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🌨️ The “Snowstorm Basket” Isn’t One Sector. It’s Power + Data + Logistics + Water.
As this historic storm bears down with large scale power outages. Anyone else thinking about (generators) GNRC stock?
What does Trump really want with Venezuela? Here are the Best Takes and stocks
AI Is Stress-Testing The Grid, Resilience Funding Is Rising, Here Is A 5-Stock Watchlist
One Energy Wave, Many Angles: Building a Smart Power Basket
The Grid Can’t Keep Up With AI. Microgrids Are the Hedge
This Tiny Power Stock Is Quietly Building the Future Grid
Generac ($GNRC) Pre-Earnings YOLO calls
Pre-Announcements, Investor Days, and Earnings Dates
Janney Montgomery Scott Upgrades Generac Holdings (GNRC) $GNRC
Generac downgraded to Hold at Truist Securities on macro risks (NYSE:GNRC)
Option Traders in Major Tickers - Hope this Helps!
Thousands Lose Power in Texas During Bomb Cyclone. Who has GNRC calls?
Anyone getting in on the GNRC class action lawsuit? I've never held shares in a company that had a class-action suit filed against it - what do I need to know?
Im learning how to do these Fibonacci lines! $GNRC
Stocks and options trades to watch for September 26 2022 as major Hurricane Ian approaches Florida 🌀🌀🌀
What are you doing to prep for the upcoming dip?
Good strategy's for extracting myself from a sold put gone bad.
MOST OPTIMISTIC CRYPTOS/TICKERS week of (8/30 - 9/3)
How to bag hold this hurricane like an Ape King. The play has always been buy the rumor sell the news.
Hurricane Ida is "Worst in 170 Years" How to Bankroll the Destruction Like an Ape King
Hurricane Ida is "Worst in 170 Years" How to Bankroll the Destruction Like an Ape King
Hurricane Ida "Worst in 170 Years" How to Bankroll The Destruction Like an Ape King
Here's Why Generac Holdings (GNRC) is a Great Momentum Stock to Buy
Most notable stock upgrades and downgrades June 9, 202
Most notable stock upgrades and downgrades June 8, 202
Mentions
Genuine question - why would I buy this over something like GNRC, FIX, CARR, VRT, etc.? Seems like there is no momentum in this ticker at all, which given the state of the AI trade is "data center go up 10% every day" is hard to do.
Yeah, pretty much what I researched about it (with Gemini deep research and Claude) and that sold me on buying a few shares in q3 2025. >But the stock probably behaves more like a high-beta momentum AI infrastructure name than a steady compounder right now. Yeah, that was what I was looking for, since I already have Google and the SOXXX as my compounders (I did not expect a 185% Bullrun from an ETF in 12 months) I've been holding SOXX that covers Intel, Broadcom, Nvidia, ASML and many others in the AI/infra Play. Credo was a bet on a hidden gem in 2025 that played out nicely 😎. >I’d personally view it as a “buy on volatility/pullbacks” type stock rather than something to chase aggressively after huge vertical moves. Which is why now that people are taking profits, I'm going to buy some more :D I've been looking at other branches that will benefit from the 700 billion AI infra investment and my next Targets are **AAON (cooling), VST (energy), GNRC (backup Power) :)**
Speed to power .. GEV, CMI, BE, GNRC
I also like KMI but recently sold out of my position after the run up. I have had my eye on GNRC Generac for a long time but still seems overvalued to me. Might be interesting for another major disaster in the future since it ran up huge during covid. I like AUR Aurora Innovation which will hopefully be a long term hold for me or a buyout play.
I think if anything that, as we’ve seen with some other companies (GNRC comes to mind, you can find a great write up on that by Hunterbrook), gas may be the basket that these companies dump all their eggs in because it has such lucrative opportunities ahead- in my mind, this other stuff is really just to pay lip service to diversification, whereas in reality I doubt anyone in GEV even cares about the non gas sectors in any serious capacity I think the most challenging part is really just realizing that a lot of this requires a certain leap of faith, so to speak. A lot of things don’t necessarily have great causality just due to the sheer complexity of the market, and in particular I’m not too used to giving concrete predictions like “here is xyz’s price at abc moment”, it just feels very weird because my mentors would’ve ruthlessly tore into me for even daring to try and give something resembling a point estimate haha
Top 5 S&P 500 stocks by YTD performance: 1. $SNDK (Sandisk) +164% 2. $GNRC (Generac) +65% 3. $WDC (Western Digital) +63% 4. $TER (Teradyne) +63% 5. $STX (Seagate) +55%
Power Gen still seems to have juice. POWL looked great from their last report. GNRC had a good report and saw a great day yesterday Bought some MWH ipo yesterday. BESS play.
GNRC missed and rips 18%. wtf is this shit
Feeling very vindicated for my callouts about GNRC being undervalued wrt data center demand
GNRC has been my play for a while now. 2 years in a row expanding manufacturing footprint to build more of their top end commercial generators and with grid tie ins backlogged 5+ years most new builds will be running on generators from GNRC,CAT,GE, etc. The smaller residential lines have been hit hard from mild weather but data centers are now a massively growing market segment they didn’t have before. Service contracts on these will bring revenue for years too.
I thought that too. Made a ton from CAT and started going to CMI as a secondary winner. But then when I read about CATs product mix and how much they do in mining and given how mining is growing with commodity prices, I am going back in hard. CMIs CEO started in energy cells so I thought would be growing with grid stabilization but they are considering getting out of the business. The real sleeper play is GNRC. They been making generators forever and also with this winter and incoming grid issues, we are gonna see rich people buying at home generators like crazy.
CAT and GE Vernova killing it on data center power generation demand. People are absolutely sleeping on Generac GNRC right now. They bought a new plant to expand for data center demand and their generators are all epa compliant. Along with the crazy storms that have come through boosting residential demand I think next quarter is going to be when they really take off.
If there ends up being widespread long duration power outages, $GNRC, but looks like it's been on a pump all month long.
GNRC these weather moves get sold pretty fast tho
$GNRC Generac - southeast ice storm chaos swing trade $IRDM Iridium Communications - Greenland swing trade Thank you for your attention to this matter!
Any of you regards ever look at Generac (GNRC)?
What’s the market angle that actually trades? * Oil: Venezuelan crude is heavy/sour. U.S. refiners can process it, but throughput, margins, and contract terms decide outcomes. A quick gasoline glut is unlikely; diesel/asphalt effects are more plausible. Near-term watchlists: refiners (VLO, MPC), services (SLB, HAL), integrateds (CVX). * Gold: Above-ground Venezuelan reserves are limited; new mining is slow. Hard catalyst for a gold crash is weak—uncertainty often supports gold and miners/ETFs. * Geopolitics: This looks more like U.S.–China pressure than pure commodities. Expect higher risk premia, defense names bid, and swings in rare earths/critical minerals on export-control narratives. * Power/AI: Backup generation demand is real, but fuel logistics and capex are multi-quarter. GNRC/CMI can benefit from deployments; it’s not an overnight fix for the grid. Bottom line: price in more volatility and be selective across energy, defense, and equipment instead of assuming a clean “oil flood” or a gold collapse.
Does anyone here own GNRC? I’m doing some research on it now. Could be a good power/housing play for 2026
One of mine is GNRC - CAT and CMI are heavily bought in, GNRC is priced like it's in a bounce, it got overly sold off compared to competitors.
Me. No presents for Christmas: GNRC, PCT, POET 💩
Calls on GNRC and DKS
This is a well-structured framework. The electrons-flow approach clarifies the thesis better than most AI power analysis I've seen. One observation worth adding: the institutional positioning in 13F filings leans heavily toward centralized infrastructure rather than the distributed layer you're describing. Names like Constellation Energy, Vistra, and Vertiv appear across Renaissance, D.E. Shaw, Point72, and Citadel portfolios. The distributed stack you've outlined shows less institutional concentration. That's not a criticism of the thesis. It likely reflects different risk and maturity profiles. Centralized power generation has contracted revenue from 20-year PPAs with hyperscalers. The distributed layer carries more execution risk, earlier-stage unit economics, and more volatile capex cycles. Sophisticated capital often prefers the contracted cash flows even at lower upside. The interesting question is timing. Your thesis that storage and VPP software become critical as 24x7 AI loads force more grid flex makes sense structurally. But that story may be a few years behind the centralized buildout in terms of institutional recognition. You could be early rather than wrong. The GNRC and ENS inclusions are interesting specifically because they're embedded in existing infrastructure rather than greenfield development. That installed base creates switching costs that pure-play storage developers lack. If you're tracking cause and effect the way you've structured it, I'd also watch the regulatory layer. FERC Order 2222 enabling DER aggregation into wholesale markets could accelerate the VPP thesis significantly.
Looks like another day of making thousands of dollars sitting on my hands. Should have bought GNRC at open. I'm bored.
I’ve had some good luck thinking a few months ahead and have made a good amount of the data center build out and now batteries $ter for tpu/robotics which will see an uptick going into next year I believe . $GNRC for grid stability bc there will be power bottle necks and I want some exposure there, I will be taking a very very speculative position in $cgeh as well here, vrt for cooling. And buying every dip $nbis provides but waiting for deeper pull back for a bigger tranche but I don’t know if I’ll ever get that
GNRC for the development and potential east coast threat from Imelda. Usually good for a few % pump, more pending impacts
He even took down GNRC today! The F?
PH, MAS, MCK, TT, GNRC, WMT. Regardless of whatever happens with AI and semiconductors, most people on the planet are going to use the restroom and take a shower tomorrow morning, get their mammograms or whatever, turn on the heat or AC, and buy groceries, even if they’re eating Walmart casserole. Use your fun money for the trend of the month! But from your list GOOGL and V are good long term buy-and-holds.
$WING Wingstop: +26.85% $FTAI FTAI Aviation: +26.56% $PIII P3 Health Partners: +25.86% $GNRC Generac: +19.61% $TER Teradyne: +18.88% $PTON Peloton Interactive: +18.77% $MCRB Seres Therapeutics: +18.52%
Generac, $GNRC, leading generator manufacturer.
I’ll be buying GNRC below $95 per share if it gets there. Climate change play
2 stocks I'm considering to dip a toe in this coming week: General Holdings (GNRC) if it gets below $110, and Marvel Technology (MRVL) under $50.
Ok, made some reasearch who will benefit from Ontarios threat, chatGPT suggested : **Generac Holdings (NYSE: GNRC)** – **Best positioned for a profit explosion** **Why Generac?** • **Direct Exposure to the Crisis:** If Ontario halts electricity exports, businesses and homeowners in **New York and Michigan** will rush to buy **backup generators**, boosting **Generac’s sales** overnight. • **High Profit Margins:** Generac has **strong operating leverage**, meaning **each additional generator sold has a high-profit impact**. A moderate increase in demand could **double net profits**. • **Historical Precedent:** Generac’s revenue and stock **spiked after major power disruptions**, like the Texas grid failure and California blackouts. • **Stock Reaction:** The market will likely **anticipate supply shortages**, causing an immediate rally in GNRC’s share price.
So if the Canadians cut the power tonight during 🥭Mango speech would be the ultimate fuck you 🥭 and CALLs on GNRC will print.
I agree with a lot of your reasoning, but instead of buying a stock because we think it "should" go up, what if we bought the ones that ARE going up? [GNRC vs ?](https://imgur.com/a/8J9eKAt) Maybe it's overly simplistic, but it works.
Any thoughts on GNRC?
I wouldn't say a long shot, but it's not yet a short shot yet either. We have a little more time to figure this out. From some analysis on the H5N1 sub by u/SpiderSlitScrotums about whether we're supposedly just a mutation away: >This is not as bad as it sounds. Just to be clear, this would change the hemagglutinin binding from sialic acid alpha-2,3 to -2,6. It would no longer be an H5 virus (and would no longer be a bird flu). Humans can bind flu viruses with SA-alpha-2,6 receptors in the upper respiratory tract and eyes and can bind -2,3 in lower respiratory tract. Birds tend to use the -2,3. The reason bird flus are so deadly is because of the binding in the lower respiratory tract of humans. This is hard to do which is why bird flu infections in the lower respiratory tract are rare. But binding in the upper respiratory tract is easy. By mutating the H protein, you have converted a bird flu into a more common flu. >The greatest risk is if there were a mutation that would allow dual binding or increasing the affinity of SA-alpha-2,3 binding. If it does fully adapt to humans it won't be tomorrow. *If* it does--and I personally think it's likely eventually. As far as WSB thinking goes for such? I'd personally avoid the same old plays of vaccine companies and mask makers and look back at the tech/vidya/etc companies that last time benefited from people being at home. This time there possibly wouldn't be much in the way of mandates, but real bird flus are freaky enough that a lot of people would stay home more, WFH, etc, since they can have high lethality rates. My gamer brain would enjoy possibly doubling down on AMD, especially as many future stimmy checks would go to x3d processors, and laptops, which their new Strix chips seem solid in (and they may figure out better AI cards, just sometimes takes them a few architectures to figure a thing out). Other guesses? AU:CSL, an Australian vaccine maker who already has a big H5 vaccine the UK orders millions of now. GNRC (Generac Holdings Inc.) did well last time during pandemic with generators.
Eyeing GNRC here. Great long term play on climate change IMO
You are talking about the guy that said buy the Ford Lightening instead of GNRC at $89.
"Would you guys invest in companies that directly gain profit from Hurricane Milton? " Yes, but imo the easy route is buying GNRC or HD. How many power transformers (HMDPF, ETN?) were destroyed (and during a time when I believe there's still a shortage?) Will there be more money spent on drainage projects (WMS?) I mean, look at TTEK and things like their disaster recovery business: https://www.tetratech.com/solutions/disaster-and-emergency-management/disaster-recovery/. That's not a particularly "exciting" business, but I think that's a good business that is increasingly relevant. Also, people talk about hurricane trades when it's making landfall/after the hurricane is gone; I think you're either 1) buying something that benefits but you're doing it when the hurricane is forming, not when it's there or after that's way too late OR: 2) buy something that is down in the run-up to the hurricane because of perceived hurricane impact but will be fine over time and maybe is oversold vs actual hurricane impact that turns out less than expected. Also, STRL is not a reinsurance company. I think there's a separate discussion about the medium/long-term where if you believe that there will be more weather events of this nature, people have to consider what benefits from that. Will there eventually be an outflow of people from these areas as it becomes increasingly unaffordable to continually rebuild and/or insurance becomes an issue as more and more insurance companies start to not want to insure these areas and/or those that do start becoming prohibitively expensive for more and more people? If one believes that these sort of weather events will be more common (and/or other climate issues - look at the record temps in the SW - 110 days above 100 degrees in Phoenix), I think that there are definitely things that can have a very long-term tailwind.
Try selling GNRC stonks at least to break even? lol
GNRC, HD, LOW, URI, HUBB maybe 🤔
quietly waiting for Milton to help moon GNRC 
GNRC is a company that manufactures generators. In the US. I live in Texas, and after the power outages here, I had one installed. TOTALLY WORTH IT. The minute there is a power failure it turns on automatically.
There are specific things that - in the short term - will do well because of a hurricane (see GNRC up; HD beneficiary as well) and there are things that won't (insurance.) I would not expect much in the way of broader movement because of it.
GNRC mooned yesterday. I got in when the share price was mid 150s. My only regret is that I bought shares not contracts 😞
Look at how GRNC did after Ian in sept 2022 (third costliest hurricane on record) Why would GNRC fair better this time ?
Look at what $GNRC did today while the market was down.
It just strengthened very recently which hasn't been priced in. Also the track of a storm isn't known well until much later in its development. That's why you see $GNRC, $HUBB & $URI all suddenly rallied in the late session today. This is only now starting to get priced in. It will take a couple more weeks to get in priced in completely.
Cash in a potential gap up on SMCI, GNRC and roll more profits into long dated USO calls
I was real bullish on GNRC until I had one of their sales people come to my house. They wanted $15k to install a $5k generator, and the sales guy had no fucking clue about basic shit. It's not like I would expect most people to know what Locked Rotor Amps means on a pump, but I sure as hell would expect a guy from a generator company trying to spec out a solution for me. Maybe I'm expecting too much, but if you want me to pay $20k for a generator install you better send a fucking engineer or at least a qualified electrician.
Hurricane stocks, GNRC, PPSI, POLA. POLA exploded already.
Lol crazy. You read my mind. I was just researching hedges against insurers and GNRC appears like the best one. Stuff like Home Depot and Lowes benefit from hurricanes, but don't move in extremes like GNRC does, so I'd need a big position for those to make a difference. Whereas, I might be able to get away with just a \~6% GNRC position to counterbalance my top positions which are insurers.
Buy some $GNRC on next dip as a counterweight to insurers. ( and I’m with you on insurers but I think it’s sorta dumb - they (insurance cos) all make money in the long run, they’ll just charge higher premiums or not write in that area going forward)
I guess the inverse play is GNRC.
GNRC. 📈📈 More stores coming = more power outages. Residential generator sales have and will continue to skyrocket
I just looked and it’s up 17% in a month. Sounds good, right? Except just looking at some other random major index names... BAC up 11%. PayPal up 14%. Starbucks up 25%. So rewinding the clock back to before this surge, one would have to accept the risk of it being dead money as GNRC has for a few seasons, and only experiencing a return on that risk that’s similar to more household names like Starbucks, McDonalds, PayPal, Bank of America.
GNRC - Generac, the generators many are going to need before, during, and after the storm.
Milton says calls on $GNRC Up 8% past month with more storms stacking up in the Atlantic and the gulf
GNRC up 8% in a month with more storms comin’ fast…
Generac $GNRC 📈📈 Power / generator sales this QTR will be up with the amount of hurricanes and storms we’ve had so far. Still lots of hurricane season left too
GNRC . back up energy supply for power outages & portable generators
$GNRC calls 📈📈 sales this QTR will be up with the amount of hurricanes and storms we’ve had so far. Still lots of hurricane season left too
This is all just my personal opinion and based on my stock strategy. GNRC is definitely a buy if your a long term investor and have no problem waiting. *Right now it's at its $154 which it's at its all time high in two years. *It's all time high in 5 years is north of (safe sell average) $330+ I do not understand any circumstances recommend you by the stock if your portfolio is at 8k or Below. PPSI is a flip trade/quick buy&sell stock. I don't recommend anyone who isn't familiar with flip trading. Other than that regardless of potential islets just too volatile to consider a investment stock.
Take a look to Generac (GNRC) and Pioneer Power Solutions (PPSI) due to more than $4 million people left without electricity and a lot of energy will be needed for restorations etc. Both companies offer generators, Generator-on-a -truck units and mobile charging units.
Probably already missed it but GNRC does well during hurricanes
Have to decide if I want to go work the hurricane clean up In Florida or the wildfire clean up in cali. Overtime laws are better in cali but it’s a 6 day work week, Florida will be 7 days a week so more overtime available. Cali would pay me $2500 a week + per diem, Florida will likely be $3k/week + per diem. Oh yeah GNRC calls for a month + out of its anything higher than a cat 3
A major storm is hitting Savannah and Charleston this week. Will be major news and draw attention to emergency power needs $GNRC
Given all the carnage in the market, I’ve been trying to find long opportunities to hedge against my index shorts. 2 names I like: $GNRC - Hurricane season looking scary with the historically high temperatures around the country. $XOP - Middle East war likely results in a bid for oil. This is historically a decent correlation 0.7+
Big storms coming for Florida. $GNRC revenues finna soar.
Im heavy short but a long I like is GNRC. Hurricane season just started and that could generate some alpha.
Hurricane brewing in the Caribbean. $GNRC seems like a good hedge to have amidst all this carnage today…
GNRC, you know what to do.
GNRC 
GNRC running from 'cane season worries, should be a great summer hold actually. some stories this morning about this current 'cane being the earliest ever (in season) to reach cat 5.
long GNRC to 3% for the hurricane speculative bid up.
CRK for natural gas. Generac GNRC.
Often roofing companies (BECN, OC) and generator companies (GNRC) stock prices go up when there’s one or more devastating storms. When they go up (before, during, after) and how much they go up (sometimes a few percent, sometimes 20-50%) is a crapshoot. Trading around storms is certainly not investing though, it’s just short-term speculating. Tough way to make any money.
It's already happening because of the unreliability of the U.S. power grid. GNRC is making bank off selling household generators in the South.
Is anyone in GNRC? It seems like generators are going to be needed in large scale for data center backup power
If this was back in October, I would've said Generac (GNRC) 100%. Since it's stormed back up to 150, that ship has probably sailed unless you're optimistic about it reaching the old 281 resistance level. IMO they have a long runaway and can probably break into 300-350 over the next 3 years. My small cap recommendation is Power Solutions International (PSIX). They specialize in heavy electrical equipment and are headquartered in Illinois, adjacent to many of the Midwest and Central regions where data centers are cropping up. Those places will need grid upgrades and transmission extensions to shore up capacity. The boutique CPA firm I rely on gives it great grades across the board, especially in RoA and projected RoA growth versus its sector peers.
I am still holding 2 shares of GNRC @100. Do you remember that one?
They're calling for an intense hurricane season too. If you're investing in ACs better pick up some generator manufacturers too $GNRC
With all these crazy storms and tornado's which bring power outages, I may start looking into Generac ($GNRC).
I was really hoping GNRC would’ve penetrated the data center market for backup energy solutions but the numbers from their report don’t back this up.
$GNRC is a safe play right now