Southern. Every tracked FinTwit mention of $SO, newest first. 11 mentions since the first on Jan 15, 2026. See the price chart.
June 2026 · 1 mention
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
May 2026 · 2 mentions
May 19
Dillon Valdez — @StockReportt For this $CEG/ $VST/ $NEE/ $ETR/ $SO basket, the cleaner filter is not AI demand by itself — it is contracted load, grid timing, allowed returns, and whether capex tu…↗
May 17
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
April 2026 · 2 mentions
Apr 15
Gaetano — $SOI , not $SO😂
All of these posted on Susbtack! With brief summaries on X↗
Apr 15
Gaetano — More coming today!
1 - $ALRIB $AIXA $VECO News + Signals for Optics stack (posted)
2 - Watchlist update with 5 new additions 👀 (3:00pm PST)
3 - New Spanish supply chain transfo…↗
March 2026 · 1 mention
Mar 22
Serenity — JPM is projecting 0 rate cuts in 2026 (Mar 19th).
Derivatives show~37% 0 rate cuts.
Here's the traditional winners and losers:
1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC…↗
February 2026 · 1 mention
Feb 27
InvestmentGuru — Despite another blockbuster quarter from $NVDA, the market reaction says everything: enthusiasm for AI is being capped by rising anxiety over the sustainability of massive capex.…↗
January 2026 · 4 mentions
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 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
— > The grid can’t keep up with AI.
Power demand from AI data centers is rising faster than utilities can deliver new capacity.
Developers cannot wait years for approvals and upgr…