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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
I've been posting here for years, you can check out my post history. I got lucky in the sense of going physical data center before AI actually took off. I'm a software engineer and just thought that the demand for cloud compute would not be going down, so was bullish on some general ideas, like electrification because the grid is old and demand keeps going up, physical data centers, reshorings, etc. On the physical side of things, some of my longs are stuff like STRL, FIX, PWR (more grid), IESC, POWL to name a few. Recently bought SNX, ATMU which both fit into the physical side of things.
GLW is a well-established company makes glass for fiber optic (they needs hundreds of thousands of miles of this stuff) STM largest European semi manufacturer. LRCX makes machines for making semis. Also gotta pump my pick and shovel boys: BE, VRT, NVT, POWL, ETN, and PWR
Loving me some POWL. Got in last year before the split. Their fundamentals are rock solid.
Hey man love the comment. What’s your view on 800V infrastructure and power semis as they come out of a down cycle. I’ve slowly started accumulating but am considering diving head first. FLEX. Really like POWL and ON along side If you’ve got any other views or plays would be great to hear
Hah!! 1000 shared VRT $75, 1000 shares POWL $100 😂 Shit happens! Keep your investment account picks and trading account picks separate and live with it!
A lot of macro tailwinds for them. Owned them for years. Great example of how this sub works to me sometimes. I'll bring up some great names and no engagement lol. [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) POWL is up 350% from that post. CW is up 150% DRS is up 70% WWD is up 91%. 165% average return from 2 years ago. Not bad!
**Powell Industries (NASDAQ: POWL)** reported second quarter Fiscal 2026 results for the quarter ended March 31, 2026. **Revenues** were $296.6 million (+6%), **gross profit** $87.9 million (29.6% margin), **net income** $45.9 million ($1.25 diluted). **New orders** were $490 million (+97%) and **backlog** reached $1.8 billion (+33%). Cash and short-term investments totaled $545 million. Subsequent to quarter end, the company received a >$400 million mega data center order. Brett A. Cope, Powell’s Chairman and Chief Executive Officer, stated, “The commercial momentum we observed to start the fiscal year continued throughout the second quarter, driving a well-balanced and strong order total of $490 million which led to a 1.7x book-to-bill ratio. That momentum has continued into our fiscal third quarter as evidenced by the mega^((4)) data center order we were awarded after the fiscal second quarter-end with a value in excess of $400 million – the largest order in Powell history. Meanwhile, the team continues to demonstrate high levels of project execution, delivering a gross margin of 29.6% in the quarter. We remain acutely focused on executing our key growth objectives and delivering on project schedules for our customers to further Powell’s competitive position against a favorable demand landscape for engineered-to-order distribution solutions.”
POWL signed a $400m mega datacenter contract, backlog up to $1.8bn but the stock barely moves. Sigh.
IMO Agentic use of AI is 50-200x as active as a human user input into LLM’s. This will continue to play out. But the revenue ramifications have yet to fully be felt. Some areas still to benefit from agentic usage explosion; • still memory as memory consumption is cumulative. MU, ACMR, ONTO, CAMT, etc. • power generation, supply, distribution, and management. ASMC, PSIX, POWL, etc. • edge computing from chips on device to computer providers with existing edge services. CRWV, NBIS, FSLY, DOCN, etc. Not financial advice. Education purposes only. Happy Hunting - Adam
BE BLOOM ENERGY CORP INTC INTEL CORP COM LITE LUMENTUM HLDG VIAV VIAVI SOLUTIONS MRVL MARVELL TECHN GOOG ALPHABET INC C PWR QUANTA SERVICE AVGO BROADCOM INC NBIS NEBIUS GROUP N CIEN CIENA CORP COHR COHERENT CORP NVT NVENT ELECTRIC ANET ARISTA NETWORK MU MICRON CAT CATERPILLAR POWL POWELL INDUSTRIES LFUS LITTLEFUSE LWLG LIGHTWAVE LOGI (Gambling) AMKR AMKOR TECHNO CAT CATERPILLAR INC VRT VERTIV HOLDING DLR DIGITAL REALTY T KRKNF KRAKEN ROBOTIC LRCX LAM RESEARCH C GLW CORNING INC CCJ CAMECO CORP C GEV GE VERNOVA INC TER TERADYNE INC CL
AMKR ENS POWL PLPC AOSL GLW currently my biggest plays for the next 5 yrs. Up over 100% on AMKR and POWL. Opened positions back in November
Just to expand, here are some names I’m invested in that you didn’t mention: ENS, POWL, PLPC, PRIM. All four are infrastructure/energy transition plays riding the same macro wave of grid modernization, electrification, and renewable build-out.
Like something like this: [https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) in that post I call out STRL, IESC, FIX, POWL, NVT, VRT, EME and PWR. That was on Feb 23,2024 If you bought everything that day: STLR +415% IESC +406% FIX +472% POWL +332% NVT +183% VRT +361% EME +386% PWR +286% Not too bad if you ask me.
Holy shit POWL is absolutely popping off after hours
Powell Industries (POWL) implemented a 3-for-1 forward stock split on April 6, 2026,
Didn't even realize, but looks like POWL is doing a 3-1 split: [https://powellindustriesinc.gcs-web.com/news-releases/news-release-details/powell-industries-announces-three-one-stock-split](https://powellindustriesinc.gcs-web.com/news-releases/news-release-details/powell-industries-announces-three-one-stock-split)
My play on this is $VOLT TEMA ELECTRIFICATION ETF. I would love to buy Powell $POWL it's in this ETF and right now Powell is over 500 bucks a share and I am poor.
Did some digging. "Jerome Powell" anagram consists of 4 tickers: JOE = Asset managment. One of their assets? GULF-front vacation rentals. Yeah... REM = Ishares mortgage index. Underlying u ask? FTSE NAREIT index. Whats an anagram for Nareit? "RETINA". Who produces artificial retinas? SONY. Oh oh... EL = Estée Lauder: Founded in 1946. What happened in 1946? Cold war began, computing startet, world bank began operating. You slowly get it, huh? POWL = Powl industries: Manufactoring. Guess what they produce? CIRCUIT BREAKERS!! I think you get the picture...
$POWL. Power units for utilities. Usually a 16 PE company trading at 2X that cause of buildout. Up approx 70% this year. Up due to 30% increase in backlog.. not because of fast rev/Earnings growth. If backlog comes into question.. POWL drops 30% in a matter of days.
It's funny because I post more in the daily's have brought this name up over the years. I still hold my shares for a few reasons. One is that I haven't seen anything bad in terms of the earnings of the company. Until the thesis breaks, there's really no reason to sell in my opinion. Like what Peter Lynch says: “Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” I do think there is going to be a point where CAPEX cut does happen and I will take a hit on the shares, but I have no idea when that is happening. Again, I'm in a difference place than most investors since I've been long for a long longer and I don't mind if the stocks drops like 20% on CAPEX cut fears. Rather see the numbers before I over react. Like here's an example of something from 2 years ago: [https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Call out IESC, FIX, POWL, NVT, VRT, EME, and PWR. I lucked out since around 3-4 years ago I was buying electrification and physical data centers stocks before AI really took off.
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.
All time highs for POWL, IESC, PRIM...infrastructure sector.
Amazing how fast things can change. I took the opportunity to buy some more shares and get 2 call contracts. Didn't think they'd turn upward this fast. I sold a lot of names in similar spaces to reduce concentration (now I have the fomo on MOD, POWL, etc), but I keep holding IESC :)
Haven't seen y'all talking about POWL on here which surprises me. They have been going crazy
Note, not energy stocks. Power engineering. The ship has already sailed off to the moon, but a good example is $POWL.
Buying more VRT (Vertiv): GEV, MPWR and POWL - all in the power biz, positive earnings and positive outlook. VRT earnings 10% off the highs, earnings on Feb 11.
Nice day for POWL. ESAB up nicely after the acquisition news dip.
**Powell Industries (NASDAQ: POWL)** reported first quarter Fiscal 2026 results for the period ended December 31, 2025, with **revenues of $251.2M**, **gross profit $71.4M (28.4%)**, and **net income $41.4M ($3.40 diluted EPS)**. New orders totaled **$439M**, backlog reached **$1.6B**, and cash and short-term investments were **$501M**. Quarter-over-quarter declines reflect typical seasonality; year-over-year comparisons show stronger margins, higher orders, and backlog expansion driven by Electric Utility, LNG, and data center megaprojects. **First Quarter Key Highlights:** * Revenues of $251 million increased 4%; * Gross profit of $71 million, or 28.4% of revenue, increased 20%; * Net income of $41 million, or $3.40 per diluted share, increased 19%; * New orders totaled $439 million, an increase of 63%; * Backlog as of December 31, 2025 totaled $1.6 billion, an increase of 16%; * Cash and short-term investments as of December 31, 2025 totaled $501 million. >Brett A. Cope, Powell’s Chairman and Chief Executive Officer, stated, “Ongoing levels of solid project execution drove a strong start to our fiscal year, as we delivered a gross margin of 28.4% despite the typical seasonality and lower volumes that define our first quarter. We also experienced high levels of order activity across most of the markets we serve, as the $439 million of awards booked was the highest quarterly total in over two years and led to a book-to-bill ratio of 1.7. Activity in our Commercial & Other Industrial market has accelerated considerably, as this market accounted for almost one-half of our awards in the quarter, and the average project size that we are pursuing and winning has grown substantially, highlighted by our first megaproject^((3)) order in the data center end market. Also, we won a very large LNG award to support a project along the U.S. Gulf Coast, as this market continues to exhibit favorable dynamics. Overall, our fiscal year is off to a great start, and our results continue to demonstrate both the breadth of investment in electrical infrastructure, as well as Powell’s unique ability to deliver engineered-to-order solutions.”
DIOD been a real stinker. STM too. But part of that is the story of autos and chips. When people talk about semi's, they lump everything together, but there different type of chips. Anything auto related basically has sucked for a while. I don't think the market has bottomed for that yet. Same with some of the analog names. I don't always hit home runs. However, I do feel like I have a pretty good track record. Here's another one: [https://www.reddit.com/r/stocks/comments/18ya1l6/comment/kgafpop/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/18ya1l6/comment/kgafpop/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Names mentioned in there are CECO, CWCO, CW, MOD, ITT, AIT, POWL, PSTG Since that post: CWCO +14% CECO +242% CW +202% MOD +120% ITT +60% AIT +72% POWL +400% PSTG +109% Not too bad from 2 years lol.
Ran the numbers on your 2-year-old picks: | Stock | You Claimed | Actual (Jan '23 → Now) | |:--|:--|:--| | POWL | +80% | **+869%** | | CW | +109% | **+230%** | | WWD | +75% | **+201%** | | DRS | +55% | **+173%** | You're underselling yourself. That's a 4-bagger average on the portfolio. 50% last year + 90% prior year is serious compounding. Most people chasing meme stocks don't realize consistent 50%+ years beats lottery tickets over time.
Yeah, I did about 50% last year and about 90% the year prior. Most these names I've been in for a few years and talk and shared them in the daily threads where I mainly post. I'm a pretty simple investor, I like to buy quality names at good prices and basically just screen for stocks daily. [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) In that post from 2 years ago, I listed CW, DRS, WWD and POWL. from that post, POWL +80% CW +109% DRS+ 55% WWD+ 75% That's without accounting for any dividends, just stock growth.
POWL has been great, one of those names I brought up here through the years here lol. Also here's so my info about the wait times I was talking about: [https://www.euci.com/grid-operators-across-the-country-facing-multi-year-backlog-in-new-generation-connections/](https://www.euci.com/grid-operators-across-the-country-facing-multi-year-backlog-in-new-generation-connections/) It's insane how long some backlogs are. >The average wait time in the ERCOT queue was 4.5 years. The only grid operator with a shorter queue time was ISO-NE at 3.8 years. ISO-NE also had the smallest 2024 planned capacity, 4 GW. >In NYISO, an “extreme backlog” has led to a new process aimed at expediting projects. For the 110 solar, wind, and energy storage projects in the traditional queue, current average wait time is 6.5 years.
this makes me feel better about my xlu leaps. gonna bookmark that map. should have got into POWL after i looked into it more when you mentioned it last.
Power supply is the next phase of AI/data centers. So what does that mean? VRT? POWL? ETN?
Dividends will always crack me up. Received my $1 from MOG.A and POWL today.
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???