MTZ Mastec Inc.

Top 75 realized gainers: 1)MU 2)BE 3)GEV(drops 1) 4)PWR 5)AEHR 6)COHR 7)EWY 8)CLS 9)TSEM 10)NTRA 11)TER 12)NBIS 13)VRT 14)JBL 15)RKLB 16)DY 17)MRNA 18)TSM(^25 after sales at $479.98) 19)AMD 20)TTMI(dropped 12) 21)ALAB 22)VIAV 23)SIMO (drops 2) 24)SIVEF 25)MTSI 26)PL 27)GH 28)PLPC 29)HWM 30)VICR 31)ANET(^3) 32)MKSI 33)CRDO 34)APP (forgot this one on Oct 3, I sold above $600 - I realize it’s 273s now and cannot recommend) 35)WDC 36)CIEN 37)LRCX 38)AAOI 39)MOD 40)CRWD 41)VRTX 42)MYRG 43)MRVL 44)MTRN 45)LITE (should also rise after today’s flip) 46)KXIAY 47)FLY 48)MOG.A 49)NXT 50)P 51)GOOGL 52)ILMN 53)ENS 54)ATI(drops 23 because of FIFO) 55)ASML 56)COHU(^6, this was sub-$40 on 7/29 and I’d load if it gets there again) 57)RBRK 58)ONTO 59)KEYS 60)STRL(drops 18) 61)RVMD 62)NVT 63)HALO(NEW) 64)CAMT 65)SANM 66)DDOG 67)VSAT 68)PANW 69)WWD 70)MLI 71)STX(drops 12) 71)PENG 72)MRAM (hell of a pump and dump run though) 73)NVTS(drops 43 slots, this was another massive pump and dump where I should have sold it all above $30 and didn’t) 74)OUST 75)GRAL (NEW) Bubble: ENLT AIT GLW CAH VOYG (only this high because so many AI stocks sputtered and I wasn’t holding any when space bit the dust) JAZZ CBOE SATS(sold the top here, lucky) ATRO (dropped 9 slots) SEI Fell off list: SMTC now #86, LASR (86s to 36s) ALB (221 to 96s) CRS (625 to 368s) LPTH POWL (328 to 166s) AEIS (397s to 241s) MTZ (441s to 186s) AIP (50 to 19) FLEX (166s to 87s) ALNY DCO (210 to 166) PLAB APLD (50 to 19). LPTH is #92, AEIS is #98, APLD is #100, DCO is #103, ALB #104, still green for the year in FLEX. Wound up at a small loss in LASR, nasty breakdown there. Finished green on CRS still, but another nasty breakdown. Small loss in POWL. $MTZ became my #6 realized loser of the year and arguably the biggest failure after appearing in top gainers. Finished green in ALNY for the year, just a pain in the ass stock. 8.4% loss overall in $PLAB, another one that went sour after appearing in top gainers earlier this year. Finished light green in $AIP although selling everything at $50 was the much better play there.

$MTZ when i vanish, your profits vanish. Well, good news for you. I’m back baby. Starter again.

$MTZ Wow, that sequential backlog build is unbelievable. The market can try to toot along whatever narrative PM's are trying to push but at the end of the day, the numbers are the numbers and cash is cash. I think we can start talking about take private again.

$MTZ $SPY oh sheeeeeeeeeeeet, almost to another 10%+ 🚀 ripper withjn just days. That would make it 7325

$MTZ $SPY temporarily poorer, permanently richer. Loose? stop lost? I don’t even know what that is because I never lose. The only loose I get is from dancing.

$MTZ Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.96 up 19.35% YoY • Reported revenue of $5.15B up 29.88% YoY • MasTec anticipates recognizing approximately $4.3B, or 22.5%, of its $19.1B remaining performance obligations as revenue during 2026, with the majority of the remaining balance expected over the subsequent two years.

$MTZ Another great quarter. But it may not matter. AI infrastructure still out of favor. (I own it in Zacks Value Investor.)

$MTZ this is the tallest and most drawnout M top pattern I've ever seen. Kinda beautiful in its symmetry, destruction aside.

$MTZ reports earnings today after the close. I’m bullish heading into the report: MTZ has beaten EPS estimates in 7 of its last 8 reports, according to Stock Meadow.

Citi views MasTec’s recent share-price underperformance, driven by near-term concerns in the communications market, as an attractive entry point for long-term investors. The company’s backlog reached $20.3 billion, up 28% year over year, while a strong 1.6x book-to-bill ratio in its Power Delivery and Clean Energy segments provides solid revenue visibility and supports expectations for sustained growth. MasTec’s recent acquisition of Superior has significantly expanded its exposure to data centers and major cloud providers, while adding differentiated capabilities to compete for larger and more complex infrastructure projects. These developments position the company to benefit from growing demand for digital infrastructure, power delivery and energy-related investments as cloud providers expand their AI capacity. $MTZ $C

$MTZ This one is gonna make some people alot of money, even by end of month on earnings..

$MTZ I sold a few months ago close to the peak. Looking like I'm going to buy again butI'll wait for $100. Every utility depends on them.