Who mentions $SFM most on Surfaced?

@vulturetrades (Vulture trades 🦅) mentions $SFM most — 12 mentions in the past 12 months.

When was $SFM first mentioned on Surfaced?

The earliest tracked mention of $SFM in the Surfaced archive was on May 13, 2026.

How many voices track $SFM?

2 FinTwit voices have mentioned $SFM 13 times in the past 12 months.

What kind of voices mention $SFM most?

$SFM is mentioned most by Quant / Flow voices on Surfaced.

Last 12mo stats

mentions

voices

$SFM

Sprouts Farmers Market

$SFM

Sprouts Farmers Market

Past 12mo:13mentions2voices

All voices13 mentions since May 2026calls only

Loading price chart…

About this stock

$SFM received 13 mentions over a 12-month period from May 13, 2026, to July 4, 2026, originating from 2 distinct FinTwit voices. @vulturetrades, a quant/flow trader, accounted for 12 of these mentions, establishing himself as the dominant voice discussing Sprouts Farmers Market. The most recent mention came from @itsmichaelluu on July 4, 2026, who referenced $SFM as part of a broader discussion of contrarian positions, noting it alongside other holdings like $PYPL and $ZTS as long positions paired against an AI-focused short basket.

AI-generated from tracked posts · updated Jul 20, 2026

Frequently asked

Related stocks

$VSTSVestis

$VSHVishay Intertechnology

$KLICKulicke and Soffa Industries

$CTSHCognizant Technology Solutions

Recent mentions

13 mentions

@itsmichaelluuJul 4, 2026 · 1:07 PM

He shorting $NVDA $MU $AMAT $CAT $TSLA $NVDA – Designs GPUs powering AI computing and data centers. REASON: Burry called Nvidia's financing arrangements "fugazi," pointing to the complexity of deals that help tens of billions of dollars worth of Nvidia GPUs "disappear from balance sheets." He's grouping it with a broader semiconductor index short. $MU – Designs and manufactures DRAM, NAND flash, and memory chips. REASON: Burry framed the Micron rally as driven by "fear of missing out" and speculative excess, and argued the stock is more extended above its 200-day moving average than at any point since 1984 not even during the dot-com peak. He called $MU "cyclical like no other," citing 34 separate drawdowns exceeding 30% over the past 42 years that get ignored during euphoria. $AMAT – Supplies equipment used to manufacture semiconductor chips. REASON: His thesis likely ties to Applied Materials' China exposure (27% of revenue) and doubts about how sustainable the AI capex cycle really is, even as the stock rips on record bookings. $TSLA - Makes electric vehicles, energy storage, and humanoid robots. REASON: No one knows why he wants to short $TSLA. Betting against Elon Musk is the worse thing he can do for his career. $CAT – Manufactures heavy construction and mining equipment machinery for AI REASON: This is the notable one: Burry said he has never shorted Caterpillar before despite being a long-time bull on it. He pointed to Caterpillar's price-to-sales ratio hitting its highest level in at least three decades, with the stock repriced as an AI-power-and-mining-equipment play. He explicitly blamed the rally on "big spending announced out of Korea," calling that "the beginning of the end." Clearly, Burry thinks: - The whole AI revolution is inflated - Companies aren't making enough revenue to justify the - capex spend - Demand for AI utility will go down sharply - Token economics isn't sound - This whole cycle rhymes with 2000 more than anyone wants to admit And he's not hedging either, this is a full "AI short basket," paired with longs in $PYPL, $SFM, $ZTS, $FNMA and $FMCC. Here's why he'll go broke shorting this time: