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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
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???
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