Reddit Posts
Pre-Market Gainers and Losers for Today (July 30, 2026) 📈 📉
Quanta Services uniquely positioned for data center 'super-cycle', Jefferies says
LINC: everyone bought the AI datacenter builders, nobody bought the school that trains their workers
Everyone's buying AI chips. This boring grid contractor is now posting 700+ new jobs a month to build the power for them.
What is your view on this stock called $PWR They produce items that go into data centers.
🌨️ The “Snowstorm Basket” Isn’t One Sector. It’s Power + Data + Logistics + Water.
The market often reprices on one vague line in an 8-K. Here is why subcontractor deals matter.
DOE financing is a roadmap, not just a headline
AI is quietly hijacking the grid and pushing other industries toward crisis
2026 Might Be the First Year the Grid Sector Outperforms the Renewable Sector
Energy 2.0 Isn’t About New Power Plants, It’s About Smarter Ones
The DOE Just Changed the Energy Playbook - These Are the Names to Watch
$LITM News - Snow Lake and Exodys Energy Collaborate to Support the Formation of a New Nuclear Reactor Development and Deployment Company
Rate my first $1,000 portfolio
Small Modular Reactor Stocks may be the next tech trend. Check where to invest.
$COCO IS GOING TO THE MOON, IVE MADE A LOT OF MONEY IN THIS STOCK, I BELIEVE COCO WILL KEEP GOING UP TO THE MOON🚀📈🔝🏁💵👁️👁️☝🏼🥇💯
Quanta surges after Q4 earnings beat (NYSE:PWR)
Annualized Return of Portfolio seem too optimistic, where am I going wrong?
$QTEK / QualTek - A solid fundamental/value play with the bonus of a “teflon” float that could move up quickly
$QTEK - QualTek - A solid fundamental/value play with the bonus of a “teflon” float that could move up quickly
$QTEK - QualTek - A solid fundamental/value play with the bonus of a “teflon” float that could move up quickly
Thoughts on the COCO IPO? Another beverage fad or a sustainable health beverage platform?
PWR has very low volume (low trading) and has been gaining steady for an entire year. It’s a gold mine waiting to blow
Quanta Services, Inc DD, let me know what you would like to see on future write ups!
Mentions
Sell your Google. Buy some PWR
$PWR Q3 • Reported GAAP EPS of $6.06 up 81.98% YoY • Reported revenue of $12.01B up 57.44% YoY • Quanta Services now expects full-year 2026 revenue of $41.3B to $41.6B, adjusted diluted EPS of $17.90 to $18.30, and free cash flow of $2.5B to $3B.
\- Quanta Services $PWR defied Wall Street's AI slowdown...in their ER they said "industry demand still exceeds supply, and delays are more likely to stretch the investment cycle than break it.
why don';t u all buy PWR ENTG CAT tonight. earning is pre-market tomorrow
PWR reports Thursday too. It ripped like $90 after the last earnings… hoping it does something similar this week too
Except even Dario didn't predict Anthropic to be profitable in 2026 so how was Zitron right? He was right about something that literally everyone agreed about? The article doesn't quantify how many chips are being unused so I don't see what point you think this proves. That we are at least somewhat bottle necked by power? Yea, everyone knows that, that's why BE, GEV, PWR, etc are up a million percent and trading at 50x earnings or more. Btw, power being a bottleneck because demand is through the roof isn't the own you think it is. It makes the opposite of his case.
That power is a bottleneck? No shit, that's why GEV, PWR, BE are trading at such high multiples. If he were actually right though, we wouldn't be supply constrained by power because OpenAI would be bankrupt by now and the bubble would have popped, so no, he was not right.
I don't see any idiosyncratic reasons to do so. seems like the power sector wants to turn up actually, e.g. CEG & PWR yesterday
Agreed that energy infrastructure in the US (and most of the world) needs upgrading/building out and that companies like PWR and ETN stand to benefit. But looking at their valuations, is this not already priced in? PWR has a TTM pe of 78, forward pe of 37, ps of 3, pb of 10.6, p/FCF of 45, PEG of 1.78, ev/earnings of 82, etc. Its up more than 500% in the past 5 years
This is bullish for electrical infrastructure i would imagine. PWR, MTZ, PRIM.
PWR is a solid play, even though it's already run the last 3 years
PWR . Electricians doing lots of work. Stock has pulled back recently. Worth watching.
You're talking about a theme that has run up considerably but don't want things that have done well. If you think the theme continues, why wouldn't what's done well continue to? Some of the IPPs (TLN, VST, NRG, CEG) are reasonable. BE is not cheap but it is well off highs. PWR/EME/AGX are others. "I've always loved solar but there don't seem to be many good solar stocks to pick from." NXT is theoretically interesting but has periods where it trades horridly.
Yea a lot of the bottleneck stocks are down 20-30% off high. For example PWR and GEV.
Up 80 percent on PWR now since bought in last year
If you haven’t been buying PWR, do you even like money????
They took the classic Gen III Pressurized Water Reactor and shrunk it down in size. Gen III+. The NRC at the time was wired to essentially only approve PWR or BWRs. Times (and NRC rules) are rapidly changing under this administration. Gen IV reactors, like OKLO's Aurora, are right finally around the corner.
I've been shilling PWR for a while. Up +12% in premarket. Obvious play
**Quanta Services (NYSE: PWR)** reported second quarter 2026 revenues of $9.56 billion, up from $6.77 billion a year earlier. GAAP diluted EPS was $2.96 versus $1.52, and adjusted diluted EPS was $4.24 versus $2.48. Net income attributable to common stock was $451.4 million. According to Quanta Services, adjusted EBITDA reached $1.1 billion, operating cash flow was $1.1 billion and free cash flow was $0.9 billion, all record quarterly or record second-quarter results. Remaining performance obligations were $33.6 billion and total backlog was $53.4 billion. The company significantly increased full-year 2026 financial expectations across all metrics
I’m ready for PWR earnings!! Time to make some $$$$$ (hopefully)
Even PWR (electrical contractor) is getting hammered this is a full on data center rout not just memory and semis
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.
Feels like the AI energy trade is dead or at least dead until that part of the sector starts seeing real returns. Obviously some plays were more speculative and those are tanking hardest (BE), but more solid names like VRT, ETN, PWR, have started to fizzle. What do you think?
Completely different sector. Vistra is a power generator. PWR what this thread is about is a construction company that builds and maintains electric transmission/distribution infrastructure.
Eisman's a much more traditional investor. Honestly you'd be surprised some of his longs that fit in here. Like he's been heavily in GEV and PWR for the past year. His best call recently was Meritage. His worst one was Charter, but then again that popped back up this week and that got a lot of people. Also Eisman's Youtube show is one of the best ones around, so I highly recommend it.
**Transformers, switchgear, medium-voltage electrical gear.** This is the genuine physical bottleneck right now: \~half of planned US data center builds are being delayed or canceled for lack of this equipment, with high-power transformer lead times stretched toward five years against sub-18-month deployment cycles. The pure-play makers are less glamorous than GEV (think Powell PWR, Hubbell, ABB, Siemens Energy, plus the raw input grain-oriented electrical steel, which almost nobody talks about).
Navy Nuclear Power Training grad here. There is too much working against Nuclear, simply put. Nothing can undo Three Mile or Fukushima, so public opinion is absolutely fucked. As a for profit energy source, the best way to make money is ignore the engineers. That’s precisely what happened with Fukushima by putting the diesel backup in the BASEMENT!! Water only flows one way- down!! The entire situation could have been avoided with a $50 PVC snorkel breathing tube from Home Depot. Light Water PWR Nuclear is not sexy or exotic or exciting and it doesn’t make money. But look up the top 10 kwh power plants in the country, 7 out of 10 are ALL nuclear including #1-4… in a country that has 27% nuclear. I personally would nationalize a new fleet of PWR with NR to get the 27% figure up to 50%. Everyone who pretends to give a sh1t about this- look up Kirk Sorensen on YouTube. With an open mind- you just might thank me
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
There are multiple of companies and etfs that may benefit from data center power crunch thirst. Quanta is only one of them. AIPO, GRID, EME, PWR and a bunch are interrelated. I am of the opinion Quanta as a power distribution company is over valued. To own too many shares of these stocks will exhaust my cash reserve. That being said I do own AIPO and PWR. This year with Intel shot through the roof I ignored the chip, data storage demand as well as 1,000 data centers pending. Prior I get into them very early on. I picked Airpo to start since I am familiar with most stocks in its etf. Low priced at $39 and provide diversification if one became volatile. It is only $750m in assets and have more room to grow. My personal feeling is the data centers expansion is evolutionary and environment unfriendly. The massive demand for power will cause pollution, energy shortage and ultimate we have to its price.
I love it. They do far more than produce items that go into data centers. They work on the national grid as well, which as you know, is in rough shape. They have infrastructure improvement contracts, they own the schools that train the lineman, they own companies that make lineman tools. I'm up big on PWR and continue to buy. Electrical grid improvement in the US is on going and will continue for many years. It's a slam dunk IMO
I pay very close attention to this sector, and I have skipped over PWR and opted to make GEV, ETN, HUBB, FPS, MPWR my core holdings. I have a smaller basket that I swing on smaller timescales if you’re interested. GEV and MPWR make up about 60%, and only get added to by swinging the smaller ones. Those two are extremely healthy financially.
PWR (Quanta) is an outsourced construction company used by utility companies to build electrical infrastructure. They are a very good company going through a growth phase because of all the grid infrastructure being built out to support datacenter demand. Quanta Computer is a Taiwanese electronics manufacturer who actually assembles AI servers for META/MSFT/GOOG/AMZN. Their growth is ballistic right now because of AI demand. Trailing PE is not relevent.
It’s difficult because you have to peel back the onion. They look to have so much opportunity, but I agree with you. Quanta Services, Inc. (NYSE: PWR) currently trades at a trailing twelve-month (TTM) P/E ratio of roughly **93 to 97**, depending on the exact financial data source used. \[[1](https://finance.yahoo.com/quote/PWR/), [2](https://www.gurufocus.com/term/pettm/PWR)\] The P/E ratio and surrounding valuation metrics for Quanta can be broken down as follows: **Current P/E (TTM):** 93.3x to 97.1x **Forward P/E:** Expected to be around **45.1x** based on the next year's estimated earnings. Quanta Services has experienced **blockbuster growth** over the last few years. This growth is heavily accelerated by massive infrastructure spending on AI data centers, electrical grid modernization, and clean energy initiatives. \[[1](https://ca.finance.yahoo.com/news/bull-day-quanta-services-inc-080000263.html), [2](https://www.tradingkey.com/news/market-movers/261964791-market-movers-pwr-20260612)\] The company more than doubled its annual revenue and net income between 2021 and 2025. The company's upward trajectory is visible across its audited annual financials: \[[1](https://www.google.com/finance/quote/PWR:NYSE)\] **Fiscal Year \[**[**1**](https://www.google.com/finance/quote/PWR:NYSE)**,** [**2**](https://www.google.com/finance/quote/PWR:NYSE)**,** [**3**](https://www.macrotrends.net/stocks/charts/PWR/quanta-services/revenue)**,** [**4**](https://www.macrotrends.net/stocks/charts/PWR/quanta-services/net-income)**,** [**5**](https://pestel-analysis.com/blogs/competitors/quantaservices)**\]** **Total Revenue (Sales)** **Net Income (Earnings)** **Revenue YoY Growth** **Net Income YoY Growth** **2025** **$28.48 Billion** **$1.03 Billion** \+20.3% \+13.7% **2024** **$23.67 Billion** **$904.8 Million** \+13.4% \+21.5% **2023** **$20.88 Billion** **$744.7 Million** \+22.3% \+51.6% **2022** **$17.07 Billion** **$491.2 Million** **Key Drivers & Future Outlook** **Record-Breaking Backlog**: As of March 31, 2026, Quanta’s total project backlog reached an all-time high of **$48.5 billion**. This massive backlog gives the company very strong revenue visibility for the next few years. \[[1](https://www.tradingkey.com/news/market-movers/261964791-market-movers-pwr-20260612)\] **Upgraded 2026 Guidance**: Due to the strong start to the year, management increased its full-year 2026 guidance, projecting annual revenues between **$34.7 billion and $35.2 billion** and an adjusted EPS of **$13.55 to $14.25**. \[[1](https://finance.yahoo.com/markets/stocks/articles/quanta-services-pwr-reports-record-045645220.html)\] **The Margin Watch**: Despite the top-line growth, analysts monitor Quanta's **tight margins**. In Q1 2026, gross margins were solid at 14%, but heavy operating costs squeezed the final operating margin down to **4%**
Has anybody been following Quanta Services? $PWR. Their chart looks very good right before their last earnings. They were about $650 per share and shot up now they’ve pulled back down. Thinking it’s time to start a position.
Has anybody been following Quanta Services? $PWR. Their chart looks very good right before their last earnings. They were about $650 per share and shot up now they’ve pulled back down. Thinking it’s time to start a position.
PWR and MTZ up around 100% since last year.
Energy sleeve of compounders + frontier GEV, PWR, CEG + NUKZ, OKLO, LEU, CCJ
Good utility stocks are PRIM & PWR. PRIM is a great buy right now with it way down because of leadership change and missed earnings. There utility side looks very promising.
Whats your thesis on GEV, PWR, VRT AND VICR
I had a 'conversation' with Copilot a few months ago and asked for a picks-and-shovels portfolio. See below for final suggestion (there was some back-and-forth as I know nothing about construction so I had questions). Is it slop? |ompany|Allocation|Role| |:-|:-|:-| |**Quanta Services (PWR)**|16%|Grid expansion, transmission| |**Eaton (ETN)**|14%|U.S. electrical systems| |**Schneider Electric (SBGSY)**|**14%**|Global electrical + automation| |**Trane Technologies (TT)**|14%|Cooling + thermal systems| |**Arista Networks (ANET)**|12%|High‑speed switching| |**Martin Marietta (MLM)**|12%|Materials + construction| |**Corning (GLW)**|8%|Fiber + optical interconnects| |**Xylem (XYL)**|6%|Water movement + treatment| |**Cummins (CMI)**|4%|Backup power (kept small due to valuation)|
Sure: 1) I start in the evening by trying to identify macro market trends: what sectors are in favor, what aren't, what is the likely performance of the market today, what's the VIX at, etc. So for example, right now it's heavily software and to some degree chips, energy, and hardware, though that trade is rapidly drying up. On the other hand, finance, utilities, and most things touching the consumer are out of favor. So I don't want to generally be day trading utilities for example. 2) I try to classify what looks interesting based on what type of trade I'm trying to make. It's very different if I'm going long on something versus I'm try to day trade something or swing trade it over a span of a few days tops. 3) Based on the first two, I stop making a list of stocks that are interesting. Like right now, I'm watching everything from the obvious stuff like MSFT and GOOGL to PATH and SOUN for potential short squeeze plays on software stocks to GEV and PWR which are on the decline 4) I make notes of how the charts look on each of these and start making a list of price levels. Like three days ago, SOFI looked amazing to me. I day traded it (I think I sold at $19.20, so not quite the top) and put it back on the watchlist if it should fall toward $17. On the other hand, somethin I like going long on I'll start coming up with a DCA plan. So Microsoft for example I'm willing to add shares DCAing back toward $430 right now while taking profits on some of what I've already bought. 5) In the morning, I listen to a few different youtubers and podcasts especially in the morning to try to keep up with any developments while I have my breakfast. Trade Brigade on Youtube is one I highly recommend as he does an 8-9 full breakdown of the market by technical levels. 6) Last thing I've tried to incorporate lately: I check the options market. For example, GEV had an interesting chart this week showing it coming into technical support. Then I looked at how many puts were out there and decided it likely would see further downside. Final notes: I will ultimately day trade most anything if I think the setup looks good (I day traded Quantum stocks 8 different times the last three weeks, but I don't particularly love them). If I'm going long on a company, I will do a lot more research to fully understand their situation. Also, you don't have to like go crazy becoming a technical trader to look over the charts in my view. I'm not sitting here staring at 15-minute candles or anything that wild. Last thing, day trading needs volume and volatility. It requires typically you to be in at 8 and often out by 10, though sometimes you can stick around all day. I sat on Microsoft all day until I finally maxed my profits at almost 3:15 I think it was. Missed out on that $470 overnight sadly.
Yup, this is a pretty underrated storyline. Lots of US electrical grid infrastructure has been in place since the 80s and is way overdue for an upgrade. I like ETN for capitalizing on that as well as PWR
I dont understand how PWR is being missed
Qessf is had some good news and is mooning- A Defining Milestone for Aegis and the Industry "This first U.S. order for seven PWR Flex 261Q units is a major milestone for Aegis," said Ramtin Rasouilizenhad, CEO of Aegis, "It is our official entry into the North American market and a clear validation that the industry is ready for a new class of secure, integrated energy systems.
I feel like no one mentions PWR here.
I think this administration is somehow shorting it for the fact they know she holds it. Look at GEV ETN PWR.
We're rotating into energy infrastructure/generation/storage, homies. GEV, VRT, CEG, PWR, FRVO, ETN, XE, NEE...
i’m still more interested in the “second order” AI plays than the obvious chip names tbh 😭 been watching power/infrastructure stuff like ETN, VRT, PWR, and even some utilities because the AI buildout is turning into an energy + grid story now, not just a semiconductor story. a lot of analysts have been talking lately about how data centers are driving huge demand for electricity/cooling infrastructure too. outside of that, i still like boring compounders like BRK.B, MA, JPM, and WM for longer-term holds since they’re easier to sleep with during volatility. also been seeing a lot of people posting their daily buys/setups in a 60,000+ member investing/trading community i’m in, lots of market breakdowns, sector discussions, and long-term ideas daily: https://discord.gg/tV47E6F8bn
Why not both? GEV is great too. And if ya wanna go deeper into power infrastructure industrials plays, check out PWR and ETN as well
PWR has been my play here been fantastic this year. Also a fan of ETN. Electrical industrials are the play. And it’s not just a data center play, the whole US electrical grid has been outdated for 25+ years. I’ve seen estimates of 5.8 trillion in spending needed on restructuring global electrical grids over the next 10 years.
PWR calls are printing… but they’re too pricey unless you go far OTM.
More PWR calls. They’re automatic money (until one day, well, they won’t be). But for now, they print!!
PWR is still on a tear. I own enough shares that my portfolio is up every day, no matter what everything else is doing
PWR. Man, it’s on a tear. I just wish I had more
Anyone’s thoughts on PWR
Yeah I hold PWR, VRT, and CCJ as my AI infrastructure picks.
ASML was in fact flat this week, and TSM "only" up 3.83% despite the incredibly bullish news from the hyperscalers and the infrastructure companies like GEV, Bloom, PWR, Vert.
I mean not absurd, gun to my head I still think they beat SPY, but there seem like there may be better options. If the DeepSeek results are real and the pattern holds, Wall Street may be underpricing the explosion in inference which is more bullish for names like Vertiv, Bloom Energy, PWR etc.
No idea, i can't see the future, but for earnings tonight, I'm following: IMAX, FLSR, MPWR, AAPL, post a ton of earnings this morning on GTX, FTI, ATI, PWR GTX is up 22% (i'm an idiot who sold it last quarter), and PWR is up 14% (been long for years).
I can’t believe no one talks about Quanta (PWR). You guys see their earnings release… and their price increase today? Wish I had more shares and more calls.
PWR, my dudes!!!! Hope some of you jokers have shares, or better yet, some calls
Quanta Services (NYSE: PWR) reported Q1 2026 revenues of $7.87 billion and net income attributable to common stock of $220.6 million ($1.45 GAAP diluted EPS; $2.68 adjusted diluted EPS). Adjusted EBITDA was $686.4 million. First-quarter remaining performance obligations were $26.2 billion and total backlog was a record $48.5 billion. Management increased full-year 2026 guidance to $34.7–$35.2 billion revenue, net income of $1.40–$1.50 billion, diluted EPS of $9.17–$9.87, adjusted diluted EPS of $13.55–$14.25, and adjusted EBITDA of $3.49–$3.65 billion.
PWR earnings this morning!! Let’s goooo!!!!
PWR earnings in the morning. Please don’t let orangey tweet some shit before then
On Google, $355 call for example is a $8+ premium for a little less than$4 move. And Google has already increased so much this week, another $12 seems unlikely. I gamble on PWR and TQQQ and other tickers with leas crazy premiums… I don’t want o get killed by theta
GEV and PWR in that comment are two examples.
Find what make company slow, buy that. Need more sand rock? AMAT Need more chip? J, EME, PWR More science air? APD, LIN etc.
VM, should I buy PWR calls before earnings next week? And if so, which expiration date and strike price do you recommend?
Actually 🤓 Rolls-Royce isn't in the same league as Oklo. First, a 470 MW plant isn't "scalable" for off-grid tech. It's a massive, multi-billion-dollar infrastructure project requiring massive grid upgrades. You can't just drop that behind the meter at a data center. Oklo’s 75MW footprint is genuinely scalable because it’s designed for distributed, localized power exactly where tech companies need it. They are also a decade behind. Rolls-Royce just signed preparatory contracts in the UK aiming for a Final Investment Decision in 2029. Their best-case scenario for hitting the grid is the mid-to-late 2030s, while Oklo is already tracking for 2027/2028 deployment. Another huge downside is that they are irrelevant to the U.S. market. Rolls-Royce is a UK/European government-backed play. They aren't a serious competitor domestically, and they certainly aren't competing for the American hyperscaler pipelines that Oklo has already penetrated (like their 1.2 GW binding agreement). Finally, you're comparing legacy tech to Gen IV. The RR SMR is literally just a shrunken-down PWR. Oklo is deploying a gen-IV SFR that can operate for years without refueling and eventually recycle nuclear waste. Comparing a 470 MW European PWR slated for 2035 to a U.S. fast micro-reactor slated for 2027 just proves you fundamentally misunderstand the use-cases of the advanced nuclear market.
$CAR looks a little dried up. Check out $PWR 🤙
That’s why I own plenty of PWR stock
Hhahah yeah. MWH is pretty rad company. I own a lot of these type of names like PWR, AGX, PRIM. MWH valuation isn't too bad and it's always cool to see a company IPO to use the money to pay down debt vs enrich themselves, especially since the company is already profitable. NXT is great because it's software and the stuff that moves the arrays, so it's not a panel play. They are growing a lot intentionality too. Another non solar name that is not an American company, but CDLR is really interesting. They are going to be ramping up pretty big the next year or so, they been building all their FCF on new ships. They do offshore wind installation, mainly in Europe. Which I think will be a big winner after this war. Right now they are exiting the high ramp up phase, since the ships are built.
My issue with energy and infrastructure companies at this point is that they've become joined at the hip to the AI trade. Companies like GEV, PWR, and FIX trade at crazy valuations that can only be justified if the buildout continues at it's projected rate. If the datacenter and hyperscaler demand for energy stalls out, whether it be due to optimized compute energy efficiency or just less demand for compute in general, these energy companies are gonna be holding a lot of unneeded nat gas turbines, solar panels, wind turbines, etc.
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.
LMT, IPI, GEV, PWR. You are welcome
PWR at ATH in AH. Bring on the one mystery downvote.
Bro I've been long on the company for years lol. Also called them out here years ago. Look at their latest investor presentation: [https://investors.quantaservices.com/\_assets/\_982235241d91ecf549011e75a514aa4e/quantaservices/db/894/10416/pdf/PWR+Investor+Deck+-+Nov+25+vF.pdf](https://investors.quantaservices.com/_assets/_982235241d91ecf549011e75a514aa4e/quantaservices/db/894/10416/pdf/PWR+Investor+Deck+-+Nov+25+vF.pdf) Go slide 15, 81% of the revenue from last year was electric infrastructure.
PWR does utility work though, I would push back on them benefiting that much. Still an amazing company, but their work is around utility level and more of a grid modernization and AI play more than anything else.
In my opinion energy infrastructure. When oil goes up like this the oil sector makes bank and starts new projects requiring power and electrical components. PWR for the win.
Another day another ATH of PWR, a true 'pick and shovel' stock of the AI boom.
NuScale is old, gen-3 PWR tech, and lacks customer interest, partly due to their history of executional failure. Oklo is a much better long term bet in always every way possible.
Hello, HWM was a year ago and honestly dont remember how i came up with the plan to buy it PWR is simpler, as you mentioned the grid reworking was the only reason why i bought the stock. With strong financials aswell i feel like they are a good hold for awhile