GE

Fishkillll

It's GE, gradual easing...

DopeBook

GE Vernova ganged up with Hitachi Nuclear and stole Nuscale’s lunch money.

Scared-Signature-452

Is it Momentum investing when I have held hundreds of PLTR shares for over an year? Is it Momentum investing when I have held hundreds of GE shares for over an year? ANSWER MY QUESTION

ImmySnommis

I mean, yeah, 40 years? Hell our entire society has changed in that time. I'm sure the people holding La-Z-Boy, Olin and Avnet in 1975 didn't do too well either if they held forever. I'm not even sure where you got that list. The list I saw was: IBM ExxonMobil GE Philip Morris GM Amoco Shell But at any rate... Active is a relative term. What would the returns be if you had realigned once every 5 years to the current top 7 stocks? I wouldn't call that "active" but I'd say it's reasonably lazy. Let's see what changes. By 1990, GM and Amoco are out and Bristol Meyers Squibb is in along with Merck. 1995 we lose IBM, and Bristol Meyers Squibb but gain Coca Cola and AT&T. In 2000 the shift gets bigger. We lose newcomer Coca Cola as well as Merck, Philip Morris and Shell but gain Pfizer, Cisco, Citi, Walmart and a little company called Microsoft. 2005 brings P&G, BoA and J&J as Cisco, Citi, Pfizer and Walmart drop out. I could go on, but you get the idea. You don't have to be an "active trader" to do well, but prudence says you should at least check in occasionally and readjust.

jetmd

We don’t have to wonder. These are total returns. Portfolio Performance: A $1,000 investment grows to $3,583, a 258% cumulative gain (3.5% annualized). This lags the market due to drags from GM’s bankruptcy (near-total loss) and underperformance in legacy industrials/chemicals (e.g., DD and GE faced restructuring challenges). Strong performers like IBM (+1,292% cumulative) and XOM (+1,284%) offset some losses, but not enough. S&P 500 Comparison: Grows to $9,381, an 838% cumulative gain (11.71% annualized). This benchmark benefited from broad diversification, tech growth, and compounding dividends. The portfolio underperforms by ~580 percentage points cumulatively.

Nuclear_N

My son went to college on his GE stock we started buying in 2008

Rivercitybruin

GE was one of the great stocks of all-time it's until 2008 credit crisis, if not earlier Buying top 5 SPX stocks has been death until AAPL, MSFT, NVDA

skilliard7

>ATandT which went through an antitrust breakup and trades well below its ATH. AT&T is up 350% since 1985, plus it paid a ton of dividends in that time. You'd have done great if you bought AT&T then and never sold. Dupont is up 671% in that time and paid dividends as well... GE is up 3800% since 1985.

8--2

Respectfully, you have no idea what you're talking about. GE, Dupont, and AT&T were all massively innovative companies. So much of the modern world (and the innovations we see today from current leading companies) has been built on the backs of their discoveries that I could expend multiple max length reddit comments talking about just one of them, their innovations, and the impacts that their innovations still have on modern society today. Shit, just go look up Bell labs. Entire books have been written on discoveries and innovations from this single subsidiary of just one of those companies.

reddit-abcde

GE and GEV are good now though

zepplinc20

Yeah I was way up on GE before they split it up

lucideuphoria

One note about GE you need to evaluate all of what was GE back then. I think now it's healthcare, Verona, and aerospace.

TherealCarbunc

I trimmed a little at 2.6 when i saw the market turning to secure some profits and get rid of my leveraged portion of the position. still holding the rest. I'll trim off the rest at $2 if it fails for less profits (in at 1.5 this morning) but i largely base my trims on the price action. Hoping for $3.5-$4 but largely dependent on buying volume. I was looking at the market just now for EKG demand and got this so far: # Launch Timeline & Market Revenue Heartbeam is currently a **pre-revenue company** focused on product rollout. Specific revenue estimates from the company are **not publically stated** at this time, but the plan is: * **Launch Target:** A **limited U.S. commercial launch** is planned for **Q1 2026** (early 2026). * **Initial Focus:** The launch will target select **concierge and preventive cardiology groups** who have already shown interest, establishing a high-value beachhead. * **Market Context:** They are entering a huge, growing market: * Global Mobile ECG Devices Market: **$4.53 Billion (2025)**, expected to reach **$8.89 Billion by 2032**. * Analyst sentiment is generally positive ("Buy" ratings), reflecting optimism about their disruptive technology in this multi-billion dollar space. # Heartbeam's Competitive Landscape Heartbeam's main advantage is the **12-lead synthesis**. This places them uniquely between simple consumer devices and complex hospital equipment. # 1. Direct At-Home Mobile ECG Competitors These devices are the most direct threat in terms of convenience and consumer adoption, but they lack the full 12-lead capability. * **AliveCor (KardiaMobile, 6L):** The market leader in personal ECG, offering up to **6-lead** recordings, but not a full 12-lead synthesis. * **iRhythm Technologies (Zio Patch):** Dominant in the **extended-wear/Holter monitor** market segment. * **Consumer Wearables (Apple Watch, Samsung):** Offer single-lead (I) rhythm checks, but minimal clinical diagnostic value compared to 12-lead. # 2. Traditional Medical Device Giants These giants own the existing clinical EKG market and could eventually develop competing technology. * **GE HealthCare (GEHC)** * **Koninklijke Philips N.V. (Philips Healthcare)** * **Abbott Laboratories** * **Medtronic plc** With a current market cap of 88m I think this stock will have a lot of room for growth, plan to hold 200 shares for the longer term

GabFromMars

Cool, and to think that this is part of GE's bankruptcy

No-Block-2095

What about GE, IBM, Boeing and kodak?

SlfImpr

>**Article 1:** [https://news.duke-energy.com/releases/duke-energy-applauds-department-of-energys-new-nuclear-investments-helps-advance-deployment-of-smrs-in-the-u-s](https://news.duke-energy.com/releases/duke-energy-applauds-department-of-energys-new-nuclear-investments-helps-advance-deployment-of-smrs-in-the-u-s) >Duke Energy reaffirms its commitment to advanced nuclear development activities as part of its participation in a recently announced U.S. Department of Energy (DOE) cost-share project. >Earlier this week, the DOE announced a $400 million grant to the Tennessee Valley Authority (TVA) to continue to accelerate deployment of GE Vernova Hitachi’s (GVH) BWRX-300 small modular reactor (SMR) technology. As previously announced, Duke Energy’s participation in TVA’s technology grant application supports the company’s new nuclear strategy by joining with other utilities and technology providers to more cost effectively advance a standard technology design, while leveraging lessons learned from the industry. >**Article 2:** [https://www.nuscalepower.com/press-releases/2025/nuscale-proudly-supports-tva-and-entra1-energy-announcement-of-landmark-6-gigawatt-small-module-reactor-smr-deployment-program](https://www.nuscalepower.com/press-releases/2025/nuscale-proudly-supports-tva-and-entra1-energy-announcement-of-landmark-6-gigawatt-small-module-reactor-smr-deployment-program) >NuScale Power Corporation (NYSE: SMR), the industry-leading provider of proprietary and innovative advanced small modular reactor (SMR) nuclear technology, today announced its strong support for ENTRA1 Energy’s American landmark agreement with the Tennessee Valley Authority (TVA) to deploy up to 6 gigawatts of NuScale SMR capacity across TVA’s seven-state service region—the largest SMR deployment program in U.S. history.

DopeBook

Calls. At least they have an approved reactor design in the US. You may also have heard of GE Vernova and Hitachi Nuclear. They are actually building two reactors at the Darlington site in Ontario for OPG that are scheduled for completion in 2030 (ground has been broken). So my money is on GEV recently but I have my eye on Nuscale.

HomeHedgeFund

# GE Godnova being Godly

HomeHedgeFund

GE Godnova

CalRippedken

GE Vernova news?

superKWB

I sold GE today. New position, got down seven percent , so exited the position except for 1 share. I plan to buy back in once I see that the downtrend is over and I might have made the mistake of selling today when the downtrend is over.I can't know. The general rule though is if I start a position and I get down 6-7% , that's the time to sell and move on or wait for a better buy in.

Scared-Signature-452

In terms of realized gain and loss: Pltr (9K), Rddt (8K), UAL (7K), GE (7K) In terms of unrealized gain and loss: Pltr (a lot), GE (a decent amount), GEV (ok)

Underpoly

Reminds me of GE Capital shedding assets to smooth quarterly earnings. We all know what happened when the music stopped

Ok_Conclusion_4659

The market going up 10% doesn’t say anything about an individual stock. I’m 30 years Netflix or Amazon go the way of GM, or GE, and stop growing.

No_Reason6076

I know he's pretty hated, but Jack Welch. He built GE into the world's largest company, with 80 consecutive quarters of EPS growth, while improving the operations continuously. It's Immelt fault that GE went down the sink.

dimdada

GE Vernova has been killing it lately after being spun off. I’m also holding Honeywell it’s been a very solid performer for me over the years.

stickman07738

There is a story behind it. In 1994, I knew nothing about investing but I had a work colleague that would talk incessantly about HON, Larry Bossidy, and their patents; thus, I decide to enroll in the HON DRIP. I started to educate myself as I was beginning my professional career. The Dotcom era started and I was making a lot of money in QCOM and CSCO - all to lose it in late 1999 - early 2000. Lost $300K because I thought I was a "f-ing genius" buying more on dips then BOOM. It taught me slow and steady wins the race. I revised by investment strategy to max out retirement accounts (401K, HSA, Roth IRA) with low cost mutual funds and develop a blue chip portfolio while continue to invest in a couple of DRIPs and some individual stocks make sure I had a strategy to control downside risk as well as capitalize on upside gains. I retired early 12 years ago this Dec 31. I have a hold and forget portfolio that include AMD (cost basis - $2.50/share), LLY ($60), META (FB-$19), BRK.B ($180), GE ($6 pre-reverse-split). My average cost for HON with dividend and spin-off reinvestments is a little over $32. I stopped cash contributing to the DRIP in 2017 but dividends are still invested. My plan is to give it to my heirs at a stepped up cost basis to minimize taxes and they could then sell if they desire. I find it amusing now because what happen to the Internet infrastructure companies (QCOM, CSCO, ORCL) in the late 1990s is replaying itself with the AI boom - where hardware companies are financing the build-out and when equipment sales reach steady state - there will be an earning disappointment and new technology / competitors will catch-up that will cause a drastic decrease in revenue and BOOM. The key is knowing when to get out. Good Luck

BrickSufficient6938

How many of top 10 companies from 2006 have followed S&P's average? GE? ExxonMobil? Citygroup? P&G? How about those from 1986? Shii happens, 9 will fail one will maybe beat

chaosandtheories

This is interesting. My wife held a bunch of GE before they spun off into multiple different companies, and now her position in GE Aerospace has blossomed her portfolio in an insane way. I've been super jealous of her success, so maybe this is my chance to catch up a little.

stickman07738

GE, HON (includes spinoffs) and INTC

Happy-n-Healthy

This bubble is just now getting started, go back and look at IBM and GE and see how many years they were on top

sandee_eggo

You’re right that nuke can make power on demand, but it takes many years to get nuke plants up and running. Rooftop solar requires ruining no new land. Commercial is even better than residential- businesses are the big daytime users. The only reason nuke power is so talked about is because GE’s public relations department has been pushing it for decades via the media company it owned: NBC. Nukes are in their short term interest, not ours. Geothermal is just beginning, and wind is actually BEST inland. I agree we’ll need to cheapen batteries, but rooftop solar takes the cake- distributed, secure, already developed, and cheap. Especially cheap compared to the infinite cost of regional environmental irradiation.

flywithpeace

Just look at Boeing, Stellantis, GE,etc. The brand means nothing. It’s just another company they can extract profits from.

Aggravating-Elk-7409

nah it was just massively underpriced post spin-off. same thing happened with GE Vernova and the global memory squeeze is sending all memory companies into speculative territory because the market has finally realized its no longer a cyclical sector.

uberfr4gger

Most revenue comes from retail, most profit comes from cloud. Cloud wouldn't exist without retail though, they were their own first user of the cloud services they built. It's pretty impressive for a company to be dominant in multiple industries. It doesn't happen often. Like GE in it's hay day or the Korean conglomerates. 

internetroamer

true but you can see trends like that much easier now and when a company is no longer growth oriented is evident after a few years. Most top tech companies that got superceded had that happen during technological innovations they couldn't adopt to. IBM couldn't switch from servers for enterprise to individual computers for regular people. Kodak couldn't adapt out of film. GE and Boeing stopped emphasis on innovation and engineering. Blackberry with the Smart phone. Technology creates new markets and those get flooded with new companies. Yet look at latest technologies. Biggest innovations lately after the smart phone has been cloud computing and now AI. Hasn't really changed the top companies so far. But point is now top companies are so over excited to jump on latest tech trends that while they might be wasteful and annoying it makes them much harder to overcome. And even if new companies do then with a large cap growth ETF they'll naturally drop lower in % holdings as new companies join and gain share.

Affectionate-Idea690

Fuk not this shit again ..look nvda has a cash problem they have too much of it and no hoes to spend it on...so aggressive share  buybacks.  2 things some ANALysts are watching, 1. Buybacks often signal that management believes the stock is undervalued and that the company has strong cash flow.... 2. buy back shares to artificially inflate EPS when underlying business performance is declining, a strategy that often fails long-term. Market Manipulation: Buybacks can be used to create buying pressure to boost prices before executives sell shares or trigger bonuses. Poorly timed buybacks (like GE in 2007) or excessive buybacks can destroy value...which is hindering then right now ..and fuking regards like Michael burry who are shorting the fuk out of it ...they hate something or just need to get laid..

RandomMyth22

You’re thinking old school. Boeing, Airbus, Apple, Porsche, GE Additive, and others are adopting these technologies. Within a decade it will be mainstream for top tier companies.

AlphaPerzivol

Okay that’s what I was thinking. Since their split each GE section seems to be doing better. And I have it on good authority that healthcare was the more profitable out of all of the businesses

Upper-Difficulty660

very long term but the GE reps have loved the ability to purchase shares at the discounted rate

AlphaPerzivol

Anyone looking at GE Healthcare? Their new CT machine product is a partnership with Nvidia. Seems like it might be a good play. Probably more long term though

Lootylooty

Aerovironment, GE Aerospace, Kratos and Nvidia were my best runs for the year. The next two years I'm watching Firefly Aerospace as my higher risk play, and the rest I'm playing safe and chilling with.

DoctorEconomy3475

Eh but coins aren't melted down for industry. I'm not aware of GE selling stock so that they could take cash and melt pennies to get copper. Nobody does that. Even coins don't really have intrinsic value. We can pretend they do but nobody cares. They're symbols. A bunch of hairless apes decided yellow rocks were the basis of money because...well...we like shiny! So fiat currency isn't that new or strange of an idea. Arguably money has always been a bizarre and abstract concept.

piggydancer

The S&P 500 is part of an equity diversification strategy, but it isn’t one solely in its own, nor has it ever been. That being said diversification is a spectrum and it is still much more diversified than owning any individual stock. This is how the S&P 500 has always been structured its market cap weighted and rebalances based on momentum. They are also all equities. For a real diversification strategy you’re going to own a much larger variety of stocks, asset classes, and strategies. The top stocks also have not, nor ever been stagnant. So the idea that if one fails it’s somehow catastrophic isn’t true and that’s been proven over and over again. Take GE in the 90’s as a great example, or how Nividia is new to the top of the market. The top 7 also employee about 2.2 million people and that doesn’t include the vast number of adjacent businesses they support and keep functional through partnerships like supplier and distributor relationships. So they are a very significant part of the real economy.

Thebaxxxx

Just keep buying GE and walmart shares right?

Internal_Field5970

Gonna buy 1 share of GE every night 

leomeng

Is he on crack? He also pumps GE Vernova every single day p

Capster675

Look at the history of Sears, Enron, Worldcom, GE etc. Big names at the time. Some are no longer with us, some are mere shadows of their own past.

Sillyfiremans

I mean shit, with that logic anyone who has been calling for the downfall of GE since the 1950's would have been technically correct!

Jason_Steakcum

GE used to be America’s flagship stock too

Internal_Field5970

I’m buying 1 share of GE every week, is this tarded 

SDC-puMp

GE this week green

Sstraus-1983

And America’s flagship stock never loses their place in the top s500 market cap companies over years/decades/generations? It’s not set in stone if history is any guide. Cisco, Intel, Walmart, Exxon Mobil and GE were all in the top 6 of the sp500 back in the year 2000. Microsoft was #1 it’s now number 3. Nvdia’s going to be there but not #1. Other companies will eventually start designing their own chips, Nvdia doesn’t have any chip fabs they outsource just like most everyone else (except Intel).

Long_Tackle_6931

Betting against the most heavily weighted stock is different to betting against the index. The stock can fall and fall out of index. If you thought everyone you bet against the most weighted stock, it’s the same as betting against America, then GE would still be a top 10 stock

stickman07738

I also had a lot of GE brought in $6 range pre-split. At that time, power was a dog business draining money. I thought I would sell it at the spin-off but AI happens and boom. Now happy holding.

_hiddenscout

I can't tell if you are serious or not since you used the ... I mean the GE spin off have done extremely well lol. As an investor, it's a great idea, since it's easier to understand smaller businesses. I mean GEV spun off on April 2, 2024. It's only up 325% since that spin off. GE it's self is up like 100% since then. GEHC is the only one that hasn't done as well. However, there been a handful of other successful spin offs of recent. CARR, NXT, ECG are a few others than done well after spinning off.

Bonk0076

GE

howwwwwwwww

Right, the GE spin off boded extremely well…

No_Selection_9634

This is the way. During 2020 - 2021 I had about 98% of my investments in "safe" things with an 80/20 split of S&P 500 indexes and fixed things like bond ETF's. The other 1-2% was in speculative stuff to roll the dice. I played around with Ethereum, etc. My biggest regret is dropping like $3k on GE shares at like $38something a share, telling all my friends to do it, then getting spooked and bailing at only like $42 something. Kicking myself over that one.

Valkanaa

Airplanes do make money. Look at GE and RTX. Airlines often don't though.

mrtooly

Dude there's a GE out in Wilmington where I live that just put a nuclear division down. Been seriously thinking about trying my luck with em. Know the pay would be banging and they offer relocation money. Suck to be the bottom man on the totem pole again tho

mygoalistomakeulol

Unleash warren buffet on the GE in osrs to drain some gold from the game and to rinse some vinnies

jaajaajaa6

With the split they may do as well as when GE split

photocopy_ypoc

# Collaborators Albemarle AMD Amazon Web Services Anthropic Applied Materials Atomic Canyon AVEVA Cerebras Chemspeed Cisco Collins Aerospace ComEd Cornelis Networks Critical Materials Recycling Dell Technologies Emerald Cloud Lab EPRI Esri FutureHouse GE Aerospace Google HPE Hugging Face IBM ISO New England Kitware LILA Micron Microsoft MP Materials New York Creates Niron Magnetics Nokia NVIDIA Nusano OLI Systems OpenAI for Government Phoenix Tailings PMT Critical Metals Qubit Quantinuum RadiaSoft Ramaco RTX Sambanova Scale AI Semiconductor Industry Association Siemens Synopsys TdVib Tennessee Valley Authority xLight

DryGeneral990

Well, the same applies for Intel, Verizon, Pfizer, GE. Not everything goes up exponentially.

GustavGuiermo

You don't know what you're talking about. There's barely a single factual statement in what you just wrote, which is kind of crazy. All sub and aircraft carrier reactors cores and heavy equipment are made by BWXT. Bechtel, GE, and Westinghouse have never made any reactor cores, they just do the design. Fluor is the owner of the contract to do the design right now. The shipyards build the actual ship and power plant. The notion that you got every fact wrong and are still upvoted is so disappointing...

RonMexico16

Did you mean 2037? Because none of these reactor designs are NRC approved yet…let alone under construction. Investors are VASTLY underestimating cost and schedule difficulties here. Meanwhile, GE Vernova is shipping gas turbines all over the world at a rate we haven’t seen since the early 2000’s.

Just-Veterinarian859

Yes. Many times . I have club subscription and watch cnbc among others . He made buy calls on LLY at $300, NVDA at $4 (split adjusted), aapl at $ 3 (split adjusted ), Elf at $8, AMD at $8, OKLO at $15 then sell at $160 in two months, CEG at $64, GE at $39 before split (now GEV is $550 and Ge is $300) and so many more. 10 year portfolio performance 29%.

dewhit6959

GE during the Jeffrey Immelt era. I held on. The GEV split helped greatly for GEA employees that received GEV for a set period. Now we are in good shape.

PhilosopherIll3257

AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% NEE NextEra Energy Inc 6.40% ETN Eaton Corp PLC 5.89% GEV GE Vernova Inc 5.08% CEG Constellation Energy Corp 4.61% EQT EQT Corp 4.60% SO Southern Co 4.05% FSLR First Solar Inc 3.93% DUK Duke Energy Corp 3.78% HUBB Hubbell Inc 3.43% View all Holdings by Weight Sector Exposure Utilities 49.16% Industrials 29.77% Energy 14.28% Information Technology 5.40% Materials 0.84% Industry Exposure

stickman07738

Some people will hate my strategy but it works for me as I retired early 12 years ago and been living the good life. One of the most important things in investing (not gambling) is to have both a downside and upside strategy. For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). For the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (\~$30), META ($19), AMD ($2), GE ($6), LLY ($60), BRK.B ($101). HON is my largest individual holding in the high 6-figures today. Slow and steady wins the race. Avoid FOMO and YOLO. Good Luck

InternationalTop4495

Think a lot of people don’t understand the concept of panic selling and believe they’re giving others wisdom when their advice is terrible / built on very little market experience. If you own index funds in an IRA, fine - just hold them indefinitely. But if you are entering individual stock positions and you believe that those stocks will only go up forever, without any point of view on what the company is worth, then you’re setting yourself up for pain. For as great of a company as NVIDIA is, there is a price where it doesn’t make sense to buy it, and if you buy at that price there is a chance it will never reach it again. Look at history, the same companies do not stay atop the S&P 500 forever. It would really suck if you held GE forever. If you’re not indexing, burying your head in the sand is not an option. You need to understand what you’re buying and manage the position (which, if you actually thought about it, is exactly what index funds do by rebalancing). Also, cash is an asset and it yields about 4%. There are times when it’s OK for it to make up a larger portion of your portfolio. Especially when things have gotten a little frothy and you have the opportunity to sell at a high / have significant assets to protect.

Country_Gravy420

So this is how the great depression started. Got a couple of all time highs after valuations became disconnected. Big money got out, small players stayed in thinking that it would go up forever. GE posted great earnings and stocks went up and then down the same day. And then a few days later was black Tuesday.

FinnishSpeculator

Well said. Also, in the dotcom bubble, the biggest companies like Microsoft, Cisco and GE were highly profitable.

jmoney3800

Think I read they’re spending $80 billion next year in AI. If they don’t recoup that money somehow that’s nearly 6% of their market cap burned by poor capital allocation decisions. Warren Buffett made his fortune by NOT regularly committing capital to events when things are at all time highs. He asked Goldman Sachs to kneel at 73. The stock is now 808. The stakes get higher and higher to show growth. Eventually most companies pull a GE or Walmart or Pfizer and correct 40% over a 5 year cooling off period. That’s why investors who haven’t valued diversification for the past 10 years by having everything in S and P are soon to get a rude awakening.

Common_Sense

GE Vernova is LEAPS worthy

Stocks_N_Bondage

My calls are already in place. Too many to list but a few that I like that did well today that I am holding: AVGO GE TSM Also have calls and or long positions on SOFI AMGN UUUU GOOG Also just went long ARKK

guzzledglizzy

Should’ve just kept my whole port in GE holy shid

the_bagel_warmonger

TSLA's PE Ratio is 273. There's always going to be crazy outliers in a bubble, but on average we are pretty close to the 2000 era PE ratios. Average PE in the S&P peaked at 32.9 in 1999. Today its 29.9 Additionally, in 2000 only 3 of the top 10 largest companies in the S&P were internet or tech adjacent. Those being Cisco, Microsoft, and Intel. The other 7 were things like GE, Pfizer, Walmart, Exxon. A diverse set of companies. 6 of the top 10 companies today are directly AI or tech connected (Nvidia, Apple, Microsoft, Google, Broadcom, Meta) with another 2 being tangential, but still closely linked (Amazon and TSLA). Plus, the Top 10 companies today are a larger share of the market than they were in 2000. These companies make up 40% of market capitalization (vs 26% in 2000) So to summarize: 1. Average PE ratios in the S&P are very close to where they were when the bubble popped in 2000. 2. The top 10 companies of the S&P are more concentrated in a single, speculative industry, than they were for dotcom. 3. The top 10 companies represent an even larger share of the S&P than they did in 2000.

Ok_Cry7572

They invited a lot of people to the Mango-Saudi dinner today, look at the guest invite list: Jeremy Allaire – CEO, Circle Cristiano Amon – CEO, Qualcomm Brian Armstrong – CEO, Coinbase Marc Beckman – CEO, DMA United Marc Benioff – CEO, Salesforce Charles Cascarilla – CEO, Paxos Tim Cook – CEO, Apple Michael Dell – CEO, Dell Technologies Jensen Huang – CEO, Nvidia Vimal Kapur – CEO, Honeywell Alex Karp – CEO, Palantir Arvind Krishna – CEO, IBM Kris Marszalek – CEO, Crypto.com (U.S.-based business presence despite being non-U.S. nationality) Bill McDermott – CEO, SoftwareNow (as listed) Sanjay Mehrotra – CEO, Micron Technology Elon Musk – CEO, Tesla Kelly Ortberg – CEO, Boeing Chuck Robbins – CEO, Cisco Lisa Su – CEO, AMD Vlad Tenev – CEO, Robinhood Markets Eric Yuan – CEO, Zoom Greg Brockman – President, OpenAI (executive) David Sacks – Trump's AI & Crypto Czar (executive role) Bill Ackman – CEO, Pershing Square Capital Management Mary Barra – CEO, General Motors Brendan Bechtel – CEO, Bechtel Larry Culp – CEO, GE Aerospace David Ellison – CEO, Paramount Global William Clay Ford Jr. – Executive Chairman, Ford Motor Jane Fraser – CEO, Citigroup Charles S. Hallab – CEO, U.S.–Saudi Business Council Phebe Novakovic – CEO, General Dynamics Scott O’Neil – CEO, LIV Golf Ross Perot Jr. – U.S. businessman/executive (Chairman of Hillwood) Stephen Schwarzman – CEO, Blackstone Jeffrey Sprecher – CEO, Intercontinental Exchange Scott Strazik – CEO, GE Vernova James Taiclet – CEO, Lockheed Martin Jim Umpleby – CEO, Caterpillar Kathy Warden – CEO, Northrop Grumman Mike Wirth – CEO, Chevron

Bender187

Yeap GE is making a boat load selling Aeros and big frame units

Autism_Is_Real

BKRB, in some form it’s not going under. If anything it’ll split like GE.

STierMansierre

You buy GE and Boeing, then in the 90's you sell it all to buy Apple and Microsoft. This isn't hard, guys.

2020Macthedog

I really do not have a clue how people thought back then (I read some of your other comments and understand what you are asking). I think one clue is looking at some old sayings. Like 60/40. Assume that means most would have 40% in bonds. Then you would most likely be trusting in experts back then so I would guess the portfolio would be mostly big cap names like IBM, GM, GE, US Steel etc etc. And your example of a Rock Star is a loser! Trust me, by 67 they were all high AF. No clue yet if the riches would last and focused on the moment! I lived it...

BhamalamaxTwitch

Being a legacy company will help, no matter how awesome anduril really is or isn't(i think they are awesome); LM, GE, BAE, GRUM, Boeing, Raytheon for example will always, no matter, what have an advantage do to their hugely ingrained black projects and advanced tech industry. They can and will always be able to release the newest and hottest thing. I don't like it, but it's what it is. We can thank Darpa.

Shippior

There is no issue with the grid being from the 1970s. The issue is that the lay-out is from the 1970s. The lay-out requires to be rethought with the way we're utilizing electricity nowadays and in the future. From an investment standpoint however this makes no sense. As all large contracting and engineering firms have pivoted to power engineering. The only winners might be the product producers (transformers, statcoms, cap banks, protection and automation) like Siemens, GE, Hitachi or ABB. However there is also no clear winner in that industry either.

PalpitationSmooth992

instead of wasting your money on ACHR thinking you are an alpha why not be a BETA bitch at least GE has a stake in this company

Glum_Accident829

If the U.S. has a backdoor on the F-35 then they have it in the Gripen. The Gripen uses a Swedish adjusted GE engine. Sources disagree on how much is Swedish, but all sources agree 60%+ is GE-sourced components.

zxc123zxc123

>Right, but Berkshire's best deals aren't available on the open market. >When everyone 's hair was on fire in 2008, Warren was making deals with GE and Goldman to "help them out" by buying perpetual preferred shares with a 10% coupon along with warrants to buy common stock at fire sale prices that extended out for years. Very true. I also feel many of Berkshire's best deals were done during the GFC with special in person deals like the ones they got with Goldman Sachs or GE. Some of their China investments were either unavailable or difficult for US investors to mirror. For those cases I don't follow because I can't. It's important to not 1:1 mirror things but to know yourself and the one you're copying/inversing. I bought DAL at the lows after Buffett sold his shares. I suspect DAL or the US government might have wanted BRK to foot some investment prior to getting bailouts or handouts. Or maybe BRK themselves feared for that and dump it first because they didn't like airlines anyways due to them being very cyclically sensitive, needing bailouts every downturn, and better being trading vehicles. I had no issues for a shorter term trade 1-5 or 5-10 years rather than "forever", no one will ask me to foot over money first for bailouts, and I don't mind trading nor volatility. I bought BAC after Buffett bought his shares on the open market for a higher price. BRK did a swap into BAC after dumping WFC. A good move IMO since WFC sullied it's name with the fake/fraud accounts. I also didn't like WFC so I didn't buy Buffett's sell. I personally use BAC but never bought into it but Buffett's buy gave me added confidence to go into it quickly because I assumed BRK had done the homework. So I aimed to buy at or under their $24-25 purchase price. >When you buy Berkshire, you're buying a tiny seat at the table for the kind of deals only they can pull off. That's not something I'll try to dispute. I think it's a sound belief. I just choose not to myself.

aronnax512

Right, but Berkshire's best deals aren't available on the open market. For example, you can't issue a bunch a Samurai Bonds in Japan, use them to buy significant stakes in every major Japanese trading house and pay the bonds with the dividends. Occidental didn't offer to spin off ans sell their extremely profitable chemical division on the public market, but they did make that sale to BRK. When everyone 's hair was on fire in 2008, Warren was making deals with GE and Goldman to "help them out" by buying perpetual preferred shares with a 10% coupon along with warrants to buy common stock at fire sale prices that extended out for years. When you buy Berkshire, you're buying a tiny seat at the table for the kind of deals only they can pull off.

sr000

Not always more stable and not actually more cost effective if you are a big load. When you hook a large load up to the grid, it will impact everyone else on the grid because it’ll change the overall dynamics and behaviour of the grid, and it might require some targeted upgrades. These things need to be studied, quantified, and the upgrades need to be made. There is a long and growing queue of data enters that are waiting to be connected, and that has grown to 3-4 years. Companies don’t want to wait 4 years to bring their data centres online, so they are building their own power generation infrastructure. The winners are companies that make gas turbines like GE Veronova, vertically integrated natural gas producers like EQT. However the breakout winner is Bloom Energy. Gas turbine production cannot be scaled in the same way as fuel cells, so there is increasingly a long wait to buy turbines. Companies are willing to pay a premium for faster time to power, which BE is offering, and as BE scales its production they are bringing unit costs down to the point where fuel cells might be cheaper than gas turbines in the not too distant future.

callmecrude

Already lots of answers in the comments. The most obvious one that nobody talks about is how the makeup of the S&P500 has changed since the dot com bubble. The VAST majority of the S&P500 wasn’t tech related in 2000. Names like Exxon, GE, Walmart, GM, Home Depot, etc were all in the top 10 during that past decade. Those are all low margin businesses that aren’t going to trade at tech multiples. Nowadays, the S&P500 is dominated by tech. The VAST majority is tech related. It’s just a simple reality that Google and Microsoft will trade at higher PE ratios than Exxon and GM. They aren’t overvalued for trading at higher multiple, they just have higher margins and less debt. Basically, tech has expanded and the shiller PE doesn’t account for it. When you look at tech focussed indexes during the dot com bubble vs now this becomes very apparent. The Nasdaq100 was trading at a forward PE of 200 during the dot com bubble. It’s at 25 today.

Any_Wolverine_8512

It depends. If it is a market-wide dip where pretty much everything is in the red, I will tend to spread it out over a handful of Blue Chip stocks. There have been a few occasions where I've gone in with about 50% of the cash. For example, earlier this year GE took a dive after their earnings report even though every single thing in the report was essentially positive. There was no rational basis for the stock to drop except for greedy speculators that expected unrealistic profits. I couldn't find any short pressure on it and so I bought it on the dip and actually held that one for almost 2 months. Although, that is probably one where I would have done better by just buying and holding for the entire year. It's up something like 80% for the year.

MemeEnjoyer21

Netflix at 225, Opendoor at 65 cents, GE at 10$..

MagnesiumKitten

**rat skin: Dude they have a 29.6% gross profit margin. That's not so-so. That's a great profit margin.** I explained it twice. If you disagree, fine. It's your problem. GE and Rolls are in shaky shape sometimes, as well as boeing **rat skin: Rolls Royce destroys their competition on their profit margins** there's not really a huge number of makers of aircraft engines **one** In the commercial market, **GE's market share was 14%** in 2020, not including its 39% stake in the joint venture CFM International, while **Rolls-Royce held 12%**. **two** In the widebody aircraft engine market, **GE's share was 52%** and **Rolls-Royce's was 33%** as of March 2023.

ratskin69

"profitability is pretty so-so" Dude they have a 29.6% gross profit margin. That's not so-so. That's a great profit margin. That's higher than GE's gross profit margin of 18.34%. Rolls Royce destroys their competition on their profit margins. This is what I mean when I say you ignore metrics.

dvdmovie1

Brookfield is like the GE org chart joke from 30 rock: https://pbs.twimg.com/media/ECAf-kjXYAARAm7.jpg It's a well-managed company with a lot of assets, but it's also an unnecessarily overcomplicated (three different ways to invest in Brookfield, a separate C-Corp for all the spin-offs, etc) and rather opaque one. . Brookfield has exposure to growth areas via infrastructure and energy, but they've always been more value-oriented in terms of real estate - I haven't looked in a while, but I'm sure they still own a lot of the GGP assets they overpaid for (and was part of the former Brookfield Property Partners that they swept under the rug.)

Here4Snow

I'm so glad you posted this. I keep referring newbies to look at GE's history, too.

TestingLifeThrow1z

Nikkei and GE as well.

Guy_PCS

They analyze and deconstruct Russian military equipment while facing challenges in manufacturing jet engines. Consequently, they continue to procure military jet engines from Russia and commercial jet engines from the United States, as well as from GE/CFM.