Who mentions $SSYS most on Surfaced?

@aleabitoreddit (Serenity) mentions $SSYS most — 19 mentions in the past 12 months.

When was $SSYS first mentioned on Surfaced?

The earliest tracked mention of $SSYS in the Surfaced archive was on Oct 21, 2025.

How many voices track $SSYS?

8 FinTwit voices have mentioned $SSYS 27 times in the past 12 months.

What kind of voices mention $SSYS most?

$SSYS is mentioned most by Semis voices on Surfaced.

Last 12mo stats

mentions

voices

$SSYS

Stratasys Ltd

$SSYS

Stratasys Ltd

Past 12mo:27mentions8voices

All voices4 calls since Jan 2026show all

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About this stock

$SSYS has been mentioned 27 times over the past 12 months by 8 distinct FinTwit voices, with @aleabitoreddit (Serenity) accounting for 19 of those mentions. The first mention appeared on 2025-10-21, and the most recent discussion occurred on 2026-03-30. The most-active voice category discussing $SSYS falls within semis-related content. @aleabitoreddit has been the dominant voice, followed distantly by @pelositracker with 5 mentions, while @blackpanthercap, @investmentguru_, and @itschrisray each contributed a single mention. Recent discourse has centered on Stratasys's selection for the U.S. Department of War's Joint Additive Manufacturing Acceptability (JAMA) IV Pilot Parts Program, alongside broader discussion of the company's role in additive manufacturing for defense applications and robotics prototyping.

AI-generated from tracked posts · updated Aug 24, 2026

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Recent calls

4 calls

@spaceinvestor_dMar 30, 2026 · 12:24 PM

$SSYS: Stratasys today announced that its parts-on-demand business has been selected to take part in the U.S. Department of War’s (DoW) Joint Additive Manufacturing Acceptability (JAMA) IV Pilot Parts Program, a multimillion-dollar initiative to accelerate qualification and deployment of 3D-printed parts across military platforms and systems. Demand for additive manufacturing in defense continues to grow, driven by mission-critical requirements for accuracy, scalability, and resilience. DoW budget programs increasingly reference additive manufacturing, with funding rising 83% to $3.3 billion in fiscal year 2026 compared to fiscal year 2025. Industry analysts expect continued growth through the end of the decade as military organizations expand digital manufacturing for sustainment, supply chain resilience, and modernization.

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@aleabitoredditJan 17, 2026 · 12:09 AM

I’m issuing a correction to my earlier thread regarding the robotics supply chain bottlenecks. I removed the original $SSYS post to avoid confusion, as I worded the argument too strongly given the timeframe between OpenAI's announcement to writeup. Thesis revolved around plastic <- metal, but I mistakened the demos/prototypes with production/scale humanoids and made too strong of casual assumptions. $SSYS revolves around prototyping, rather than production at scale. Regarding my post around supply chain mapping, this was speculation and I worded it too strongly again. Example: Q3 2025 Earnings Call (Nov 2025), Stratasys: "global leader in social networks, AI, and VR" purchased F3300 systems. I assumed this to be $META Humanoids, given the description. But this is unnamed. There's not many large AI/VR social network companies out there though. - For Boston Dynamics: Nylon 12CF for the Electric Atlas was a technical deduction. EG. electric humanoid jump or flip, keeping distal mass low matters. "Aluminum is too heavy. Standard plastic (PLA/ABS) is too weak and snaps upon impact. Main material currently on the market that is light as plastic but strong enough to replace aluminum without expensive tooling is Carbon-Fiber Reinforced Nylon (PA12-CF + Stratasys effectively corners the market on Gov certified Nylon 12CF printing with its F900 and F3300 series + Large-Format FDM Nylon 12CF. " Boston Dynamics may have used CF-nylon ( Nylon 12CF) for prototype structures. But the production Atlas uses Hyundai Mobis as a confirmed supplier from CES. That being said, $SSYS still have robotics customers + the rest of their defense contractors are there + defense certification stronghold for military related applications rings true. But for robotics production at scale, other companies are probably more asymmetrical and I got my thesis off. Despite the production mix-up, I still hold shares since the core catalyst remains: OpenAI is seeking a US-based supply chain. $SSYS remains the "Security Moat" for domestic hardware design since it's a risk to have "Physical AI" prototypes on Chinese printers (Bambu Lab) for Defense/DoD applications. (Also Debbie Schultz is long.) But just wanted to make a correction since my thesis was off after doing more research. Three things: 1. I'll refrain from posting novel information synthesis thesis type posts during market hours given how many HFT algorithms now scrap my content to trade. 2. I'll do better with wording in the future given how nuanced the industry is. 3. I'll spend more time on research to make sure I get stuff down correctly first try Sorry again

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@aleabitoredditJan 16, 2026 · 6:50 AM

@followplut0 Amazing question! So here's the timeline and what changed: -> America first policies after Trump election -> China-US trade tensions, led to companies going to US supply chains ( $SSYS is certification monopoly) from companies like Bambu. -> 2024-2025ish, Boston Dynamics pivoted from hydraulic Atlas to electric version -> changed from heavy hydraulics to lightweight structural frames using $SSYS. -> Other research prototypes from Meta Humanoids to others started following suit. -> There was no scale on humanoids/robotics in 2024-2025. -> ChatGPT announced their push into robotics today (they're usually leading the charge, eg. securing memory capacity) -> We've now likely hit the inflection point for robotics, where all these companies formerly in the prototyping stage (with $SSYS as the lightweight structural frame) are now scaling. -> $SSYS benefits robotics at scale.

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@aleabitoredditJan 15, 2026 · 7:17 PM

@pepemoonboy Thanks! I'm just following public information after the OpenAI robotics push for $SSYS. It was already up 6% since I posted. But this one is a great long as they're the skeleton/frames of all the humanoid robots.

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