Another Bite At The Nuclear Apple

We have an open trade in OKLO. Powell's report after Tuesday's close cut against that grain near-term (EPS strong, revenue light), and the stock sold off. Nevertheless, we exited our trade on Powell today. Taking the Other Side of a Good Company's Bad Print Context. In late May, we highlighted Powell Industries, Inc. POWL as a classic picks & shovels way to play the nuclear build-out and the broader scramble for power capacity driven by AI data centers. Powell doesn't build reactors—it builds the switchgear ...