$POWL

Does he own it?

He explicitly passed on POWL in favor of Hammond (HPS.A) for the switchgear/transformer bottleneck theme, and when listing Defense Production Act beneficiaries he named his actual mini-ETF holdings (AMSC, CLF, PLPC, HPS.A) while saying he doesn't have the others, POWL included. POWL appears only as thematic coverage, never as a first-person position.

His thesis

POWL is framed as a US domestic beneficiary of the AI/data-center power-infrastructure bottleneck, specifically substations, switchgear and high-voltage circuit breakers, and as a likely recipient of future DOE contracts under the invoked Defense Production Act. He views it as a credible alternative to his preferred Hammond, but treats it as a secondary name within a broad grid/transformer shortage theme rather than a conviction pick.

How his view evolved

First flagged as a likable US switchgear name, then he stated he passed on it for Hammond. Later it recurs only as one of many thematic Defense Production Act / bottleneck beneficiaries, with him noting he holds none of those peripheral names.

Key points

• Explicitly passed on POWL in favor of Hammond (HPS.A)
• Positioned as a grid/switchgear bottleneck and DPA contract beneficiary
• Only ever appears in broad thematic lists, never as a held position

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $POWL on X ↗