Sector: consumerauto
BorgWarner supplies powertrain and propulsion components for combustion, hybrid, and electric vehicles, including turbochargers, drivetrain systems, and electric-vehicle motors and electronics.
3 tracked filer(s) hold this · 0 opened, 1 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 55 — mean of 3 scored holder(s) · buyers (new/add) avg 42. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
Watching · 1 mention(s), 0 personal-position post(s) · first 2026-07-05 · last 2026-07-05
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-05T13:38:44 | Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck):
- Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AMZN.
- As demand from data centers has increased, production of Samsung SDI's cylindrical cells has also risen sharply.
… → · 865 likes · 380,745 views |
| Report | Date | Stance |
|---|
| #83 — Market Memo: Tariff-ied | 2025-02-03 | SHORT |