GE

D_Pablo67

Nonsense, a classic investing strategy is to review the all-time high list. You need to look at the catalyst and runway for continued earnings growth. I struggle with wanting to buy GE Vernova. I usually look for a 5-10% pullback using limit orders. One bad news story can sending market down temporarily, creating opportunities.

EnzoTheBaker133

I'm in a similar boat. I have been systemically selling down my position and reinvesting in other stocks I like - AMZN, META, GS, NFLX, MSFT, GE. THE SELLING HAS BEEN SLOW, OVER TIME

HusKimbo

I’m liking GE

SnS2500

You are being simplistic... The largest companies of the S&P500 now represent a much higher percentage of the 500's market cap than before. The size distance between NVDA and the smallest S&P500 company is larger than ever before. The 500 still has a widely diverse range of companies but the largest have seen their market caps and stock price return grow at a much higher rate than smaller companies have. Since the beginning of the covid era, big, innovative companies have gotten much bigger. If you own SPY or VOO, your return has been largely dependent on technologically innovative companies, which includes the trillion dollar companies but also companies like NFLX, PLTR, HWM, VST, GE and others. Many companies in S&P500 have done poorly in the recent difficult times, but none of the current trillion dollar+ companies has had a losing five years.

Mediocre-District368

Yes, but their return in the last ten years has only around 86%. Nvda has a 10 year return of over 33,000%. I see them as a current growth investment, whereas IBM and GE Are part of the Blue Chip group. They are good stable investments with low risks. But, imo you won’t make the gains that can be made investing in a growth company like NVDA, although you do have a much bigger risk🥴

GhostsinGlass

Calls on Boeing for Friday. Gonna be a +5% day or more. The preliminary report on the 787 Dreamliner crash comes out on Friday and TAC's information basically clears Boeing/GE and states the investigation points towards the pilot pulling both fuel shut-off levers for some stupidfuck reason. Boeing already got a 3.69% bump today on just the TAC/Reuters article.

Glentract

I think it’s more if another company ends up doing a better job delivering compute. Look at giants like Sears and GE that are in still important industries but have become way less dominant

BobAndy004

Cramer thinks GE Verona has more room to grow…. Puts?

dvdmovie1

" I'm surprised it's not discussed here more!" Reddit has always been more about discussing whatever the top couple dozen most popular stocks are at any given time but in recent years it feels increasingly like there's less discussion about stocks in r/stocks and what discussion there is is primarily the top dozen or so most popular names. "Thank you for this my first idea was to direct myself into looking into more energy efficient gpu architectures so far." You're not wrong in your thinking and it's certainly something to keep an eye on but I think in the short-to-medium term there needs to be improvements to the grid given the electricity demand picture in the coming years. Lots of discussion of infrastructure demand in this article: (https://www.powermag.com/gas-powers-boom-sparks-a-turbine-supply-crunch/) “Gas turbines were dead in 2022–2023. I heard customers say we’ll never be able to get a regulator to approve gas turbines ever,” said Richard Voorberg, president of Siemens Energy North America, during a keynote speech at POWERGEN International in February. “Look at where we are today. We’re ramping up our capacity, we’re trying to produce more and more gas turbines,” he said. “And frankly, we can’t make enough gas turbines to support this market. Scott Strazik, CEO at GE Vernova, expressed similar astonishment during a company investor event in December 2024. “I’ve been involved in the gas business for 12 years,” he said. “I can’t think of a time that the gas business has had more fun than they’re having right now,” he said.” “We see accelerated activity in pipeline and gas that’s very focused in the U.S.—but not just the U.S. And what I’d emphasize on gas is it’s becoming an even more diversified demand cycle and that you can start to see in the numbers,” he said. GE Vernova had 25 HA orders this year—triple that of 2024—20 F-class units, and “north of 40 aeroderivative units,” he said. “Today, we’ve taken a business that was $6 billion of backlog two years ago. It’s $20 billion today.”

Ok_Celebration_639

HIMS - cost basis is around 40, plus I have 10 long call options. It’s a wild ride this one but I’m confident it will get back to 70 by year end. Bought more after the NVO drama which brought my CB up from the 20s AVGO - been in and out of this since I bought VMW in 2022 and held til it was no more. Holding long call options and selling and buying higher strike prices as new expiration dates are formed. Currently holding 1/15/27 and 6/17/27 and plan to jump up to the 28 once it’s opened GEV - been in since it formed. Never leaving. Power is a genuine play alongside AI AMZN - calling it my retail exposure short term but no one actually holds AMZN for that reason GE - afraid of missing out on any rally tbh. In for 100 shares after reducing from 400 before GEV split

Jokiranta

The big brands, GE, ABB, Siemens will start to manufacture copper rich equipment abroad and impoelrt them ten, like alternators and switchgears etc. Probably same with big cable companies, small local companies will be in trouble

Rennsail

My family crushed it with GE, specifcally post break-up. We're talking 400%+ return. It was a looong HODL though.

that_noodle_guy

Just look at the history of the milestone companies. First to 1b was US Steel in 1901 First to 10b was GM in 1955 First to 100b was GE in 1995 First to 1T was Apple in 2018 Each step along the way the next one seemed equally ridiculous. How many 1b companies are there today, when there was just 1 it seemed insane now it's commonplace.

cupidsodyssey

Do what GE/E-Bay did: break up Alphabet and unlock value

stickman07738

I love it brought a lot of GE for $6 (pre-split and pre spin-off). Sitting here very happy as I always believed the parts were more valuable than the whole. I feel the same way about HON.

Htine98

Good for those that have recently started their investing journey. GE aero space has gone to the moon since 2020. I should have invested more.

jwipez

Yeah, GE has been a beast lately. Old industrial company completely reinventing itself and the market barely noticed until the returns were insane.

TAKINAS_INNOVATION

I mean yea you’re definitely right they haven’t done shit in the past 30 years. But if you had gotten in during the breakup era of GE. You’ve done well.

TAKINAS_INNOVATION

GE lol. No position but what they’ve done over the past 5 years is an insane run. They’ve crushed the FAANG companies in the past 5 years.

Unhappy-Captain-9799

Sure, but I think the point is that you could do something 90% identical to the 500 and come out ahead. Indexes miss out on a lot of easy pickings. For example, GE. If someone just held GE, held onto the GE Verona, and waited for it to come back to the 500, they'd outpeform any index.

cocainebane

It’s funny I tracked GE 10 years ago and stopped like 3 years back. I been doing well off RKLB

4pcSweetnSour

VOO, GE, FHN, MSFT, F Not including VOO, then add AMD F really grinds my gears but GE and FHN (luckily) have been stellar

ZamianX

Broadcom, Meta, Netflix, GE Vernova, Amazon

__the_alchemist__

Space Mobile, Rocket Labs, NVIDIA, GE Aerospace, Spotify

TheManWhoClicks

I am doing it like this and it has been working great: 50% in low cost index funds at Vanguard, the other 50% (that is outperforming my index funds) are 6 handpicked stocks that are not hype or meme stocks like GE for example. Both gave me good six figure returns so far. All in the green by a great margin.

fricks_and_stones

GE had an avenue to success. Anyone that knows Intel’s history and the business knows that’s not going to happen.

InvisibleEar

It feels smarter to assume you picked the right horse? Sure hope a company that makes bad movies isn't as vulnerable to change as GE in 2000. lol

Suckerforcats

That's why you pick quality companies and maybe one or two riskier/play ones. Only keep no more than 5-6 stocks otherwise you can't keep up with them all. I have VOO, QQQM, IAUM and then 4 stocks, Costco, GE, Meta, PLTR and am doing just fine. Slow and steady...remember that. You pick risky stuff and get greedy, you lose.

spittlbm

I bought all the GE I could stomach at $3.50

elderrage

The patents being horded is probably staggering. A friend with GE says just within appliances it is ridiculous.

Jpat863

Bought a bunch of GE before the breakup and split at 8 dollars a share when everyone was saying it was going bankrupt due to the pension. Bought a lot of xom at 35 a share during pandemic. Bought a bunch of meta at 130 when it pulled back a few years ago. Bought a bunch of AMD at 9 a share

ExcuseDecent2243

Capital gains on my GE are going to be painful, but somehow, I will manage.

Bcatfan08

Bought a bunch of GE at $70.

Bcatfan08

GE

ThatLooksRight

Well, GE did an 8-1 reverse stock split in 2021. So it’s not exactly 10x. But they have definitely done better than before that. 

dkrich

I have a large position in BITI and multiple mstr put lottos that I’m planning to roll each month until the crash. I don’t think there’s that big a difference between $250 and $50 strike puts because when it crashes it’s going to zero. BTW, im not saying corn will go to zero. Clearly some people will hold it like people have held on to virgin galactic stock. As for assets that have gone down significantly/crashed? Let’s see- GE, BA, UNH, just off the top of my head.

YoYomadabest

Okay, but did GE have mamaw?

hoopaholik91

If INTC has a GE-like turnaround...people will completely stop talking about it here. Like seriously, people were buying low on GE 3-4 years ago and now that they have 10x'd I haven't heard about them at all on here.

bisonduckalltheway15

Honeywell is good. I have been buying couple of shares here and there. They are splitting into 3 separate companies next year like GE did and should all be good.

Tim-Sylvester

Can we think of any other competitor for that award? It's Boeing to be a tough challen GE.

Tim-Sylvester

It works up until the moment it doesn't. Just ask Boeing. Or GE.

After-Finish3107

Why is everything a “lol Trump doesn’t know what he’s talking about” response to literally every tweet and article? It’s a fucking trade deal. Same dumb kind of responses on Reddit from when GE announced they’re moving from China back to the US. It can’t be interpreted as anything less than positive for the US

RothIRALadder

Probably GE and JNJ

rackoblack

Less so than GOOG or AMZN. Nothing is immortal. They used to say that about GE. Rode that one for a while too, bought shares at $10 in 2009. Got out before they dropped below that again in 2018 or so.

rackoblack

I sell for these reasons: * The story's changed and the risk is no longer worth the potential reward. (BA, GE, BP, MO) * I have losses that year to offset the gains * I'm in the 0% LTCG bracket (early in FIRE) * I'm FIREd and need spending money

jrex035

>I care about the next 12 to 24 months. This is how you bankrupt a country, shortsighted greed is the fucking WORST for longterm greed. Go ask Boeing. Or GE. Or Kodak. >Add to that the upcoming Shadow Fed Chair announcing the soon-to-be 1% rate, and I say we print. Yes, let's speedrun economic collapse and the societal upheaval that'll bring, super bullish.

Fun-Confidence-9896

GE Vernova is the power generation section. They have a back log of Turbines till 2028. As well as meteoric RnD in nuclear reactors. Power demand is exploding recently so so are power companies

InformalBasil

GE is up 54% ?!?!?! what is this, the late 90s?

IronDonut

Renewables can only exist because of fast throttling natural gas fueled turbines. Real talk. I've also made a shitload in investments into gas turbine makers. I played that one contrarian twice against the green narrative and the fossil narrative. While the greenies where thinking renewables the priority I was investing in nat gas (because I know how the power grid \*actually\* works). When GEV split off from GE, the oil and gas folks said it was a bad investment because of their POS wind business and I dumped $ into that knowing that their gas turbine business would overcome the losses in the wind turbine biz. I don't discriminate, when I see bullshit, I make the contrarian play.

creemeeseason

Rolls, GE, and P&W are basically the only jet engine makers. I believe rolls also has a nuclear power division.

MrDown_Jones

It is, along with big daddy GE

No-Code6727

Record holders of GE stock received 1 share of GEV for every 4 owned in April of 2024. If Rolls-Royce does something similar, you'll want to be around for it. If they don't do something similar, I'd argue you'll still want to be around for it. I see GE and GEV p/e ratios and think that Rolls-Royce is headed there sooner than later.

jackparsons

Everybody like Jack Welch while he turned GE into a flaming husk.

chrismiller121821

BURU has been teasing an announcement for tomorrow. Saw some talking about investor meeting for NCNA. Good momentum for PSTV as well as ADIL. Trump also announced a trade agreement with China. Also 490M deal announced with GE moving production out of China back to Kentucky. Not a penny stock but I’m interested to watch that one tomorrow. Good luck to everyone and hopefully a green Friday for us all!

DoYouKnowBillBrasky

I don't own Apple. I've never owned Apple. Apple is a weird conundrum. 2 1/2 years ago, Meta was under $100 and now it's $700 when Zuck was all in on Metaverse. 20 years ago, GE was top 10 in market cap. Sometimes the big companies falter permanently. They need to innovate in a bad way.

No_Register_5841

> Allow the business to continue operating, by satisfying any debt covenants that might incur financial penalties or default. Of course *some* executives have to manage the cash flow and finances of the business. Would never dispute that and I admit that aspect of the business affects the bottom line and can be done better or worse depending on the team. > Maintain support to continue operating, by creating an investor perception that the equity value of the business is increasing more quickly than it generates cash. Absolute bullshit. It's literally GE/Jack Welch level advice. Investor's, generally, aren't wilting flowers that need to be cajoled every 3 months. You would only pursue this as an executive if you've totally lost vision on what the hell your company is even supposed to do. > The executive world is binary: either the business still exists next quarter, or it doesn't and the investors walk away with their cash and anything they can sell off from its skin and bones. Beyond that, they're not really concerned with what the company is doing or how it makes its money. Appreciate you sharing this as it's horrifying and likely true. > Consultants don't tell them what to do, ever. This is semantics. They will sure as hell massage data, withhold metrics, adjust calculations, or highlight pros/downplay cons to make one option preferred among a few presented (either because they believe one course of action is preferable or because they know the client prefers a certain course of action). > It's a mathematically optimal solution to a specific financial problem. There is a scope of problem where this is true, but basically no one in this thread (including the OP) is talking about this type of problem. If you think there is a mathematically optimal reason for company mergers you're out of your mind. > Their salaries are tied to solving the finances, not dealing with why the corporate structure itself is flawed and creating nonsensical solutions to their job. The issue is the causation. You are presuming that because executives work on the abstracted plane of costs and revenues, assets and liabilities, that it's where there value is derived. But that's the tail wagging the dog. Their value is in improving the operation of the company such that the company does a better job meeting it's mission over time. (intentionally vague to be broad because companies do different things)

stickman07738

Reverse splits are not only due to financial perils, but GE did a 1:6 reverse split to decrease the number of outstanding shares and then split into three companies (GE, GEV, GEHC). I have every nice gains because I always thought the parts were worth more than whole.

ItsCadeyAdmin

GE broke up and it was uber beneficial for my portfolio in the long LONG run

swagginpoon

So funny, when i first started investing i put a couple thousand into GE after doing like 30 mins of research. Sold it for a solid 20-30% gain in 2023. Wish i just held lol.

SoSeaOhPath

Just found it interesting that boring, old GE has outperformed all of the “Magnificent 7” Everyone talks non stop about tech (including me) but damn maybe I should just park my money into something dumb like GE

zen_and_artof_chaos

I'm up the same for GE

Puzzleheaded-Tip3991

Add: AAPL, AMZN, TSLA Remove: GE, XOM, IBM

CeruleanBlueSky

GE Vernova (GE). It's the energy company created in the GE breakup. It's been on a tear and don't forsee demand for energy dwindling.

TobakSeller

GE

SpiderPiggies

That top 10 list in 1990 is especially brutal. 1 Exxon 2 GE 3 IBM 4 ATT 5 Phillip Morris 6 Merck 7 Bristol-Myers 8 Dupont 9 Amoco 10 BellSouth

Valkanaa

I'm not even sure about Airbus, but yes I did that. Airlines come and go but only GE and RTX keep them in the air. RYCEY does too but they don't make engines for narrow body aircraft.

Infinite-Truth-6381

Like what many others have said here, airlines are really worth it. Low margins and low barriers of entry. You want to get into some sort of exposure to flying/ aerospace industries, GE Aerospace, Rolls-Royce, and Airbus are better to look at. Higher barriers of entry, pricing power, great business models, and predictable recurring revenue.

elgrandorado

Just hold over the long term and stop looking at meme stocks. I had to delete a TSLA hate comment I made because it's futile. Eventually gravity affects all stocks. Look at how long GE's valuation survived while it juiced up it's own books as an example through creative financial engineering.

Weak_Ostrich459

GE pumping because the bombers used had their engines in em lol

gappletwit

Look up how GE split last year.

ChaoticDad21

Lots of hype and marketing. Could they deliver something? Maaaaybe…but I think the bigger players (Westinghouse, GE, Terrapower, XEnergy, even Kairos) are more likely to succeed over Oklo.

UshioCheng

That happens. It is really unrelated especially if you are trading options. Got +73%/10k on BA puts I opened 3 day before the accident, felt real weird, but all I can say is I can't change shit so why not profit from them. Also btw NOT FINANCIAL ADVICE but I brought it because I believe BA will continue to fail at safety. From that accident video experts say that they saw RAT being deployed (i.e. all engine + AC bus failure) which most likely points to boeing, GE, or ground/maintance. The pilots simply can't screw up that bad in a 787 as the automation will save the plane as long as the engine works.

sandman2986

There are really three parts (4 if you include users) to the power game. Power creation, power storage and power transfer. If you look at just power creation, then you want to invest in gas turbine, nuclear, and futuristic creation like fusion. If you look at storage, then you want to find battery parts manufacturers. If you look at grid, then you want to look into power transfer infrastructure, capacitor, and companies that build and maintain those systems. Like many people mentioned, you are late but not too late. The grid is completely undersized and the amount of energy necessary for just cloud based and AI infrastructure if massive. Companies like Microsoft, Google, Meta are the users, but companies like GE, Chevron, 3M, DuPont, CEG, etc… all have a role to play. Just depends where YOU decide is the safest bet.

notreallydeep

Of course it is. So is GE Vernova. But these are the two companies benefitting the most from increased power/grid demand.

notreallydeep

Siemens Energy and GE Vernova.

Eascen

GE was a huge fucking profit if you held it. I averaged 87/share buying, sold at 200, it's at 250. And that doesn't count the shares of GEV and GEHC I got, which paid quite well.

TheCuriousBread

Surely with 100 shares and the BIG potential downside ahead. It'd be more prudent to buy married puts instead of gambling it away on a company with an already uncertain future. Alphabet has good revenue streams and a proven competitive advantage, but so did GE before it got chopped into a million pieces and rendered into obscurity.

Narcissist_X

Reverse split, just like GE

PotatoTrader1

Interesting take, what is the size of GE's battery business?

zero_cool_crash

GE

Real-Puzzle

so go for GE?

pzerr

This is common in all humanoid type robots. Is why the majority are connected to an extension cord. Tesla does not have special batteries to get around this nor do they build batteries. They purchase the right from the likes of Panasonic that are the real R&D behind it. Every movement in that robot is energy intensive. You would have to fill up every square space with battery to get some level of endurance. And even with that, you likely could only get a mile or two of walking. GE and the bigger manufactures mention that energy storage is always a challenge. Musk just lies about it. Programming a robot to dance is really easy. Getting it to do something useful much more difficult. Getting it to do a bunch of general purpose things, not even close to being there.

pzerr

Once of the issues is that Musk has been resource tunneling Tesla for a lot of years. Some of their best employees ended up working at SpaceX or X (Twitter). This has a massive effect on the innovative nature of any company. Basically Tesla has been the personal testing ground for Musk's private companies. And while it was ignored for a lot of years as the stock price ballooned, it is not ignored anymore. Having companies myself, the top 5% of your employees can truly be worth more then the bottom 95 in that they are hard to replace. They do have a decent battery company but lots of other companies have been doing this for a lot of years. Batteries systems they put in have nothing to do with long term storage. When I say long, I mean 24 hours. All there systems are simply to provide rapid action grid stability as grids are starting to have trouble staying reliable with a lot of unreliable power sources. If you have say a single natural gas generator go down or a sudden loss of sunlight due to say a storm over a very large array, you need something that can ,within seconds to ms, provide power for less than an hour. Something that instantly generates power till other systems can come up to speed. Because if something goes down unexpectedly, you can have a rapid cascading of power generations and massive power outages. I will agree that their energy company can be profitable but they are playing in a market with GE and other much bigger companies that do far far more work then Tesla and have 50 years of experience. It is not new.

thetreece

Of the original 12 industry giants on the Dow Jones Industrial Average, none are still on the list. Only one of the companies still exists (GE). Thinking that the current big players will always and forever be the biggest players is foolish. Another reason to invest in broad market index funds rather than tethering yourself to individual stocks and trying to time your exit.

MicroRootAI

Sold Apple at a split-adjusted ~$40 back in 2013 because I thought the iPhone boom had peaked still hurts to look at the chart. Kept GE all the way down through its 2017–2018 meltdown because “blue chips always bounce.” Spoiler: sometimes they don’t.

Ratsonlean

Go unote that by using it on the banker at the GE

Red_Sea_Pedestrian

Did you buy any GE stock? 😬

Vast_Cricket

only if you believe GE and Boeing commercial will not take down the earnings. Affordable price. I will add this a bit late. My SHLD is 300% over what I acquired in 2024 with overlap.

bltn2024

I'm a BRK shareholder, but frustrated by their lack of ability to find value in the booming tech sector, outside of their Apple play. Over last 15 years, their cumulative return is more than 1% per year behind the SP500. They had a golden opportunity this April. You don't have to be an oracle to know that Meta, Microsoft, Nvidia, GE Vernova, etc at 25%+ drops would be good use of some of that 340 billion dollars. Now they're all 25-70% up since April lows. That's the kind of opportunities I'd like to see them pounce on more aggressively, not for the short term but long term play in AI. They aren't going to beat the SP500 index waiting for the next Duracell and the like. Charlie had it right - great companies at fair prices... Warren has become too gun shy.

Leroy--Brown

Meanwhile nuclear stocks, specifically SMRs have been going crazy lately due to 1) private investment and partnership with energy hungry tech companies and 2) a permissive regulatory environment thanks to the current regime. Wonder why they don't have a permissive regulatory stance on solar and wind power. Politicizing cheap electricity. Weird. Anyway, I like OKLO and SMR. GE vernova and CEG are also attractive to me.

BurstingTitan88

AAPL embracing its new role as the next GE

NoSingularities0

They're intentionally designed to die. There's a lightbulb in Livermore California that has pretty much been lit since 1901. It's only been turned off a handful of times. There was literally a consortium of lightbulb manufacturers founded in 1925 that set the lifespan of a lightbulb. GE and Philips were both part of that. It's the same reason a 6 year old iPhone runs like crap (software updates making it slower), it doesn't have an easily replacable battery, and also the reason that car manufacturers change the body style of the cars every year to every few years (even though the previous style was perfectly functional).

Throwingdartsmouth

Seems to me that lightbulbs really only break rather than die. If they were to "die," I would expect them to get dimmer over time or just stop working entirely suddenly. What I see instead though is that they flicker on and off like strobe lights, indicating that the lighting mechanisms still have the ability to produce the same light output as when fully functional, but that they're made like shit and break easily. Puts on GE, I guess.

Delicious-Proposal95

I just asked chat gpt. I asked for 1990-2000 the top 8 stocks were GE MSFT Walmart Intel Coke Cisco XOM and IBM (the tech stocks shifted to the top during their to late 90s similar to the shift NVDA and TSLA had) Total return was 296% with all 500 Total return without the top 8 was -19.5%

Real-Puzzle

equinity is the worst company, in terms of stock transfer agents, not sure why they moved away from computershare imo kickback from GE Board!

Real-Puzzle

the transfer agents for GE stocks is crap!!

stickman07738

Yes, it is a rare event for success with a concentrated portfolio. I have a hard time believing in this type of success as people rarely sell at the high and never talk about their losers. Many individual investors lack a strategy to control their downside risks. Buffet controls his loses just look at his PARA, supermarkets, airlines sales. HIs wealth came because he held on to his winners and sold strategically for better returns. I retired early 11 years ago because I have a strategy and have \~ 10 holdings in my active account. After removing my original investments dollars, I move them to my hold and forget portfolio. Today, it includes META(FB)-$19 cost basis, HON - $32, LLY - $60, AMD - $2.50, GE - $6 (now have all the spin-off too), BRK. - $120.

Jackprot69

First time ever with options, i bought $250 of OTM GE calls not knowing what I was doing. They fired the CEO the next day. 5x'd. Don't worry I've lost tons of money since then.

lonelylifts12

Most GE appliances I’ve used were not made in America. Honestly places I’ve lived that had GE I liked better than Whirlpool/Maytag. But Whirlpool/Maytag makes most of their stuff in America AFAIK.

lonelylifts12

I mean Korea has LG and Samsung to wash and cool their food. America has Whirlpool/Maytag which makes a lot of appliances in the US. We had GE appliances but they were sold to Haier/Electrolux and are Chinese now I think, I don’t believe a lot are made in the US.