PWR
4 tracked calls · 4 long · 0 short · last 90d: 2L/0S
first called by 1000x 5mo ago
LONG1mo ago
“*FERC SAYS GRID TARIFFS APPEAR UNJUST TO INTEGRATE LARGE LOADS”zerohedge
FERC mandating grid upgrades for large load interconnection drives a surge in transmission construction contracts for Quanta Services
PWRLONG@ $689.18
$666.66-3.27%
since call Jun 18
LONG2mo ago
“these behind-the-meter facilities are legally obligated to eventually connect to the broader grid…”Convequity
Quanta Services benefits from mandatory grid connections behind-the-meter campuses must eventually make
PWRLONG@ $732.26
$666.66-8.96%
since call May 4
LONGPOSITION3mo ago
“I'm looking at data center construction companies... Pull up the PWR chart and you're going to be like, what in the fuck? This thing in 5 years, it's up 100%…”ThreadGuy
AI needs more compute regardless of who wins; PWR builds the data centers, AI-proof secular long
PWRLONG@ $633.99
$666.66+5.15%
since call Apr 24
peak +9.3%
LONG5mo ago
“I think you want to focus on the manufactured commodity node”1000x · Jonah Van Bourg
Construction companies doing data center builds are a direct way to play the AI buildout
PWRLONG@ $530.49
$666.66+25.67%
since call Feb 12
peak +30.3%