In HelloNation, Mr. Phase Converter Jay Yuergens of New Berlin, WI, Outlines Power Requirements for Phase Converters

This reads as educational content, not a new demand signal. The only investable angle is that mis-sizing risk tends to shift spending from “new unit” economics toward service, replacement, and higher-spec electrical components; that is a modest tailwind for distributors and power-quality suppliers, not a broad industrial beta trade. There is no obvious read-through to CRMT or TSTS unless one of them has a hidden exposure to small-shop industrial electrification.

Second-order, the winners are the firms that monetize downtime and retrofits: Eaton (ETN), Hubbell (HUBB), and, to a lesser extent, motor-control/drive channels inside larger industrials. The losers are low-end converter OEMs competing on price, because undersized installs create failures that push buyers up the stack to better-engineered, higher-margin solutions. But this is a niche aftermarket, so the revenue impact is likely measured in basis points, not a meaningful quarterly driver.

The contrarian point is that the article’s “oversize a bit” advice does not imply incremental volume growth; it mostly redistributes mix toward larger SKUs and more conservative installs. The main catalyst path is 1-3 months of distributor commentary or service-call anecdotes; absent that, this is noise. The thesis is falsified if ETN/HUBB/industrial electrical channels show no pickup in order size, backlog, or repair activity over the next two earnings cycles.