliest tracked mention of $INOD in the Surfaced archive was on Jul 26, 2025.

How many voices track $INOD?

11 FinTwit voices have mentioned $INOD 38 times in the past 12 months.

What kind of voices mention $INOD most?

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

$INOD — FinTwit mentions on Surfaced

Recent calls

9 calls

@crux_capital_Jun 22, 2026 · 5:34 AM

I took a few new positions in my Physical AI theme I just posted a full breakdown of a high spec/torque name a few hours ago. I have allocated roughly 82% of my cash so far that I am using to build this multi-year basket. So far it's been names that are don't really read like Physical AI like $INOD and $BSY but I believe are important. But I am now getting into the more exciting layers of the theme that are more tangible. I have presented full layer reports on: Layer 1 - Training / Development Layer 2 - Simulation / Data Layer 3 - Perception Next up I am going into Layer 4 - Edge compute All the positions I have taken so far are relatively small. As we get into the more pure-play investments I will start to take some larger positions You can check out all my Physical AI coverage in this quoted post!

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@crux_capital_Jun 15, 2026 · 3:37 PM

$OUST and $AMBA Are going to be some of the larger positions in this portfolio I am building out I also recently added $INOD and will be adding a few more this week I am going layer by layer and have put out reports on the first 3 so far Layer 1 - Training & Model Development Layer 2 -Simulation & Syntehtic Data Layer 3 - Perception Next up is Layer 4 - Edge Compute Check it all out!

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@crux_capital_Jun 13, 2026 · 4:12 PM

$INOD is one of my first Physical AI positions Here is what I see: Before AI can act in the physical world, it needs to be trained, evaluated, tested, monitored, and trusted. That is where $INOD plays Data engineering. Model evaluation. Trust & safety. Expert feedback. Agent readiness. I was very encouraged by the Q1 report. Revenue +54% YoY. Revenue +24% QoQ. 28% adj. EBITDA margin. 2026 guide raised to ~40%+ growth. New Big Tech customer expected ~$51M this year, from $0 last year. This is one of the ways that I want exposure to the Physical AI theme. It is not as direct or as large as other layers, but I do think it is important and can do well over the coming years. This is not financial advice or a recommendation to buy

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@vulturetradesJun 4, 2026 · 6:52 PM

$INOD can see $130+ tomorrow

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@cobraalertsJun 4, 2026 · 6:50 PM

$INOD 165 CALL 6/18 @ 1.80 🚨🐍🚨

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@investmentguru_May 8, 2026 · 10:31 AM

$INOD - long term potential. just dropped a monster Q1 — revenue hit $90.1M, up 54% YoY, with Adjusted EBITDA nearly doubling to $25M and EPS of $0.42 crushing the $0.23 estimate by 82% — and the story is only getting bigger: a Big Tech customer that generated zero revenue 12 months ago is now on track to become their second-largest customer this year, anchored by a $51M engagement, while aggregate revenue from other tech customers exploded 453% YoY — this isn’t a one-customer story anymore. Full-year 2026 revenue growth guidance was raised to 40%+ from 35%+, with management noting potential upside as additional programs not yet in the forecast convert and scale. Add in the US Missile Defense Agency SHIELD contract, Palantir partnership for government AI, and a newly launched Evaluation & Observability Platform, and $INOD is quietly building a moat across the three most durable AI spending pockets — hyperscaler model training, trust & safety, and defense/government — while trading at a significant discount to its 52-week high of $93.85. The picks-and-shovels of AI don’t always get the hype, but the numbers are doing the talking. Not financial advice.

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@ophirgottliebFeb 26, 2026 · 9:14 PM

$INOD Big guidance beat for FY 2026 https://t.co/tnisWWqZA1

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@crux_capital_Jan 6, 2026 · 3:52 AM

Why I like $INOD for 2026 The open internet is tapped out. It’s no longer enough to keep AI model quality compounding, so spend is shifting aggressively from scraping the web to creating new data. Reasoning chains, expert logic, and complex problem-solving are becoming the scarce input. This pushes value toward vendors that can deliver data with security and precision. That's where INOD steps in. They already serve 5 of the Mag 7 I like the timing here. They recently announced a visible ~$100m revenue pipeline for next year. They are pivoting from just grading answers (post-training) to actually creating the foundational data used to train models from scratch (pre-training). They also just broke into the Defense sector with a $25m federal contract. They even put a retired 4-star General on the board to help scale that unit. And they are profitable. Revenue up 61% YTD ~$74m in cash and zero debt 26% EBITDA margins as of the last earnings The main risk for me is that 56% of their revenue currently comes from one customer. But with the Federal and Pre-training wins kicking in next year, they are diversifying so fast that this risk is becoming less material by the quarter. not financial advice

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@crux_capital_Jan 4, 2026 · 11:03 PM

My entry target hasn't hit yet But it's $INOD

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