Cheniere Energy. Every tracked FinTwit mention of $LNG, newest first. 11 mentions since the first on Mar 28, 2026. See the price chart.
May 2026 · 5 mentions
May 27
Joeri — Qatar already Relet 5 vessels into the short term market. I think many more are to come. Trainwreck $LNG shipping... https://t.co/bJ1IyIHaAv↗
May 18
InvestmentGuru — 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 (…↗
May 13
Joeri — Flex LNG $FLNG reported. I think the spike in LNG spot rates and Flex signing a couple charters then, saved them from a dividend cut in 2026. But with 4 vessels in weak spot market…↗
InvestmentGuru — NATURAL GAS: The Hidden AI Infrastructure Trade
Everyone talks about chips. Few talk about power. AI data centers could add ~6 Bcf/day of U.S. natural gas demand by 2030.
That’s m…↗
April 2026 · 4 mentions
Apr 23
InvestmentGuru — 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 super…↗
Apr 7
KaizenInvestor — The P/S of the LNG wave dropped to 2.78. Just below the wave average of 2.85.
This is mainly due to ADNOC that lost 11% of its market cap and is the biggest company in the wave.…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG,…↗
Serenity — Honestly... the most obvious ideas like long $LNG.
Or going long on $CVX.
Are probably the best ones instead of contrarian longs in Wartime?
Especially with low 18-30 IV, this w…↗
Mar 28
Serenity — @Evan_ss6 Extremely solid multi-year long (eg. 3-5 years) for $NEXT, especially when capacity is sold out already. LNG production is first half of 2027 though? Though I do think th…↗
— Three companies stand to profit from a dual catalyst of the oil shock & tariff refunds.
Baker Hughes $BKR
Valero Energy $VLO
Cheniere Energy $LNG
We found these stocks by usi…