Powell Industries. Every tracked FinTwit mention of $POWL, newest first. 9 mentions since the first on Apr 9, 2026. See the price chart.
May 2026 · 3 mentions
May 5
TheValueist — $POWL KEY READ-THROUGHS FROM POWELL INDUSTRIES Q2 2026 EARNINGS CALL
Powell’s Q2 FY2026 call was a high-signal data point for power infrastructure, AI data center electrical syste…↗
May 4
TheValueist — $POWL (Bloomberg) -- Powell Industries reported earnings per share for the second quarter that missed the average analyst estimate.
SECOND QUARTER RESULTS
EPS $1.25 vs. $3.81 y/y,…↗
May 4
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
April 2026 · 6 mentions
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 22
Serenity — Yes. The President invoked the "Defense Production Act" 2 days ago.
To expand on domestic infra.
Implicit beneficiaries were:
Transmission & Advanced Conductors:
$AMSC - HTS Wi…↗
— Unfortunately, not all my names go up triple digits in a week.
$HPS.A is only up ~17% so far.
Hammond was my pick for the transformers/switchgear DC bottleneck since it had a low…
TheValueist — $POWL all-time high today. Great looking breakout. Street feels super light on revenue growth. There should be incremental margin pickup as well. https://t.co/WG4iXTePv8↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗