Who mentions $NEO most on Surfaced?

@aleabitoreddit (Serenity) mentions $NEO most — 4 mentions in the past 12 months.

When was $NEO first mentioned on Surfaced?

The earliest tracked mention of $NEO in the Surfaced archive was on Feb 16, 2026.

How many voices track $NEO?

3 FinTwit voices have mentioned $NEO 6 times in the past 12 months.

What kind of voices mention $NEO most?

$NEO is mentioned most by Semis voices on Surfaced.

$NEO — FinTwit mentions on Surfaced

Recent mentions

6 mentions

@michaelsikandJul 10, 2026 · 3:02 AM

@ThematicTrader I never said they were in $NEO's supply chain. But it's undoubtedly interesting to have a small cap with strong core fundamentals with a product involved specficially in the hand of a humanoid, a major tech challenge that was on full display today with NEO.

Open on X

@aleabitoredditMay 12, 2026 · 11:00 PM

Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.

Open on X

@aleabitoredditMar 28, 2026 · 3:32 PM

Faster compounds: $AAOI - 10x revenue ramp from optical transcivers h2 2027 $NBIS - 10x revenue ramp Q4 2026 $ARM - 5x revenue growth from their new AI CPU $MRVL - 2-3x revenue growth from $MSFT Maia Ramp. $AVGO - Long hyperscaler ASIC $LITE - Long OCS / Google TPU Win Semi - Foundry exposure to frontier industries $TSEM - Long photonics, backlogged SK Hynix - Memory exposure, extreme operating income ramp With some barbell exposure away from Hyperscaler capex aside from Amazon: $VNP - Long term rare earths for Western Supply chains $NEO (TCX) - Robotics Supply chains $AMZN - Robotics/AI cutting opex $CRCL - Stablecoin long $RDDT - Ridiculously high profit $GLD - Safe Hedge $IBIT - Halving 2028 $CVX Calls - Oil Hedge And maybe long term (you know it's coming): $INTC / $AMKR- Made in America supply chains $SOI - Silicon Photonics / CPO substrates. $RKLB - Long term call on Space industry Then pick one or two small cap moonshots: $SIVE - CW Laser Chokepoints or $IQE for Landmark rerating on restructuring were my two favorites. There's others I've mentioned like $AEHR for testing or $VPG for Optimus. How I actively manage my own stuff from $AXTI and others is a lot different risk profile than what others should do. Going full port into high-beta in this macro environment is not the best idea.

Open on X

@aleabitoredditMar 24, 2026 · 3:49 PM

@VacuityNomad Just a disclosure above: I do own $VNP. I'm aware of $NEO and I flagged that company as important to robotic supply chains in my earlier DD. Great pick!

Open on X

@aleabitoredditMar 23, 2026 · 7:37 AM

Normally this goes in shower thoughts but will post main timeline today. $ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps $NB - Scandium, lightweight metal frames for server racks. $UURAF- Separation of rare earths. $ARA - Upstream feedstock for magnets $MEI - IAC deposit outside of China. $NTU - hard-rock heavy rare earths These are all more under the radar stuff like sub <$1B. Then for robotics supply chains I made this earlier: $UUUU - Processes monazite sand into high-purity Neodymium $MP - Extracting bastnäsite at Mountain Pass and vertically integrating into domestic NdFeB magnet manufacturing. $ALOY - Converting heavy rare earth oxides into defense-grade alloys and high-temperature metals like Samarium and Gadolinium $USAR- Process heavy rare earth elements and manufacture sintered NdFeB magnets $LYSDY -(Lynas Rare Earths Limited) - Only commercial producer of separated heavy rare earth elements outside of China. $NEO -(TSX): They are the only Western company commercially producing the actual NdFeB magnetic powders and alloys at scale right now. $ILU- (rare earths refinery): rare earths refinery for Australia $ARU- (ASX): "Ore-to-oxide" NdPr facility 2. Structural Metallurgy (Niobium, Vanadium, Titanium, Beryllium) $ATI - Dominant US producer of high-performance titanium and specialty alloys required for robotic joints. $CRS - US supplier of specialty structural alloys, including the high-strength steels, titanium, and magnetic $FCX - World's largest producer of Molybdenum, which is strictly necessary for the structural steel in planetary roller screws. $NB - Critical pure-play company developing the Elk Creek project in Nebraska, aimed at supplying domestic Niobium, Scandium, and Titanium $MTRN - Major global processor of Beryllium $LGO - Leading publicly traded processors of Vanadium $BMM - Onshore supply and processing for like Germanium and Gallium $VNP - Gallium, Germanium, and Indium for advanced sensors and electronics $TECK - Most significant producer of Germanium outside of China $ALB - Lithium extraction $EAF - High-purity Graphite for battery anodes $ALTM - Western lithium required to supply the batteries $SYR - Balama mine for Graphite $FCX - Humanoid requires up to 6.5 kilograms of copper $AW1 (ASX): Advancing the West Desert project in Utah, for domestic geological sources for high-grade Gallium and Indium I'm aware of a lot of more... It's just some are a little dangerous to mention geopolitically in case I broadcast vulnerabilities to geopolitical adversaries reading this (looking at you $AXTI) If you're going long on a western one 5n my favorite. Image source: Crossdock Insights, Visual Capitalist FYI this is not the pandoras box stuff. Just name dropping some interesting names informally before finishing up some research on a specific long idea. Critical elements required for semiconductor packaging and others close to near-total import reliance -> so prob influx of funding going toward it. Just informal thoughts

Open on X

@blackpanthercapFeb 16, 2026 · 6:10 PM

👀The ONLY watchlist you need for 2026. EVERY sector the government and hyperscalers are pouring money into. 49 stocks across AI, hardware, defense, energy, and space. → Save this now, come back later. Datacenter / Digital Infrastructure $ANET - Arista Networks $VRT - Vertiv $EQIX - Equinix $LITE - Lumentum $CRDO - Credo Technology $NBIS - Nebius Group $CSCO - Cisco Systems $APLD - Applied Digital $IREN - IREN Limited $CIFR - Cipher Mining SaaS $PLTR - Palantir Technologies $CRWD - CrowdStrike $PANW - Palo Alto Networks AI / Compute $NVDA - NVIDIA $MSFT - Microsoft $GOOG - Alphabet $AMZN - Amazon $META - Meta Platforms $AVGO - Broadcom $AMD - Advanced Micro Devices $MU - Micron Technology $SMCI - Super Micro Computer $SNDK - SanDisk Semiconductors / Hardware $AAPL - Apple $MRVL - Marvell Technology $ASML - ASML $OSS - One Stop Systems $LPTH - LightPath Technologies Critical Minerals $MP - MP Materials $LAC - Lithium Americas $NEO - Neo Performance Materials $SLI - Standard Lithium $PLL - Piedmont Lithium Space $RKLB - Rocket Lab $ASTS - AST SpaceMobile $PL - Planet Labs $RDW - Redwire Defense / Aerospace $LMT - Lockheed Martin $AVAV - AeroVironment $KTOS - Kratos Defense $ONDS - Ondas Holdings $KRKNF - Kraken Energy Energy / Power $TE - T1 Energy $FSLR - First Solar $ENPH - Enphase Energy $ARRY - Array Technologies $NXT - Nextracker $FLNC - Fluence Energy $VST - Vistra Save this for later. Note: This is NOT financial advice.

Open on X

$NEO

$NEO

About this stock

Frequently asked

Related stocks