POWL Powell Industries, Inc.

Trump says large new data centers must self-generate power, sell excess back to the grid, and pay community dividends. That is a cost and permitting signal for hyperscalers and a demand signal for on-site generation and grid equipment names. I think Bullish will be $POWL $GNRC $VRT $GEV .

$POWL The baby that got thrown out with the bathwater. Q4 results on Nov 11th. Historically their strongest Q of the year.

$POWL UOA 🚨 - Buyer: $7.4M+ of the Aug. 20th $200 call - Powell Industries closed the day at $165, so this strike is over 21% away!

$POWL I'm generally bullish on the AI and electrification theme. But in this case I'm beginning to worry. It is a huge beneficiary of the data center build out. However, the anti-data center movement is gaining steam. A big part of this movement is due to the power diversions to the same. Increasingly, data centers are looking to generate their own power. POWL fits square in the space between external power and the data center. Its their bread and butter. If data centers generate their own power, POWL is no longer critical. May be necessary but not critical. Anyone smarter have a better thought on that?

$POWL Trump is cheering UK North Sea oil drilling and calling for wind farms to be torn down. I will Bullish

$POWL — Watching the $200 area closely. It’s tested ~$199.50 twice and is continuing to press against that resistance. A clean breakout/hold above $200 puts $210–220 in play for me. $KLAC — I’m taking the anti-Morgan Stanley view here. MS kept Overweight but cut PT from $253 → $227 despite raising its 2027 revenue/EPS estimates and pointing to improving logic/process-control intensity. To me, that sounds more like near-term caution than a broken thesis. If KLA executes into 2027, I think that target could prove conservative. $CIFR — Continue to hold. The stock has cooled off, but the underlying HPC/data-center story remains intact. I’m willing to sit through volatility while the market digests the capex/buildout story and wait for the next leg higher. $MXL — Monster move, so I’m respecting how extended this has become. Near-term resistance is around the recent $108 area. A clean break opens $115, then I’m watching the $125–128 zone as the larger target/resistance area.

$POWL switchgear is the unglamorous bottleneck in every ai hall. seems like a backlog of electrical gear still needs funded projects behind it, and a project without funding does not take delivery

$POWL Alrighty. No debt. Log is backed up. Cap ex is absolutely miniscule. Same for SBC. 10 - 123.41 8 - 154.26 6 - 205.68