Quanta Services. Every tracked FinTwit mention of $PWR, newest first. 17 mentions since the first on Jan 15, 2026. See the price chart.
June 2026 · 1 mention
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
May 2026 · 9 mentions
May 29
Dillon Valdez — Quanta Services $PWR is a direct way to track the physical side of AI infrastructure.
The model layer gets the attention, but capacity only shows up after the power delivery work…↗
May 28
InvestmentGuru — THE $42 BILLION BROADBAND SUPER CYCLE IS JUST GETTING STARTED -
$HLIT $CALX $CLFD $ADTN $DY $GLW $MTZ $PWR $COHR $AAOI $POET
Everyone is chasing AI semiconductors, GPU clusters,…↗
May 18
InvestmentGuru — Energy- 7 layers
AI Energy Bridge: Short-Term Stack
(Before nuclear comes online ~2030+)
Layer 1 — Solar Generation
→ $FSLR (First Solar) — domestic manufacturing moat
→ $ARRY (…↗
TheValueist — $PWR KEY READ-THROUGHS FROM QUANTA SERVICES Q1 2026 EARNINGS CALL
Quanta’s Q1 2026 earnings call was a strong cross-sector signal that the power infrastructure cycle is not merely…↗
Apr 25
InvestmentGuru — The AI Infrastructure Bottleneck
AI demand isn’t slowing. It’s colliding with reality. Power costs are rising. Communities are pushing back. Permits are getting harder. Project ca…↗
Apr 23
InvestmentGuru — THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
March 2026 · 1 mention
Mar 11
The Future Investors — 🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗘𝗻𝗲𝗿𝗴𝘆
AI runs on electricity. Without power, there is no intelligence ⚡
Key companies:
$CEG | Constellation Energy
$VST | Vistra
$PWR | Quanta Services…↗
February 2026 · 2 mentions
Feb 27
KaizenInvestor — @edge_of_power Do you already have a starting position in $ETN and $PWR?↗
Feb 1
Mike Investing — This precious metal has been completely overlooked by many, but wont be for long…
That is #Copper, & it is currently breaking out of a 20+ year resistance.
AI is ran by power, &…↗
January 2026 · 1 mention
Jan 15
mon — > The grid can’t keep up with AI.
Power demand from AI data centers is rising faster than utilities can deliver new capacity.
Developers cannot wait years for approvals and upgr…↗
— WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…
Mike Investing — Many are going to miss the largest infrastructure buildout in modern day history…
It’s not chips.
It’s not Models.
Nor it is Applications.
The Energy layer is the next to boom.…↗
May 11
Market Sentiment — 6 boring stocks that got rerated during the AI buildout.
Sterling Infrastructure $STRL — Civil contractor specializing in site development. Q1 2026 revenue jumped 92% YoY to $825.…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
InvestmentGuru — GRID MODERNIZATION: The Bottleneck of the AI Boom
AI data centers are creating power demand faster than infrastructure can keep up.
Utilities are scaling $200B+ in annual capex t…↗