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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
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
The fastest and cheapest way to get baseload power is gas turbines which already has a huge backlog and I believe the manufacturers are not willing to increase supply. Any other way requires time to buildout and renewables are great but they also will take time and don’t solve the issue of baseload. Bringing their own power instead of paying a premium to be connected to the grid there will definitely be a capex increase which they will likely try to avoid by bringing investors with deep pockets to build out the infrastructure project and sign a PPA with them to buy power from them. Hyper scalers will still be paying a premium but they won’t have the additional capex in their books. This is also dependent on how long the need to wait to be connected to the grid and if they can bring their own power would that make them jump the queue? One play could be investing in companies who will help with the infrastructure buildout, folks in the power infrastructure business $ETN $PWR, $MPWR. Regardless the power infrastructure will need to updated in USA regardless of data centers or not so even if the buildout from hyperscalers slow down these companies will still be extremely relevant from increased electrification and power needs growing.
PWR is one of those names that I think people are sleeping on because "infrastructure" sounds boring. But the grid buildout story is genuinely multi-decade, it's not like AI hype where you're guessing at adoption curves. Utilities literally have to upgrade whether they want to or not. I've been looking at the energy infrastructure space a lot and the backlog numbers for companies like PWR are wild compared to where they were even 2 years ago. HWM I like too, aerospace aftermarket is a good place to be when fleet ages are this high. Curious what your process looks like for finding these, do you screen for something specific or is it more like you stumble on the thesis and then dig in?
TER, COHR, ABBY, PWR. These are known. Not well known or popular among typical ai players. God I wish I looked into these sectors 6 months ago. It's like everything was on fire in the background, meanwhile all you heard about, was PLTR, NVDA, and TSLA.
I think electrical infrastructure is an obvious bet. I keep getting downvotes when I mention PWR which has done exceptionally well for me. It has positive guidance and a $40 billy backlog.
HWM is a solid pick imo. aerospace components is one of those businesses where switching costs are insane because everything needs to be certified and tested for years before you can swap suppliers. that's a real moat not just "we're growing fast." For PWR I'd push back a little though. they're benefiting massively from the infrastructure buildout right now but my question is always what happens when the capex cycle slows down. infrastructure companies can be really cyclical even if the current thesis is strong. I'd want to see what their backlog looks like and whether the margins hold when competition ramps up. Not saying sell it, up 26% is great. just something to keep an eye on.
Westinghouse does have the AP300 SMR, which uses similar technology as the AP1000 PWR. But I don't know what was meant by mini reactor lol
I work at PWR so you’re welcome
PWR pumping on positive earnings. Love this company
PWR!!! Cmon… stay up, don’t drop back down at 9:30!!!!
PWR up huge premarket on great earnings… let’s see if it holds at 9:30
$PWR Quanta Services reports Q4 adjusted EPS $3.16, consensus $3.02 Reports Q4 revenue $7.84B, consensus $7.37B. “Quanta closed 2025 with another strong quarter, delivering double-digit year-over-year growth in revenue and adjusted EBITDA, while achieving record fourth-quarter and full-year results across multiple key financial metrics. Backlog was exceptionally strong at a record $44.0 billion, reflecting accelerating demand in our Electric segment and sustained activity across our end markets, which positions us well heading into 2026. These results underscore the strength of our portfolio, our differentiated solutions, and the deep expertise of our craft-skilled workforce-enabling us to deliver speed, certainty, and world-class execution as our customers modernize and expand critical infrastructure,” said Duke Austin, president and CEO of Quanta Services.
PWR! such a great ticker and company. You like Powell?
PWR pre-market!! Holy poo. Keep it up!!!
PWR is the play. Buy stock and/or long-dated calls
PWR (Quanta Services) One of the best performing socks I own too… and has made me thousands on calls
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.
PWR!!!! It’s time to make some money!!!!!
PWR is the stock to buy on Monday. Or Long calls. Or both.
Yes. They have to redo the power grid anyway. It looks like fusion is the real deal. I put money in FLNC, PWR, TESLA and Schneider Electric in April last year. Up a lot. BTW GE was one of the top stock picks of the 1920s if memory serves.
Here’s what I would do instead: buy PWR. They’re the guys building a lot of the grid, they’re vertically integrating (buying companies in their supply chain), and they’re flush with cash. My investment in them has made 80% over the last 18 months, and it killing it the last few weeks. Buy PWR shares… and some 560 or 580 long calls (or 520, if you’re more wealthy than me).
I'm remaining heavily invested in the 'AI ecosystem' (WFE equipment, semiconductors, data centers, electric grid buildout and - increasingly - robotics). But I have a high risk tolerance. I view this as an opportunity. I'm buying more shares of companies like VRT MPWR PWR ETN MU AVGO LRCX. They will all invest from the higher than expected capex from Amazon and Google. Some software has become an opportunity - EDA software (SNPS and CDNS) and cybersecurity stand out, though cybersecurity has already been in a downtrend).
Not a stupid question, but yes, it's mainly DC construction. Cloud has said they want to 10x compute power by 2030. That requires basically doubling compute power 2x every 6 months or something insane. Data center construction is insane right now. I think power will be a major bottle neck so I'm investing. It only extremely heavily in GOOG but also buying companies that work on the grid like PWR and equipment manufacturers like VRT
Ugh. Even the CWI welding for SoCo wasn't making $200/hr to sign off on the welds. I guarantee the mechanical contractor is charging $200+ hr, but the welder isn't seeing that. Repairing HRSG tubes is tough work, but even those guys aren't making $200/hr. Only way I can see the welder making $200/hr is on the guy welding something on the primary loop of a PWR. At that point, the contractor is charging $600/hr easy.
GEV, CEG, CCJ, LEU, PWR is all you need
Fastenal (FAST) - industrial supplies distributor, trades at a premium for no reason that seems to link into industrial market movements. Quanta Services (PWR) - infrastructure contractor, not looking good for the future in energy considerations and trade issues. Palantir (PLTR) - Their contracts with gov around the world are to be re-evaluated as the work they do can be done at a civil service level internally without issuing a contract. These are the non-US contracts, the US contracts are fine, but globally the work is going internal after peer-review and public distrust in the USA, especially in europe.
GEV, UUUU, HUBB, PWR, ETN, MTZ, BWXT, CCJ. They are all part of GEV, really - but different earnings dates, and different reactions traditionally to those earnings. GEV and UUUU going to remain my core positions throughout, but I'm planning on swinging in that ecosystem.
Lmaooooo had a naked PWR call fill at $1000 this morning.
VST down 6% and ETN GEV PWR up 6%. WTF. Meta just made a deal with VST
Yeah I see this as a list of typical value stocks w/ the exception of NU which is probably growth as a reasonable price. There are two categories in the market now narrative stocks which go up with any little positive info on the narrative and value stocks which won't go up no matter how strong the cash flow numbers are. I'm mostly in the narrative stocks with some core compounders like amzn, googl, gev, asml, tsm, brkb, PWR, and nu. It's a long game we ll see but I'd be surprised if the portfolio mentioned outperforms in 2026.
Would also add $PSTG for memory $ETN and $PWR are also solid
AMZN, PM, PWR and IBKR Maybe not my top picks, these are just odd the top of my head, but what I’d be looking for are companies with a large moat, sticky customer base, long history, and good free cash flow.
The stocks I would recommend are: NVDA, AMZN, GOOGL, MSFT, AVGO, PWR, VST, 000660.KS, 005930.KS.
Sell one of those and buy some PWR while they’re down.
I’m playing this supply chain angle through XLU for the stable utility base, PWR for the massive grid rebuild cycle, and a small NXХT position since they sit closest to the actual warehouses and datacenters
Theres plenty plays to choose from, from top of my head PWR, STEM, NXXT, ICLN and so many more
I’ve been invested in the builders and electrical plays for a while, prior to the openAI stuff. FIX was just added to the SP500 and their numbers are wild in term of growth. Same with IESC. STRL is a great builder name. Then even grid services names have been great, since the need to update the grid is a macro theme outside of AI. Stuff like PRIM, PWR, and AGX.
OKLO and PWR. All these TPUs and GPUs need more electricity than the grid can offer. The bottleneck will be fixed with federal subsidies. This is free alpha.
It's not hype, but there is something to "I can deliver energy now" vs "I can have one of these built in 2027." Beyond that, the issue becomes the IPPs that can deliver now are already up 500-700% in the last 5 years and in the latter category you had something like OKLO trading at like a $25B market cap despite being *very* early stage - all the sudden OKLO is down about half in a month. The easy money has been made in the former and the latter lost just shy of half the moment the market started to have a little turbulence. Even with something like VST up 760% in the last 5 years, the best case scenario it could do fine but it's tough to see where the next 760% comes from and worst case scenario, the gains are heavily due to the AI/data center theme - any slowing in that and the downside is considerable (when the DeepSeek story happened earlier this year, VST was down 28% in a few days.) VST was a formerly bankrupt utility that did not much of anything for several years until data center demand. Names like PWR are up 500% in the last 5 years, as well. It's not that companies like PWR/VST/CEG/TLN/GEV, Siemens Energy in Europe or Mitsubishi Heavy and Hitachi in Japan are bad companies, but the theme has been going on for a while now already. The NUKZ etf is up about 50% YTD. I agree with the other poster who talked about nat gas.
AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% NEE NextEra Energy Inc 6.40% ETN Eaton Corp PLC 5.89% GEV GE Vernova Inc 5.08% CEG Constellation Energy Corp 4.61% EQT EQT Corp 4.60% SO Southern Co 4.05% FSLR First Solar Inc 3.93% DUK Duke Energy Corp 3.78% HUBB Hubbell Inc 3.43% View all Holdings by Weight Sector Exposure Utilities 49.16% Industrials 29.77% Energy 14.28% Information Technology 5.40% Materials 0.84% Industry Exposure
This only sends NVDA if the Saudis announce a binding, licensed supply deal with prepayments and near-term delivery; anything softer is just headline fluff and likely sell-the-news. Key checks tomorrow: 1) explicit US export-license path for top-bin GPUs, 2) wording like multi-year capacity reservation or prepay, 3) timelines tied to HBM and CoWoS packaging, not vague “partnership,” 4) networking choice (Ethernet = tailwind for ANET; pure InfiniBand = less so), 5) power buildout milestones (substations, transformers) that pull revenue into 2025–26, not 2027+. Positioning: lean call spreads into ER only if you hear prepay/capacity language; otherwise I’d fade IV with a tight iron condor and buy the dip later. Derivative plays with cleaner catalysts: VRT for cooling/power gear, ANET on Ethernet AI fabrics, PWR on grid work. Watch SMCI but mind export risk. I’ve used Snowflake and Databricks to track DC power and lead times, with DreamFactory to expose the same data via REST so finance and ops hit identical numbers. Bottom line: without export clarity and prepaid capacity, it’s a headline, not a catalyst.
They cannot and that is why some industrials exposure couldnt hurt right now. Specifically been trying to build positions in PWR and ETN. Both electrical infrastructure companies
PWR is my holding for this issue. Other power/energy related positions I hold include: CEG, NEE, GEV, AES, with CCJ and BWXT instead of the speculative SMR companies.
I’ll shoot for the not basic ETF answer (even though that is probably the right move) Power infrastructure. PWR (Quanta) and ETN (Eaton). Demand for electricity is astronomically high and the grid is massively overdue for restructuring. Projections show an estimated $1.1 trillion will be spent on enhancing the power over the next 5 years.
I've been investing in a lot of grid modernization and electrification plays for like over 2+3 years now now. There's a lot of great names, but you've missed the boat at this point with a lot of. Names like AGX, PRIM, FIX, IESC, PWR as a few of my longs.
Judging from earnings call questions, the bottleneck is neither chips nor electricity, but "powered shells", the step between construction of the structure and installation of the servers: the electrical equipment and connects the servers to the grid/generator, ensures power is uninterrupted, of the correct voltage, etc. Some plays on this theme are: PWR, ETN, VRT, IESC, FLR, ABBNY, HTHIY
This is why I have an energy sector in my AI portfolio, currently that's: CEG, GEV, CCJ, AES, BWXT, NEE, PWR. And it's also why the datacenters/neo-cloud are a great short term trade for the next year at least, and they're all on sale today...
The sky is falling the sky is falling! 😅 AI boom is real, unprecedented profits for these companies. EME, CLS, PWR, NVDA, VIST- I'm buying more on the dips! Loaded up APRIL 8, getting near levels to do it again- selectively tho
PWR grid play. NXXT, KMI, Mitsubishi heavy. Plenty to choose from. NFA
I'm buying PWR. They work on the grid.
I agree CCJ is a great company. Probably one of the few “vertically integrated” nuclear plays if we want to call them that lol. Started a small position in the summer as I felt it was too expensive. Didn’t expect that big run up. They own 49% of Westinghouse, which is OEM PWR reactor company. Their latest reactor AP1000 was used in Vogtle. Brookfield owns the other 51%. I haven’t looked enough at that latest announcement to know how the profit sharing will work. Originally the company was a uranium mining and fuel service company. Westinghouse, historically, had some operational issues which was part on their own management side, but also a factor of the environment against nuclear. Not sure if I’d add here, but on a pull back perhaps. It’s expensive but I suppose that whole sector is now.
I’m not bearish today. I stand to make good money at about 8:00am when PWR reports… Google is fine premarket, SPY is barely down… I feeling good about today for my portfolio
Gonna listen to the PWR earnings call and count my money!!! Got some shares and a long call…
The math checks out. What everyone calls the ‘AI revolution’ is mostly an infrastructure play, billions poured into concrete, chips, and megawatts to power the next generation of data centers. Pay attention to PWR, BE, and maybe XOM.
Westinghouse and the US government announced an $80b collaboration to build nuclear reactors. Westinghouse is jointly owned by Brookfield (51%) and Cameco (49%). Westinghouse is OEM reactor EPC with PWR AP1000 design recently used at Vogtle.
At first glance, would appear to be a construction/development co for infrastructure projects which - given data center builds in recent years - have driven business. That said - the stock isn't that far above the prior 2007 peak and similar names like PWR/EME in the US have outperformed/been ramping for a while now.
If you guys don’t know about Quanta (PWR), look into them. If you’re lucky, you bought some shares or calls yesterday (or last year). Only have 7 shares… wish I had more
VST, CEG, TLN, NRG all up massively in recent years and things like PWR/EME have done very well. BE/FLNC/etc in terms of battery/fuel cell have turned into complete FOMO lately. The data center energy trade has been going on for a couple years already. It's not to say that some of the names aren't good companies/there isn't more to go, but when you have something like VST up 880% in the last 5 years given the nature of the company even in the best case scenario it's hard to see another 880% over the next 5 years. With a lot of names in this theme, there's also a very heavy reliance on the data center growth story. If something curtailed the theme (not saying it will imminently, but if) then a lot of these names will re-rate signficantly lower. So not saying there isn't more to go (especially in the best case), but the easy money has been made and if there's a blip in the AI theme, these names will definitely head lower.
There are already a ton of companies that have been doing well. Not to be rude, but you are about 2-3 years too late to the party for this. Look at companies like $FIX and $IESC have been killing it. Same with $EME. They deal with helping doing rewiring for factories and data centers. It's gotten a bit more expensive, but $NXT has been great. They deal with tracking and utility solar. A lot of investors lump utility with residential for solar. Utility has been killing it. $SHLS has been on a great run. There are also the companies that deal with the upgrades like $AGX, $PWR, $PRIM. Some HVAC have been doing well like $LMB.
the companies that build and service the power grid. Someone like $PWR
Energy infrastructure like PWR. I think electricity is going to be the limiter eventually
DAL on earnings, PWR, and PLUG are looking good.
PWR. That’s the stock I need more of. It’s made me a killing this year, and especially this month.
I think it’s time to buy early 2026 calls on PWR. Upward trajectory… I need to get some options, not just shares
PWR (Quanta Services). They are a contracting company that works on power transmission lines, gas pipelines, and telecom networks. Seems like their well positioned for profiting from the buildout of data centers/AI infrastructure, wherever the power comes from. I like the look of their shovels.
Nuclear is going to succeed because of the shift away from failed gen 3 and return to Gen 2 PWR's, like the Messmer plan in France - but the lcoe of nuclear will not beat solar above baseload
GEN Z personal ETF CRWV UNH LULU PWR CRWD LLY TSM VGT ALL TO THE MOON LFG. I'm balls deep 100k loan 10% interest for a year but fuck it all of this is gonna double🚀🌕
GEN Z personal ETF CRWV UNH LULU PWR CRWD LLY TSM VGT ALL TO THE MOON LFG. I'm balls deep 100k loan 10% interest for a year but fuck it all of this is gonna double 🚀🌕
Time to buy some PWR and other companies that work on the Grid and transmission projects
PWR GEV GE. Electrical infrastructure. Worldwide.
Yeah, well, that was the surprise! I had a sinking feeling when the headline numbers didn't beat but the quant shops were already buying hand-over-fist. I have been accumulating IESC to try to play the electrician shortage, hoping for a future revaluation to PWR levels. The country doesn't have enough electricians to satisfy scaling demands and I am looking for ideas to play that bottleneck.
Fermi and Westinghouse finalized deal to build four new AP1000 reactors for new AI campus. AP1000 is a PWR design most recently used at the Vogtle reactor. Westinghouse is joint venture between Brookfield (51%) and Cameco (49%). https://www.datacenterdynamics.com/en/news/fermi-westinghouse-to-finalize-licensing-application-for-nuclear-reactors-at-11gw-ai-campus-in-amarillo-texas/