GE

thatdudejubei

The downside is, is it worth it to keep up with 45 companies? It can be "fun" at first, but then after a few years it can be draining and not worth your time. I mean for something like GE that you have 2 shares in. You are up maybe up or down maybe $30-40? Is it even worth it? It's not even going to make much of a different in your portfolio in the long run.

BanditoBoom

Yeah…but have you actually looked at the performance of the nifty fifty over the next decade? Yes SOME of those companies turned out to not be able to justify those high P/Es But SOME companies DID turn out to justify those high P/Es In fact from my perspective it was about 50/50 split Coca-Cola, Pepsi, JNJ, IBM, American Express, GE, and so on absolutely justified their high P/Es based on their performance since then. The only thing a high P/E tells you is that you have to be INCREDIBLY detailed in your analysis and investment thesis, and be extremely judicial in where you out your money.

dvdmovie1

Pfizer has often seemed cheap for years but it's been cheap for a reason. So many people post-covid talked up "think about all the cash they now have" - but the market wasn't assigning value to Pfizer's capital allocation abilities given past M&A track record. PFE actually could have real upside if they made meaningful changes - if PFE pulled a GE and brought in some fantastic outsider CEO a la Culp I'd consider investing. Short-term it's also the kind of out of favor value stock that would get some rotation into it if people poured out of growth. Starboard Value had a large activist presentation last year (which unforutnately no longer seems online) calling out Pfizer's issues - unfortunately that hasn't seemed to have gone anywhere. IMO, if someone owns PFE for a trade or if they think changes will be made in the near-term fine, but in terms of owning PFE as it is today for any meaningful length of time, given the track record over the last couple of decades I don't see the appeal.

kunlai-pandaria

Don't underestimate kids. There were efficient markets in Falador and Varrock bank in like 2006 even before the GE was a thing

dvdmovie1

"Did Pfizer overpay..." "Yes." IMO, Pfizer continues to feel like Immelt-era GE. Lackluster innovation and when the company's own products miss, they go overspend on growth. You mention the Seagen purchase. There was also Pfizer's GBT purchase for 5.4B where the drug was taken off the market. Stock is held up by undemanding investors who go "I've heard of Pfizer" and somehow don't care about the fact that the stock is below where it was 25 years ago, as well as people looking for yield. In terms of the latter, nobody really seemed to care that much with GE as long as the dividends arrived. Once things started to erode and it looked like the dividend was getting cut, the stock cratered. Culp should be in the CEO hall of fame for turning that mess around.

Spikemountain

GE also literally had limit orders! Like they didn't call them that but they were exactly the same idea

RJ5R

GE (already up +84% YTD) RTX (+52% ) BA LMT GD (+31%) NOC (+21%) LHX (+38%)

MaleficentCoconut594

I do, I don’t just buy random stuff. I started with airlines during the COVID slump, and it’s paid off really well. My worst performer is Southwest (LUV) at -6.81% overall, best is Delta (DAL) at 163.12% and I’m averaging 53.58% return overall with just airlines. My best overall performer is GE Aviation (GE) with an 889.59% return, but I only have 2 shares (really wish I dumped into it more 😂). Aviation is my passion and I follow that industry the most even before investing, so that’s where I initially focused (including defense contractors etc). I’ve been diversifying more over the past 6mo, and I do research and look at industry trends. All small stuff, I don’t hold a lot so I made money but on a small deposit. Overall I’m at a 15.90% return over the entire portfolio lifetime. I’m also a holder, not a day trader, and I haven’t sold a stock yet.

xtric8

Larry Culp is a turnaround artist. Immelt turned GE into a financial company and drove it into the ground. Everyone thought Immelt was a great ceo but he nearly bankrupted ge. Some short sellers found out about off the books deals, corporate culture was a wreck. Some other guy took over GE after Immelt to turn it around, some guy they hired internally but he failed and was fired a year later. Culp literally saved the business

justinballsonya

It is empirically proven to be the case that stocks with high valuations tend to underperform the market long term. I mean, we quite literally have the data. Amongst the Nifty Fifty was IBM, Texas Instruments, General Electric and AMP. What possible reason in 1973 would you have that these companies would underperform the overall stock market over the next 50 years? These were the leading tech companies of the time. IBM literally had a monopoly on computers and owned an absolute shit ton of patents along with GE. How could they have let that slip away? Mismanagement. Every individual stock has that risk. Of the MAG 7 stocks, it's guaranteed that some of them will stumble and be supplanted. Shit, it's not that long ago NVIDIA and Microsoft were considered bad buys and these stocks were called FAANG, and included Netflix. What possible reason is there for Tesla's market cap to be over 300 times it's earnings? Meta is already underperforming the market. I mean if the reason for the MAG 7 growth is because of AI, why is Apple even included when they are betting AI is going to be a bust? Google was considered DOA because of their lack of investment in AI, now they are a good buy because they are pouring a bunch of money in it to play catch-up? I'm as invested in the MAG 7 as the average person is, but to think they are likely to outperform is just not logical when their combined P/E ratio is 41 and the S&P 500 itself is 31 which has always indicated a recession.

Morvalus

GE and BWXT currently building, with BWXT having many years of experience building SMRs for subs, and GE Hitachi/OPG currently building 4 BWRX-300s at Darlington NPP. BWXT supplying pressure vessels, Aecon delivering construction.

PardonMyFrenchToes

Right, before the tech stocks took over GE was the top stock in the S&P 500, Exxon was up there too. Things constantly change, staying in index funds is still the way to go.

Chumbucketdaddy

Books where cooked lol. Once you do that there’s no going back. Same reason GE failed once people found out they were cooking the books.

That-Whereas3367

 *"The dotcom bubble did not affect established companies",* 100% false. Microsoft fell 58% and took 17 years to recover. IBM and Walmart both lost >30% and took more than a decade to recover. Intel, Cisco, Lucent , Citigroup and GE NEVER recovered

dansdansy

Yamaha is a massive conglomerate, instruments are just one thing they do (and do well) in general seems like a bet on international consumer kind of similar to nintendo. Products are too unfocused with divisions that drag the profit for me to be interested as an investment, like old GE

im_burning_cookies

Still don’t get the humanoid thing. Feels like all the appliance companies are missing a step in AI opportunity. I don’t want a humanoid. I want a Maytag washing machine that washes/drys/folds. A GE fridge/oven combo that can prep raw ingredients and and assort them to their pots/pans to be cooked on the stove. Think of all the main parts that would need custom applications in homes. Not to mention all the add on 3rd party accessories, service/parts. A whole industry created from ai..

B_P_G

Yeah, no. The big companies made money back then too. Not enough to justify their valuations maybe but it's not true that most companies had no profits. The largest US companies by market cap in 2000 were Microsoft, GE, Cisco, Walmart, Intel, Pfizer, Exxon, Lucent. All those companies had legit products that they sold for real money and they're all still around (though Lucent went through some mergers). There were certainly lots of dot coms that weren't making any money but their market caps were tiny by comparison. If you owned a well diversified mutual fund then you probably had very little of your wealth tied up in unprofitable dotcoms. You still lost a lot of money in the crash though.

Got_Engineers

I agree. Net income is going up but free cash flow is going down. The Mag 7 have a CAPEX to revenue ratio of about 15% now, at an all time high. The top seven stocks have more than double the value of what the top seven more back in 2000. Back in 2000 at least there was a diversity between Microsoft Cisco, GE, Intel Exxon, Walmart and Oracle. Fundamental growth is skyrocketing, but total return is sideways.

MrRikleman

If you’re only considering the Nasdaq, which was the epicenter of the dot-com bubble, then yes, an awful lot of it was nonsensical junk that ultimately went to zero or near enough. But it is flat out incorrect to say most companies did not have earnings. An awful lot of people these days have memory holed the huge bubble in highly profitable companies. Microsoft, Cisco, Intel, Qualcomm, Oracle, GE, Lucent, or any other telecom, etc, etc. These were very profitable companies I do not know why so many people today believe that the dot-com bubble was nothing but pets.coms and webvans. That is simply not true.

ra__account

> my 67 year old father recommended GE, which makes sense GE is not the same company it was for most of your father's life. What is he basing his recommendation on? The real answer is to stick to index funds rather than individual stocks.

bismarcktp

GE is doing well right now that's good advice. A similar stock I also like is CAT. Can never go wrong with VOO. Add a tech play, pick your favorite (I like goog and nvda) maybe a bank. Have 5 good stocks (counting ETFs). You'll do very well

RustyCrusty10

Honestly, if you’re just starting out and want to make your leftover money work for you long-term, here’s a simple approach: 1. Emergency Fund First – Make sure you have 3–6 months of expenses saved somewhere safe (high-yield savings or money market). That way you don’t have to sell investments if something unexpected happens. 2. Retirement Accounts – If you have access to a 401(k) with matching, max the match first. If not, an IRA (Roth if you qualify) is a great start. Long-term tax-free growth is huge. 3. Investing Your Leftover Money – For someone in your situation: • ETFs or Index Funds like S&P 500 (VOO, SPY) or total market (VTI) are low-maintenance, diversified, and historically strong long-term. • Dividend Stocks (like your dad suggested with GE) can provide some income and potential growth. But don’t bet everything on a single company—diversification is key. • If you want some growth + fun, you can pick 1–2 individual stocks, but keep it a small percentage of your portfolio. 4. Rule of Thumb – Don’t spend leftover money impulsively. Consider auto-transferring it into a brokerage account or retirement account right after payday—out of sight, out of mind. So in short: build your safety net, max retirement benefits, and then invest in broad market ETFs first. Individual stocks like GE can be a small portion of your portfolio, but don’t make them your whole strategy.

wearahat03

I'd say it's not beyond logic, it's your logic that's faulty. To start with, companies reach new market caps never seen before all the time. In 1995, the largest company with GE with less than 100B market cap. By 2005, the largest becomes 400B. In 2035, there will be companies above 10T. In terms of exposure, Apple was the largest company in 2012 at half a trillion market cap. iPhone already reached 5. "where does Apple go from here?" Everyone is "exposed" to it. Market cap today is 4T. Big, well known companies can and have continued to deliver returns.

MagnesiumKitten

\- Who cares about what analysts think? Who cares what you think? I think it matters when you have the peanut gallery in the media, or people on reddit have all these wildly optimistically wacko views about a stock going through the roof And maybe the analysts shouldn't be dismissed like that oh sure they're overrated, but they are a fickle bunch some are sheep, some are contrarians and a few are true believers in a cult quality analysis matters and I think I pointed out the three somewhat important things about the stock which I think should be debated, if you want to talk about the stock rationally \- Is it a High Risk Stock? \- is it 16% overvalued? \- will it grow 24% in the next 12 months? Risk - Valuation - Future Performance Now if I thought the stock will perform wonderfully in the next year or two, that **might** be about the management, but that still doesn't for me determine that it's a high risk stock. It might have good odds of success, but it's still a risky stock to own, and caution is needed This one is way less controversial than say Rolls-Royce which is in a few years might have it's Enron like moment with some shakeups, that's high risk, and oddly the crippled stocks like GE Aerospace and Boeing might end up faring much better in the long term risk is risk Tesla used to be high risk and now it's more of an extremely volatile moderate risk stock

Objective_Chest_1697

Those are great points. The only comparison I can think of is Cook, and that turned out great for APPL shareholders. On the flip side, I can't even remember the guy at GE who took over after Welch. Guess time will tell. 

OneOpening3992

I got in my head that TSLA is the new GE as far as being inavators & making $$$

That-Whereas3367

The NASDAQ 100 is not the same weight or even the same companies year to year. Unless you are invested in an index fund it has no relationship to YOUR returns. eg In 1995 Apple was a $3B company and GOOG, META and TESLA didn't even exist. In 1995 the 3 largest companies on NASDAQ were Exxon. Coca Cola and GE. MSFT had a market cap of $32 BILLION In 2003 the 3 largest companies on NASDAQ were GE. Microsoft and Pfizer. MSFT had a market had a market cap of $184 BILLION

RadiantMaestro

GE Finance was not a capable organization that functionally failed in context of heightened regulatory standards around banking. The best thing they did was start to sell those businesses off.

GoingOffRoading

Have you seen household, corporate, and government debt levels? Lol That said, I might postulate that GE has never recovered from the changes Welch made.

RadiantMaestro

Jack Welch’s major strategy was to be a bank to avoid paying banks. The mess that man creates took a decade to clean up these poorly managed finance companies and get GE back into the business of making things.

milkplantation

More or less. I was curious so looked into this recently. During the last couple of crashes he bought 5 billion of Goldman Sachs, 3 billion of GE, a 26 billion dollar railroad, 5 billion in Bank of America, Wrigley/Mars for 23 billion, minority stakes in Wells Fargo, Johnson and Johnson, Union Pacific, etc Peepaw was high steppin’

CatLadyAM

GEV (GE Vernova) Dividend stock focused on clean energy. Most analysts show it’s quite undervalued right now. (Since the GE stock split my holdings are up 139%.) Regardless of the current administration’s policies, energy demand remains high and green energy offers many scalable solutions at affordable prices to consumers and businesses.

Hidden_3851

Nice. I’m not sure about tech alone because of the “AI bubble” stuff. I hope to diversify my portfolio by playing more of the field… Google Amazon Northrop General Dynamics Berkshire Hathaway Apple Netflix GE Aerospace

dvdmovie1

"IMSR is several years out from being commercially viable" The next time there's another 2022 or 2025 this will probably go down 50-70%. I don't say that about the company in particular, but bidding up things that are very early stage as if they're much further along resulted in those things being particularly obliterated in 2022. This is a market that is price-to-narrative and nobody cares about earnings as long as you can continue to tell a hype-able story and continually offer positive hype/pr. This can go on for way longer than anyone expects, but if the music stops or even slows, the things that "are several years out from being commercially viable" that are trading like they're commercially viable next year are going to re-rate closer to "several years out from being commercially viable." That's not saying you can't own something like this or that it will crater tomorrow, but to keep in mind the *potential* downside if the theme even *slowed* and position size accordingly. "sponsored with OKLO " That bloomberg piece on Oklo the other day was rather concerning. Doesn't mean it can't go higher, but not a great picture. Have had a position in Rolls Royce for a while in terms of exposure to SMRs and a number of other various nuclear-related names (GE Vernova, Mitsubishi Heavy, Hitachi, Constellation Energy, Cameco and others.) Have traded OKLO, but not looking to again.

KMI_Dragon_Knight

Because real companies, such as GE Vernova, Westinghouse, Mitsubishi Heavy, Mitsubishi Electrics, Bechtel, Hexagon, Rolls Royce, BWXT and others already exists and are actual companies with products that know what they are doing. Buy any of these instead and stop pursuing meme dreams.

salty0waldo

The division mentioned is Westinghouse, OEM reactor company. That name held a ton of weight back in the day. They are engineering EPC and service company to summarize it. They own IP of their designs. Many of the active PWRs are Westinghouse designs. They don’t own or operate the facility. They design and build the reactors and auxiliary systems. Usually the turbines are GE products, but now I’d have to refresh what was installed at Vogtle.

stickman07738

I personally avoid commodity chemical companies, preferring to stay in the specialty segment. I have ASH on my watch list - price range is stabilized - seeing a small uptick but have not pulled trigger. I am also watching and waiting for DD planned spin-off of Qnity sometime in Nov. It is a gem in their electronic business. I am also a long time (>20 year) holder of HON. I hope we get the same benefit as GE spin-offs. First spin-off yesterday SOLS - will be watching intently. Totally amazed HON stock price did not take a hit.

coolelel

Disagree. Yes, they weren't tech companies, but they were an amalgamation of the biggest industries of their time. GE just had to split into Energy, healthcare, and Aviation companies. Plenty of giant conglomerates, many were forced to split up eventually (which these tech companies have been fighting against, but there are many calls to do the same to them as well). Don't get me started on the Asian ones.

1Rab

Because risk and survivorship bias. Index funds (like VTI, VXUS) capture all winners automatically while protecting against blowups. You’re focusing on the visible success stories — NVDA, AAPL, etc. — but ignoring hundreds of “can’t fail” names that did (e.g., GE, Intel stagnation, IBM decline). Dollar-cost averaging into the total market compounds long-term with less volatility, no single-stock risk, and no need to guess future giants. Indexing isn’t about maximizing returns; it’s about maximizing certainty of long-term growth with minimal failure risk. Big tech could keep winning — or it could flatline like Cisco post-2000. Indexers own them either way.

EnzaGeoTex

GE has revenue from products in addition to washing machines and jet engines. I know Tesla has other projects, I just don’t think they will make that much money from them. I don’t know the future.

MitchCurry

It's a great day to remember back in Jan 2009 when I first started investing, I almost shares Netflix but, being new and dumb, I thought share prices that were smaller had a better chance of making me money. I ended up buying 10 shares of WBS at $3.72/sh and 4 shares of GE at $9.57/sh. I ultimately held WBS for 1 year and doubled my $50 and held GE for 4 years with a 7% CAGR, easily trailing SPY and QQQ. Netflix? Well, the 3 shares that I didn't buy at $33/sh would now be worth \~$23,500.

Dr-Fish_Arms

I'm holding \~10 tech companies, plus GE, and some BTC ETF. Time in the market beats timing the market. That said, I try to buy dips and sell peaks on occasion. Just not with my whole portfolio. I keep \~75% invested and limit myself to a maximum of 25% for my dip/peak attempts. I've been drawing down this year and holding more cash. The massive self-enrichment grift the executive branch is undertaking is unsavory and increases the chances of a downturn, IMO.

jarpio

Calling tesla a car company is like saying GE (a defense contractor that builds fighter jet engines) is a washing machine company. Theyre battery/energy storage innovator, and are on the cutting edge of automation, robotics, and AI integration. Cars are basically just technology demonstrators.

shawman123

Did all of them double. I dont think Tesla doubled for sure. Their margins are down and easy top line growth days are done. Apple barely makes that and that too 1st few years due to subscription side of revenue going up and payments for Google for default search also going up big. Easy money. Amazon for years kept their earnings down by doing massive reinvestments back to business. Past few years they seem to do less of that and so their earnings have exploded at twice the rate at which its top line has increased. I still think they can increase it even more but why do it and pay more taxes. META/GOOG are in very high margin low capex business(at least until this AI cycle). its not a surprise that they are doubling their earnings even every 3 years. They have so many levers to pull and I expect them do do it again next 5 years. MSFT is doing it as its revenue is mostly moving towards subscription/enterprise and that has very good margins. So even if its overall top line is not doubling at the same rate, its earnings can keep doing it. Especially looking at Azure growth. NVDA is a different beast all together. They are almost doubling every year. Its unprecdented that a company that used to generate 25B in annual sales is now projecting 500B In revenue over next 5Q. That is something unprecedented and probably never happening again at this scale at least. Where is all the money coming from. We came from a 0% interest and QE based environment. Even now the interest rates are not that crazy and is still going down despite inflationary concerns. Plus all these companies are global and make their money from more than just US. So their influence is that big that they have way bigger TAM than historically big companies like GE, Walmart or Exxon Mobil.

ShdwWzrdMnyGngg

I would say Yahoo! Is most comparable. They wanted to be the everything website. In reality it sucked. GE is another. Nokia and of course Enron. Haha

TAKINAS_INNOVATION

Does anyone here own GE? What do people think about them? Monster run looking like a tech company with their type of returns lately.

ra__account

With the giant tech companies like Google, MS, Facebook, etc., I honestly don't bother. They get written about all the time in the financial sites that I read that if there was something interesting snuck into their reports, I'd know from reading them before I got around to reading the reports. Lesser talked about companies like GE are a lot more likely to fly under the radar.

No_Feeling920

I sold GE in 2022 at a loss after holding it for years. Shit happens.

Pony-boystonks

I like your alphabet, GE, and home depot picks. Not super sure about Ferrari

ra__account

*General Electric* I would be cautious with GE if you don't have the time to read their corporate reports. They've done well these past 5 years but only because they did terribly in the 2010s. Maybe they've righted the ship but. .

clintgreasewoood

GE

kal14144

Kind of surprised GE isn’t getting more mention here. GE-Hitachi are closer than anyone else in the west to actual deployment as they already have permission to break ground at Darlington in Ontario and are already doing site preparation work

No_Feeling920

I don't need to try it out. I've sold GE, CEG and NRG way too soon. Sold GE at a slight loss years ago before the take-off, made a hefty profit on the other two. I am not crying over it, stopped following those stocks. I just moved on. I've been in so many stocks over the 12 years of investing, that I would go crazy following it all and ruminating over the could-have-been imaginary gains I missed out on.

dvdmovie1

"Are you adding to your AI plays, staying diversified, or just waiting for a pullback before doing anything?" There are names that I like long-term where I have a cost basis that's much lower. I have gradually trimmed some, might trim some more if they go materially higher but will get to a comfortable level where I'll keep the rest. There are some small/smaller positions that have ramped in recent months where I have sold because they've gone up considerably and I have no plans near these levels to add further. The money has been re-deployed to various real asset names, things that I thought were more out of favor than they should be (ISRG an example recently, which then had solid earnings shortly after) and other situations (HON, which I don't think will have GE-esque success after the upcoming spin-offs, but I do think that there's upside over the next year as the company breaks itself up.) I have materially less tech exposure than I did a couple years ago but still a good deal of "ai-adjacent" power/industrial names (which have continued to be a better place to be than a fair amount of tech.) In early 2024, I decided to focus more on "where the money is being spent" than "who is spending the money" and that's worked out. I've found some moderately good opportunities lately in what's not done as well this year/been out of favor. There's a lot that's popular that I'd add to/add back, but not unless it pulled back significantly. It's been a good year and 2022/early 2025 where people gave a lot of gains back weren't that long ago. I'm never going to be a person to go heavily/completely to cash, but there are times when I'll dial risk down, change the playbook with part of my portfolio, etc.

clapthattrap445

Im thinking Boeing calls to ride the success of GE's third quarter. Their reports hints at Boeing growth.

tuckmysits

GE. Thank me later.

Ihate_reddit_app

Sounds like Jack Welch GE. They cut the bottom 10% "performers" every year.

reynardine_fox

Main ones would be GE and phillips but these are massive companies that are well diversified beyond the ultrasound space.

AdamArcadian

Also, EMCOR is a Mechanical/Electrical contractor that has quietly been crushing it, beyond what any metrics would suggest. Slim profit margins and slow revenue growth, yet somehow stock is exploding. Likely getting a boost from datacenter boom. Also, Oklo and GE Vernova follow similar pattern. I’m too much of a pu**y to invest though as these industries are very cyclical.

JanetYellenNudes

Totally agree. Biggest reason to avoid any company is bad management. GE, BA, etc over and over again.

Successful_Car1670

Prime winners with GE and XOM of BBB bill in 2022

Adventurous-Diver106

# Cirtron Research Posts On X "$BACQ. consider. DoD flies 4 million hours per year and Merlin's building the autonomy layer for it. $105M SOCOM contract for C-130J. GE Aerospace deal covering 14,000+ aircraft integration. They're on track to be first to certify AI on military aircraft...."

larssonyoo

Check the latest news with GE this week👀

rackoblack

It varies every time, but lately it's been to book LTCG for expenses in FIRE. I try to choose holdings that are a hold rating, at best, rather than selling those at a buy. Over the 30y getting to here, about 1/3 of our nw ended up self-managed in from 10-25 stocks/ETFs at any given time, ended up about half of that is in rollover IRAs. I got in and out of BP, in after they blew up the gulf out with some profits. I got into GE from teh get go because who didn't want GE! Bought more at their low of $6 going into 2009, made plenty of dividends along the way but ultimately closed the position and moved on when it became clear they were not good at being a conglomerate or doing more than one thing at a time. Generally, if Morningstar rates something I own at a hold or better, I'll hold. I'll consider adding more at four or five stars. I always had DRIP turned on up until FIRE, now the taxable account divs we keep as cash for expenses while the IRAs. Some core holdings, I'd sell around the core - trim a bit at low 4+ stars, add some back at lower share rates, sometimes doing so with TLH in the taxable side if losses were there to be booked. TL;DR The answer is basically it varies, bordering on never.

HellaReyna

It could take 10-13 years for a turn around. Look at GE stock. Was bottom barrel crap post 2008, even in 2012-2015 when it changed CEOs and divested GE finance the whole company was a mess. It really didn’t turn around until 2020’s That being said, the return given the time horizon was complete trash for GE. If someone had just sold and put that cash into NVDA, that would’ve been a superior play. Something people get too sucked into really is the “hold” and “sunk cost” fallacy. It’s like Enron…if I went back in time and said Enron will fail…would you still hold? Of course not. Hindsight is a bitch. But back to Intel. I doubt Intel will go bankrupt because it’s now part of national security but that doesn’t mean it won’t become a $9 stock making chips. GE was a multinational giant and the stock traded in the low $10’s for a decade.

RayU_AZ

Take a look at these stocks, based on recent earning's reports this week. Some of the stocks reporting great earnings & revenue actually had price drop. ISRG, BSX, APH, RTX, COF, MMM, VRT & GE

Pacifist_Cannibal

!banbet $GE $305 2d

MathematicianBig2071

Energy - GE has to succeed to power all these data centers

RayU_AZ

**I think 60-100 stocks is too many to mangage. especially around quarterly earnings reporting.** I have about 20 stocks holdings in a portfolio that always beats the returns of the S&P 500 index. Try to pick the best stocks in each sector to make your stocks more managable. When I find a new stock I like, then I liquidate the stock that hasn't been performaing the best in my holdings. I usually make my moves during quarterly earnings reporting. ISRG, BSX, APH, RTX, COF, MMM, VRT and GE had good earnings reports recently. I still manage to have a watchlist of 60 stocks, but I manage then in groups of similar sectors or categories for comparison, categories of Banks, IT Software, semi-conductors, utilities, Healthcare, retail, etc...Then I can easily separate the best of the sector.

Cabrim

Lots of competition in this space, even from larger names such as GE Hitachi & Westinghouse. I remember during 2021, when Rolls Royce stock was struggling, they too were working on their own SMR. If I were to make predictions, it'd be around first-mover advantage, and teams with govt & corporate connections. I haven't read enough to be confident in anything, so I stay away.

Stocks_N_Bondage

GE, it's always GE.

No-Insurance100

How do I invest in the real physical economy instead of AI nonsense? Does GE still make dishwashers and microwaves?

Odd_History4720

I mean just invest and set stop loss. That’s what I’ve done with my last couple of purchases, all went up almost immediately so I just set up stop loss and now I win no matter what. VOO, MSFT, SPLG, GE

DistrictOk4219

👀 $FLY $ORCL. $GE looks strong and stable after earnings for long calls

stickman07738

CC is interesting only if we have a significant housing booster as TiO2 demand will rise. I have been in them in the past, but just do not see it today. I am watching and waiting DD planned spin-off of Qnity sometime in Nov. It is a gem in their electronic business. I am a long time (>20 year) holder of HON. I hope we get the same benefit as GE spin-offs.

leeuwvanvlaanderen

LOL $GE you fuck 

Valkanaa

I see BA like DIS. A solid business hampered by management, unfortunately. That said there is real value to be had buying uncertainty in an intelligent manner. A lot of my biggest wins were based on it. Before KVUE there was UNH and RTX and also GE. You need to assess if drama is likely to be temporary or long term.

WillyJohnson2222

GE Vernova 650c

Beneficial-Swim843

I right now have GE very 50/50, slight up advantage, but I don't like it and am not playing it.

Denniska66

Why GE?

TasFrancy

GE Aerospace to 350 tomorrow cuz fuck it why not

B0thS1desN0w

How are names like Pulte Group and Northrop Grumman on this graphic but not Galaxy Digital? $GLXY reporting earnings before open tomorrow... i'm sure WSB regards have much more money in this name than every single one of the before open names on Tuesday... aside from maybe GE

clapthattrap445

I am thinking 300p on GE. Any opinion?

Rolling_Galaxy

⸻ 🏢 Top 50 AWS Users (Concise List) 1. Netflix 2. Twitch 3. Airbnb 4. Spotify 5. LinkedIn 6. Facebook (Meta) 7. Apple 8. Disney 9. McDonald’s 10. Samsung 11. Pfizer 12. Johnson & Johnson 13. General Electric (GE) 14. Shell 15. Unilever 16. Ford Motor Company 17. BMW 18. Adobe 19. Intel 20. Zoom 21. Slack 22. Dropbox 23. Robinhood 24. Coinbase 25. Fidelity Investments 26. Venmo (PayPal) 27. Snap Inc. (Snapchat) 28. Canva 29. Expedia 30. NASA 31. U.S. Department of Defense (contracted) 32. CIA (through AWS GovCloud) 33. Capital One 34. Goldman Sachs 35. Comcast 36. ESPN 37. Reddit 38. Pinterest 39. Lyft 40. DoorDash 41. Instacart 42. Peloton 43. ZoomInfo 44. Siemens 45. Volkswagen Group 46. Adobe Behance 47. Intuit (TurboTax, QuickBooks) 48. Nokia 49. Time Warner (HBO Max) 50. Verizon Communications ⸻ ⚙️ In short: nearly every major app or Fortune 500 company uses AWS for at least part of its operations — streaming, databases, AI compute, or global hosting. Would you like me to tag this list by industry sector (e.g., finance, media, tech, government) next? It’ll show where AWS’s dominance is strongest.

Infinite_Scroll_5075

Calls for GE anyone

No_Art_2787

It requires timing of how you enter. Even buffet greatly enjoys the time he buys. Cigar butt investing literally relies on buying beaten down companies with strong fundamentals. What buffet does is hedge his entry *with time*. You can buy low, with the intent to hold for 20 years. Buying high with the intent to hold for 20 years will still pan out decently well, but historically you might take 10-15 years of pain. Buying at ATH in QQQ in 2000, 16 years until the top. Buying into gold at ATH in 1980, 44 years until green, inflation adjusted Amazon ATH in 1999, 8 years until green GE in 2000, *25 years* until green Do you think the current *new* market participant (who this thread is aimed at), has it in them to weather that pain? You know how you ease that pain? Taking some profit.

DuetsForOne

From chatgpt: Everyday Items No Longer Made in the USA 1. Smartphones • Apple iPhone, Samsung Galaxy, Google Pixel — all assembled overseas (China, India, Vietnam). • No U.S. factory produces smartphones at scale; even “American” brands rely on Asian supply chains. 2. Televisions • All major TV brands (Sony, Samsung, LG, TCL, Vizio) are manufactured in Asia. • The last U.S. TV factory (Zenith/Magnavox era) closed decades ago. 3. Laptops & Tablets • Dell, HP, Apple, Lenovo — all assembled in China, Taiwan, or Vietnam. • No consumer laptops or tablets are made domestically. 4. Microwave Ovens • Once made by Whirlpool and GE, but now all microwaves are imported (mainly from China, Malaysia, and Korea). 5. Light Bulbs (Standard LEDs & CFLs) • Incandescent bulbs had U.S. plants, but LED and CFL production is now entirely offshore. • Even GE and Philips source from Asia. 6. Footwear (Mainstream Sneakers & Dress Shoes) • Nike, Adidas, New Balance (except a few niche models) — nearly all made in Vietnam, China, or Indonesia. • Only a handful of heritage boots (Red Wing, Alden) are U.S.-made, but everyday sneakers are not. 7. Umbrellas • No large-scale umbrella manufacturing remains in the U.S. • Nearly all come from China. 8. Consumer Cameras & Lenses • Canon, Nikon, Sony, Fujifilm — all Japanese or Asian-made. • No U.S. company manufactures mainstream digital cameras. 9. Household Fans & Small Appliances • Desk fans, toasters, kettles, blenders — all imported. • U.S. brands (Hamilton Beach, Oster) outsource production. 10. Electronic Cigarettes / Vapes • Invented in China, still exclusively manufactured there. Why These Aren’t Made in the USA • Labor costs: Electronics and apparel are labor-intensive, and Asia dominates with lower costs. • Supply chain clustering: Components (chips, screens, motors) are already concentrated in Asia. • Lost expertise: Once U.S. factories close, restarting production is prohibitively expensive. ✅ Quick Takeaway If you’re trying to avoid imports, you’ll find no U.S.-made option for smartphones, TVs, laptops, microwaves, LED bulbs, umbrellas, or mainstream sneakers. These categories are fully offshored, with zero domestic alternatives.

BillySimms54

Nvidia, Microsoft, Vertiv Apple, GE Aerospace Watching Caterpillar and Mitsubishi Heavy Industries. Going to need something to cleanup the destruction in Gaza.

Charming_Raccoon4361

lots of great companies that are not necessary cloud or AI but reddit is fixated on certains names only. almost 80% return this year but you never see GE get recommended in reddit. Mostly, Its always about MAG 7 .

Annual_Ad_1722

No one talks about GE either, they've been on a tear equal to msft almost

Happy-n-Healthy

So calls on GE it is

clapthattrap445

290 GE poots using my perceived cons: Pros: Levelheaded, average eps, leader of the aerospace and defense industry High institutional ownership (80%) Aftermarket demand may slow but backlog is deep Cons: High expectations, AI buzzword was already used last call Overachieved last earnings report but sold. Higher expected eps this upcoming report 2028 outlook Only ticker in industry without price correction period even during recent trade war [GE Aerospace CEO Larry Culp on Q2 results: There's a lot that's going right in the business](https://www.youtube.com/watch?v=bhbsat9Ri_U)

LongLiveAnalogue

GE

EmpathyFabrication

Bechtel, Fluence Energy, GE Vernova, Holtec International, Invenergy, Jacobs, Mercuria, Parsons, TechMet USA, Venture Global, and Westinghouse Electric Company. https://www.president.gov.ua/en/news/prezident-zustrivsya-z-predstavnikami-providnih-energetichni-100849

Morvalus

They are worth more than GE's entire nuclear business.

Skittler_On_The_Roof

Yes, just like we're all laughing at the .com boom and bust right?  Amazon, a bookseller nerd who just moved out of his garage worth millions with no revenue?  What a joke.  It's just books!   Sarcasm aside just because it's a bubble doesn't mean it's not also the future.  It just means nobody is sure which companies are the future Amazon.coms and which are the futures Pets.com.  You can play the cynic just like people did in the late 90s and invested in, I dunno GE or Sears or whatever bears were buying back then.  

patticus88

GE

Ragnoid

It's like General Electric in the electricity boom of the 20s. Everyone knew electricity was the future so investing in it was a no brainer and GE was the most no brainer ticker name. Same with SMR now as nuclear is the no brainer. GE tanked along with everything else in the electricity bubble of the 1920s, after experiencing huge up swings before the pop. Disclosure, I'm trying my best to grab the short term swings around the rumor/news cycle, but long term it'll be a while before it returns to these prices after the AI bubble pops even though SMR is the inevitable future winner, just as GE was still the inevitable future winner. It feels like rope climbing a cliff at the moment. May your stop loss break your fall!

Touch_My_Anoos

Look at GE 12month. 👀

dvdmovie1

Yes. A big example for me would be something like Brookfield, who has so many public entities at this point it looks like the GE organization chart joke from "30 Rock." I can research Brookfield to a significant degree, but I'm not realistically going to analyze every aspect of the company. If me investing in Brookfield (whether via BN or BAM or BRT or....) required me to analyze every aspect of Brookfield then I'm not investing in Brookfield.