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POWL

Bsupersededelectricalrecommended 2026-05-05 · source risk_analysis_2026_05_05.md §14 / Tier 3 #14

Research-mode rules

Research statusresearching
Analysis batch2026-05-05-risk-analysis
Analysis filecodex/risk_analysis_2026_05_05.mdrisk_analysis_2026_05_05.md §14 / Tier 3 #14
Kelly size %1.50% of book cap
Stop-loss-55% premium → exit fully
Time stop2026-09-01 → exit if <100% gain
Profit ladder
+75% premium → sell_third
+150% premium → sell_third

Instrument & sizing

Instrument typeleaps_call
Strike$350
Expiration2027-01-15
Polygon symbolO:POWL270115C00350000
Recommended quantity0.208
Recommended dollar amount$750
Recommended entry price$36.00
Spot at recommendation$303.00
OTM%15.5%
IV at recommendation0.60
Delta at recommendation0.40

Thesis summary

Powell Industries: switchgear pure-play, 60% of bookings tied to data-center EPCs. Trades 1.7x book vs 2.5x peer. Micro-cap volatility — smaller sizing.

Linked predictions (0)

No predictions linked.

Upcoming catalysts (1 of 1)

DateTypeDescriptionExpected impactStatus
2027-01-15expirationPOWL option expirationvolatility_onlyupcoming

Update history (1)

Most recent first.
Updated atTypeSourceDrift / shift
2026-05-05 22:11Zauto_reviewcronspot -2.7%

Actions

Recommendation is superseded; further actions handled via the position detail page.

Status: superseded