$NXT mention timeline

Nextracker. Every tracked FinTwit mention of $NXT, newest first. 14 mentions since the first on Jan 1, 2026. See the price chart.

June 2026 · 2 mentions

Jun 30
Shay Boloor — The Trump administration is reportedly drafting a ban on foreign-made energy inverters over concerns China could use grid-connected equipment to disrupt U.S. power supplies. The p…↗
Jun 17
Jason Luongo — 7. $NXT - Nextracker Beat-and-raise quarter with record backlog exceeding $5B. US revenue growing nearly 50% YoY. Launched the Nextracker Arabia JV to expand into the Middle East…↗

May 17
InvestmentGuru — Is Solar the next sector rotation play? AI data centers need baseload power that fossil fuels can’t build fast enough → solar is a direct beneficiary of the compute supercycle →…↗

Apr 7
KaizenInvestor — The P/S of the solar wave is having difficulties finding some momentum. The P/S dropped to 1.53 this quarter. The revenues of the solar wave grew by 4% QoQ and 7% YoY. This is mai…↗
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,…↗

Feb 22
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +174% 2. $BE +70% 3. $AEHR +66% 4. $WDC +66% 5. $TWST +53% 6. $MU +50% 7. $AMAT +46% 8. $ENPH +45% 9. $LRCX +43% 10. $NTLA +41% 11.…↗
Feb 16
Black Panther Capital — 👀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 th…↗
Feb 14
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +164% 2. $WDC +63% 3. $BE +61% 4. $TWST +55% 5. $MU +44% 6. $APLD +44% 7. $AEHR +43% 8. $DOCN +42% 9. $AMAT +38% 10. $LRCX +38% 11.…↗
Feb 7
Shay Boloor

Jan 27
KaizenInvestor — $NXT with a very strong Q4 double beat. The stock is surging 10% higher after this result 📈 $NXT is successfully combining its strategic rebrand with surging financial results. R…↗
Jan 24
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down. NUCL…↗
Jan 23
Shay Boloor — NEXT WEEK MARKS THE HARD LAUNCH OF EARNINGS SEASON Tuesday | $UNH, $BA, $TXN, $NXT Wednesday | $TSLA, $MSFT, $META, $NOW, $ASML, $IBM, $LRCX Thursday | $AAPL, $V, $KLAC, $SNDK,…↗
Jan 1
InvestmentGuru