POWL Powell Industries, Inc.

$POWL The baby that got thrown out with the bathwater. Q4 results on Nov 11th. Historically their strongest Q of the year.

$POWL — Watching the $200 area closely. It’s tested ~$199.50 twice and is continuing to press against that resistance. A clean breakout/hold above $200 puts $210–220 in play for me. $KLAC — I’m taking the anti-Morgan Stanley view here. MS kept Overweight but cut PT from $253 → $227 despite raising its 2027 revenue/EPS estimates and pointing to improving logic/process-control intensity. To me, that sounds more like near-term caution than a broken thesis. If KLA executes into 2027, I think that target could prove conservative. $CIFR — Continue to hold. The stock has cooled off, but the underlying HPC/data-center story remains intact. I’m willing to sit through volatility while the market digests the capex/buildout story and wait for the next leg higher. $MXL — Monster move, so I’m respecting how extended this has become. Near-term resistance is around the recent $108 area. A clean break opens $115, then I’m watching the $125–128 zone as the larger target/resistance area.