Powell Industries — electrical switchgear (data centers/LNG)
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-07-01 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
“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 +4.72% 4. $COHR +18.9% 5. $RKLB +26.76% 6. $DRAM +12.29% 7. $AVGO +18.32% 8. $AMZN +9.17% 9. $ARM +36.6% 10. $TSEM -1.25% 11. $IBIT +7.68% 12. $NBIS +15.22% 13. $GOOGL +6.41% 14. $AMKR +32.25% 15. $HOOD +19.14% 16. $CRCL +17…” post →
| Date | Tweet |
|---|---|
| 2026-04-24 | 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 +4.72% 4. $COHR +18.9% 5. $RKLB +26.76% 6. $DRAM +12.29% 7. $AVGO +18.32% 8. $AMZN +9.17% 9. $ARM +36.6% 10. $TSEM -1.25% 11… → · 1643 likes · 317,745 views |
| 2026-04-22 | Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electronics $PLPC - advanced conductors $ATKR - transmission components $VMI - grid co… → · 1649 likes · 956,752 views |
| Report | Date | Stance |
|---|---|---|
| #122 — Flash Note: Defense Production Act | 2026-04-27 | LONG |
| #107 — Stargate: A Citrini Field Trip | 2025-09-28 | WATCH |
from2028 — cross-site stock view. Rebuilt at publish time.