Who mentions $SOLS most on Surfaced?

@leveraged_cat (Leveraged Cat) mentions $SOLS most — 11 mentions in the past 12 months.

When was $SOLS first mentioned on Surfaced?

The earliest tracked mention of $SOLS in the Surfaced archive was on Oct 18, 2025.

How many voices track $SOLS?

3 FinTwit voices have mentioned $SOLS 15 times in the past 12 months.

What kind of voices mention $SOLS most?

$SOLS is mentioned most by Semis voices on Surfaced.

Last 12mo stats

mentions

voices

$SOLS

Solstice Advanced Materials Inc

$SOLS

Solstice Advanced Materials Inc

Past 12mo:15mentions3voices

All voices8 calls since Oct 2025show all

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About this stock

$SOLS (Solstice Advanced Materials Inc) has generated 15 mentions across 3 distinct FinTwit voices over the past 12 months, with the first mention appearing on 2025-10-18. The most active voice discussing $SOLS is @leveraged_cat (Leveraged Cat), who accounts for 11 of the 15 mentions, followed by @investmentguru_ (InvestmentGuru) and @valuedontlie (Colin King) with 2 mentions each. The stock is most frequently discussed within the semis category.

AI-generated from tracked posts · updated Aug 23, 2026

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Recent calls

8 calls

@leveraged_catFeb 10, 2026 · 11:17 PM

$SOLS I like it: https://t.co/JmtU40lLTZ

Open on X

@leveraged_catJan 29, 2026 · 8:37 PM

When you’re on a heater you trust your gut, it’s as simple as that. When you’re cold, you get defensive - just so happened that I’m hot and my gut said get defensive Things still feel “off” to me, but we did get a nice flush today, so gonna take it day by day. Energy and cash effectively my only positions right now outside of $SOLS and $ALMU which are sized down significantly at this point and fully funded from swing trades from the first 3 weeks of the year Now is when you embrace the uncertainty imho. If we’re going through a regime change, which I think we are, the most important thing you can do is be ready to be hop on the train, rather than holding the bag and missing the train

Open on X

@leveraged_catDec 19, 2025 · 3:50 PM

In a year I suspect many will be kicking themselves for not buying IN SIZE the sole US producer of UF6, a strategic monopoly, mildly hidden inside a diversified chemicals and semiconductor supplies producer: $SOLS UF6 is a required input to uranium fuel cells (and weapons) They hold a similar position to $LEU in the US nuclear supply chain, with the caveat that UF6 is the input to enrichment, so they are one step further up the supply chain

Open on X

@leveraged_catDec 6, 2025 · 5:15 PM

The $SOLS demotion from S&P 500 to small cap S&P 600 surprised me, in hindsight it shouldn’t have given SOLS market cap. May explain why it was trading weakly the past week. In any case, this actually improves the setup once we get past Dec. I’ll be buying the dip into EOY.

Open on X

@leveraged_catDec 5, 2025 · 1:52 PM

Almost the 1 year anniversary of this $NBIS banger Analyzed this much better than I traded it to be fair. Finding my weaknesses and getting stronger It's been a year since I've had this amount of conviction on something, but $SOLS is it. Sometimes you just know you're early

Open on X

@leveraged_catDec 3, 2025 · 11:06 PM

$SOLS is the only way I know of to get exposure to this at a reasonable valuation and asymmetric upside A 1-of-1 in the US nuclear supply chain Long AF

Open on X

@valuedontlieNov 3, 2025 · 1:25 PM

Initial trading of $SOLS at $45/share 1) x 158.7m s/o = $7.15bn market cap + $1.55bn net debt = $8.7bn EV 2) EBITDA b/w $950m-$1.05bn = 8.3-9.2x 3) My normalized FCF est. ~$2.50/sh at $1bn EBITDA (18x FCF) My FV estimate ~$50-60/share... prob interested in this closer to $40

Open on X

@valuedontlieOct 18, 2025 · 6:47 PM

$HON spinning off $SOLS soon... here's a pre-spin look at the setup: 1) specialty chem w/ 2 segments (RAS & ESM) - former is ~40% EBITDA margin mostly refrigerants... other biz lines serve nuclear, construction, semis, etc. 2) guiding LSD/MSD rev growth (vs 3-4% since 2016) - plenty of regulatory demand (HVAC) and market demand (semis, data centers, AI) 3) capital intensive biz model (8-9% sales) and ramping next ~2yrs w/ organic growth projects (capacity) 4) solid op. cash flow, but capex limits FCF conversion to 70% - legacy HON shedding 14% op cash flow and 29% capex 5) consolidated EBITDA margins >25% which puts this ~ best-in-class among specialty chem peers 6) guiding $3.8bn rev / $950m EBITDA in '25 + LSD/MSD rev & EBITDA growth over medium-term (call it $1.05-1.1bn by '27) 7) clean balance sheet - $1.55bn net debt vs. $950m = 1.6x leverage - M&A will be a focus 8) comps trading 11-13x EBITDA = $56-68 per share (though this leads to a rich valuation on FCF) We'll see where this one trades soon!

Open on X