Tyler Crowe

There's a whole bunch.

Pick your favorite one and add it right there.

For Stocks on the Radar, I'm going to go first today.

The one that I've been looking at is Powell Industries.

I've been known to pick sleepy businesses from time to time.

Most of the time, Powell Industries, I almost forgot the ticker, P-O-W-L, that would fall into that basket of those sleepy businesses.

circuit breakers, switchbacks, and other like electrical equipment for industrial or like municipal facilities, AI data centers, maybe LNG export terminals, you know, the big stuff.

But man, was their most recent earnings anything but sleepy.

Net new orders for the most recent quarter were up 63% compared to this time last year.

It's book-to-bill ratio, which basically means the amount of orders that it brought in versus the amount that they sent out the door as completed equipment was 1.7 times, which means way more stuff's coming in than out the door.

I wouldn't even call Powell Industries a picks and shovels investment in AI infrastructure.

This is like the blacksmith making the steel components of the picks and shovels to make them to sell them.

Companies like Powell, and this is actually to John, I think it was your statement on those bottlenecks in AI infrastructure, that physical stuff.

needing to find those efficiencies, companies like Powell are going to be where the pain points of AI build out are going to happen.

These relatively smaller companies that are facing massive demand for things that are often a much more sleepy business.

I think the companies that are able to meet that growing demand are going to do spectacularly well in the coming years.

And certainly based on the quarterly numbers at Powell, there's an opportunity for them to make that happen.

Matt, you go next.

That gives us GoDaddy, Zscaler, Powell Industries, and we go back through the episode.

I think there was a lot more companies that we mentioned along the way.