Quanta Services. Every tracked FinTwit mention of $PWR, newest first. 37 mentions since the first on Sep 24, 2025. See the price chart.
June 2026 · 5 mentions
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 7
KawzInvests 🦑 — @MoMoMacro Completely fair point. $VRT and $PWR are the picks and shovels of the picks and shovels. 😭↗
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 · 10 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 (…↗
Ben Pouladian — @AnneliesGamble Yes we did also look at $POWL $IESC $FIX $PWR↗
Apr 30
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 · 3 mentions
Mar 17
InvestmentGuru — MARKET LEADERS EMERGING — FOLLOW THE MONEY, NOT THE NOISE
The market is clearly rotating into AI infrastructure, photonics, power, and defense — and these names are leading the mo…↗
Mar 17
InvestmentGuru — NEXT WAVE:
Power • Cooling • Infrastructure
The market is starting to realize something critical—AI growth is no longer just about chips and software. The next bottleneck is pow…↗
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 · 7 mentions
Feb 27
KaizenInvestor — @edge_of_power Do you already have a starting position in $ETN and $PWR?↗
Feb 20
TheValueist — $PWR KEY READ-THROUGHS FROM QUANTA SERVICES Q4 2025 EARNINGS CALL
Quanta’s commentary reinforced that AI- and data center-driven load growth is translating into multi-year, utilit…↗
TheValueist — $PWR (Bloomberg) -- Quanta Services forecast adjusted earnings per share for 2026; the guidance beat the average analyst estimate.
YEAR FORECAST
•Sees adjusted EPS $12.65 to $13.35…
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
Ben Pouladian — @zephyr_z9 I have the $pwr https://t.co/s7gDvRPLr5↗
September 2025 · 1 mention
Sep 24
Ben Pouladian — The AI trade is flipping the script:
📈 Long blue collar $PWR building the new grid
📉 Short white collar $ACN billing hours in a world where LLMs do the consulting
Manual labor…↗
— 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…↗
May 6
Chris Ray — $LGN (Legence Corp.) is a name I’ve never seen discussed here on X.
It’s in a space similar to $PWR, $FIX, and $FLEX - they specifically design and build advanced commercial build…↗
Serenity — OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…↗
Feb 7
Serenity — A new release shows Japan is investing:
$550B USD (86 Trillion Yen) into several sectors.
The first round of investments go into these three:
1. Synthetic Diamonds for Semis (h…↗
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, &…↗
— > 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…