Solstice Advanced Materials. Every tracked FinTwit mention of $SOLS, newest first. 14 mentions since the first on Oct 18, 2025. See the price chart.
May 2026 · 1 mention
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
February 2026 · 3 mentions
Feb 11
Leveraged Cat — $SOLS cheers to all who joined me on this
Just getting started though↗
Feb 10
Leveraged Cat — $SOLS I like it: https://t.co/JmtU40lLTZ↗
Feb 2
Leveraged Cat — Coming back to my winners - $SOLS and $Q are all you need. Still feel it is early here
$MU - not early here at all but i liked it before and i like it now. Think we have entered a…↗
January 2026 · 3 mentions
Jan 29
Leveraged Cat — 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…↗
Jan 22
Leveraged Cat — $SOLS & $LASR https://t.co/BYCKOTDOmH↗
Jan 19
Leveraged Cat — Fwiw none of the pumpers I follow have started talking about $SOLS or $Q
May be that they are both too large and diversified for their techniques to be effective but I suspect the…↗
December 2025 · 5 mentions
Dec 19
Leveraged Cat — 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 semic…↗
Dec 10
Leveraged Cat — Also on $PLAB, their strong ER provides an incrementally positive read-through on $Q and on $SOLS' semis segment, but the algos probably are not tuned to that yet given the immatur…↗
Dec 6
Leveraged Cat — 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…↗
Colin King — 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/s…↗
October 2025 · 1 mention
Oct 18
Colin King — $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 li…↗
— 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 h…
Leveraged Cat — $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↗