Who mentions $TXT most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $TXT most — 4 mentions in the past 12 months.

When was $TXT first mentioned on Surfaced?

The earliest tracked mention of $TXT in the Surfaced archive was on Dec 20, 2025.

How many voices track $TXT?

2 FinTwit voices have mentioned $TXT 8 times in the past 12 months.

What kind of voices mention $TXT most?

$TXT is mentioned most by Long Research voices on Surfaced.

$TXT — FinTwit mentions on Surfaced

Recent mentions

8 mentions

@investmentguru_May 14, 2026 · 2:25 AM

Here are the robotics stocks grouped by segment Robot Automation $ROK – Rockwell Automation $ZBRA – Zebra Technologies $CGNX – Cognex $PATH – UiPath $PEGA – Pegasystems Medical Robotics $MDT – Medtronic $PRCT – PROCEPT BioRobotics $OMCL – Omnicell $SYK – Stryker $ISRG – Intuitive Surgical Industrial Robotics $TSLA – Tesla $HON – Honeywell $TER – Teradyne $LECO – Lincoln Electric Professional Robotics $OII – Oceaneering International $FARO – FARO Technologies Service Robotics $RR – Richtech Robotics Robot Software / AI $NVDA – NVIDIA $PTC – PTC Inc $PDYN – Palladyne AI $QCOM – Qualcomm Logistics Robotics $AMZN – Amazon $SYM – Symbotic $SERV – Servr Robotics $ATS – ATS Corp Defense Robotics $AVAV – AeroVironment $LMT – Lockheed Martin $BA – Boeing $TDY – Teledyne Technologies $TXT – Textron $ESLT – Elbit Systems $KTOS – Kratos Defense $NOC – Northrop Grumman $GD – General Dynamics $RTX – RTX Corp $LHX – L3Harris Technologies

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@investmentguru_Mar 22, 2026 · 12:38 PM

Drones are no longer a niche. They are becoming core infrastructure across defense, industry, and the future of mobility. This is one of the fastest-growing Physical AI markets — and most investors are still early. Let’s break down the drone ecosystem Military Drones (Defense Backbone) The battlefield is rapidly shifting toward autonomous and unmanned systems. $KTOS → Loyal wingman drones, low-cost tactical systems $AVAV → Switchblade drones, proven in real combat $LMT → Integrating drones into next-gen warfare systems Elbit Systems → Advanced ISR and UAV tech $RCAT → Military-grade drone solutions (watch this space) AIRO Group Holdings → Emerging defense + drone platform This segment will see massive government spending tailwinds. Drone Components & Systems (Picks & Shovels) This is where the real scalability lies — enabling the entire ecosystem. $TDY → Sensors, imaging (critical for autonomy) $LHX → Communications + ISR systems $RTX → Radar, propulsion, defense integration $TXT → UAV platforms + aviation systems DroneShield → Anti-drone tech (huge future demand) Unusual Machines → Early-stage, high-risk/high-reward Think of this layer like NVIDIA for drones — whoever controls sensors, chips, and comms wins big. Commercial Drones (Real-World Adoption) Drones are now being used in inspection, security, agriculture, and logistics. $ONDS → Industrial + government drone networks $DPRO → Healthcare, public safety, agriculture, delivery use cases This is where recurring revenue models will emerge. eVTOL (Future of Urban Air Mobility) This is the next evolution — drones that carry people. $JOBY → One of the leaders, strong partnerships $ACHR → Backed by major industry players $EVTL → Global certification race $EH → Autonomous passenger drones already flying Horizon Aircraft → Unique hybrid design approach High risk, but massive TAM if execution succeeds. Drones sit at the intersection of: •AI 🤖 •Robotics ⚙️ •Defense spending 💰 •Automation 📡 This is not just a trend — it’s a multi-decade transformation. My Take The winners won’t just be the drone makers. The real money will be made in: •Components (sensors, chips, comms) •Software & autonomy •Defense contracts & scaling production Watch the stack. Follow the money. Stay early. Because once this becomes obvious… the biggest gains are already gone. Not financial advice, DYOR

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@stocksavvyshayJan 12, 2026 · 12:34 PM

GLOBAL DEFENSE CHEAT SHEET Defense is about drones, software, communications & the industrial base that makes them scale with these companies enabling that shift: Drones • $ONDS builds the secure comm layer drones use to transmit video, data & commands without being jammed or hacked • $AVAV is the primary U.S. military drone prime operating large, long-endurance ISR & strike platforms embedded across DoD programs • $KTOS designs attritable unmanned systems built for scale where loss tolerance & cost matter more than perfection • $RCAT sells short-range tactical drones used by military units, police & emergency responders for real-world ISR • $DPRO operates on the services layer providing drone operations, training & deployment rather than manufacturing hardware • $UAVS focuses on drone manufacturing & contract production tied to defense, logistics & government customers • $NOC integrates autonomous platforms into large-scale defense systems where reliability matters more than speed eVTOL • $JOBY leads eVTOL on certification progress, test hours & commercial readiness through early FAA engagement & operating partnerships • $ACHR designing eVTOL aircraft for defense & government procurement rather than consumer air taxi services • $EVTL is focused on building eVTOL manufacturing & certification infrastructure to scale production over time • $EH operates autonomous aerial vehicles at scale in China where regulatory approval allows faster deployment Decision Software • $PLTR turns drone & satellite feeds into real-time command decisions • $GD integrates drones into existing military command-and-control systems • $BAH moves drone data through defense workflows without human bottlenecks • $PL provides wide-area satellite imagery that gives context before & after drone missions Strike Systems • $AXON supplies non-lethal effectors & real-time capture tools used by law enforcement & domestic security forces. • $BA builds large-scale military aircraft & strike platforms that deliver munitions across air & space • $LMT designs advanced weapons systems where precision, stealth & survivability matter most • $LHX provides sensors & guidance systems that keep munitions accurate in jammed or GPS-denied environments • $TXT manufactures tactical aircraft & mission systems that carry & deploy effectors in contested environments • $RTX is a core missile & interceptor prime supplying precision strike and air defense at scale

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@investmentguru_Jan 8, 2026 · 11:55 AM

Some of the stocks that can benefit $LMT, $NOC, $RTX, $GD, $BA, $TXT, $HII, $AXTI, $ONDS, $RDW,

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@investmentguru_Jan 1, 2026 · 10:46 PM

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@stocksavvyshayDec 22, 2025 · 7:35 PM

The FCC is restricting new foreign-made drone models on national security grounds. That shifts future drone adoption toward U.S.-controlled stacks across hardware, software & supply chains: • $ONDS is about connectivity • $TDY is about sensing & targeting • $PLTR is about command, control & decision-making • $UMAC is about fleet orchestration & swarm management • $DPRO is about operations, training & real-world deployment • $AVAV, $KTOS, $RCAT & $TXT are about airframes & mission hardware

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@stocksavvyshayDec 20, 2025 · 4:26 PM

MY DRONE WATCHLIST • $ONDS is about connectivity • $TDY is about sensing & targeting • $PLTR is about command, control & decision-making • $UMAC is about fleet orchestration & swarm management • $DPRO is about operations, training & real-world deployment • $AVAV, $KTOS, $RCAT & $TXT are about airframes & mission hardware • $ENVX is about battery tech that extends flight time & mission endurance

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@stocksavvyshayDec 20, 2025 · 2:16 PM

10 WAYS TO PLAY AMERICAN DRONE DOMINANCE ENTERING 2026 1. $ONDS builds the secure communication networks drones rely on to transmit video, data & commands without being jammed or hacked. 2. $AVAV is the dominant U.S. military drone prime with large, long-endurance platforms used for surveillance & strike missions backed by deep Pentagon relationships. 3. $KTOS builds unmanned military systems, including attritable drones designed for high-risk combat environments that's focused on scaling low-cost deployments. 4. $DPRO provides drone operations, training & services rather than manufacturing. This is the “boots & operators” layer that enables real-world deployment. 5. $PLTR enables command, control & decision-making by fusing drone data with battlefield intelligence to coordinate missions in real time. 6. $UMAC focuses on software that allows multiple drones to be managed, coordinated & controlled together. This is the “fleet manager” layer that turns individual drones into organized fleets. 7. $RCAT designs & sells rugged, short-range tactical drones used by military units, police & emergency responders. Think boots-on-the-ground hardware for real-world operations. 8. $ENVX develops advanced batteries that increase drone flight time, payload capacity & reliability directly improving mission endurance. 9. $TDY supplies high-end sensors, imaging & electronic systems that drones use to see, track & identify targets. This is the intelligence layer that turns drones into decision-making tools. 10. $TXT represents legacy drone manufacturing with real deployment history, building proven platforms like Shadow & Aerosonde & maintaining entrenched DoD relationships tied to tactical ISR missions.

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