Who mentions $LNG most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $LNG most — 4 mentions in the past 12 months.

When was $LNG first mentioned on Surfaced?

The earliest tracked mention of $LNG in the Surfaced archive was on Mar 28, 2026.

How many voices track $LNG?

5 FinTwit voices have mentioned $LNG 11 times in the past 12 months.

What kind of voices mention $LNG most?

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

$LNG — FinTwit mentions on Surfaced

Recent mentions

11 mentions

@joeriwestlandMay 27, 2026 · 7:49 AM

Qatar already Relet 5 vessels into the short term market. I think many more are to come. Trainwreck $LNG shipping... https://t.co/bJ1IyIHaAv

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@investmentguru_May 18, 2026 · 11:39 AM

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 (Array Technologies) — utility-scale trackers → $CSIQ / $JKS — cost-competitive module suppliers Other- $ENPH $SEDG $TE → ETF play: $TAN (Invesco Solar ETF) Layer 2 — Battery Storage → $EOSE (Eos Energy) — long-duration grid storage → $FLNC (Fluence Energy) — utility-scale BESS deployments → $QS (QuantumScape) — solid-state, longer horizon Layer 3 — Grid Modernization / Transmission → $ETN (Eaton) — switchgear, power mgmt → $PWR (Quanta Services) — grid buildout contractor → $GRID (First Trust Nasdaq Clean Edge Smart Grid ETF) — pure ETF play → $GEV (GE Vernova) — turbines + grid infra, breakout momentum Layer 4 — Natural Gas Bridge → The actual short-term baseload filler before nuclear → $LNG (Cheniere) — LNG export → $AR (Antero Resources) — nat gas supply → $TELL (Tellurian) — speculative LNG infra → Data centers are signing direct gas PPAs right now Layer 5 — Power Equipment / Transformers → Bottleneck hiding in plain sight — 2–3 year transformer lead times → $HUBB (Hubbell) — transformers, electrical components → $VRT (Vertiv) — data center power + cooling infra → $AMPS (Altus Power) — distributed solar + C&I Layer 6 — Demand Response / Energy Software → The “grid intelligence” layer — often overlooked → $GNRC (Generac) — backup power + grid services → $ITRI (Itron) — smart meters, grid edge data → $STEM (Stem Inc.) — AI-driven energy storage optimization Layer 7 — Nuclear → $CEG, $CCJ, $OKLO, $SMR, $NNE, $LTBR → 2028–2035 production window — position early, wait long Solar + Storage absorbs daytime peaks → Gas fills baseload gaps → Grid modernization moves electrons efficiently → Nuclear takes over as 24/7 firm power This is your “AI Power Capital Cycle” — each layer hands off to the next. Great multi-year content series. Not financial advice.

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@joeriwestlandMay 13, 2026 · 7:17 AM

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 markets in 2027 and very cheap interest hedges expiring then, 2027 dividends look unsustainable. $LNG https://t.co/U93QwwEOwt

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@investmentguru_May 9, 2026 · 8:14 PM

Names to watch: $EQT · $AR · $CTRA · $LNG · $ARGT

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@investmentguru_May 9, 2026 · 5:14 PM

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 massive. Why gas? → 24/7 baseload power → Fastest scalable energy source → Bridge fuel until nuclear scales AI runs on GPUs. GPUs run on electricity. Electricity still runs heavily on natural gas. Names to watch: $EQT · $AR · $CTRA · $LNG · $ARGT The AI boom may be digital. But the fuel behind it is physical.

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@investmentguru_Apr 23, 2026 · 10:18 AM

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 supercycle has changed everything. Power is now the bottleneck. Access to electricity > land, labor, connectivity. Here’s how the landscape is shaping up NUCLEAR — Highest Conviction The renaissance is real. Record generation, 63 reactors under construction, SMRs gaining traction with hyperscaler demand. → AI + baseload = nuclear wins Plays: $CEG $CCJ $OKLO $SMR $NNE $LEU $DNN $LTBR BATTERY STORAGE — High Conviction The backbone of 24/7 clean energy. Explosive growth + massive pipeline into 2030. → Solar pairing + grid stability + data center demand Plays: $TSLA $FLNC $STEM $AMPS $KULR $QS $MVST $AMPX GRID INFRASTRUCTURE — The Real Winner - No matter who wins, the grid must scale. Massive capex cycle just starting. → AI load + EVs + electrification = multi-year demand Plays: $CEG $NEE $ETN $PWR $VRT $HUBB $VST $AES SOLAR — Selective Still scaling globally, but policy shifts create winners & losers. → Data center PPAs absorbing higher costs Plays: $FSLR $ARRY $ENPH $NEE $RUN GEOTHERMAL — Stealth Play Underrated baseload. EGS unlocking new regions. → 24/7 clean energy = perfect for hyperscalers Plays: $CEG $ORKA $NEE NAT GAS / LNG — Bridge Fuel Not going anywhere. Reliability matters. → AI demand + LNG exports = strong tailwind Plays: $LNG $AR $EQT $SLB $HAL WIND — Watchlist Onshore steady, offshore challenged (policy + cost). → Europe still bullish Plays: $GEV $NEE $CWEN $BEP HYDROGEN — Speculative High risk, long-term potential. 2026 is pivotal. → Industrial demand is the key Plays: $PLUG $BE $LIN HYDRO — Stable Compounder Reliable baseload + long-duration storage. → Quiet outperformer in volatile markets Plays: $BEP $CWEN $NEP THE MACRO FRAME This is no longer just a climate transition. It’s a national security + AI infrastructure race. Capital flow trend: Semis → Memory → Photonics → Power & Energy → Robotics We are entering the Power wave Position accordingly. The grid wins regardless. Not financial advice. Like and share

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@kaizen_investorApr 7, 2026 · 5:06 PM

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. Other companies like $LNG and $VG are growing by 20% in revenues and market cap. The total revenues of the LNG wave grew by 16% QoQ and 45% YoY. The market cap grew 5% QoQ and 40% YoY. I think LNG is a safe option in the energy transition. Companies are growing with 45% YoY which is the most of all industries. I expect the P/S to rise above the average again next quarter.

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@kaizen_investorApr 7, 2026 · 5:06 PM

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, $NEL, $ITM, TKA, LHYFE, $H2O, HYPRO, BLDP, CWR, FCEL Solar: $FSLR, $ENPH, $NXT, $TE, SMA Solar, Sunrun, Shoal, Longi, Jinko, Trina Energy Storage: $FLNC, STEM, $EOSE, NRGV, IES, $AMPX, $ENVX, CATL, LG, Gotion Nuclear: $BWXT, $SMR, $LEU, ASY, $CCO, Kazatomprom, $OKLO, NXE, UEC, DML LNG: $LNG, $VG, $EE, DLNG, GTT, CCEC, Kunlun, Petronet, ADNOC Mixed companies: $NEE, $VST, $CEG, $BE, $AES, $DUKE, $IBE, $RWE, $ENEL, $D Find out the details here 👇

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@apomplianoApr 7, 2026 · 2:43 PM

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 using the latest AI tech to comb through lots of data. Subscribe for research: https://t.co/hhrfSsapOU https://t.co/LMkcuNji3L

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@aleabitoredditMar 28, 2026 · 5:26 PM

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 would have easily been a few hundred percent gain by now. There’s probably a lot more for oil and LNG exporters to run if tensions escalate.

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@aleabitoredditMar 28, 2026 · 5:17 PM

@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 the sector as a whole will get attention. The main beneficiaries of Iran are the LNG exporters like $LNG now backstopping the rest of the world though.

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