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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
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/
PWR will exist for at least another 20 years. They have an umbrella of contractors and do electrical and communication work (and more). There is a lot to upgrade still in the US.
I really like PWR and used to work for one of their companies, though I recently sold off the last of my stock in them because I just find it hard to justify the current valuation
i'd like to add GEV, ETN, EMR, ETR, PWR, and DUK... i sold out of GEV but will buy heavy on a big retrace i think the sleeper is DUK which is second only to CEG in number of nuclear reactors... they are located in the carolinas and charlotte is a rising business/tech hub...
Just a point to add. HALEU is nothing fancy or new. Ureno / Orano etc and even Centrus Energy has stated it’s more of an issue with the lack of demand as opposed to a technology limitation. PWR / LWR uses LEU. HALEU is used for some SMRs.
Couldn’t disagree more… Oklo is worth way more and it’s not even close. They have a first-mover advantage, backed by a highly scalable model with roughly 14 GW in their order pipeline, strong DoD and DOE partnerships, additional revenue verticals in nuclear fuel recycling and medical/industrial radioisotopes, proven reactor technology, and the strongest balance sheet amongst SMR projects. Their leadership team consists of MIT PhDs who have deep ties to both government and major tech companies, positioning them perfectly for markets like data centers, microgrids, and remote industrial sites. The current valuation reflects only a small fraction of the contracted and anticipated future revenue stream. NuScale, while further along in traditional NRC processes, is at least three years behind Oklo in timelines, uses less advanced Gen-III PWR technology, has fewer strategic partnerships, and is hampered by a utility-scale model that is slower, more capital intensive, and less adaptable to the distributed energy shift. Their design certification is not the same as an immediate build approval… any project would still require lengthy, site-specific construction and operating permits from any potential buyers of their design, adding at least another 3-4 years before deployment. In contrast, Oklo’s microreactor design allows for factory fabrication, rapid transport, and on-site installation, bypassing many of the bottlenecks of large-scale nuclear builds. Their COLA application route also allows for subsequent review windows of 18 months, and that doesn’t factor in tailwinds from the recent executive orders. Most importantly, Oklo’s ability to project-finance debt against future recurring revenues creates a structural scaling advantage, enabling them to roll out multiple units in parallel through the 2030s while many competitors will still be in initial deployment. Just this week, both Oklo and their radioisotope partner Atomic Alchemy were officially selected for the DOE’s reactor pilot program, streamlining the path to their first operational units by July 4, 2026. NuScale wasn’t selected and one of their largest investors, Flour, is publicly looking to exit their 15 million shares position.
Buying PWR like mad. Please tell me I'm not regarded.
Good call my guy! Sorry, I did not buy into those :( I did put more money into the stock though. Mostly PWR (-0.80) and NVDU (+6.58) because I’m familiar with those two
$PWR numbers from this morning Q2 adjusted EPS $2.48, consensus $2.44 Q2 revenue $6.77B, consensus $6.57B. Ups FY25 adjusted EPS view to $10.28-$10.88 from $10.05-$10.65, consensus $10.35. Raises FY25 revenue view to $27.4B-$27.9B from $26.7B-$27.2B, consensus $27
PWR just reported earnings. Stock is steadily growing. Not worth gambling on at earnings time… or buying expensive calls on… but it’s worth owning shares. Wish I had more than a handful… but at least I’m up $150 a share on them
Research incessantly, read the news and look for themes. If (fill in the blank) headline is suggestive of a potentially compelling theme, I always like to have an answer or multiple stock answers as to how to express that theme. I will often create what are effectively "mini ETFs" around a theme - multiple, complimentary names to take advantage of something like data center demand. Buy things early or at least relatively early - there are people who have posted about the power/grid theme only recently after some headlines but something like GEV is up about 270% in the last year. It's not that the story doesn't possibly have further to go, but people are acting like it's the first inning or something when a lot of the easy money has already been made. If companies start creating ETFs around a theme it certainly isn't early anymore. Be open to the idea that something potentially hot doesn't always look slick/exciting. A few people including myself were on here in early 2024 talking about names like VST and other industrial/utility AI beneficiaries - the response was crickets because it seemed like nobody wanted to hear about anything AI related that wasn't tech. Meanwhile, VST, FIX, LMB, CEG, VRT, STRL, PWR, etc - all these things that have outperformed a lot of tech names over the last few years. So much spending on data centers and related energy needs - ask the question: who are the beneficiaries of all that spending? Research and ask yourself "if X then Y?" questions. "and do some people know which biotech stocks to invest in" I've had four biotech buyouts this year so far and have done pretty well with it over the last few years but it's very difficult, very volatile, time-intensive (to the point where I've had to dial down the amount I have in it) and risky. There have definitely been some names that I've owned that haven't worked out, but more have. It's a sector that I have some concerns about and also one where you have to reaaaally know what you own (and continue to do the homework) or you're going to get shaken out/have issues. It's also a sector where I would really particularly focus only on best ideas and not own just to own biotech/gamble. Biotech is fascinating and rewarding but also very demanding (imo, definitely something where you absolutely have to have a thesis/do the homework and I wouldn't own it just to own it/gamble) and volatile.
Take a look at MTZ, similar dynamics as PWR an emerging player in the EPC field but there are historical M&A integration issues (although i would argue largely have been solved) that led to a 8 turns NTM EVEBITDA discount. Nonetheless, PWR do have a more comprehensive offering and recognition in the renewables and T&D segment with their acquisition of Blattner and having built out almost 75% of all 765kV lines in the US. For MTZ, apart from the standard renewables pull forward given better than expected OBBB and the whole power shortage theme, Midstream O&G buildouts from Kinder Morgan etc is likely another catalyst given their competitive advantage in this field. Delivered record backlogs in 1Q, improving margins. Would argue a re-rating is coming if the next earnings can deliver on 31st July.
According to ChatGPT, these are the top-5 hidden S&P 500 stocks that could be strong setups for call options next week - Quanta Services (PWR) - Eaton Corporation (ETN) - Veeva Systems (VEEV) - Argan (AGX) - Chewy (CHWY) Believe it or not, calls!
Yea, damn. GEV just ripped so hard since April. Wish I looked into this a while ago. Im going to keep an eye on a nice dip for GEV or PWR and I might put a bit in
A lot of these names - GEV, PWR, EME, etc - have already ran a lot. The industrial/utility/energy "ai adjacent" names have run for over a year already. In a best case scenario this could continue to be a nice theme for the next 3-5 years, but it's not early innings/a lot of the easy money has been made in something like GEV that's up almost 300% in the last year.
AMZN, AMD, AMPX, PWR, MP, META, MU, probably RKLB. Materials, energy storage, AI hardware, Space.
Uber, as autonomous vehicles become more prevalent companies focused on this will become more profitable. I would add PWR (Quanta Services) to the list, it is one of my favorites. Power infrastructure is old and a ton of upgrades are always on the horizon.
Depends on how much they stoked piled before hand, supplier that is. It's a great question and not sure how it will impact some times. Will be interesting to see what happens when we start getting some reports soon. I think it will depend on the company and what they do. Stuff like PWR, they do more of the contracting work, same with AGX. However, they just might charge more depending if their costs go up, could case projects to be pushed out longer. There is also the flipside of in the BBB, they changed up some tax incentives, so companies might still choose to build and go forward with the higher costs because of the tax breaks. [https://deandorton.com/major-2025-tax-law-changes-what-the-one-big-beautiful-bill-means-for-you/](https://deandorton.com/major-2025-tax-law-changes-what-the-one-big-beautiful-bill-means-for-you/)
Thoughts on playing the electrical power and grid modernization trend the same way smart money played semiconductors 10 years ago? $PWR $ETN $GRID
"how do you see the AI industry moving forward in relation to energy demands," Have done very well with industrial/utility/energy beneficiaries since late 2023 and continue to own a number of names in that theme. The non-tech AI data center spending theme has been absolutely tremendous and yet still doesn't get much discussion on here. Look at things like LMB and PWR over the last 5 years.
You’re absolutely right—the grid is becoming the new bottleneck. AI, EVs, heat pumps, and electrification are pushing demand up faster than generation and transmission can keep up. We’re entering an era where power reliability becomes a growth constraint. From an investment standpoint, there are a few angles: Nuclear: Baseload power that doesn’t depend on the sun or wind. Companies like Cameco (uranium supply) and Constellation (U.S. nuclear operator) stand to benefit as policymakers turn back to reliable generation. And if SMRs gain traction, expect suppliers like BWXT to surge. Grid infrastructure: Think Quanta Services (PWR) or ABB—companies that build and modernize grid systems. They’ll be critical as utilities upgrade substations, transmission lines, and automation. Electrification enablers: Companies like Eaton and Schneider Electric make the components—breakers, switchgear, load centers—that utilities and data centers need to scale. I cover these themes and more in my newsletter, Nuclear Update. The premium version dives into policy, uranium equities, insider moves, and the energy investment landscape. You can read the latest issue (free for now) here: https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d. Well worth watching this space—it's heating up fast.
Wait til you hear about GEV or PWR.
"Looking for stocks that can (or starting to) take off and could become big players in the near future." IMO if a growth name isn't up quite nicely in the market that has been the last two months I would question what's wrong with it. Have already started to trim a bit some of the things that are up substantially in a very short period of time, things like NET up more than 100% off the low of less than 3 mo ago and ASTS practically going vertical up 110% in a month. I'd rather wait for better opportunities in some of the better/best growth stories than buy something so-so because it hasn't run up as much. " AI, space, robotics and defence stocks are particularly great nowadays" Industrial stuff like FIX and LMB up a lot this year and over the last 5 years (LMB up 3,700% in the last 5) but nobody buys these things on here because they're not flashy companies. VST/TLN/CEG in utilities. PWR/EME. All this stuff that keeps doing well but nobody seems interested because it looks boring on the surface - yet something like PWR has far outperformed most of the mag 7 over the last 5 years. Mitsubishi Heavy Industries in Japan up a bit over 1,000% in the last 5 years. Even with tech there's barely any discussion of tech on here that's not mega cap tech - NET up a casual 100% off the low with no mention. PLTR had such skepticism and now people are asking about whether it's too late or not. Euro defense is a good theme with the spending that will occur, but Rhinemetall up 264% in the last year and 2,100% over the last 5 years already takes a fair amount of that into account.
Only $15k. The rest I'm dumping into my brokerage. AMZN, PWR, VGT. DCA till I die
Look at Quanta Services (PWR), ABB, Eaton (ETN), NextEra Energy (NEE), and Freeport-McMoRan (FCX). All benefit from rising grid and energy infrastructure demand.
Quanta Services (PWR) is a strong pick deeply involved in upgrading and maintaining grid infrastructure, especially as demand surges from AI data centers and EVs.
Basically everything to do with nuclear power is expensive, requires scientific expertise, and is very dangerous if mishandled. The business ethos in the US is fail-fast and iterate. Musk just literally blew up much of his test facility for the Starship. They will probably clean it up and rebuild, because in Musk's case the limiting factor is money, which he now has an unlimited supply of. You do that with a PWR, and you cannot come back to that spot for 50 years, regardless of how rich you are. There are countries that can do nuclear power as a primary source successfully. I do not think the US has the proper culture to pull it off.
Agreed, when it starts trading on fundamentals it's just going to be a boring valuation. It's either that the power they produce meets their cost goals (price per megawatt) and in that case they might grow more. If the cost per megawatt is too high, then other companies won't contract with them, and it will just be another simple utility stock. Agreed about GEV and CEG. I'll have to look into PWR and VST more, I haven't looked into them much. Also for what it's worth.... In this irrationally exuberant market, does anything trade on fundamental valuation metrics anymore?
Nothing wrong with making money on other people’s beliefs - I own ibit for similar reasons - as long as you’re aware that there is no “there” there. When there is, and oklo starts to trade on fundamentals, it will probably be sell the news. That said, GEV and CEG are very much real stories here and now. Add to that PWR and VST
Quanta Services (PWR). Infrastructure company. I did a search on this sub, and last I saw it discussed was 2 years ago - mainly saying that it was overpriced (high PE). Purchased for $29/share in 2016, and is now trading at about $360. Sold 1/2 earlier this year. (2 years ago about half of today's price). My big brain purchased it just before 2016 elections - figuring Clinton would be putting money into infrastructure. Ooops.
I worked for vertiv. It's a fantastic company. I also am closely involved in new data center construction. Lots of the new equipment is vertiv branded. When I was there their only product was UPSs. Now they produce switchgear which is a MAJOR component of DC infrastructure. I like vertiv, GEV, and PWR for bullish power plays
thanks for this! I think I'm likely to look for a pullback on PWR, but before then I will build a small position on CEG. I have big positions in ETN and AME so I'm a bit overexposed if I go much more into it, but I like the sector too much.
I'm kicking the tires on PWR, but I'm concerned it's overvalued here right now. I suppose a buy now is banking on extremely high electrification down the road. what's your thesis for it?
what are your favorite electrification names? I like ETN a lot, kicking the tires on CEG and PWR right now. Thoughts on those or others?
Bought PWR almost 6 years ago to the day. Up 10x so far and still riding!
Some of the names are facing different headwinds. Also PWR reported this morning, helping the move. We also got a report from VRT like last week.
All kinds of data center cohort stocks up 9-10% today like VRT and PWR, on the narrative that AI build out obituaries were exaggerated. Meanwhile the two main players for that, DELL and NVDA clocked 0% and 2% respectively.
kicking myself for not putting more into PWR, but I've already got a ton in ETN and AME so I couldn't justify it.
Meta and MSFT smashed earnings? Plus a bunch of other smaller names did very well... HWM, RBLX, PWR, etc
Bullish af on PWR. I keep buying, thankful for this recent dip. With the national grid in the shape it is PWR has work for decades
$PWR Q1 adjusted EPS $1.78, consensus $1.66 Q1 revenue $6.23B, consensus $5.87B. "Quanta is pleased to report strong first quarter results, including robust double-digit growth in revenue, adjusted EBITDA and adjusted earnings per share, along with record backlog of $35.3 billion," said Duke Austin, president and CEO of Quanta Services. "Both our Electric Infrastructure Solutions and Underground and Infrastructure Solutions segments delivered improved profitability, reflecting continued sound performance and safe execution. As a result, we have increased the midpoint of our revenue, adjusted EBITDA and adjusted EPS expectations for the full year of 2025." Raises FY25 adjusted EPS view to $10.05-$10.65 from $9.90-$10.50 Raises FY25 revenue view to $26.7B-$27.2B from $26.6B-$27.1B
PWR, best play on electric infrastructure damage, I used to work for them, they are one of the largest contractors for power construction in the United States, and have immense resources they are able to mobilize and deploy to natural (or man made) disasters to restore power and make immense amounts of money for doing so 👍🏻
Big week for me, earnings for almost half the stocks in my portfolio DPZ, WM, V, MSFT, PWR, AMZN, BLDR, CVX Really this week will be all about updated guidance for many of these companies
the market might read Vertiv and GE Vernova earnings as a vote of confidence in AI capex. I'm seeing other power names jumpo (PWR, ETN), and other AI stocks like ANET. NOW, which makes those awful AI chatbots on every corporate website, is also up.
PWR is lagging today and is a great buy
Planning on dipping into PWR tomorrow, and will buy more if it goes significantly lower from here
No one man should have all this PWR Seriously, it's a great buy after a big pullback. Quanta Services, the largest electrical contractor in the USA, is well positioned to run on a variety of tailwinds, mostly AI.
I work for PWR. It dropped to $308 and I bought more shares, thinking it was surely the bottom. Then I bought more at $276, thinking it surely can’t go any lower. Now it’s $236.
PWR ENT VST GEV all followed the AI trade. They are getting chopped off at the knees