SES AI. Every tracked FinTwit mention of $SES, newest first. 9 mentions since the first on Jan 11, 2026. See the price chart.
May 2026 · 5 mentions
May 28
InvestmentGuru — Key drone stocks now on watch:
Defense & Tactical Drone Leaders
→ $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition
→ $KTOS — Multi-domain autonomous sys…↗
May 28
InvestmentGuru — The U.S. Drone Race Is Accelerating — And The Market Is Finally Paying Attention
Reports suggest the Trump administration is advancing financing talks with multiple drone companie…↗
May 11
InvestmentGuru — One of the strong sector today
$EOSE
$QS
$FLNC
$FCEL
$SES↗
May 11
InvestmentGuru — 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…↗
May 10
InvestmentGuru — 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 unavo…↗
March 2026 · 3 mentions
Mar 5
InvestmentGuru — 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 +…↗
Mar 2
Jason Luongo — The U.S. just used drones to help take out Iran's supreme leader.
If you don't have drone exposure in your portfolio yet, here's your watchlist.
DEFENSE
$AVAV - Tactical combat d…↗
Mar 1
KaizenInvestor — @InvestInTheFtr Nope have not looked into $SES, they report on Wednesday? Will look into the earnings, thanks.↗
January 2026 · 1 mention
Jan 11
InvestmentGuru — Notable names across the ecosystem:
•Defense & military drones: $KTOS, $AVAV, $NOC, $RCAT, $AIRO
•eVTOL & air mobility: $JOBY, $ACHR, $EH, $EVEX, $LILM
•Industrial & commercial dr…↗