POW

POWL

2 tracked calls · 2 long · 0 short · last 90d: 2L/0S

first called by JP Insights 4w ago

POWPOWLLONG3w ago

“Memory runs through Micron, compute through Nvidia, custom silicon through Broadcom, networking through Arista, connectivity through Credo and Astera, and the power-and-thermal layer through Vertiv, P”

JP Insights

AI data centers are hitting a physical wall with power and cooling, so buy Powell as its record $1.8 billion backlog proves it is solving the bottleneck.

POWPOWLLONG@ $242.80

$212.04-12.67%

since call Jul 5

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POWPOWLLONG4w ago

“The difference that matters for me, though, is that Powell gives me similar bottleneck exposure at a much less demanding multiple, and without the sponsor structure, the dual-class shares and the Tax ”

JP Insights

Powell builds the exact same custom power equipment for data centers as its peers but trades at a cheaper multiple with 1 clean class of common stock.

POWPOWLLONG@ $285.93

$212.04-25.84%

since call Jun 30

Trade on Robinhood →