Who mentions $JCI most on Surfaced?

@itsmichaelluu (Michael | Hypermarkets) mentions $JCI most — 2 mentions in the past 12 months.

When was $JCI first mentioned on Surfaced?

The earliest tracked mention of $JCI in the Surfaced archive was on Jan 7, 2026.

How many voices track $JCI?

3 FinTwit voices have mentioned $JCI 4 times in the past 12 months.

What kind of voices mention $JCI most?

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

$JCI — FinTwit mentions on Surfaced

Recent mentions

4 mentions

@itsmichaelluuMay 25, 2026 · 1:11 PM

My notes on POWER AND COOLING bottleneck companies: ❄️AI POWER & COOLING PLATFORMS 1. $VRT ~$327 | Avg PT ~$600. Stock up 291% in a year; 25 analysts see more upside on record $15B backlog and 30% revenue growth. 2. $ETN ~$391 | Avg PT~$450. Record Q1 2026 revenue of $7.5B; raised full-year guidance on surging data center and electrical infrastructure demand. 3. $SU (Schneider) ~$276 | Avg PT ~$300. Strong Buy consensus; largest global AI power & cooling player by revenue, not directly accessible to most US retail investors. 🔋 POWER GENERATION — Grid/Utilities 4. $CEG ~$294 | Avg PT ~$366. Strong Buy; 24% upside seen as nuclear + Calpine acquisition creates America's largest private power producer. 5. $VST ~$156 | Avg PT ~$225. Strong Buy consensus with 44% implied upside; signed 2.1 GW nuclear deal with Meta, upgraded to investment grade by Fitch. 6. $NEE ~$90 | Avg PT ~$100. Buy rated; $67B Dominion acquisition pending, which would create the world's largest regulated utility. StockAnalysis 🔋 BACKUP GENERATION 7. $GEV ~$1036 | Avg PT ~$1,300. Buy consensus with 16% upside; $GS PT $1,328 on record $163B backlog and AI-driven electrification demand. 8. $CAT ~$880 | Avg PT ~$1000. Record $63B backlog; Power & Energy revenue up 41% in Q1 2026 — AI generator demand is the structural story now. 9. $CMI ~$640 | Avg PT ~$560. Buy consensus; data center generator exposure growing alongside core industrial recovery cycle. ⚡ DISTRIBUTED POWER 10. $BE ~$282 | Avg PT ~$217 Up 240% in 2026; record $20B backlog, Oracle 2.8 GW fuel cell deal but RBC still sees further upside despite stretched valuation. 11. $ENR (Siemens Energy) ~$134 Buy rated globally. Switchgear and grid equipment leader benefiting from same data center buildout tailwinds as peers. ⚡ELECTRICAL INFRASTRUCTURE & DISTRIBUTION 12. $ETN see above (dominant across switchgear, UPS, and power distribution) 13. $ABB (ABBNY) ~$60 Strong Buy from European desks. Switchgear/grid equipment key beneficiary of global power infrastructure buildout. 🌡️ COOLING INFRASTRUCTURE — Air Cooling 14. $TT (Trane) ~$450 | Avg PT ~$500. Buy consensus; data center HVAC bookings "off the charts" per CEO; Q1 organic bookings +24% with record backlog. 15. $CARR ~$64 | Avg PT ~$80. Buy rated, 19% upside seen; data center orders up 500%+ the market just hasn't rewarded it yet. 16. $JCI ~$139 | Avg PT ~$150. Stock up 44% in a year; Morgan Stanley PT $140 on surging data center cooling backlog and Q2 orders +30% YoY. ❄️ LIQUID COOLING 17. $NVT ~$169 | Avg PT ~$165 (stock above target). Strong Buy; Q1 revenue +53%, EPS +63%, raised growth guidance to 26-28% Citi PT $187, Barclays $190. 18. $MOD ~$261 | Avg PT ~$266. Strong Buy; data center sales up 78% YoY pure-play liquid cooling with GLJ Research street-high $290 PT. 🔌 POWER DISTRIBUTION 19. $LR (Legrand) ~$150 European Buy consensus. Data center PDU and power distribution specialist; underowned by US investors. ♻️ RESHARE this list and make 1 comment, I'll share you the #1 BOTTLE NECK stock under $10 right now.

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@itsmichaelluuMay 7, 2026 · 5:14 PM

The AI supercycle is 15 years long! This is only year 3. Invest in these companies and you're a millionaire in less than 10 years. This is AI infrastructure value chain (every key player) Remember, data centers are the factories of the AI economy. ⚡ POWER & ENERGY • $NEE — Largest US renewable utility, powering data center scale • $VST — Nuclear + gas fleet; the always-on AI power play • $CEG — America's top nuclear op; clean baseload for hyperscalers • $GEV — Builds turbines + grid gear for the AI buildout • $DUK — Southeast utility with surging data center load growth 🏗 REAL ESTATE & SITE • $DLR — Global colo REIT leasing space to cloud + AI firms • $EQIX — World's largest DC REIT; interconnects clouds at neutral hubs • $PLD — Industrial REIT expanding into power-dense DC development 🔧 CORE INFRASTRUCTURE • $VRT — Power + cooling systems inside data centers; GPU bottleneck play • $ETN — Power management hardware protecting facilities from surges • $CAT — Diesel backup generators — every data center runs on them • $JCI — HVAC + building mgmt keeping hyperscale facilities cool 💻 IT HARDWARE & NETWORKING • $NVDA — Makes the GPUs running every AI model. The moat. • $DELL — Servers housing GPU clusters in AI data centers • $SMCI — Custom GPU servers + liquid cooling for AI racks • $ANET — High-speed switches connecting GPU clusters at hyperscale • $AVGO — Custom AI chips + networking silicon inside every cloud • $MRVL — Data center silicon + optical interconnects for AI bandwidth 🖥 SOFTWARE & MANAGEMENT • $MSFT — Azure + enterprise software; deepest AI integration of any cloud • $NOW — IT workflow automation managing enterprise DC operations • $NVDA (DGX SW) — Full-stack AI software optimizing GPU utilization ☁️ END USERS & HYPERSCALERS • $AMZN (AWS) — World's largest cloud; rents AI compute to everyone • $GOOGL — Gemini-powered cloud competing for AI training workloads • $META — One of the largest GPU buyers on earth; builds own infra • $TSLA — Training massive AI for FSD; building its own Dojo supercomputer The big picture: → Energy + Infrastructure + Compute = The AI Moat → The strongest positions own the bottlenecks → Every layer matters. The factories are being built now. Remember, these 3 words land, power and supply for AI.

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@bmsinvestsApr 8, 2026 · 8:54 PM

🚨👀 NEW: $ONDS Sentrycs are confirmed partners/integrators with $85 BILLION (with a B) Johnson Controls International $JCI ‼️ Earlier today, $JCI Accounts Manager (Netherlands) confirmed that Sentrycs’ tech is integrated into their wider security platform. Turns out that $JCI have been long term investors and supporters of Sentrycs prior to their rebrand from Convexum. $JCI promoted Convexum (Sentrycs) through their Open Innovation program from as early as 2018, plus they had an exclusive licensing deal in Australia for commercial sites and venues. ‼️ Why this is HUGE for $ONDS: Johnson Controls is a global titan, operating in over 150 countries, ~87,000 employees across 2,000+ locations, a ~$85B market cap w/ ~$24B annual revenue🤯 Global customers and clients include: • Airports • Data Centers • Commercial Real Estate • K-12 Education • Federal Government • Global Marine and Navy • Healthcare • Hospitality • Industrial and Manufacturing • Higher Education • Local Government • Public and Affordable Housing • Sports and Entertainment • State Government When a player this big adds someone like Sentrycs to its portfolio, the entire industry takes notice. $ONDS are playing in the big leagues now👊🏻

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@yasutaketinJan 7, 2026 · 9:43 AM

"要するに、昨日CES 2026でジェンセン・ファンが行った発表は、データセンターにおける「温水」時代の幕開けを告げるものです。以下に3つのポイントでまとめます。技術：新しいVera Rubinチップは、「室温」の水（45°C / 113°F）で冷却されるように設計されています。水が冷たい必要がないため、データセンターは電力消費の激しい大規模な冷凍チラーの使用を止めることができます。敗者（従来の空調）： $TT (Trane) や $JCI (Johnson Controls) などの銘柄は、ジェンセンが「不要」と呼んだ大型チラーを製造しているため暴落しました。水が冷蔵される必要がないのであれば、彼らの最も高価な製品ラインが危機にさらされます。勝者（バーティブ）： $VRT (Vertiv) は異なるカテゴリーに属します。彼らは単に建物を「冷やす」だけでなく、ラック内部の配管や電力を管理しています。たとえ温水であっても、その水をチップに直接届けるための $VRT の専門的なポンプ（CDU）やマニホールドが依然として必要です。結論：ジェンセンは冷却を排除したのではなく、建物の屋上（TraneやCarrierには不利）からサーバーラックの中（ $VRT には有利）へと移動させたのです。"

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