GE

Commercial_Ease8053

List of the only green stocks I follow (as of 8:45am) \- Apple \- chipotle \- Coke \- Disney \- EBay \- Leonardo \- FedEx \- GE \- Home Depot \- J&J \- JP Morgan \- Lilly \- McDonald’s \- Everpure \- Root \- United Health \- Walmart

DavidThi303

GE, Siemens, & Mitsubishi are the main manufacturers. They all have a 4 - 6 year lead time on delivering turbines. They're running their existing factories at max but GE & Siemens have said no new factories and Mitsubishi is considering a new factory but has not broken ground. If you want reliable power, and they do, it's gas, coal, or nuclear. There's no remaining rivers in the U.S. to dam for hydro. Geothermal is still in the experimental stage. And renewables are not reliable and the battery cost to make then reliable is gigantic.

ApplicationAlive1050

Is GE the only one who provides power generation for data centers? Are gas turbines the only source of generating power for data centers. The point also still stands that they aren’t slowing down production. This article says the exact opposite.

DavidThi303

[https://www.utilitydive.com/news/ge-vernova-gas-turbine-investor/807662/](https://www.utilitydive.com/news/ge-vernova-gas-turbine-investor/807662/) GE Vernova is increasing production in existing plants but not building additional capacity. Ordering a turbine today will be delivered in 2029.

TowerNo77

It might be worth investing in Honeywell the parent company that still has a 46% stake in it. The stock price is currently down following the split. It will share the profits but offloads the debt. There will be some uncertainty as they are also about to split the aviation division off too but splits like this often result in a greater upside for all divisions when the dust settles (e.g. GE Vernova). 

Highspiritz9

Why now? And why so much too? GE and Philips with much deeper pockets are also bringing out their own hand held devices as a direct competition.

aka_crashoverride

ughh sold my GE calls waaaay to early

aka_crashoverride

NBIS was a little wild. but has good interest. ASTS has too much regard hype for me. I traded GE and have been happy.

throwaway9gk0k4k569

There are two NatGas generator company IPOs happening this week. I don't want to get banned, so I'm not going to name them, but one happens today, and the other next Tuesday. The one today is an older and well-established company based out of Germany, but it's from the assets of the old GE business sold to them in 2018. Remember how Germany was getting all of their energy from Russian NatGas up until recently? Yea well. That's mentioned in the prospectus, which is worth reading. Anyway, this one is a dump on retail because they loaded the company up with debt to pay off the private holders first, then you get to buy the bags. It's a good deal if you think energy costs are going to continue to be a problem for a few more years. The other one is a newer company based out of Houston. The company was established back in 2006 or 2008? I can't remember. It was right around the fracking boom and they took advantage of cheap NatGas. This company is risker and not making a profit yet, but has explosive growth. They are the provider for Hyperion, and others. I work in tech and am familiar with their products. Both are interesting.

Any_Pomegranate1134

I think this is a beautiful damaged stock not a damaged company this is classic GE and caravan when they were still under $5. they are trying to repair their company back to a creditable company # analyst Price Targets for 2026/Next 12 Months * **Consensus**: Limited coverage (only 1–2 analysts actively covering). * **Average Price Target**: **$5.00**. * **Implied Upside**: **+125% to +150%** from current levels (\~$2.00–$2.14). * Ratings lean toward **Strong Buy** from the few analysts, but this is based on very thin coverage. * Current stock price (as of June 3-4, 2026 close): Around **$2.00 – $2.14** (highly volatile, with recent swings). * Market cap: Roughly **$40–50 million**

Rabid_Platypies

Exactly. Just look at GE’s split

T-Zing

Not doxxing myself bro, but it's a one of the biggest energy technology companies in the world, like GE Power or ABB

DeathCobro

You should read into GE Vernova $GEV

Helpful-Cut-4903

i’d probably keep both tbh. GE Aerospace feels like the safer long term hold and GEV has the more exciting AI grid/data center angle but also more risk after that run wouldn’t chase GEV here. maybe just add on pullbacks. i’ve been checking stuff like this in Finnext too mostly as a quick second opinion on forecast and news momentum before adding

UnObtainium17

I have sold out of META couple of months ago on a very little gain. Moved the money to LLY and GE on the dip. I figured if META gains a lot after I sold, I can totally live with that.

Scared-Signature-452

Great advice, thank you, but doesn't always work? GE has been a winner for me since 2024 but has stalled lately.

moorhound

Jensen don't know shit. GE Vernova is the next trillion-dollar company

MisterMeatfist

Your DD doesn’t include anything for behind the meter energy generation. Gas turbines for on site natural gas generators are in incredibly high demand right now. I haven’t researched this deeply so this is not DD and the juice may have already been squeezed, but players here would include GE Vernova (GEV), Bloom Energy (BE), Siemens Energy (SMERY), Mitsubishi Heavy Industries, and others. Might be worth looking into more

dominic_l

with all that power generation youre gonna need a way to transmit it and the current power grid infrastructure is going to need some serious beefing up and GE Verona is gonna be the one building it

AnonymousFirm

It seems your AI agent did minimal analysis of competition, notably: Vertiv, Quanta, and GE Vernova. Would you mind adding this to your prompt and then copy pasting into a post for us again?

InevitableAd2436

Semens, Eaton dat pussy, and Schneider will all be winners long term. I’ve allocated capital to GE Vernova though. Might scale back and own some of those names

crisco000

I don’t think you could be any more incorrect if you tried. It 100% IS happening. Just in the past week’s companies announced more than $3.6 billion in new projects ranging from automotive assembly lines and steel processing centers to dairy production plants and electric bicycle factories. There is continued momentum in domestic manufacturing as companies seek to strengthen supply chains, expand production capacity and move operations closer to customers. Toyotas $2 billion expansion at its manufacturing complex in San Antonio creating 2,000 jobs. Japans MISUMI Group announced the launch of their $1 billion global investment initiative for manufacturing and supply chain organization in North America. Walmart just celebrated the opening of its $350 million third company-owned milk processing facility in Robstown, TX which also supports the company’s broader commitment to invest $350 billion in products made, grown, or assembled in the US by 2031. XPEL just announced approximately $110 million in manufacturing and supply chain investments of four building campus totaling 435,000 square feet that will serve as the company’s North American Manufacturing and operations hub. Italian based CEP USA just opened its first US manufacturing facility in North Little Rock, AR. LEV Manufacturing just announced plans to establish its first Tennessee operation in Algood, TN which will be a 100,000 square foot assembly, logistics and distribution facility. Hyundai Motor Group - $26 billion in US investment including a new Louisiana steel mill supporting domestic vehicle production. John Deere- $20 billion of US investment including onshoring excavator productions Stallantis- billions in US manufacturing investments and plant upgrades as part of reshoring efforts. GE Aerospace- investing $1billion in US factories and suppliers across 16 states. Hiring roughly 5,000 US workers. Eli Lilly- $27 billion for four new US manufacturing sites. More than 13,000 US jobs expected. Specifically reshoring API. Novartis- $23 billion investment to build/expand 10 US manufacturing facilities. GSK- $30 billion investment on US based manufacturing and research. Amkor Technology- $7 billion advanced packaging facilities creating 3,000 jobs…… I could go on and on. There’s been roughly 1.7 TRILLION of announced US industrial investment since 2025 across 140 companies and 35 states. Just as offshoring took time so will reshoring/onshoring, but it is happening no matter what you or that uneducated fool says.

otterhaven

I sold all my GE Verona a few months ago

ShitTheFuckDown

Don't be a dumbass. I remember when Facebook IPOed and everyone was trying to figure out how an app could be valued as much as Ford or GE. Tech plays by some different rules sometimes. 

Easy-Land-9781

Yep, Also explains why my GE Vernova is at the top of the account lately

Alicyclobacillus

Getting old GE vibes from Berkshire Big successful conglomerate about to unwind and implode

fake212121

Who said aerospace not penetrable? GE, Safran Boeing airbus eaton. If u compare numbers, HON is not too far from others so, take it easy. Spinoff is going on for a hr or two so all priced in

missedalmostallofit

I wouldn't sell GE just to chase GEV after the move unless your thesis has really changed. GE and GEV are not the same bet: GE Aerospace is a jet engine/services cash flow story, while GEV is more of a power/grid/datacenter capacity trade, so concentrating into GEV increases exposure to a hot AI-infra narrative that can re-rate both ways fast. For a 3+ year hold, I'd probably keep both or add fresh money slowly to the one you understand better instead of forcing a swap between inherited positions. The key DD for GEV is whether backlog converts into margin expansion, not just whether data centers keep getting announced. If you want another shortlist for DD: [https://catsofws.com/](https://catsofws.com/)

dvdmovie1

I sold some GEV in recent weeks, not buying more of that at this point. I bought NVDA several years ago and saw it as a fantastic long-term investment. I have owned a lot of AI infrastructure over the last 2-3 years and that has been a fantastic theme (when that is over, I can't fathom a more lucrative theme for years and years) but it's not a long-term one. Investment will not keep at this pace forever and the moment you start to see growth slow/backlogs come down/etc a lot of stuff is going to re-rate - but the market will start to try to anticipate that in advance. Is that this year? Probably not unless the economy ex-AI materially deteriorates or some other headline curtails AI spend. Next year? Maybe for some of these AI infrastructure/bottleneck trades. That's not saying these are bad businesses - not at all - they are good businesses having the best time they've ever had but the stocks are priced as such and with something like power, you have everyone trying to get a piece. BE is about a 10x since last Summer. FTAI/GE are using aerospace engines as turbines. Solar company NXT bought a battery company and was up another 15% yesterday. People thought solar wouldn't do well but it's having a very good year, so it also becomes not just owning one particular type of power company. I'm not saying that the theme can't continue for a while longer (I own GEV, BE and a bunch of other names), but the theme is not indefinite and people should not treat it as such, or with how much this stuff has already gone up they shouldn't treat it as early either. Lastly, clearly you haven't seen any hint of demand slowing at all - just saying it eventually will unless we're going to build data centers on every corner like Starbucks. I wouldn't treat these names as long-term holdings if one owns them, I'd treat them as names were you have to continually re-assess where you think things are because while GEV has been a fantastic holding for me, I don't want to own it on the other side of the demand it's currently enjoying.

Rph55yi

SPCE calls were recommended by squeeze finder last month. I actually got in and sold when they did and broke even. Then tried it on my own and did get a 100% return but I sold too early and could have made even more. Then I did call on GE (they are a boring aerospace company that did not get space hype) and made a 20% return. Not sure what to buy next.

Nearing_retirement

Interesting sort of reminds me of GE turnaround a little

aphel_ion

Is it GE or GEV? GEV builds generators which are in huge demand for datacenters. Whatever you think of AI, the spending spree is real, and all that money that’s getting spent is going to companies like this, so it makes sense they’ve skyrocketed. I think the question is when does AI spending start slowing, because there’s no way that kind of capex spending is sustainable. And the other question is what these companies doing with all the profits they’re getting from the AI windfall? I’m not sure they can use it grow their business knowing demand for their product is about to fall off a cliff.

Longjumping-Speed511

The first company to hit $100bn in market cap was GE in 1995… that’s over 30 years ago and 15 years before 2010. It was also justifiable. It had $70bn in revenue at that time. 1.4x price to sales ratio. That was well earned. SpaceX is IPO-ing at nearly 100x… I get that valuations are entering uncharted waters, but this is just absurd. God speed

Semiotic3

You may be correct but lets see after the IPOs go public. The backlog is a buffer, not a guarantee. Keeping my eye on: Hyperscaler CapEx - Any mention of "project push-outs" or "cost optimization" in data centers. Interconnection Queues: Regional Grid Operator Data - If "Under Construction" projects start dropping or stall in the queue. IPO S-1 Filings for AI-Native Companies - If unit economics reveal a high cost of power relative to software revenue. To me thesis economics will change, the questions is when. I am heavy in GEV and GE, my main point is GE is not exposed to the circular capital dependency of AI valuations. If that deflates things will reprice. Grid modernization happens either way and GEV is better positioned than most and making great moves but not immune any reprice on AI valuations. Either way GE does not have the AI valuation risk. Per the OP, I would not sell GE to get into more GEV now. I would sell GEV to get more GEV or just keep both which is my exact position today.

ThomasTanksDown

It feels good but you still have this lingering feeling over your head like dont fuck this up. But for the most part it feels unreal to think I could put 100% in VOO and make 500k/year (on average obviously 🤪). And no for osrs. A quit like 3 years ago amd just flipped on the GE for 2 years here and there and then stopped completely. I think I have like 1.4b ive just been giving to friends

MindTheMountains

Blue chips have entered the chat: GE, Sears, AT&T, Xerox, Kodak, IBM, Nokia

shillyshally

Both Amazon and Google were long shots twenty odd years ago. My Exxon, Honeywell, GE owning father could not understand why I bought those stocks, it made no sense to him at all. It's the future, dad, it's the future.

UCNick

lol I sold AMD right after the GFC for no gain or a loss just to get rid of it after everything went to hell. Bought GE with the proceeds and later sold before the massive run up lol. Damn I suck

Semiotic3

GE is the more reliable longer term play in my view. GEV is running under the AI thesis, if that changes so will price.

Ultimatefriend007

If you think that is counterintuitive, the look at GE Vernova. Caterpillar actually does not make much of the power needed by data center/AI; GE does. And in the last 2 years (since they split from Aviation), they are up 900%. Yes. U read it right. They were about $130 two years ago; they are over $1000 now !

Oldschoolhype2

I sold GE around $30.

Mike804

I have a friend who works at GE Vernova who told me to invest in them almost 1 years ago.. yeah

dvdmovie1

I've owned GEV for a while now and have recently trimmed some but keeping the rest. I bought GE recently (and similarly, FTAI) down because of what's been going on geopolitically, as both were certainly impacted by higher energy prices. I will say that if Culp left the CEO spot at GE I'd consider selling.

CertainMiddle2382

GE is that you?

Yummy_Time

Nah just keep em both. They both are extremely stable. I think most of GEVs explosiveness is already past..(back that chart out): but they still have 30% upside according to Trading View. GE is similar but moves different. It’s been consolidating for a bit, just moved up these last couple of days, but I’m looking at 360-370 before I’d look to swing it.

WhatRUsernamesUsed4

$GEV - GE Vernova, Siemens (Germany), and Mitsubishi (Japan) are the only major producers of gas turbines in the world which will power the centers. Its up bigly on the build hype

NoMore_stu

You guys are just not following the trends. GE, Boeing , Apple , pltr .. I am watching 30 tics right now and only 2 are red .

CageTheFox

There’s well documented issues with their gun just do some research [Link](https://www.twz.com/air/birth-of-brrrrrt-how-the-a-10s-avenger-cannon-went-from-terrible-to-terrifying). They stop using GE for a reason.

killthenoise

GE vernova has done very well for me

Ahamadrayasbaboon

GE made less reliable motorized  Gatlings?

dmcnaughton1

I'm sorry, if you think this is the cheaper option you're in a different reality. I also have yet to see how a data center in space provides any advantages. It's much more expensive, requires more resilient hardware, power consumption and heat dissipation issues galore. Edge computing in space is something that happens now, but an actual data center type workload just doesn't make sense at all to be on space. Biggest friction point right now with getting new data centers online is obtaining natural gas turbines. There's a multi-year backlog, and it's not like GE is opening new plants to fill it. You solve the turbine gap, there's plenty of natural gas and land in the US for data centers.

Alabama-Blues

I did lose $100k plus on selling GE too early. I kick myself for that. GE always gets me.

WistopherWalken

HYLN is developing a turbine? If I was DoD or a datacenter provider, I'd just go with GE. Datacenter ls in space will never happen. 

Vindaloo6363

Top S&P companies in the 80s were Exxon, GE, Phillip Morris, Coca Cola etc. Only so much growth in energy and consumer goods. Tech is limitless and in many cases much more easily scaled so it can grow faster.

rogan1990

Yea SpaceLabs, Redwire, even GE Space is probably a good adjacent bet

DueLength3906

GEZ Crazy growth since the break up of GE

AlexDMI_etoro

Check out short squeeze radar at capitalflowsdata.com. there are some good ideas at attractive prices right now like dividend aristocrat PG, Home Depot, Mastercard, GE, etc.... Good analyst upsides for well known companies. Hard to find something cheap when index is at all time highs.

ColdPangolin5355

UnitedHealthcare,, 1 year ago this company had a lot of bad press, government pressures to income, but they found a way. I didn’t even look at the income statement when I bought but they are showing strength and resurgence. 1 year later I’m up 50%. Next one for me is Whirlpool, looks just about as bad as GE did 10 years ago. These are only 3% of invested capital and that’s what allows me to stay the course in potential turnaround stories.

Produff26

It's all fake! AI, Bitcoin, etc, etc........ just remember Enron. The king of all fakes and how it devastated investors! I'll stick with the boring Boeing GE Corning Etc, etc.....

srfdriver99

> INTC as a separate, risky turnaround bet While I agree with your core point that INTC and SMH are not remotely equivalent as investments, let's be real here. Intel isn't going anywhere. People are acting like they're going to pull an Enron and implode or something. If Intel goes down and the world goes to ARM en masse it'll still be ten+ years before slow decay ensues, and they'll transform into some kind of Windows-x86 only niche computer provider that still has plenty of market for all the software out there that requires x86 processors to run. Of course that future has shrink instead of growth, but it's not a total collapse. It's the type of stagnation that _any_ company can run into, and realistically I'd expect Intel to give themselves a few shots in the arm by buying the smaller startups out there making experimental hardware and needing to scale, before they actually suffer the fate of a GE or some such.

Alabama-Blues

I did something like that with GE. I had thousands of shares at one point.

Fastest_light

Technical driven with fundamentals in mind, plus some luck and rish management. Like the time I bought GE almost at its bottom.

Current_Animator7546

Yup. Just a boring old stock now like GE was in the early 2000s

idlstrade

The case for HYLN (Hyliion) They just got UL certified, made deals with the army and navy and NASA is interested. Also just met with Jensen from NVDA who then said we need 1000x more power. If this gets BE valuation, it would be a 450$ stock, currently trading at 4$. They bought the Karno technology from GE and are about to commercialize. Its the only truly fuel agnostic generator, more efficient than the grid and a tiny footprint size, its revolutionary. The CEO also said they will be delivering to fortune 500 companies and hyperscalers. They don't even need EPA approval because its a flameless generator, which will make permitting so much easier for customers. There is also a 30% tax credit. The green folks will also love it as there are no to extermely low emissions depending on the fuel. (5% of a traditional diesel) so no after treatment needed and nearly no maintenance (thats why the navy will use it on autonomous vessels). Oh, did I mention they use 800V DC so perfect for next gen datacenters and EV charging as they won't need to do conversion steps! I think this will go on a massive run by EOY.

Wearyrockstar

Interesting to see you've chosen PSIX which has been on a steady decline in the last 1 year and reached pre-liberation day value as of today.  May I know why you've not considered GE Vernova?

OGS_7619

40+ years? 20 years ago top companies by market cap were Exxon, GE, BoA, Toyota, CitiGroup, Shell, BP, Pfizer, Wallmart - the only common in top 10 between then and now was Microsoft.

val913

I wish I had put the whole $10k in AAPL that day. Instead I diversified, got $1500 in each XOM, Merck, and GE. They are all doing alright too... When GE split into 3 companies and Vernova took off it's been a fun ride.

1WordOr2FixItForYou

Seriously. 40 years ago the equivalent top stocks were IBM, GE, GM, and Philip Morris. That's a portfolio that has massively underperformed since then and I guarantee there were identical discussions to what we're hearing right now of people saying you should just buy those stocks and nothing else because it's easy money and beats the market every year. People never learn.

AdAdmirable7208

The GE way.

Scared-Signature-452

Why am I 4 percent up today ? its because I own GE, BA, AMD, INTC and BE

UnObtainium17

Got tired of it and I sold out of them while i was still a little bit ahead. Moved the money to add more LLY and GE.

dixieTrixxy

I own : $MA - $META - $AAPL - $GE - $BKNG - $ASML and $BKNG

_Bims_

GE is top of my list right now

favioswish

Uber, Walmart, Comcast, Mercedes, General Motors, GE, Lowe's, Home Depot, Capcom, Unilever, Rivian, McLaren, Bosch, PayPal, Kroger, Citibank, and literally thousands more

ThanklessWaterHeater

You can tell a lot simply by looking at the last few years of a company’s financials. If revenue and profit slowly and consistently grow, it’s well run. Yes there can be financial chicanery—Jack Welch spent years cooking the books via GE Capital so he could strut on CNBC—but such instances are extremely rare, and you can avoid them simply by avoiding companies that CNBC says you must invest in. Lesser-known companies with solid financials and slow, steady growth will usually beat the market in the long term, in my experience.

Shibes_oh_shibes

Like when GE sold the E to Samsung making them Samesung and GE only G.

Ready_Form_7958

You have no idea what is international cooperation. Do you know that many Boeing airplane and GE Engine parts made from China? An ASML EUV lithography system relies on a vast supply chain that spans roughly **60 countries**

KYEEZY98

HD is going down the path of 2010s GE. 90B+ in debt on the balance sheet with declining margins is not good.

John_the_IG

GEV is the one that got away. I know a government attorney who left to work for GEV a little over two years ago. I started tracking the stock when it was well below $200, before the data center investment explosion. I “almost” bought around $200, $300, and $400, each time convincing myself it couldn’t possible go higher. I didn’t understand the sector and was just thinking of it as an old fuddy GE spinoff.

NobodyUsual8025

Not to mention the thousands of other picks and shovels companies like Vertiv, GE Vernova, Bloom Energy, etc. etc.

EstrellaCat

AIRJ, I added a bit more after earnings. Essentially they make water from air, they have said on call last week that the engineering is complete and all that's left is to validate results with commercialization EOY. They are positioning themselves as a regulatory solution to hyperscalers, but I also see potential from the cost reduction compared to desalination in inland regions as climate change continues to accelerate. They've also hinted at exploring recurring revenue through water purchase agreements. Also partnerships with GE Vernova They are pre-revenue and at a market cap of 250m, so it is very much so high risk high reward, but I now hold 3020 shares of it so I'm very much so convinced they can execute

HFBL

BETA. The hidden gem of the eVTOL sector. IPO’d much later than the others, so not seen as a strong competitor, but actually right in line with Joby. Already built and expanding charging infrastructure at multiple airports. Flown thousands of miles (90% CTOL). Contracts with military and delivered them the first aircraft years ago. Engineer CEO that has built a successful company before. Contract with GE to deliver electric motors for hybrid engines. The eVTOL space is extremely speculative, but BETA at these prices is worth the risk. They have other sources of revenue, if the sector takes too long to develop, others will go bankrupt, leaving just Joby and BETA.

Greedy_Mix3861

NVDA, GE, BROS, RDDT, SPGI, MELI, VRTX (don’t hate intuitive Surgical here), GEV

adfreemonster

>Do you know who administers the shares in a company if they aren't handled by a broker?  The company's transfer agent. Which for GE looks to be EQ Shareowner Services. If you scroll down a bit on this page you'll see their info: https://www.ge.com/investor-relations/shareholder-services

steady_compounder

Your math is probably closer than the account summary. Starting from 88 shares, the 3-for-1 split gets you to 264, then the 1-for-8 reverse split gets you to 33 GE. From there the spin-offs should have left you with more than 16 GE Aerospace, so I’d ask the broker or transfer agent for the full corporate-action history because something else likely happened, like a partial sale, transfer, or old certificate issue.

mzskunk

Yep, that's what I'm wondering, too. But even without that split in the calculation, it doesn't come out to 16 GE shares. When we looked at sharesonline.com, it only showed 16, 5, and 4 so the investment guy doesn't think there's a problem.  Thank you for double checking me, I appreciate your time. I just don't know where to go from here :/ 

ZarathustraGlobulus

Should be more than 16 of GE Aerospace. I'm getting this: GE Aerospace: 33 shares GE Healthcare: 11 shares GE Vernova: 8 shares

mzskunk

I did, thank you. It agrees with me that there are shares missing along the way. Do you know how I can find the trading history for a pool of shares? They were not transferred to a brokerage account until last week. Would someone at GE be able to help?

Ok_Carob_4968

Haier/GE is doing great. Best thing that could have ever happened to GEA.

kalaid0s

1. That's comparing apples to oranges. Those were not the biggest companies at that time. We have just as many unprofitable companies with sky high valuations right now. For example these were some big players before the dot com bubble burst: **Cisco** market cap: $500 billion P/E: ~180 **Microsoft** Market cap: $560 billion p/e: ~80 **Intel** Market cap: $500 billion P/e: ~50 **GE** Market cap: $470 billion P/e: ~30 See also: [r/investing/comments/1o2gfpp/pe_ratio_of_top_20_market_cap_1999_vs_2025/](https://www.reddit.com/r/investing/comments/1o2gfpp/pe_ratio_of_top_20_market_cap_1999_vs_2025/)

hottentotz

GE Vernova x Hitachi is my pick for SMR. They're already building one in Canada and the only Western company doing so. As for renewables, I'm getting an impression that storage is the bigger issue. I kinda like the idea of liquid air(LAES) since more countries can make it in different types of geography in comparison to hydrogen one. I'm hyped for salt batteries by CATL too. All in all, I don't really know, but just excited about many experts and smart people having the incentives to find a new source :)

Scared-Signature-452

So his top recommendations over the past year, the ones he talked about most often as a regular CNBC listener were Intel , AMD, Micron, GE Vernova, Nvidia of course and a couple of others. People listening to the guy would be pretty well off by now.

Orleanian

I mean, that seems like a good reason for those CEO's to have gone. Same with GE, Boeing, Tesla, etc... they want their cut of the chinese market, and need to figure out how to get in on it.

doyu

I saw a comment recently that said 4%, and that GE at its peak was 1.5%. I didn't fact check them though.

Puzzleheaded-Grass17

Here's some good calls for september that have high potential to go up with out of the money strikes. $Microsoft Corp $Meta Platforms Inc $BUZZFEED INC $CoreWeave, Inc. $Cisco Sys Inc $GE Aerospace $General Dynamics Corp $Okta Inc $Quantum Computing Inc $Block Inc and $RTX all look good for short and long term gains especially with Trumps meeting with Chinas leader XI talks about Ai and chip/tech sector calls for Sept 18th looking nice rn

DufflebagJoe

Might buy some GE doesn’t look like it’s popped off yet.

wafflepiezz

# “President Donald Trump just disclosed thousands of stock transactions through Office of Government Ethics filings, including purchases of Nvidia ($NVDA), Robinhood ($HOOD), Intel ($INTC), Palantir ($PLTR), SanDisk ($SNDK), GE Aerospace ($GE), and Dell Technologies ($DELL).”

n0m0rem0ney

Now is a good time to buy GE i think

Axonum

BREAKING: President Trump just filed thousands of personal trades. Most of them were made months ago. Some of the buys include: \- Dell, [$DELL](https://x.com/search?q=%24DELL&src=cashtag_click) \- Intel, [$INTC](https://x.com/search?q=%24INTC&src=cashtag_click) \- NVIDIA, [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) \- Palantir, [$PLTR](https://x.com/search?q=%24PLTR&src=cashtag_click) \- GE Aerospace, [$GE](https://x.com/search?q=%24GE&src=cashtag_click) \- Sandisk, [$SNDK](https://x.com/search?q=%24SNDK&src=cashtag_click) \- Bloom Energy, [$BE](https://x.com/search?q=%24BE&src=cashtag_click)

NotMe357

"BREAKING: Presiden TACO just filed thousands of personal trades. Most of them were made months ago. Some of the buys include: - Dell, $DELL - Intel, $INTC - NVIDIA, $NVDA - Palantir, $PLTR - GE Aerospace, $GE - Sandisk, $SNDK - Bloom Energy, $BE " Not sure if its real. Can anyone verify it?