Powell Industries. Every tracked FinTwit mention of $POWL, newest first. 21 mentions since the first on Jan 13, 2026. See the price chart.
June 2026 · 1 mention
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
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 · 8 mentions
Apr 30
Ben Pouladian — @AnneliesGamble Yes we did also look at $POWL $IESC $FIX $PWR↗
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…
March 2026 · 2 mentions
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 11
TheValueist — My Power & Utes tracker sorted by YTD
$POWL $BE $PSIX $VRT https://t.co/WwT3sztdol↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Feb 4
TheValueist — $POWL (Bloomberg) -- (Updates with share move, details from earnings release, dividend)
Powell Industries shares rise as much as 26%, reaching an all-time high in the largest intra…
January 2026 · 3 mentions
Jan 16
TheValueist — Resharing my write-up on $POWL. Trading well YTD.
Roth Capital analyst Chip Moore raised the firm's price target on Powell to $450 from $350 and keeps a Buy rating on the shares.…↗
Jan 13
TheValueist — $POWL had a couple of very large options trades relative to OI yesterday. https://t.co/cdRMJVApi7↗
Jan 13
TheValueist — $POWL breaking out nicely. https://t.co/mbMM9d2GWG↗
Gaetano — 🚨 A hidden gem in the supply chain...
$HPS.A $POWL $SYS $NBIS $IREN
I recently found this European gem.
With all the Bloomberg fear around data centers being delayed because of…↗
Apr 9
Serenity — 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…↗
Apr 9
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…↗