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Profiting off the potential power grid failure. Overall thoughts and discussion.
I asked ChatGPT how to profit off of a power grid failure.
Mentions
And POWL is up 7% today lol. Yeah, I've been long on the company and they are so wonky with earnings. Like a year ago they used to pop and now they sell off. However, company is still pretty great.
Anyone invested in POWL? Earnings seem nothing but positive but the stock continues tanking while the market is generally trending upwards
$POWL **Q4 revenue** was **$298.0M** (+8% YoY) with **gross profit $93.5M** (31.4%, +16% YoY) and **net income $51.4M** or **$4.22** per diluted share (+12% YoY). Full year revenue was **$1.1B** (+9% YoY) with **gross profit $324.4M** (29.4%, +19% YoY) and **net income $180.7M** or **$14.86** per diluted share (+21% YoY) Backlog was **$1.4B**, cash and short-term investments were **$476M**, and new orders for the year totaled **$1.2B** (+9% YoY). * **Net income** \+21% for FY2025 to $180.7M * **Gross profit** \+19% for FY2025 to $324.4M (29.4% margin) * **Light Rail traction revenue** \+87% for FY2025 * Completed acquisition of **Remsdaq** (SCADA RTU solutions) * Petrochemical revenue down **19%** for FY2025 * Q4 new orders declined \~**25%** vs Q3 (271M vs 362M)
I know fundamentals in some of these still look cheap. Are we close to selling or trimming? I hold IESC and POWL.
PLPC, POWL, PRIM to name a few
Yall look into power grid modernization? PLPC, POWL, PRIM, ENS lotta upside potential that the market hasn’t quite priced in imo
Yes, many such as TSM, AGX and POWL. If you want my full portfolio you can find it in my newsletter beatingthetide.com
No idea why $POWL is running up this much. I thought their quarter was pretty meh at best. Weird move. I might sell out
Non Big Tech AI Stocks - interesting exposures in engineering, utilities & electronics MRVL CLS POWL STRL Also like UNH, LLY & NOVO in healthcare.
I use my POWL indicator to see what he is going to do with interest rate.
Want me to track how this evolves or dive deeper into individual tickers like POWL?
Loaded up on POWL before the speech .
In short, with GE Vernova we buy high voltage (145kv and 345kV) breakers and power transformers, recently placed about a 50$ Million order myself. POWL manufactures switchgears enclosures that are used in Distribution Substations and in industrial complexes to safely deliver electricity at medium voltages (4kV-38kV). We purchase 5 of these switchgear enclosures per year at $2M a pop. That is only us, a medium sized electrical utilty. POWL has beaten earning estimates nonstop due to high demand of renewables energy sources (solar and wind), petroleum industry, and now more recently a huge growth of data centers due to the growth of AI power needs.
POWL definitely looks interesting. Is there a chance you could tell me a bit more about it?
Berkshire betting on UNH is for a reason. Hopefully it plays well. But yea i hope the markets tanks when the tariffs hit full force. Inflation has yet to take effect on the current and future tariffs the US will impose with a possibility of an economic downturn. From my own experience working in an electrical utility, most of our equipment has risen 20-100% since beginning of the year. we do billions in grid improvement, guess what that means? Higher energy prices to consumers to cover these costs in the next rate review in Q1 2026. This is only the electrical utility sector, all other industries will follow suit. On a side note check out stocks like GEV and POWL where we spend millions a year on 😉.
Guys, look at POWL and let’s finish green
>POWL Powell Industries, Inc. -13.18% Is this JPow's company? LMAO🤌
Understood. What do you think POWL? AH action is not encouraging
$POWL * Gross margin improved to 30.7%, up 230 basis points year-over-year * Strong order intake with $362 million in new orders and 1.3x book-to-bill ratio * Record $60 million Electric Utility market award * Backlog increased 7% sequentially to $1.4 billion * Strategic acquisition of Remsdaq Ltd. to strengthen Electric Automation platform * Solid cash position with $433 million in cash and short-term investments * Revenue slightly decreased by 1% year-over-year to $286.3 million * Oil & Gas revenue declined 8% year-over-year * Petrochemical market revenue dropped 36% compared to prior year
Here are data center/power generating businesses in the ai infrastructure space (different types/risks/etc so research accordingly): $POWL $MTZ $VRT $TSSI $APLD $IREN $VNET
Powell Industries (POWL) Is this JPow's company? LMAO
How is POWL not a meme stock on this sub?
Nice! Looking at like 2% for one my accounts today. Heavy lifting from NXT, LMB, POWL and RKLB
NVT ha been super dissapointing for me, ive dipped in twice now and not had great outcomes. Im hoping POWL ends up being a great value play.
Yeah I'm kicking myself for not buying more in general. But that's life. Glad the portfolio is going up albeit not as fast as it could be if I committed more. Bought some POWL this morning (for the long haul) since it hasn't flown up like most other names
Does anyone have thoughts on $POWL earnings? Debating whether to hold or not.
$POWL * Q2 GAAP EPS of $3.81 beats by $0.37. * Revenue of $278.6M (+9.2% Y/Y) misses by $4.08M * Net income grew 38% YoY to $46.3 million ($3.81 per share) * Gross margin improved significantly to 29.9% (530 basis points increase) * Electric Utility sector revenue grew 48% to $70.3 million * Strong backlog maintained at $1.3 billion * Secured two major project awards in LNG and mining sectors * Healthy cash position of $389 million * Petrochemical sector revenue declined 13% to $43.7 million * New orders decreased sequentially from $269M to $249M Brett A. Cope, Powell’s Chairman and Chief Executive Officer, stated, “Our second quarter marked another solid quarter of project execution and robust operational efficiency. Powell delivered a 33% increase in gross profit dollar growth on revenue growth of 9%, leading to a gross margin improvement of 530 basis points compared to the prior year. Order activity in the quarter was also strong, highlighted by two large project awards which included a new greenfield LNG facility to be located along the U.S. Gulf Coast and a large mining project in Canada.” Cope added, “The expansion project at our Electrical Products facility in Houston is nearing completion and on schedule as we continue to augment our manufacturing footprint to both service our project backlog and better position Powell for future growth. This incremental capacity will also play a critical role in advancing our key strategic priority to commercialize new products through organic investment in our R&D function, positioning us to better compete and capture greater share in key sectors like Electric Utilities and Commercial Markets including data centers.”
Like here's this from 1y ago: [https://www.reddit.com/r/stocks/comments/1d382bi/comment/l68rjyk/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1d382bi/comment/l68rjyk/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) CW is now +34% DRS is like +100% POWL has been on a wild ride but still +20% WWD is +15%
I was talking to someone here the other day about how defense/aerospace is still a strong pocket. From HWM earnings: [https://www.howmet.com/wp-content/uploads/sites/3/2025/05/Howmet-Aerospace-2025-Q1-Earnings-Presentation.pdf](https://www.howmet.com/wp-content/uploads/sites/3/2025/05/Howmet-Aerospace-2025-Q1-Earnings-Presentation.pdf) Slide 5, that segment is up 19% YoY and 9% QoQ. Also on Slide 7, calls out Industrial Gas Turbine as a growth driver. Which aligns with GEV. Also should be good for KBR and POWL. ATI [https://s27.q4cdn.com/226628310/files/doc\_financials/2025/q1/ATI-1Q25-Earnings-Call-Slides-FINAL.pdf](https://s27.q4cdn.com/226628310/files/doc_financials/2025/q1/ATI-1Q25-Earnings-Call-Slides-FINAL.pdf) Slide 3 Seeing solid growth in Jet Engine and Defense.
Oh totally. I always try to post the stuff that I personally follow. Like GEV posting great numbers is awesome for my POWL position plus seeing into the general eletricification market. Same with a lot of aerospace names reporting.
This is no longer relevant. MSFT backed out of major data center projects, puts on everything, including power suppliers. NVDA, SMCI, DELL, VRT, POWL, VST, OKLO, SMR, all down the toilet.
Manufacturing in America is stocks like POWL , MOD , STRL , NVT could go on but they peaked when 🥭 was elected . Stonk market charts don't lie .
POWL has only 12M shares (highly manipulated/shorted), 17+% short interest currently, great fundamentals, it is a solid company with no debt and growing, and a backlog of work. It’s a prime candidate for a short squeeze currently, and tremendously undervalued.
POWL has only 12M shares (highly manipulated/shorted), 17+% short interest currently, great fundamentals, it is a solid company with no debt and growing, and a backlog of work. It’s a prime candidate for a short squeeze currently, and tremendously undervalued.
Got my eye on POWL. It’s come down a lot and it has solid financial footing
I'm really fighting the urge to not add to names like IESC/FIX/STRL/POWL before Nvidia earnings. Still holding my positions though.
I'll admit I was deep in margin on UFPT , USL , MOD , STRL , POWL , AXOM . If I where still holding I would be down alot I can see how the ripple through the market causes a cascading effect . SFM , WING , CAVA if I didn't get out when I did I would be in bankrupt .
Are you buying into the POWL drop?
Thanks a lot for these descriptions! I opened a position in DRS ahead of earnings tomorrow, and about to open one in LDOS. CTLP is very interesting! I watched the WSJ video. It's funny how many everyday objects you can skip over thinking about as potential investment opportunities. My insurance exposure so far has been limited to KNSL which I've held for quite a while. I'm going to look into PLMR and NMIH now! I added a small amount to some of the electrical names (IESC, POWL, FIX) today amid these large drops. If I'm going to keep holding I figured I might as well dip a little money into the drop. I thought [this](https://www.reddit.com/r/AskReddit/comments/1i89it6/comment/m8rxpa4/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) conversation was enlightening on new grid developments. Never heard of Wartsila before. Regarding shipbuilding, I'm late to see this but Hanwha popped big on the Korean markets. Looks like they've won some Korean navy contracts. [https://www.reddit.com/r/CredibleDefense/comments/1hj9dci/comment/m36s42b/](https://www.reddit.com/r/CredibleDefense/comments/1hj9dci/comment/m36s42b/) I wonder if they'll partner up with Japan further and get more contracts (amid Japan's rearmament)
I still have PRIM, AGX, and PWR, but those are environmental/grid play compared to purely the electrical stuff. I swing in and out of POWL, thinking of getting back in, it's gotten pretty cheap. Just recently sold out of LMB, great company, but I was up like 300% and just afraid that the first quarter for a lot of industrials can be kind of slow. I still really like the company, but wanted to allocate capital else where.
There's like 30 stocks...Some big winners include APP +785%, MOD +379%, CLS +375%, POWL +318%.
I'm a bit iffy on this spend after Deepseek. Not sure about how aggressively that AI spend will be in data centers in 2025. I think AI is moving back to software solutions versus just throwing chips at it. I have made some good gains on CLS, CRDO, POWL, STRL, AGX and will keep maintaining positions in the arms race, but realistically they aren't going to keep building data centers at this rate forever, the hardware will get more powerful and the software will get more efficient.
This ETF doesn't seem appealing. The holdings are overvalued companies. You're better off picking better individual stocks such as POWL and HMDPF. I hold both. Side note, I am a domain expert and have bought products from several of the companies listed in GRID ETF. They're great companies but don't have a moat, their products are undifferentiated and revenue growths are in single digits while PE ratios are 30+.
$POWL Q1 GAAP EPS $2.86 Beats $2.61 Estimate Sales $241.43M Beat $232.62M Estimate
aaaand thats a POWL GUH
Prairie doggin on POWL rn
Some big dogs reporting tonight. POWL, ELF, PINS, AMZN, AFRM, NET - They either moon or cater, going to be violent.
Who's in POWL tonight???
Thoughts on POWL? Calls yeah?
It's in 2 weeks! 😂 Otherwise, I like POWL which has earnings AH tonight but I'm too poor to afford those options. I supposed a disclaimer you should know is I'm not rich yet 
nice write up👍 POWL is indeed a very interesting stock. you should also take a look at AMSC, they reported earnings yesterday with a 56% revenue growth YoY. it’s an electric grid company and navi contractor.
i mean, calls on POWL naturally. papa JPow's namesake and all
AI hyperscalers all moving today. CLS, CRDO, AGX, MOD, POWL.
Heavy hitter earnings week. To POWL or not to POWL?
might grab some POWL again in honor of tmrw price getting mighty fine lookin'
Well it's not really a quick recovery. A modest uptick after a gargantuan drop. And construction and infrastructure companies like AGX, POWL, MOD, STRL, CLS, CRDO because some or all of their business is in data centers. Some of these companies have a small minority of their business in AI data centers but got lumped into the carnage. I added to all because earnings are coming up but nervous about all these positions.
It's pretty amazing to watch some of the tangential to AI names that have run up lately. Many of them ran on the idea that data centers would be everywhere. LB: -15% HNRG: -28% IESC: -21% NBIS: -37% ARIS: -10% POWL: -18% The market clearly doesn't think data center expansion will continue as previously implied.
Buy FIX & POWL - tomorrow will be green af
Incredible buying opportunity today in data center engineering firms like FIX and POWL - it’s not like we won’t use computers anymore!
Sold all my feb calls when Powell was puking on stage. Scaled 40% back again into many Feb calls (TSLA, NVDA, NFLX, HOOD, XLK, RDDT, EXPE) around 10:30 am this morning. Still 50% cash, will scale in every other day into same calls. Tried chasing APP, POWL, KKR, all failed, so no point going further.
Bad week lost 5k last week Hopefully a better next week. Nvida & POWL heavy losses. Just learning I have 300 stocks & 20 ETF
TMDX, VRT, ARM, POWL. Just days ago it was CAVA: I bought a hundred shares, a friend came to visit me and one hour later I checked and it was down 10%.
My POWL calls, truly insane volatility past 3 days. Gap up again pls. Stock price from 280 to 250, then 250 to 270, today down to 258. 3 days.
I've been trimming some of this stuff. STRL up about 770% in a little over two years, POWL up about 1,200% in the same time frame. FIX is up about 64% since September alone. The industrial AI beneficiary play may continue to play out, but people were talking about this on here early this year. I was talking about VST on here early this year and because it wasn't a tech play on AI the response was crickets. A few people were talking about the industrial beneficiaries early on. I don't think the theme is over but I don't think it's early; anything up as much as some of these names are up in the last couple of years isn't under the radar. Especially in this sort of a market where anything that's working in the manner that these names is is relentlessly piled into. Look at GEV, up 153% since spinning off in March. VRT one of the most popular examples. HMDPF another one up massively in the last couple years. The power/grid/data center industrial AI beneficiary theme has been written about and seemed to start to get coverage last Spring.
POWL has run from $60 to $290 in just over a year. I’ve recommended it several times on Reddit. It is a fantastic growth company with a perfect no debt balance sheet and a full years worth of business booked. At its current price tread lightly.
ok last thing....what do you think is the good price for buying POWL stock during this week or month?
Looks like it’s barely even a company so it’s more speculative. It’s essentially a penny stock but it might amount to something someday, who knows. I actually own POWL, like $25k worth, and I bought it on the recommendation of a portfolio manager who called it one of his top picks. KULR is high risk and likely high reward so if you buy it only put money you’re ok with losing in it.
POWL is good long term, strong fundamentals and growing
Anyone have any thoughts on POWL?
I do some options trading pretty much purely on price action, generally going for ones that I think are oversold and look like they might be breaking out. I’ve lost a lot of bets but overall I’ve done quite well so far, still a lot to learn. I think I’ll carry on with that as my main guide but I do find it interesting when stocks tank after earnings and then reverse, or the opposite. Identifying why that happens is pretty valuable to increase opportunities. But yeah I’d definitely recommend having a look into options if you have a good track record with the short term trading, as it can amplify your wins. For example the POWL 20 Dec 400 strike call is 120% up from the close yesterday. If you’re trading short term and not planning to sit on it until expiry you can find one far enough out of the money that’s a price you’re comfortable with. Options can get a bad rep because people can get carried away, and maybe you will too occasionally unless you’re very disciplined, but I’m very happy I discovered them. The hardest part for me is knowing when to sell, when you’re dealing with such sudden price swings it can be a bit overwhelming sometimes.
I'm long both companies, so I follow them and earnings. POWL basically for the past year pops on earnings and then trades flat or down until the next report. This time, it was trading up going into earnings and the reaction to the numbers were over blown. Also, this past quarter, I've seen a lot of names drop down and come back with really quick reversals throughout the day. Like LSCC, they were down like 15% in the AH's and then ended green for that day. NET recovered a ton from their lows after earnings. Same thing happened with ATKR today. Just seems like the market is somewhat forgiving this quarter, could just be the general bull market happening. FN was just way over blown for the news. It was downgraded by around this: >B. Riley's analysts anticipate that Fabrinet's business will soon see headwinds stemming from weakening traction for product bundles sold in conjunction with **Nvidia**'s graphics processing units (GPUs). The artificial intelligence (AI) leader's GPUs have been in very high demand, and tech components from third parties including Fabrinet have also been bundled with the advanced processors. >But **Amazon** is now moving to purchase only Nvidia's GPUs and source additional components in-house or through other partners. B. Riley's analysts expect that other cloud hyperscalers, including **Microsoft** and **Meta Platforms**, will adopt a similar strategy. So basically an analyst said something might happen in the future based off not much information and the stock went down like 15%. Something like that happened a year or so ago with ANET. I've been long on them for awhile and one their earnings call, they said a big customer might, might be key word here, cut back some capex. The stock had amazing earnings and good guidance and still dropped like 15% that day because of that bit of news. MSFT dropped one day like 5% because of an issue with FX trading. I find that this is one of the benefits of activity paying attention to the market, you can find quick deals.
Stoked for you. Was thinking of playing their earnings, but ended up doing that swing trade with POWL and FN yesterday.
Sold out of RCAT for a 50% gain. Fun times. Also that swing trade suggestion from yesterday on $POWL was 👍. Sold for a quick 2k gain.
Very nice! POWL looked fine to me, suppose it was trigger happy sellers with lots of paper gains
Now up 11% from POWL and 7% from FN, just buying yesterdays dip. Great swing trades so far.
Yeah that definitely makes sense. I like your fun money account idea, seems like a good way to test your instincts without risking too much. I had a small position in POWL from last year, I assume hearing about it from you. It’s more than tripled since then, and I feel awkward about holding even though it’s still in a good position.
Nice! I knew you were long on POWL, just curious how fast you expect something like that to swing.
Looks like the swing trades have paid off. I'm up like 14% off POWL and 7% of FN.
Both. I've been long on POWL for a while and it ebbs and flows like that. I actually thought it was going to sale off after the earnings, since the pattern for a bit has been more of a pop on earnings and then the stock more or less trades flat or down until the next earning report. Same with FN, news seems to be related to some fears around a report from B.Riley: >Analyst Comments: "We downgrade Fabrinet to Sell as the unbundling trend of $NVDA's GPU platforms is expected to negatively impact FN's optics business. We lower the price target to $178 from $194, applying a cash-adjusted P/E multiple of 16x (previously 17x) to our FY26 EPS estimate. "Historically, $AMZN, $MSFT, and $META have purchased NVIDIA's GPU platforms, such as the HGX H100, which include integrated optics supplied by FN (via Mellanox), Coherent $COHR, and InnoLight. However, Alphabet $GOOGL has been an exception, purchasing only GPUs and assembling its own platforms. "Our checks suggest AMZN is shifting its purchasing model to buy NVIDIA's GPUs separately and build its own platforms. While this change does not affect NVDA's GPU business, it impacts its optics business as AMZN is a significant customer. We believe $MSFT and $META are likely to follow, given their existing capabilities to produce GPUs and other technologies, which could further challenge FN's optics business."
I bought WIX yesterday but I also bought POWL. 
Bought some POWL and FN to swing trade this morning.
Should’ve taken profits on POWL. Instead got greedy and doubled down with more money 
Can someone explain to me why POWL is dumping like a rock after beating earnings by over 6%? The only thing I can find is a false missed earnings article
$POWL leverage 
Aaaaa who is this traitor selling POWL ah Does he hate AMERICA?
$POWL AUGHH $POWL AUGHH 
CMON $POWL YOU CAN DO THIS 
Guys please pray for POWL to fully recover after that massive -20% drop only 7% left 
Down like 18% in the AH's. Posted this earlier: >$POWL is reporting after the bell today. Will be interesting to see how the market reacts. Usually the past, the stock pops a ton on earnings, then trades flat/sideways until pretty much the next report. >Feels like a bit of opposite this time and wonder if it might actually sale off of the recent run. Can't predict them, but the stock ran a ton into earnings and felt it it was setup to fail or at least just different than how it's been trading in the past.
$POWL RESULTS: Q4, - Revenue $275.1M, +32% y/y, EST $284.3M , - Orders $267M, +56% y/y, - EPS $3.77, EST $3.35