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.

$SOLS — FinTwit mentions on Surfaced

Recent mentions

15 mentions

@investmentguru_May 4, 2026 · 11:18 AM

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 $ANET $LITE $ALAB $NVTS $NRGV $SU $WOLF 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 Pre-Market: $UBER $FLEX $SOLS $NRG $HUT After Hours: $ARM $COHR $UUUU $FSLY $SEZL $AOSL $APP $IONQ $SNAP 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 Pre-Market: $DAVE $HWM $VST $DDOG $BSKY After Hours: $NET $CRWV $RKLB $IREN $LASR $PDFS $OPEN 𝗙𝗿𝗶𝗱𝗮𝘆 Pre-Market: $WULF $UI

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@investmentguru_Mar 3, 2026 · 12:12 PM

Top Momentum Stocks Crushing It — YTD Leaders $AAOI $LITE $FSLY $GLW $POWL $TER $SOLS $COHR $ENLT $CAMT $KEYS $FIX $WDC $VRT

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@leveraged_catFeb 11, 2026 · 9:20 PM

$SOLS cheers to all who joined me on this Just getting started though

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@leveraged_catFeb 10, 2026 · 11:17 PM

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

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@leveraged_catFeb 2, 2026 · 5:07 PM

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 new paradigm re: consumer device memory/storage footprints $EEM - tech heavy dxy hedge $COPX - we need a lot more copper

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@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

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@leveraged_catJan 22, 2026 · 5:35 PM

$SOLS & $LASR https://t.co/BYCKOTDOmH

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@leveraged_catJan 19, 2026 · 8:18 PM

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 these stocks will be fintwit favorites by the end of 2026

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@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

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@leveraged_catDec 10, 2025 · 3:00 PM

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 immaturity of the tickers

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@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.

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@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

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@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

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@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

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@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!

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