Who mentions $NRGV most on Surfaced?

@moninvestor (mon) mentions $NRGV most — 6 mentions in the past 12 months.

When was $NRGV first mentioned on Surfaced?

The earliest tracked mention of $NRGV in the Surfaced archive was on Dec 30, 2025.

How many voices track $NRGV?

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

What kind of voices mention $NRGV most?

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

$NRGV — FinTwit mentions on Surfaced

Recent mentions

12 mentions

@moninvestorMay 14, 2026 · 11:14 AM

Update your watchlist: - $FCEL - $FIVN - $NRGV - $NUAI - $PENG - $INV - $P - $SMR - $AIRJ - $TGEN

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@moninvestorMay 14, 2026 · 6:00 AM

My favourite stocks for: Long-term - $IREN, $HIMS, $ASTS & $KRKNF. Mid/Long-Term - $NRGV, $OUST, $SATL & $VELO.

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@investmentguru_May 11, 2026 · 2:40 AM

My framework: Grid-scale infrastructure: $FLNC / $NRGV / $STEM Long-duration storage: $EOSE Next-gen EV battery disruption: $QS / $AMPX / $SES The big picture: AI growth needs power. Power needs stability. Stability needs storage. Energy storage may become one of the biggest infrastructure trades of this decade. Watch the capital flows early.

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@investmentguru_May 10, 2026 · 1:29 AM

ENERGY STORAGE IS BECOMING THE NEXT MAJOR INFRASTRUCTURE TRADE AI data centers are creating an energy demand shock. Renewables are scaling. Grids are aging. That creates one unavoidable need: 🔋 STORAGE. This isn’t a short-term theme. It’s a multi-year secular buildout. Here’s how I’m viewing the sector: $EOSE Zinc-based long-duration storage (4–16hr+) → Non-lithium, non-flammable → Massive pipeline ($22B+) → High upside if execution improves Risk: dilution + scaling credibility $FLNC Utility-scale battery storage leader → $5B+ backlog → Hyperscaler/data center penetration growing → Strong institutional backing Risk: margins still need improvement $QS Solid-state battery moonshot → Pilot line now operational → Licensing model emerging → Strong cash runway Risk: commercialization still years away Other names worth watching: $NRGV Own-and-operate storage model Recurring energy revenue could rerate the story $AMPX Silicon-anode batteries High-density cells for aerospace/defense $STEM Software layer for energy storage Less hardware risk, more recurring software model $SES AI + battery chemistry One of the most interesting speculative intersections My framework: Grid-scale infrastructure: $FLNC / $NRGV / $STEM Long-duration storage: $EOSE Next-gen EV battery disruption: $QS / $AMPX / $SES The big picture: AI growth needs power. Power needs stability. Stability needs storage. Energy storage may become one of the biggest infrastructure trades of this decade. Watch the capital flows early. Not financial advice.

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@moninvestorMay 6, 2026 · 11:47 AM

Incredible pre-market moves today: $HUT +29.69% $AMD +18.62% $SMCI +12.86% $OSCR +10.37% $PENG +9.77% $UBER +8.75% $DRAM +7.82% $COPX +6.76% Incredible recovery by $OUST -12% TO -4% $NRGV down 10.54% $BZAI down 23.38% I will not be surprised to see OUST end in green today.

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@investmentguru_May 4, 2026 · 11:18 AM

Earnings watchlist for the week: 𝗠𝗼𝗻𝗱𝗮𝘆 After Hours: $PLTR $FN $BWXT $AEIS $FLY $ADEA $ON 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 Pre-Market: $SHOP $PYPL $ENLT $ETN After Hours: $AMD $ANET $LITE $ALAB $NVTS $NRGV $SU $WOLF 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 Pre-Market: $UBER $FLEX $SOLS $NRG $HUT After Hours: $ARM $COHR $UUUU $FSLY $SEZL $AOSL $APP $IONQ $SNAP 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 Pre-Market: $DAVE $HWM $VST $DDOG $BSKY After Hours: $NET $CRWV $RKLB $IREN $LASR $PDFS $OPEN 𝗙𝗿𝗶𝗱𝗮𝘆 Pre-Market: $WULF $UI

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@moninvestorApr 30, 2026 · 9:32 PM

Really great day today. - $IREN +6% is hiring non-stop. 👀 - $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%. - The big 4 HS Capex is not slowing down. - $META & $MSFT 🔴. $AMZN & $GOOGL 🟢. - Expect significant $$$ to flow into neoclouds. - $NRGV led my portfolio today +12%. Nice day.

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@moninvestorApr 22, 2026 · 8:09 PM

What a great day today. - $IREN my largest position up +7.13%. - The stock is getting more popular than ever. - $NBIS down -0.26%. $CIFR +7% & $WULF +3%. - I bought a new stock today. $NRGV +11% - Still researching, currently small position. - Very disappointed with $SATL price action. - During the day +10%, ended the day +0.42%. Overall, great day for my portfolio.

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@moninvestorApr 22, 2026 · 7:10 PM

Bought a new stock today: $NRGV. An under-the-radar energy storage name I’ve just started researching. At a simple level, Energy Vault stores electricity when there is excess supply and releases it when demand increases. This is critical because renewable energy sources like solar and wind are intermittent, and storage is what makes them usable at scale. What makes this more interesting is the company’s shift toward owning and operating energy assets, which introduces recurring revenue instead of one-off project income. Historically, Energy Vault generated lumpy, project-based revenue. It is now transitioning toward more predictable cash flows through its “Asset Vault” strategy, where it builds, owns, and operates storage assets rather than just delivering them. Revenue reached about $203M in 2025, up over 340% year-over-year, and the company delivered its first positive EBITDA quarter in Q4. The key driver behind that inflection is the backlog, which has expanded to roughly $1.3B, up over 300% year-over-year. A major catalyst is its partnership with Crusoe Energy Systems. Energy Vault is now building power infrastructure for AI data centers. These deployments are expected to generate 10–20x higher EBITDA per MW compared to traditional storage projects. AI data centers are increasingly power constrained. If Energy Vault can successfully serve that demand, it shifts into a higher-value infrastructure player directly exposed to AI-driven energy demand. On top of that, the company is working on next-generation storage through sodium-ion battery partnerships, which could reduce costs and lower supply chain risk over time. The balance sheet has also strengthened, with cash above $100M, providing runway to execute on this transition. Putting it together, the bull case is straightforward. This is a company that has already proven it can scale revenue, is turning profitable, and has a large and growing backlog. At the same time, it is moving into higher-value markets like AI infrastructure, where the economics are significantly more attractive. The key risk remains execution. The company needs to convert backlog into cash flow and scale its asset ownership model without funding stress. If that works, it shifts from a small speculative energy stock to an infrastructure platform exposed to two large structural trends: renewable energy buildout and AI-driven power demand. Not financial advice. I’ve just started researching and this is my first purchase. Market cap: $770M Thanks to @Robin54573990 for bringing this ticker to my attention.

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@investmentguru_Mar 5, 2026 · 1:08 AM

Momentum Is Back Across Disruptive Themes Strong risk appetite returned today as multiple high-growth themes moved higher together across the market. Crypto & Blockchain $GEMI +33% $COIN +14% $BITF +12% $BLSH +11% $MSTR +10% AI / NeoCloud / HPC $GLXY +17% $HUT +13% $IREN +12% $NBIS +12% $NUAI +10% $APLD +9% $CIFR +9% $WYFI +8% $CRWV +7% Semiconductors $AMD +5% $INTC +5% Satellite & Space Tech $ASTS +13% $SATL +8% $BKSY +6% $ATRO +4% $FJET +5% Optics / Photonics $PLAB +7% $LASR +6% $AAOI +4% Hydrogen & Clean Energy $PLUG +11% $BE +7% $FCEL +8% Data Storage / Memory $SNDK +5% $STX +4% $WDC +4% Networking Infrastructure $ANET +8% $CRDO +5% $RMBS +5% Next-Gen Batteries $EOSE +11% $ELVA +11% $SES +10% $TE +9% $KULR +7% $QS +7% $FLNC +5% $NRGV +5% Critical Minerals / Rare Earths $REEMF +7% $IDR +6% $UUUU +4% $IPX +3% When innovation themes move together like this, it often signals liquidity rotating back into growth sectors.

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@aleabitoredditFeb 15, 2026 · 3:48 PM

OpenAI sent a memo to congress regarding Deepseek distillation: "Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale." Power Delivery - $VRT, $ETN, $PWR, $WMB, $KMI Tier-1 Energy Providers: $CEG, $VST, $TLN, $GEV, $NEE, $BEPC, $D Grid-Energy / Storage - $TSLA, $FLNC, $NRGV, $BE Energy: $TE, $FSLR, $NRG This is a tailwind reiterated for these companies. And there's a second-order tailwind for companies that already secured GW capacity like $IREN, $NBIS, $WULF, and $CIFR. The core issue of the memo was around IP theft and national security issues. But the largest warning about sustaining an advantage was Energy. OpenAI warning Congress that in 2024, China added 429 Gigawatts (GW) of new power capacity, which was more than a third of the entire US grid and more than half of global electricity growth. Without a radical expansion of the American power grid, they believe China’s "brute force" energy buildout will eventually allow them to surpass Western AI capabilities. Photonics, Advanced Packaging, and Memory are three fastest growing bottlenecks right now. However, OpenAI explicitly warned the U.S. government that whoever generates the most power wins the AI race. Their message: Invest in American Energy.

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@itschrisrayDec 30, 2025 · 6:52 PM

@InvestWithJorge I like this one but why is it better than the other battery companies like $FLNC and $NRGV?

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