$NXT

Nextracker Inc - Class A

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$NXT

Nextracker Inc - Class A

Past 12mo:4mentions3voices

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All voices4 mentions since Feb 2026calls only

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Frequently asked

Who mentions $NXT most on Surfaced?

@kaizen_investor (KaizenInvestor) mentions $NXT most — 2 mentions in the past 12 months.

When was $NXT first mentioned on Surfaced?

The earliest tracked mention of $NXT in the Surfaced archive was on Feb 2, 2026.

How many voices track $NXT?

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

What kind of voices mention $NXT most?

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

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Recent mentions

4 mentions

@investmentguru_May 17, 2026 · 12:34 PM

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 → $ENPH — microinverter king, margin recovery story → $SEDG — beaten down 70%+, turnaround watch → $FSLR — only US domestic manufacturer, 47.9 GW backlog through 2030, $2B net cash → $CSIQ — panels + battery storage, global diversification → $ARRY — utility-scale solar trackers, 15% volume growth Q1 2026 → $NXT — Nextracker, tracker infrastructure play → $SHLS — balance of system, wiring for every utility project → $JKS — high beta China panel exposure (tariff risk, DYOR) → $HASI — clean energy project financing → $RUN — residential rooftop, rate-sensitive IRA tax credit phaseout after July 4, 2026 → $FSLR least exposed (domestic mfg credits intact) → Chinese panel tariffs 20-40% → hurts developers, helps $FSLR The sector got smashed. The thesis didn’t break. AI needs watts. Solar delivers them. Not financial advice.

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@kaizen_investorApr 7, 2026 · 5:06 PM

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 mainly thanks to Longi and Sunrun. The other companies are struggling. The market cap dropped by 4% QoQ but grew 17% YoY. Most companies registered a drop in market cap except for $NXT. The solar wave is an interesting wave, the technology is improving rapidly and they are part of the data center solution. The problem is that most of the solar panels are still for residential purposes. I don't see them moving toward space-based solar for example. I believe very much that solar panels are part of our future and solution, but I just don't know if these companies are strong enough to revolutionize the industry.

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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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@ftr_investorsFeb 2, 2026 · 1:51 PM

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