Who mentions $SES most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $SES most — 7 mentions in the past 12 months.

When was $SES first mentioned on Surfaced?

The earliest tracked mention of $SES in the Surfaced archive was on Jan 11, 2026.

How many voices track $SES?

3 FinTwit voices have mentioned $SES 9 times in the past 12 months.

What kind of voices mention $SES most?

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

$SES — FinTwit mentions on Surfaced

Recent mentions

9 mentions

@investmentguru_May 28, 2026 · 10:32 AM

Key drone stocks now on watch: Defense & Tactical Drone Leaders → $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition → $KTOS — Multi-domain autonomous systems across air, land, and sea → $NOC — Global Hawk and advanced unmanned combat aircraft exposure → $RCAT — Black Widow tactical drones + maritime autonomous systems AI, Software & Components → $UMAC — “Drone-to-Cloud” infrastructure, simulation, GPU rendering → $PDYN — AI autonomy software for drone targeting/tracking → $SES — Lithium-metal batteries for drones and urban air mobility Commercial, Security & Counter-Drone → $ONDS — Autonomous drone platforms + counter-drone systems → $DPRO — ISR, reconnaissance, industrial inspection drones → $PRZO — Drone safety + interception systems → $UAVS — Tactical mapping drones with Blue UAS certification

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@investmentguru_May 28, 2026 · 10:23 AM

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 companies as part of a major push to expand domestic drone manufacturing and reduce reliance on foreign supply chains. The discussions may include both debt financing and direct equity investment — meaning the U.S. government could potentially take stakes in selected drone companies. Names reportedly involved: → $UMAC → Performance Drone Works → Neros Technologies The market reacted immediately: 📈 $UMAC +30% premarket 📈 $RCAT +15% 📈 $ONDS +8% This move could mark the beginning of a much larger U.S. defense drone buildout cycle. Key drone stocks now on watch: Defense & Tactical Drone Leaders → $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition → $KTOS — Multi-domain autonomous systems across air, land, and sea → $NOC — Global Hawk and advanced unmanned combat aircraft exposure → $RCAT — Black Widow tactical drones + maritime autonomous systems AI, Software & Components → $UMAC — “Drone-to-Cloud” infrastructure, simulation, GPU rendering → $PDYN — AI autonomy software for drone targeting/tracking → $SES — Lithium-metal batteries for drones and urban air mobility Commercial, Security & Counter-Drone → $ONDS — Autonomous drone platforms + counter-drone systems → $DPRO — ISR, reconnaissance, industrial inspection drones → $PRZO — Drone safety + interception systems → $UAVS — Tactical mapping drones with Blue UAS certification The bigger picture: Modern warfare is shifting toward autonomous, lower-cost, AI-enabled systems. Drones are becoming as strategically important as cybersecurity, satellites, and AI infrastructure. This may not be a short-term headline trade alone — it could become a multi-year defense and autonomy investment theme. Watch the capital flows carefully.

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@investmentguru_May 11, 2026 · 11:47 PM

One of the strong sector today $EOSE $QS $FLNC $FCEL $SES

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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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@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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@jasonl_capitalMar 2, 2026 · 2:13 PM

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 drones and loitering munitions $KTOS - Autonomous combat aircraft $NOC - Military ISR and large-scale drone platforms $AIRO - Defense drone manufacturing $RCAT - Military and commercial drone hardware $ONDS - Autonomous systems and industrial wireless $PDYN - Drone surveillance and intelligence software $MOB - Cybersecurity and secure comms for military UAS BATTERIES + INFRASTRUCTURE $AMPX - Silicon anode batteries powering military drones $SES - Solid-state battery R&D for unmanned systems eVTOL / AIR MOBILITY $JOBY - eVTOL air taxi development $ACHR - Urban air mobility aircraft $EH - Autonomous unmanned eVTOL $EVEX - eVTOL and air traffic management $EVTL - UK-based eVTOL manufacturer $LILM - eVTOL air mobility platform COMMERCIAL $DPRO - Public safety and commercial drones $PRZO - Drone recovery and parachute systems $UAVS - Agricultural and commercial drones $UMAC - Drone tech investments and rollups $1 trillion in U.S. defense spending for 2026. Drones are getting the biggest piece of it.

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@kaizen_investorMar 1, 2026 · 8:04 PM

@InvestInTheFtr Nope have not looked into $SES, they report on Wednesday? Will look into the earnings, thanks.

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@investmentguru_Jan 11, 2026 · 10:34 PM

Notable names across the ecosystem: •Defense & military drones: $KTOS, $AVAV, $NOC, $RCAT, $AIRO •eVTOL & air mobility: $JOBY, $ACHR, $EH, $EVEX, $LILM •Industrial & commercial drones: $ONDS, $DPRO, $UAVS •AI, software & enabling tech: $PDYN, $SES, $PRZO, $UMAC

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