Reddit Posts
🌨️ 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
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
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.