$INV — FinTwit mentions on Surfaced

$INV — FinTwit mentions on Surfaced

Recent calls

15 calls

@joceyreyes209Jul 7, 2026 · 4:01 PM

$INV ….. Great post. James posits that the next bottleneck will be cooling. It is becoming increasingly clearly … to me at least …. That Accelsius is in position to emerge as THE leader in $30B two phase cooling TAM.

@joceyreyes209Jul 1, 2026 · 2:29 PM

$INV …. I predict that two phase cooling will emerge as the only viable cooling technology. Accelsius is the technology leader and market leader in two phase cooling IMO.

@joceyreyes209Jun 30, 2026 · 6:42 PM

@rhsacks @broheim777 $INV I couldn’t agree with you more Richard. As for the stock pressure … small caps got hit with the recent market volatility. The dark NX drama is nonsense IMO AND today’s announcement is a big positive IMO. I have heard that there is a high degree of interest a multiple fronts coming out of the recent industry trade shows and conferences that Accelsius attended I have contacts at server OEM’s that are adamant that cooling is THE critical bottleneck and two phase is the solution that will solve this bottleneck. The Accelsius CEO stated publicly they are working with AMD. IF we see an AMD announce that Accelsius is an approved reference architecture combined with an OEM announcement I believe that the stock will materially rerate higher. Based on over a decade of data center experience and a multi decade career going to market through OEM’s like DELL, IBM, HP … the list goes on and on …. Revenue can go from tens of millions to hundreds to millions of dollars in revenue rapidly. This is why INV is one of my top holdings. Not investment advice. Just sharing what I’m doing and why i’m doing it.

@joceyreyes209Jun 9, 2026 · 3:11 PM

$INV ….. This brief clip explains one of the reasons I believe two phase cooling wins over single phase cooling. Think about it. Customers done want to deal with a system that needs to be constantly maintained resting water chemistry, replacing filters and is corrosive. The liquid cooling market is projected to grow to over $30B … and I expect that Accelsius will emerge as a if not the market leader and technology leader.

@joceyreyes209Jun 6, 2026 · 8:52 PM

$INV … This is why Accelsius’s two phase cooling wins over single phase cooling. THEY USE NO WATER! Enterprise data centers: •Enterprise data centers consume, on average, 300,000 to 500,000 gallons of water per day, but this can vary significantly based on size and cooling method. Large hyperscalers: •Daily: up to ~5 million gallons Large hyperscale centers generally consume one to five million gallons per day. •Monthly: ~150 million gallons •Yearly: ~1.8 billion gallons — usage equivalent to a town of 10,000 to 50,000 people.

@joceyreyes209Jun 5, 2026 · 6:09 PM

$INV …. Clearly the media hasn’t learned about two phase cooling and accelsius. Accelsius uses NO water and 50% less energy.

@joceyreyes209Jun 3, 2026 · 5:37 PM

$INV …. They left out that the TAM for two phase is projected to be north of $30B by 2030.

@joceyreyes209Jun 2, 2026 · 1:55 PM

$INV …. I would not be surprised in the slightest to see a “white box” fully integrated rack announcement with AMD or Super Micro.

@moninvestorJun 1, 2026 · 2:44 PM

Right now, Accelsius is the main reason to buy $INV. I hope they eventually do what BTBT did with WYFI and spin Accelsius off into a separate entity so its value can be recognized on its own.

@joceyreyes209May 31, 2026 · 11:18 PM

$INV …. Solid take. The bull thesis for Accelsius has never been about DarkNX. It’s about: An industry that is moving to two phase cooling. It isn’t even a debate. A massive $35B TAM for two phase cooling. Industry leading technology. Class world class team at Accelsius. A best in class product, the IR 150, that supports up to 42 servers with integrated redundant two phase cooling that uses NO water and consumes 50% less energy than single phase water. Coolit, a one phase cooling company that came off a $150m 2025 was purchased for $4.7B. That’s my comp for accelsius. It equates to $20-$25 as share for INV. The entire short report is irrelevant IMHO and was intended to scare investors that don’t know the story or undying thesis. At no point do they raise a single issue that would undermine any aspect of the thesis. They focus on a single customer that is a small startup and resumes from members of Innventure while failing to mention that they most recently returned 22x to investors with the success of PureCycle $PCT.

@joceyreyes209May 28, 2026 · 1:45 PM

$INV …. Smash and grab strikes again. You know what that means … buying opportunity. Multiple sources have confirmed that DarkNX is indeed funded and has multiple off take agreements. At the end of the day this is noise IMO. DarkNX is simply an order .. the business isn’t underwritten by this initial order. The two phase cooling TAM is projected to be a $35B TAM by 2030. Accelsius is the market leader in two phase cooling … INV owns aprox 44% of Accelsius.

@joceyreyes209May 27, 2026 · 2:53 PM

$INV …. I would be surprised if Accelsius was not purchased in the $4-$5B range by the end of 2027. Two phase cooling is sitting in the critical path of Data Center cooling and Accelsius is the only independent company in the space with industry leading technology and products. That would equate to approximately $25 based on $INV’s ownership stake in Accelsius.

@moninvestorMay 24, 2026 · 1:04 AM

I believe $INV is also going to be one of the top stocks for 2027. One to watch. 👀

@joceyreyes209May 22, 2026 · 3:17 PM

$INV …. The person speaking is the CEO of Accelsius, Josh Claman. “That's why we deliver a waterless solution with up to 50% energy savings vs. other cooling methods” Data center water and power consumption are huge issues. THINK DEEPLY ABOUT WHAT HE JUST SAID! Accelsius is in the the right place at the right time with the right technology. I have met Josh. He is very impressive.

@kaizen_investorApr 23, 2026 · 6:20 PM

An often overlooked company who will benefit from a possible $GOOGL and $MRVL collaboration is Accelsius. The Marvell MPU and Google's TPU v8 generate unprecedented thermal loads, forcing the total abandonment of traditional air cooling. Accelsius provides direct-to-chip liquid cooling systems crucial for Google and Marvell’s custom AI chips. As an innovator in liquid cooling, Accelsius delivers the high-density thermal management that is a strict, non-negotiable prerequisite for operating these densely packed, sub-3nm computational architectures. Accelsius is part of $INV. Innventure is a $400m market cap company owning 3 companies. Accelsius is by far the crown jewel of Innventure's portfolio. Following a recent $65 million Series B funding round led by Johnson Controls and Legrand, Accelsius was privately valued at $665 million. This creates a very interesting dynamic. Because the market cap of $INV is lower than the valuation of Accelsius, activist investors have recently bought up shares of innventure. Their specific demands to the board? Stop spending money on other companies. They are actively pressuring Innventure to halt all funding to other ventures, aggressively cut corporate overhead, and redirect all excess capital strictly into Accelsius to capitalize on the massive AI data center boom. I’m not buying at this moment as it is difficult to do proper research to Accelsius alone. But this might be another opportunity in the market.