GE

longGERN

Yes a 17 year old or really most people on earth would be able to make an informed decision on if GE aerospace is fairly priced and irrespective of that if it will go higher

ktaktb

Wonder of what item they will buy the 100% of the next three years total supply. OPENAI has entered into an agreement with GE, Sylvania, and countless chinese manufacturers to purchase 100% of the global legacy and modern light bulb solutions through 1st quarter 2028. Enjoy sitting in the dark plebs.

paranoidspectator

I believe he means companies like Coca Cola (KO), GE aerospace, BALL, and banking industry like BAC

ReplyLast3565

There’s a project in Canada under construction by a partnership that includes GE Vernova and Toshiba. They might be the furthest along and have the best chance.

MR_TOFU0508

I have 130 shares and I don't plan on selling. GE is one of the best industrial stocks out there.

Be-ur-best-self

Aerospace is where it’s at, for every aircraft that’s made GE services the greatest portion of the market. Buy on dips

Moon2Reddit

He wants “100% secure growth”. GE Vernova is the only one that can offer that

Vast_Cricket

With me gain is gain. Sell 1/2 and possibly pick up more when dips. I held GE stocks for 15 years but it was close to be around $5. Time the market is very difficult.

investinreddit-

Good trade. Those GE ones have been nice over the year $GEV $GE have been nice trades. Do what makes you feel comfortable OP. If you sell off, you can buy when it consolidates a bit. Another option. Maybe not a preferred one on Reddit, You could buy into an ETF that has a market weight in GE like $ITA and $PPA. I've been in $ITA like a long swing trade for about 10 months.

SchezwnChakli56Tikli

I’ll speak to #1 since I’ve followed this one closely. On **GE Vernova (GEV):** I’ve listened to all their quarterly earnings calls since the spin. The core thesis is pretty straightforward: as long as global power demand keeps accelerating, especially from AI/data centers and electrification, they’re structurally positioned well. A few key points: * Their **Gas Power segment** (natural gas turbines + services) is effectively sold out for several years (management has indicated backlog stretching close to 2030). That segment still represents a large portion of revenue and cash flow. * They’re one of very few global manufacturers capable of producing large-scale, high-efficiency gas turbines at scale. * The AI/data center buildout is creating incremental baseload demand, not just renewable demand. Gas turbines are currently the fastest scalable solution for reliable dispatchable power. * Also Not sure if you heard SOTU yesterday, but President Trump wants Tech Companies to bring their own power for the Data Centers without connecting into the Grids like ERCOT and PJM. So if all the Big Tech companies want their own power, GEV will be prime contender for it. That said, the stock has already priced in a lot of this optimism. The real questions going forward are: * Can they execute without supply chain bottlenecks? * Do margins expand as backlog converts to revenue? * Does order growth stay strong beyond the current cycle? On the broader power theme, it’s not just GEV. You also have: * **Constellation Energy (CEG):** major nuclear fleet, positioned for 24/7 clean baseload power. Nuclear is increasingly being reconsidered as AI power demand rises. They are reactivating their other defunct Nuclear plants since they know the energy demand is much more than supply. * **Bloom Energy (BE):** solid oxide fuel cells converting natural gas/hydrogen to power for distributed use cases. If you want to simplify it, just look at the Holding Companies of \- $GRID \- $ELFY \- $VOLT \- $AIPO \- $ZAP \- $TPZ \- $POWR \- $NLR Personally, I have meaningful allocation to a mix of GEV, CEG, and BE, but I treat it as a structural power demand thesis, not a short-term trade.

drew-gen-x

Everyone misses the point that caused the dot com crash. The S&P 500 was overly concentrated in a few stocks. It wasn't pets dot com and the other internet crap stocks. In 2000 the 10 largest stocks made up 23.2% of the S&P 500 market cap. Today the top 10 stocks make up 40.7% of S&P market cap. Does that sound familiar? Why is reddit daily stock chat sound like we are in a major bear market or market correction when we are maybe 1-2% from ATH's in the $SPY? 1. $MSFT. 2. $GE, 3.$CSCO, 4. $WMT, 5. $INTC, 6. $PFE. That was your top 6 stocks by market cap in Jan 2000. None of the crappy, non profitable internet stocks were atop the S&P. And now the market concentration is 2x of Jan 2000.

uutnt

There is a reason GE Vernova is up 188% over the past year.

14mmwrench

So CAT, GE, SIEGY? They can put megawatts on station in a short period of time in containerized generator sets. Can be run on diesel, or whatever cheap fuel oil is handy until you can plumb in NG or get a larger permanent plant.

tripstermcgee808

GE and BE are my fuckin homies.

No-Improvement3164

CAT GE GEV no reason to own anything else

PassiveF1st

GE Vernova has been a beast YTD. Up almost 30%

PassiveF1st

GE Vernova has been a beast YTD. Up almost 30%

coronagetcha

Who remembers when GE was the generational buying opportunity? Lost for a whole generation.

DevinT96

Complete long shot but why not, can I earn a job?. Been job search for a year now I can list bunch of technical skills worked at Comcast and GE Aerospace but at this point I would do anything. I have an extreme passion for technology and helping people use it. The world is a scary place and I want to help the people around me and do things that leave them better then we found them.

IJstDntKnwShtAnymore

I am comparing it to GE even RR is right at RTX's butt.

pigbaby1989

OEMs in the energy sector. There is no way in hell GE vernova, Abb, sneider electric, siemens and siemens energy etc wont be baller investments. I work for SE and if you want a gas turbine you can get it in 2030. Transformer business is even worse than that.

1sailingaway

To sell effectively to the world’s largest economy. Perhaps you can ask Toyota, BMW - their largest plant is in the US, Mercedes, Lucid, etc. why they are here. New international investments are from Astrazenica, TSMC semi, Hyundai, Novartis, Siemens, SoftBank, etc. And US companies such as OpenAI, Oracle, Google, Stellentis, Apple, Meta, Intel, GE, etc. have increased new investment here. The focus is on making sure we have critical infrastructure in the US and not reliant on globalist strategies that prevailed in the past. Of course, nice jobs come with these investments.

playstationjeans

Sandisk, GE VerNova, LITE, NVDA has entered the chat.

Yummy_Time

UUUU, GE, GEV, HUBB, ETN. Basically any firm that either does the infrastructure or power supplies to the actual buildouts of the data center boom which will be in play for the next ten years. I have about 10 companies lined up within that field which I’ve been swing trading on technicals. Was up 80% last year overall, and up 18.5% so far ytd.

Warm_Pianist4879

what are you flipping on the GE?

leeuwvanvlaanderen

All of you buying limp $MSFT when you could’ve invested in red-blooded patriot $GE They make engines, of course the stock will fly. Idiots.

SteinyBoy

Based on Iran I checked Raytheon and Lockheed. I feel like all eyes on big tech everyone missed out. GE aerospace too. Hindsight bias is a bitch. They’ve already run so much more room to go or just puts on everything else. I’m a bear now because a crash is a comin. But it’ll be the shortest bear market maybe a year only so buy the dip

Parrot_1979

PYPL will comeback. They have to reinvent themselves just like IBM, GE and Cisco did. It will take awhile and gradually the negative sentiment will fade. Value investors and long holders will do quite well on the turnaround.

The_Last_Otter

One day CRSP will come through, hopefully AI can help accelerate their research. But I’m with you about Healthcare, such a boring slow growth sector. I’d probably do a 60%GEV/30%GE/10% GEHV split or something like that. Definitely grabbing GE before GEHC though!

Fit_Square_520

Funny..I have a small chunk of CRSP too..down 20% from when I purchased a few months back..but agree that it has moonshot potential. Healthcare just feels like a crapshoot but GE seems to know how to execute and the name to back it up. I'll be continuing to watch it and probably jump in at some point when the time seems right. Its pretty reasonably priced.

The_Last_Otter

I literally have no exposure to Healthcare besides CRSP… which is basically just a small moonshot position. Looking for one a little more established but also on the “growth” side. The GE’s kinda seem like a holy trinity

No-Improvement3164

GE GEV and CAT never stop

Valkanaa

GE and RTX are also major engine suppliers, so there's that. RR was the only one I didn't pick up since they had no narrow body exposure.

748aef305

GE (alone) doesn't make a *single* currently in production engine for single aisle commercial aircraft. They have a partnership (I wanna say 50/50 but it might be slightly off) with SAFRAN in France for the production and sale of the (single most popular aircraft engine in history if I'm not mistaken) in the CFM56/CFM-LEAP engines. All GE branded commercial aviation turbofans currently in production go on *nothing* smaller than a twin aisle 767(which is currently only sold as a Freighter or Military derivative variant), and soon the smallest will be the 787. Rolls Royce on the other hand (aviation wise) basically exclusively commercially powers twin aisle Airbus planes. Their last single aisle partnership was the (admittedly still in production but in only one new built aircraft, the military KC-390 transporter) IAE V-2500. Both make and sell private and military powerplants as well. Either way, GE & RR are*THE* industry leaders. They have an effective duopoly on the large commercial aircraft & long-range private aircraft turbofan market, among other similar sectors.

diemunkiesdie

GE capacity is sold out?

748aef305

Literally *the* competition to GE Aerospace.

Fit_Square_520

Ditto..same as GE only faster growth. Hard to beat the GE's!

himynameis_

Just a question, because this is outside my circle of competence. Is their engines in a similar vein as the GE Aerospace engines?

TheMagnificentBibo

I often look at comments like this at someone in the industry and realise how little I know about others. Every airline is planning to transit to GE over the next gen ac. RR has been unreliable and expensive over the past few years

Be-ur-best-self

GEV aka GE Vernova. It is the most successful position in my portfolio.

D_Pablo67

Investing is best done as a steady, patient habit, into companies with consistent and persistent earnings growth, with some S&P 500 ETF for balance. My largest holdings are NVIDIA, Comfort Systems USA, CrowdStrike, Broadcom, GE Vernova and Goldman Sachs. My recent buy the dips were Robinhood and Palantir.

AnonymousRefraction

GE

slem46

GE

slem46

GE and Corning. have had them and adding

Scared-Signature-452

GE

AwkwardObjective5360

See a GE

Dull_Broccoli1637

Yeah hospitals aren't going to be buying those devices to give out to patients on the hospitals dime. Those are all billed directly to insurance to cover the cost. This money is going to the workforce, technology within the hospital and to again keep the lights on. This was money that was taken away and just given back to the rural hospitals. Big ticket items will be new diagnostic machines, contracts like Stryker, J&J, GE, ect... And maybe upgrading EMR and or reporting software. Medtronic surgical equipment if you're lucky $10 billion is a drop in the bucket.

LumpyShock9656

Lol nice one See above comment: It's not even 493, it's retardedly overvalued COST, WMT, DE, GE, CAT... Industrials. The rest (financials, consumer discretionary, software) are all bags too. My plan is to continue bagholding

LumpyShock9656

Bag 7 lol. It's not even 493, it's retardedly overvalued COST, WMT, DE, GE, CAT... Industrials. The rest (financials, consumer discretionary, software) are all bags too. My plan is to continue bagholding

Due-Papaya-6217


Rare-ish_Birb

GE death spiral tbh

GaylrdFocker

"In a heartbeat", it's been 4 months. What happened in January was probably a dead cat bounce. Questioning it is fine. Comparing it to crypto is ignorance. What due diligence did you do to make your investment? What news have you paid attention to to think it should still be worth what it was? Investing in individual companies is fine if you are ready for stuff like this, but you should have known this was possible before you went into it. Check out Enron, Intel, GE stock, or many others if you think this is highly unusual. I scored in the 97th percentile on the MCAT, thank you very much.

atropear

Yes. They have to redo the power grid anyway. It looks like fusion is the real deal. I put money in FLNC, PWR, TESLA and Schneider Electric in April last year. Up a lot. BTW GE was one of the top stock picks of the 1920s if memory serves.

LumpyShock9656

Yeah alright you sound smart now look at all the tech stocks in a bear market. If all the "smart money" wasn't rotating in 50 PE Costco. 48 PE WMT and KO, and GE, this shit would be much lower

BabyDontHerdMe_NoMo

GE still outperforms VOO and QQQ as of today. So even with the "crash and doom" narrative that most of the thread has spread, if you would have kept GE since 2000, you'd still outperform ETF holders. I love ETFs but my point with the original post is that the narrative behind ETFs is oftern overstated!

SukottoHyu

GE Vernova because energy is the future. If you don't have energy nothing works. JPM because no matter what new technology craze there is, big tech companies will always need to borrow money. Both of these stocks play into everything while maintaining low risk and high reward.

reynardine_fox

I restaked a position not because of him but just how much we've corrected since last high, hiring trends, and I suspect another large deal is about to go through. Cramer has a point with ge healthcare but it also shows he is completely missing the point. Bfly is disruptive by the very nature of the tech involved and when you add auto interpretation, pacs, billing augmentation, wearables, and industry licensing of cmut, it really is not a straighforward medical ultrasound company. That being said, wouldnt mind if GE woke up and offered a hefty premium to buy bfly out.

MrMathamagician

Big us tech stocks: appl, msft, googl, nvda, amd Global consumer brands: Coke, Pepsi, Nike Oil companies: Exxon mobile, ConocoPhillips Mfg: Caterpillar, GE etc Gold! Lots of gold!

DaemonTargaryen2024

Any time. It's a dangerous logical fallacy to conclude – with 20:20 hindsight – that picking the few best performing stocks means you should concentrate your portfolio. It's not remotely repeatable on a go forward basis. [https://www.finra.org/investors/insights/concentration-risk](https://www.finra.org/investors/insights/concentration-risk) [https://www.visualcapitalist.com/ranked-the-largest-sp-500-companies-over-time-1985-2024/](https://www.visualcapitalist.com/ranked-the-largest-sp-500-companies-over-time-1985-2024/) See Enron, Lehman, Kodak, AIG, Cisco, GM, GE etc.

alwayslookingout

At its height GE was the most valuable company in the world. Now it’s trading at the same price it was in 2009. Whatever is in Mag7 right now may or may not be in 20 years.

AlvinoSh

Lets say you came up with this conclusion in 2005, the top 10 companies by market cap in 2005 were: Exxon,Microsoft,Citigroup,GE,Walmart,Bank of America,Johnson n Johnson,Pfizer,Intel,AIG (lol) This portfolio with dividends reinvested would underperform the SNP500, even if we chose to not include AIG because you may think 2008 cannot happen again. It would not be a "bad portfolio" but it would still underperform. The the next biggest company will not be included if you continue to only hold mag 7 for the next 20-30 years.

CmdrMobium

The top 7 companies in 2005 were GE Exxon Mobil Microsoft Citigroup BP Pfizer Johnson and Johnson Do the math with those

bornguy

I'm a preface this with i"m a degenerate. Concentration > diversification. Find some kind of special situation and capture the arbitrage. Example, when General electric spun off GE Vernova and GE Healthcare, if you held the underlying you would of profited handsomely. Another one is When Boeing announced repurchase of Spirit Aerospace. FWIW, you're not retiring at 49. no way. unless you're dead at 55. You would need to moonshot to 2 mil in 10yrs in order to retire at 49. Assuming that to be true, now you face an entirely different threat in retirement. Boredom. Its insidious and DANGEROUS.

Stocks_N_Bondage

CSCO is a stock that traded between 14 and 30 for 16 years, then traded between 38 and 60 for nearly another decade, until last year. All that time, dutifully paying a dividend and existing with a very low IV. It's more boring than GE. I'd say it "rocketed up" in 2025, but it barely moved 20%-ish. # But wow, it sure did start a big move late January. Interesting.

Srnkanator

And if NE wins, Dunkin and GE? How about GD, that's been on a tear.

DanasSideWife

GNRC has been my play for a while now. 2 years in a row expanding manufacturing footprint to build more of their top end commercial generators and with grid tie ins backlogged 5+ years most new builds will be running on generators from GNRC,CAT,GE, etc. The smaller residential lines have been hit hard from mild weather but data centers are now a massively growing market segment they didn’t have before. Service contracts on these will bring revenue for years too.

ryallen23

SPY might not be diverse and high quality enough to compensate for the AI bet doesn’t pay off. But infinite versions of a portfolio with stocks inside it totally would. Let’s make two up real quick with a goal of doing well without crash risk the next 5 years - 1) GS, WMT, AVGO, MA, GE 2) PM, UBER, HOOD, BK, CRWD

oldmanlegend

Have you seen GE over the last two years?

No-Reflection5141

“Permabuy.” That’s what was said about IBM and GE once.

nodzg

I love GE

LosHtown

AMD dip is going back up and GE is lowly moving up to its 3 month High mark.

SeaBar4713

Soon they will run out of R&D to cut and products to cram full of ads, and then it will be fully into the Long Slow Decline phase of the GE-Amazon management lifecycle.

BrainsOut_EU

You have short windows (minutes to hours) to close on good earnings: LLY, WWD, HWM, GE, PLTR; GOOG did jump 4% too for a min

Salty-Bid1597

It's a conglomerate by an standard.  A GE for the 2020s.

Heidruns_Herdsman

And any kind of thermal power generation means the limited number of companies that can make high quality gas or steam turbines. Rolls Royce, Mitsubishi Heavy Ind, GE Energy, etc. Plus aviation, military, shipping also need their equipment.

Affectionate-Idea690

In the 1890s, financier J.P. Morgan effectively "took out" Thomas Edison by orchestrating a hostile takeover and merger of Edison's company to form General Electric (GE).  Banks can't trust em, fuk em 

bp000000

I actually liked Siemens as well, I just thought comparably GE Vernova was a better buy. Thanks, maybe I’ll take a second look. Eaton and Hubbell, while a good companies, I didn’t see as much upside in.

bp000000

Let me know if you figure this out. I tried and landed on the grid etf and GE Vernova, but none of the major publicly traded utility infrastructure companies stood out to me as an opportunity better than allocating money into critical minerals stocks and UUUU.

RD_006

Not at all. U're absolutely correct. Renewables is pure ESG and government subsidized play. Can't vouch for the US, but it's true for Central Asia. Big boys like Eni and Total investing in RES to back up decarbonization rebranding. Which is total bs in its essence. Net zero is pure fiction without sustainability. In other words, they're building up wind and solar farms for marketing and to appease local governments. And just like u stated, competition. 10 yrs ago, Sungrow PV panels and GE wind turbines were quite expensive. Not anymore. Every year manufacturers introduce cheaper and more efficient units. There's no investment value in it on an operational stage, maybe except regional and national utility operators. Contractors and local vendors are the ones scrapping cream off the racket.

gizamo

I heard the same about Sears, Bear Stearns, BlackBerry, etc. I'm not anti-MSFT, in fact I like them quite a bit. I'd just caution away from saying that anything is 100% safe. For example, imagine someone develops a computer replacement with, say, a helmet that connects directly to your brain or AR goggles that obsolete their Windows OS and Office products. That would cut 35% of their revenue. It's also possible that Google, Amazon, Apple, or one of the Chinese replicas could make some massive investments or innovative products that replace MSFT's server products. That could kill 40% of their business. I don't think any of those things will happen. I'm just throwing out wild ideas that could conceivably make MSFT the next, IBM or GE....a former giant that's now a shell of their former selves.

cuteman

Are massive aerospace companies out of business and I wasn't aware? They all have significantly more experience and money. Why don't any of these companies do what SpaceX does? Airbus Boeing RTX Corp (Raytheon) Lockheed Martin GE Aerospace Honeywell Aerospace BAE Safran Northrup Grumann General Dynamics Embraer Rocket Lab Virgin Galactic L3Harris United Technologies Their combined revenues are hundreds of billions of dollars but they can't figure out reusable rockets? Which giants are they standing on the back of?

Mr_ThrowAwayJohnson

Holy shit, how has GE never been brought up here?

Pretend-Classic-4667

Alike investing.com's 'strong sell' rating on GE my algorithm also ranks it as 'Bad' with a '62.21%' confidence of achieving the algorithms investment goal (2%-10% ROI within 3 months). That being said I do personally believe in the long term future of GE but I would not buy the stock for a short term investment, more like 1 year plus if your a buyer today.

DopeBook

I think ATI is a good play for calls considering their order book with GE Vernova, GE Aero, Rolls, among other aero/gas turbine/ nuclear players

DecembersDragons

Different analysts got different takes. I like the Zacks team a lot and they have GE as a strong buy. 

LowSomewhere8550

“ Trump Launches $12 Billion Minerals Stockpile to Counter China By Jennifer A Dlouhy and Joe Deaux February 2, 2026 at 1:01 PM GMT+1 Save Translate 4:27 President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money, a bid to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals. The venture — dubbed Project Vault — is set to marry $1.67 billion in private capital with a $10 billion loan from the US Export-Import Bank to procure and store the minerals for automakers, tech firms and other manufacturers. Details of the initiative, which would represent a first-of-its-kind stockpile for the US private sector, were described by senior administration officials, who asked not to be identified discussing a plan that has yet to be announced. The effort is akin to the nation’s existing emergency oil stockpile. But instead of crude, its focus would be minerals — such as gallium and cobalt — used in products such as iPhones, batteries and jet engines. The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices. It represents a major commitment to accumulate minerals deemed critical to the industrial economy — including the automotive, aerospace and energy sectors — and highlights Trump’s effort to wean US supply chains from China, the world’s dominant provider and processor of critical minerals. The project has participation from more than a dozen companies so far, including General Motors Co., Stellantis NV, Boeing Co., Corning Inc., GE Vernova Inc. and Alphabet Inc.’s Google. Three commodities trading houses — Hartree Partners LP, Traxys North America LLC and Mercuria Energy Group Ltd. — have signed on to handle purchases of the raw materials to fill the stockpile. Ex-Im’s board is set to vote later Monday to authorize the record-setting 15-year loan, which is more than double the next-largest deal ever executed by the bank. Trump is set to meet Monday with GM’s chief executive officer Mary Barra and mining billionaire Robert Friedland, who represent both producers and users of critical minerals. The US already operates a national stockpile of critical minerals to serve the nation’s defense-industrial base but doesn’t have a stockpile for civilian needs. Under Trump, the US also has taken the rare step of investing directly in domestic minerals companies to boost the production and processing of rare earths at home. The administration has already inked cooperation agreements with Australia, Japan, Malaysia and other countries on the issue. It will press even more nations to pursue such pacts during a summit of dozens of countries set to take place in Washington on Wednesday. The effort to reduce risk in the mineral supply chain gained new momentum last year, after China tightened export controls on some materials. That spurred some US manufacturers to dial back production and underscored the extent of Beijing’s leverage. The new venture will offer participating manufacturers a way to insulate their businesses from swings in prices for key materials without having to maintain their own stockpiles. Those types of swings can expose companies to massive volatility in key raw material inputs that wreak havoc on balance sheets. For example, nickel saw a historic price surge shortly after Russia invaded Ukraine, fed by fears buyers would no longer be able to purchase the metal from Russia, a top supplier. Some details about Project Vault’s structure were not immediately known, including the institutional investors providing the $1.67 billion. The senior administration officials said the project had been oversubscribed because investors are attracted by a credit-worthy group of manufacturers, their long-term commitments and the involvement of the US export-credit agency. The specific carrying costs that would be charged to those manufacturers, as well as the fees for the trading firms participating as procurement officers, weren’t disclosed. Under the arrangement, companies that make an initial commitment to purchase materials at a specified inventory price later — and pay some up-front fees — will be able to present Project Vault with a shopping list of preferred materials they need. The project, in turn, will seek to procure and store the materials, with the manufacturers charged a carrying cost for the expenses associated with interest on the loan and holding the elements. Manufacturers will be allowed to draw down their material stash as long as the firms replenish them. In the case of a major supply disruption, they will be able to access all of it, the officials said. A key element in the venture’s design is that manufacturers who commit to buy a specified amount of materials at a set price also commit to repurchase the same amount at that same cost in the future. The administration sees that acting as a stabilizing mechanism, helping suppress volatility.”

Historical-Fun-2536

Just get me out of some danger so I can trim some beta and buy some MARUF and GE and MS and chill.

plasticbug

Thinking about scalping GE LEAPS calls. It is on an uptrend, and bouncing off a dip. I do want to see if it will break above 310 first though.

Herban_Myth

Thank you Carol B. Tomé Carol Tomé Chief Executive Officer 1023x1023-NBrothers051.jpg Norman M. Brothers, Jr. EVP & Chief Legal and Compliance Officer Nando Cesarone Nando Cesarone EVP & President U.S. 380x380_BDykes008.jpg Brian Dykes EVP & Chief Financial Officer Darrell_Ford_380x380.jpg Darrell Ford EVP, Chief Human Resources Officer and Chairman, The UPS Foundation 380x380_MGuffey.jpg Matt Guffey EVP & Chief Commercial and Strategy Officer Kate Gutmann Kate Gutmann EVP & President International, Healthcare and Supply Chain Solutions BSubramanian_380x380.jpg Bala Subramanian EVP & Chief Digital and Technology Officer Board of Directors William R. Johnson William R. Johnson Former President and CEO, H.J. Heinz Company Rodney C. Adkins Rodney C. Adkins Former Senior Vice President, International Business Machines Corporation (IBM) Eva Boratto Eva Boratto Chief Financial Officer, Bath & Body Works, Inc. 380x380-BOD-KevinClark.jpg Kevin Clark Chairman and CEO, Aptiv PLC Wayne Hewett Wayne Hewett Senior Advisor to Permira Angela Hwang Angela Hwang CEO, Metaphore Biotechnologies and CEO - Partner, Flagship Pioneering Kate_Johnson_BrBkgd_380x380.jpg Kate Johnson President and CEO, Lumen Technologies Franck Moison Franck Moison Former Vice Chairman, Colgate-Palmolive Company John Morikis John Morikis Former CEO, The Sherwin-Williams Company Christiana Smith Shi Christiana Smith Shi Former President, Direct-to-Consumer, Nike, Inc. Russell Stokes Russell Stokes President and CEO, Commercial Engines and Services, GE Aerospace Carol B. Tomé Carol Tomé Chief Executive Officer 1023x1023-KevinWarsh-BOD.jpg Kevin M. Warsh Former Member of the Board of Governors of the Federal Reserve System, Distinguished Visiting Fellow, Hoover Institution Stanford University

nodakakak

God, I wish we would stop seeing market consolidation. Have GE buy WBD, anyone else in any non-competing sector, just not another streaming service attempting to swallow competition.

Fine_Sock3874

GE ⬆️

icydragon_12

>Circular financing was a popular trend in 1929.  Indeed. Most famously by GE and Westinghouse (the Nvidia/Microsoft/amazon of the era) and RCA (the OpenAI of this analogy) . But uhh.. that RCA stock went from \~$7.50 to \~$550 from 1921 to 1929. GE, went from $0.50 to \~$400, Westinghouse went from $50 to $400 over the same time period. If past is prologue, the time for fear is ...later .

1098duc_w_the_termi

The issue is, when valuing conglomerates, often times the multiple applied to the overall business is disproportionately brought down by the shittiest part of the business. Hence the recent spin outs of shitty segments by GE, JNJ, Honeywell etc.

DanasSideWife

CAT and GE Vernova killing it on data center power generation demand. People are absolutely sleeping on Generac GNRC right now. They bought a new plant to expand for data center demand and their generators are all epa compliant. Along with the crazy storms that have come through boosting residential demand I think next quarter is going to be when they really take off.

dan_pitt

People used to make the very same arguments about GM and GE.

leeuwvanvlaanderen

$GE trading like a shitcoin 

CommanderLeona

Most likely will parallel GE, flat and then slow bleed if their growth slowed

leeuwvanvlaanderen

lol $GE is just garbage 

Personal-Walrus-3682

Holding and adding more to BAC, JPM, GE, and GEV.

DopeBook

Puts on TXT - I think they will report good results but like GE Aero the outlook won’t be received well.