GE

Key-Beginning-2201

They're definitely not too big to fail. People thought the same for GE decades ago. When they had financial problems, they merely sold off parts of their business to other businesses. Not a big deal.

arkyde

I’m heavy in AI as well. NVDA, AMD, NBIS, BUT also have crm Walmart apple msft google amazon, GE, COP, DIV, MRK… and lotsa cash in hysa. gotta stay diversified.

Lurcher99

SpaceX becoming the new GE

Great-Elderberry3126

This week I traded AXP, LMT, NDAQ, and GE.

Cav829

Yeah, if it gets back up toward like $300 it might be time to consider. Then again I thought GE had topped at $350 and it had that last leg in it (though now it looks like it finally topped).

CurrentAirline9065

if GE bounces again at 800 I might dip my toe in FPS

Material_Potato8466

Here is why people shouldn't invest in technologies they don't know about. There are tons of powerpoint reactors out there right now, companies that are riding the wave of "new nuclear" and burning through money that will never produce anything. There's no way for companies like Oklo to go up against GE or Westinghouse or any other established nuclear player. They simply don't have access to the supply chain and knowledge to make it a reality.

Yolopoloanimelover

What you guys think of GE Vernova should be a solid buy no down 10% today reports next week solid fundamentals

Sufficient-Skill9530

I bought in today. I don’t even give a shit about the AI angle. The global power grid is old as fuck and needs upgrading. We are going to need GE relays, gas turbines, etc. I went heavy on GEV, Hammond Power Solutions, Cameco and Amerigo Resources. Today is a hell of a sale if you were sitting on cash.  

Panthera__Tigris

Speaking of lack of power, GE Vernova is down 12% today lmao.

Garbage-Disposal-938

GE Vernova (GEV) keeps going down. where's AI gonna get its electrons?

Axe_Raider

GE

hoopaholik91

Lol, how is shit like this upvoted? People are so confident that winners will stay winners. IBM and GE are still the largest companies in the world I'm guessing right?

3boobsarenice

Ask GE

Primary_Olive_5444

The answer for Elon, is BWXT or GE Vernova Personally, i'd go with BWXT. Mid-cap stock with positive earnings and free-cashflow (growth in FCF as well) Full stack -> from fuel, SMR, plants, power delivery. It's that much better relative to those other nuclear play. https://preview.redd.it/aaa26dg9pqwh1.png?width=2232&format=png&auto=webp&s=6afe43bddd4bd7dd9b59a95bd7e5bb305a2afd33

dark_bravery

i can tell you about 4 other companies that had similar earnings: GE Aerospace (GE), Cisco Systems (CSCO), HP Inc. (HPQ), and Lockheed Martin (LMT) Each one of them did what SPCX just did. the market cap of all 4 is less than a trillion, for 4x the revenue. the premium baked into SPCX is insane. i think it's a great company with great tech. i'm buying SPCX on every pullback. when it went $110 that was sweet!

PhoKingWild

Despite all the SMR/MMR startup hype, they’ll be built by the usual suspects who have building nuclear for decades, GE, Honeywell, BWXT, etc

oprah_2024

GE 302.5 C weeklies at 3.30 avg

civillyRange

Damn GE and GM not lookin so hit tariffs fucked their shit up

Cav829

Lmao GE is now going red even with that big beat.

housemouse431

GE and GM just beat earnings. If companies continue to buck the sentiment, we should go up.....right!? right!?

Sawyer_Anderson

It's not retarded if you invest in quality companies and know how to read. Remember when everyone called me retarted for buying GE pre-spin-off? Who's the retard now? (Still holding)

Cheddie310

GEV, i got like 5 shares from GE and it was ALL profit LUL

ryallen23

To save you a lot of trouble, the valuation for both companies is a total joke propped up by a decade long (and continuing) string of promises by the CEO that repeatedly fail to come true. He’s about to further attempt to cover up the real situation by merging the two companies. X and xAI are both horribly losing businesses, TSLA is a largely declining business, but SPCX might be a solid one. He’s gonna try to wrap it all up under SPCX and hope that the market will buy another decade of false promises. I really hope you decide not to, and choose much easier bets like GOOGL, META, MS, STT, PM, GE, VOO, XLK, stuff like that.

LoudAd9116

I got one that hit both ends of the spectrum... I bought GE around 2010, they cut their dividend while restructuring, dropped like 80% (might not have been 80% but it dropped a lot. Since i already lost my initial investment i just held it, doubled and even tripped my position buying in around $10. Several years later restructuring complete, reverse split 10:1, I bought more, the split GEHC, kept my GE and got free GEHC. That almost doubled and my GE was back to the same value as before the divestiture. Kept both bought more GE, then a year later i get free GEV for around sixty something (still holding today worth about $990. And i got GE aero which also went up... Just a lesson to never sell.

UnObtainium17

That has got to be the craziest debt-to-equity i have seen. wow. I hold GE with D/E of 8 and even that got me starting to think of selling while i am ahead by a lot.

dvdmovie1

It's such a value investor favorite, but imo it's so unnecessarily complex (it always reminds me of the GE org chart joke from "30 Rock") that it will remain one of those things forever that people write about "discount to nav" and "sum of the parts" but the "discount" will never narrow entirely. The amount they have in commercial real estate also is unappealing; they always talk about all these things working out because they bought them cheaply but I can't fathom something like GGP has worked out in their favor years later. Brookfield Property Partners was swept under the Brookfield rug.

Extension_Cherry1371

Sold 3 of tech, remain aero, Boeing, GE and intu

nigaraze

That would only make sense if rest of the market isn’t reflecting that. Everything across the board outside tech has been lagging. And just because it’s AI doesn’t mean it’s a bubble. Revenue captured from energy solutions deployed to quicken AI growth like GE Verona and CAT nat gas turbines are so hard to procure even if they did lose 2-3 they still wouldn’t be hard to match the demand

Bobatronic

Berkshire bought GOOG because it has very durable businesses and generates excess cash flow — not because they have insight into the AI investments. GOOG is very durable for the foreseeable future. The rest is noise. GE, not a great comparison.

ReasonableCarrot4295

GE’s core business hadn’t been appliances since the mid-20th century…. Focus had largely been industrials/energy. GE’s aviation division struggled post 9/11. Then GE invested in its financial services unit… Which accounted for 40% of the company’s revenue before the financial crisis. - former GE employee

psyblr

GE was worth about $600 billion in August 2000, among the most valuable US companies. In February 2009 it cut its dividend 68%, its first cut since 1938, largely to protect its AAA rating as doubts grew about GE Capital. It was dropped from the Dow in June 2018 after being in it continuously since 1907.

psyblr

the GE comparison is better than the OP thinks, but for a different reason. GE didn't break because its core business failed. It broke because a dozen businesses shared one balance sheet, and the finance arm (GE Capital) dragged the rest down in 2008.

Below-Average-528

GE used to be the super darling of the stock market and the business world in general. Basically it was viewed as the prefect company. Managers that were trained at GE under Welch were assumed to be able to manage anything with success.

Impressive_Win5235

yeah im not very good at contracts, still net positive since i bought micron in 2024 and GE pre spinoff in 23' tho sooooo

Virtual_Winner_4833

The GE comparison is a good reminder that having multiple businesses doesn’t eliminate concentration risk when they depend on the same core engine

Holiday-Tangerine788

GE is the WW2 of wars, every idiotic analyst compares current wars to WW2. Just because it can look like WW2 doesn’t mean it is WW2. WW2 and GE are unique circumstances and shouldn’t be the standard for how wars or stocks are evaluated. They are the outliers, not the norm.

Vennomite

GE failed because they went into savings and loan hard and when the profitability switched on that industry, the company lost money hand over fist.

AlwaysLongHQ

the GE comparison lands. i've been tracking my own net worth in a spreadsheet for about 15 years, and the pattern i keep running into is that the real risk of an all-in bet isn't the crash, it's the lost decade — GE holders waited roughly 20 years to get made whole while the broad index kept compounding. i still own some GOOG myself, but there's a big difference between being long a company and betting everything on it.

0o0o0o0o0o0z

Jack Welch ruined GE, period... sacrificing the next future decades for quarterly returns to satisfy the board, shareholders, and his own net worth. Happens time and time again...

supercomic273

GE is an unfair comparison. Their lines of businesses, outside of aerospace and healthcare, weren’t and aren’t that great of industries to be in.

brilliantminion

I think you’re on to something. If you’re old enough to remember the situation when Google rose to prominence and eventual dominance; it was very quick. Altavista was my go to search engine for a long time, and almost overnight, my whole peer group switched to Google. I think that’s why they’ve been so relentless with their market dominance, because they know how tenuous it is. That’s a good corollary to GE, because once Samsung and LG began to offer superior appliances at similar prices, and China began really eating into the other consumer products, GE really didn’t have much left. They weren’t as devoted to R&D as other, hungrier companies and began to show pretty quickly.

Automatic-Unit-8307

Yea, I invested in GE 25 years ago…it was dead money for 20 years until they broke up.

Sad_Sorbet_9078

I posted the official DoW announcement in a reply as the name might elicit an automod delete. You think the context of Citrini, GE Aerospace, Liteon, and Amperesand is hot air or the DoW's biggest loan in history?

Legitimate_Risk_1079

LW | Lamb Weston Holdings - Current Price: $47.87 - Current Market Cap: $6.60B - Bull Target (12–18m): $65–$75 - Bear Target: $32–$37 - Upside: +36% to +57% - Downside: -23% to -33% - Reward-to-Risk: ~1.6:1 - Success Probability: 60% (estimated) - Expected ROI: +12% (estimated) - Forward P/E: 14.46 - Debt-to-Equity: 2.16 🔴 - Dividend Yield: 3.18% - 1-Year Return: -25.9% 🔴 - 5-Year Price Return: Approximately -15% 🔴 - Profitability: Profitable 🟢 - Revenue Growth: +2.6% 🟡 - Free Cash Flow: Positive 🟢 - Price Trend: Long-term downtrend 🔴 - Bull-Case Market Cap: $9.0B–$10.3B - Comparable Companies: Conagra, McCain Foods - Risk: High - Conviction: 5/10 - Grade: B- Lamb Weston produces frozen potato products for restaurants and retailers. I see turnaround potential following improved guidance, but elevated debt, weak shareholder returns, and modest growth limit my conviction. --- GEV | GE Vernova - Current Price: $1,004.73 - Current Market Cap: $267.6B - Bull Target (12–18m): $1,250–$1,400 - Bear Target: $750–$850 - Upside: +24% to +39% - Downside: -15% to -25% - Reward-to-Risk: ~1.6:1 - Success Probability: 70% (estimated) - Expected ROI: +17% (estimated) - Forward P/E: 47.81 - Debt-to-Equity: 0.28 🟢 - Dividend Yield: 0.20% - 1-Year Return: Approximately +66% 🟢 - 5-Year Return: N/A (2024 spin-off) - Profitability: Profitable 🟢 - Revenue Growth: +13% YoY 🟢 - Free Cash Flow: Strongly Positive 🟢 - Price Trend: Strong long-term appreciation 🟢 - Bull-Case Market Cap: $333B–$373B - Comparable Companies: Siemens Energy, Mitsubishi Heavy Industries - Risk: Moderate-High - Conviction: 8/10 - Grade: B+ GE Vernova manufactures power generation equipment, gas turbines, and electrical grid infrastructure. I like its exposure to accelerating electricity demand, strong cash generation, and manageable debt, but its premium valuation prevents an A grade at today's entry price. --- BSP | Bending Spoons - Current Price: $38.01 - Current Market Cap: $22.84B - Bull Target (12–18m): $48–$55 - Bear Target: $25–$29 - Upside: +26% to +45% - Downside: -24% to -34% - Reward-to-Risk: ~1.3:1 - Success Probability: 55% (estimated) - Expected ROI: +5% (estimated) - Forward P/E: 23.11 - Debt-to-Equity: 3.94 🔴 - Dividend Yield: 0% - 1-Year Return: N/A (July 2026 IPO) - 5-Year Return: N/A - Profitability: Profitable 🟢 - Revenue Growth: +427.5% YoY, acquisition-driven 🟡 - Free Cash Flow: +$453M 🟢 - Share Dilution: +13.6% YoY 🔴 - Price Trend: Volatile since IPO 🟡 - Bull-Case Market Cap: $28.8B–$33.1B - Comparable Companies: AppLovin, Adobe, Constellation Software - Risk: Very High - Conviction: 5/10 - Grade: B- Bending Spoons acquires and operates digital businesses, including established software and internet platforms. I like its profitability and cash generation, but substantial debt, acquisition dependence, and limited public trading history make the reward-to-risk unattractive at this valuation. --- ENSIF | EnSilica - Current Price: $1.25 - Current Market Cap: Approximately $165M - Bull Target (12–18m): $1.80–$2.20 - Bear Target: $0.65–$0.80 - Upside: +44% to +76% - Downside: -36% to -48% - Reward-to-Risk: ~1.5:1 - Success Probability: 45% (estimated) - Expected ROI: +5% (estimated) - Forward P/E: Approximately 19.9 - Debt-to-Equity: 21.82 🔴 - Dividend Yield: 0% - 1-Year Return: Positive, approximately +69% on London-listed shares 🟢 - 5-Year Return: N/A (2022 listing) - Profitability: Weak/near breakeven 🟡 - Annual Revenue: Approximately £27.8M - Free Cash Flow: Not reliably established - Price Trend: Strong recent recovery, highly volatile 🟡 - Bull-Case Market Cap: Approximately $238M–$290M - Comparable Companies: Sondrel, Alphawave IP - Risk: Extreme - Conviction: 3/10 - Grade: C EnSilica develops custom semiconductor chips for industrial, automotive, and communications applications. I see potential in its specialized chip-design capabilities, but extreme reported leverage, limited scale, and thin OTC liquidity make this too speculative for my preferred investment strategy.

Comprehensive-Log144

The ones that got away suck. I bought GE after 2009 and kept buying thinking “ this is one of the best companies on earth and the breakup value is like 4x.” I just looked back and saw when I gave up in 2020. I had gotten back to “ only” losing 20k on the holdings. GE Vernova alone would’ve 10x my sale price. I only know because I had just a little taste of the Ge stock in a 6k Health Care Savings account. I mean it’s nice that that turned into 20k but It now serves as a reminder that I didn’t hold on long enough. My theory was right but my patience wasn’t long enough to prove it.

DandadanAsia

and two GE made gas turbine run none stop for 2 hrs and burn up 3 Mcf of natural gas

somewhatfaded

I know people who have come here on those visas I'll say 1% of them are those people the rest were people doing jobs that could pay 150,000 for 30,000 I remember my uncle dropping of a mattress at this Indian kids apartment he worked in IT for GE at the time. His house didn't have one piece of furniture.

tayman77

This is the best take/most accurate comment here. Ok class, buckle up. Let's time travel to oh say 1995. Intel, EMC, GE, Cisco, Proctor and Gamble are some of the darling stocks of the day. And these popular big market cap stock often have a spread a quarter wide. Thats $25 in just spreads not including commissions per 100 shares of stock you bought and that was for the Nvidias and Microns of the day. Now you can go what, 1,000+ symbols deep into Russell 2000 and still see a penny spread between the bid/ask? So you are pissed that HFT firms are fighting to get your $0.0001 to $.001 per share in liquidity rebates? Yeah you are really getting fucked over from HFT.

fomoandyoloandnogrow

Who would have thought buying GE back before they spun everything off was the play. I wish I had been that smart 🤡

Phiziqe

ok ive decided to halp this fella lose monie on his pre planned earnings play, nothing burger companies report for awhile except C on oct 13 before open ASML on oct 14 before open TSM oct 15 before open GM and GE on oct 20 before open NFLX on oct 20 after close IBM on oct 21 after close the big deal starts the week of oct 26, TSLA, AMZN, AAPL and all, till then nobody cares

acadia11x

Yes, that’s exactly what will happen and could be much higher let’s take a view down memory lane , ignoring inflation for a moment 1995 , GE largest company in the world market cap $92 billion , today NVIDIA $5 Trillion … what do you think is going to happen over the next 10 years? Here’s the \*largest company by market cap each year from 1995 → 2026\* based on public data from CompaniesMarketCap, Bloomberg, Visual Capitalist sources Note: Exact market cap fluctuates daily. These are year-end/approx peak values. \*World's #1 Company by Market Cap: 1995-2026\* Year Company Approx Market Cap Era/Notes \*\*1995\*\* \*\*General Electric\*\* \~$92B Industrial conglomerate led the 90s \*\*1996\*\* \*\*General Electric\*\* \~$110B+ \*\*1997\*\* \*\*General Electric\*\* \~$130B+ \*\*1998\*\* \*\*Microsoft\*\* \~$282B Took #1 in Sept 1998 \*\*1999\*\* \*\*Microsoft\*\* \~$500B+ Dot-com peak \*\*2000\*\* \*\*Microsoft\*\* \~$400B+ Dot-com bust starts \*\*2001\*\* \*\*General Electric\*\* \~$300B+ \*\*2002\*\* \*\*General Electric\*\* \~$250B+ \*\*2003\*\* \*\*General Electric\*\* \~$300B+ GE holds top \*\*2004\*\* \*\*ExxonMobil\*\* \~$350B+ \*\*2005\*\* \*\*ExxonMobil\*\* \~$400B+ \*\*2006\*\* \*\*ExxonMobil\*\* \~$440B Oil era begins \*\*2007\*\* \*\*ExxonMobil\*\* \~$500B \*\*2008\*\* \*\*ExxonMobil\*\* \~$400B Oil & industry take over \*\*2009\*\* \*\*ExxonMobil\*\* \~$320B \*\*2010\*\* \*\*ExxonMobil / Apple\*\* \~$370B \*\*2011\*\* \*\*ExxonMobil / Apple\*\* \~$400B \*\*2012\*\* \*\*Apple\*\* \~$500B+ Apple takes over \*\*2013\*\* \*\*Apple\*\* \~$500B+ \*\*2014\*\* \*\*Apple\*\* \~$725B 4x sales ratio \*\*2015\*\* \*\*Apple\*\* \~$700B+ \*\*2016\*\* \*\*Apple\*\* \~$700B+ \*\*2017\*\* \*\*Apple\*\* \~$900B \*\*2018\*\* \*\*Apple / Microsoft\*\* \~$850B Brief Microsoft flip \*\*2019\*\* \*\*Apple\*\* \~$1.3T First $1T company \*\*2020\*\* \*\*Apple\*\* \~$2.2T \*\*2021\*\* \*\*Apple\*\* \~$2.9T \*\*2022\*\* \*\*Apple\*\* \~$2.0T \*\*2023\*\* \*\*Apple\*\* \~$2.8T \*\*2024\*\* \*\*NVIDIA\*\* \~$3.3T AI boom. "NVIDIA (2024)" takes throne \*\*2025\*\* \*\*NVIDIA\*\* \~$4.8T Still #1 \*\*2026\*\* \*\*NVIDIA\*\* \~$4.74T as of latest Nvidia $4.74T · Alphabet $4.34T · Apple $4.30T c5d99f06a00f1a8f \*The 4 Eras\* 1. \*1995-1998: Industrial / Conglomerates\* - GE dominated 2. \*1999-2005: Tech + Dot-com\* - Microsoft, then GE again 3. \*2006-2011: Oil & Energy\* - ExxonMobil led 4. \*2012-2023: Big Tech\* - Apple’s decade 5. \*2024-Now: AI\* - NVIDIA rise \*Key facts\* \- Only \*Microsoft\* from the 1998 top 10 is still in the top 10 in 2026 \- Shift went from: Oil/Industry → Software → Apple hardware → AI chips \- As of Sep 2026: \*Nvidia $4.842T\* is #1, followed by Alphabet $4.330T and Apple $4.250T

BabyNimps

A trillion dollars today is the equivalent of 500 billion dollars in the year 2000. Microsoft was 500 billion in 2000. GE was 485 billion.

D_Pablo67

My top tech holdings are CrowdStrike, NVIDIA and Broadcom. Marvel got so high I sold 75% and the remaining shares just crossed my sell point. I also trimmed my GE Vernova and sold all my Corning to book profits. Alphabet is my main hyperscaler, who has an entire tech stack. I also own a lot of SpaceX (bought at $135, $120 and $110) which should come together in 2030. My two energy holdings are MLPs: Enterprise Products (EPD) and Energy Transfer (ET). I have owned them for many years with large unrealized gains and steady dividends. The rising interest rates has caused the prices to pull back. Consider Goldman Sachs which is a leading company that will do the IPOs and secondary offerings on AI.

Resident_Pickle5422

no, GE. suffocate da earf

neutro_b

Back in 2008 I actually was following blogs that warned of the impending subprime mortgage and general finance catastrophe. I wanted to invest in two things that, I thought, would flourish given this context: 1) companies that produce real things and 2) gold. For point 1, I quickly thought GE, building anything from turbines to medical equipment, would fit the bill. For 2, I chose a funds of small cap gold mining companies whose value were poised to skyrocket with higher gold prices. Well. It turned out that GE is made of multiple subdivisions, of which (so I learned) GE Capital was the largest at the time -- GE owned more subprime mortgage than many banks and crashed with the rest. The lesson here: it's worth it to read doc on any stock you want to own, not just go with your guts feeling. If you're not willing to do a bit of research, stick to ETFs! It also turned out that the credit squeeze that followed the crash strangled a \*lot\* of small caps in the crib, and that unknown actors can dump physically impossible amounts of gold on the market to suppress its price when they want to. The lesson for me here was more: "don't invest in fields you know nothing about".

Butt-on-a-stick

OPG is the client, GE Hitachi is contracted for the  BWRX-300 reactor

Ambitious_Snow840

Have you ever heard of GMAC, GE finance, Ford Credit, Commercial Aircraft Finance, CAT financial. The list goes on and on.

Any_Influence_8305

Please god I need these calls to print to pay for life saving surgery for GE (gooner's elbow) 🙏

Vlisa

Afternoon selloff was clearly due to OSRS increasing max gold on the GE

Impressive_Win5235

My first 2 ever was apple pre split and GE pre spin off, if i had 8 mill on those itd be 65million now := silly me being 14 and only using my allowance

option-trader

That's the thing. It was only MSFT at $7.7B in net income in 1999. Today, MSFT isn't even first. You've got GOOG and NVDA beating MSFT by a wide margin. Then, you have AAPL on par with MSFT's net income. That's the difference. All 4 of these companies have very high margins. In 1999, MSFT was basically the only one with high margins. In terms of highest net income in 1999, companies like GE, F, XOM, and IBM all had operating margins below 15%. Big difference. There's 3x more cash flow for the current top companies today than in 1999 using 1999 value.

Primary_Olive_5444

You will know tonight, it's their investor day in New York. Maybe you know it's their investor day as well and hence deliberately posting it now here. On earth, energy source have alternatives, wind farm, solar panel, geothermal, natural gas, coal and nuclear. But those selection narrows down to two in space or on moon, solar and nuclear. And only nuclear can be the stable base-load energy source in space. The company is fine, just sold off their medical isotope business (kept 20% stake) for 800 million and still paying dividends. BWXT is more like a GE Vernova, because nuclear (power generation) is just one piece of it. What really matters is the power delivery part, which is why BWXT acquired over Kinectrics. Kinectrics is on power delivery/transmission using more efficient approach like HVDC (high voltage direct current) instead of step-up | step down transformer using AC. [https://www.bwxt.com/bwxt-closes-acquisition-of-kinectrics-2/](https://www.bwxt.com/bwxt-closes-acquisition-of-kinectrics-2/) Realistically, nobody really cares about power generation (whether SMR, Candu Reactor, Natural Gas Turbine) what people cares about is the monthly electricity bills. But for cheaper bills the current grid infrastructure needs a over-haul like using HVDC.

tresslessaccount

Boeing, Ford, GM, Pratt and Whitney, GE, etc. (old fucking companies that employ hundreds of thousands of people) serve a couple primary purposes: Employ american people, get them healthcare and dental coverage. They just happen to also make planes, cars, engines, etc.

Wonderful_Piglet591

Yeah, formerly Smiths aerospace, owned by GE now. No talent ass clown software engineers. Not surprised at all.

Crayshack

3 things will trigger cashing out a position for me: 1. Rebalancing percentages. Typically, this isn't fully closing a position, but moving a chunk to keep my portfolio appropriately diversified. 2. Some unique triggering event in the news. Sometimes, that's seeing warning signs of a business about to collapse. I pulled from GE when they were undergoing a restructuring that made me expect them to have a couple years before they recovered. Sometimes, it's a sign that a company is about to boom. I put a bunch of money into airlines right when the COVID vaccine was announced because I projected them recovering from their COVID dip (that money was pulled from an index fund). 3. I need the money. I hit severe burnout at one point and spent a couple years only working part time and I supplemented my income by pulling some money out of my investments. I expect something similar to happen at some point to cover a down payment on a house.

bulldogsm

but that earnings growth is partly circular as in GE Capital style that is predicated on infrastructure build out resulting in real revenue, which right now is not there and that infrastructure build out is so far in front of its skis that companies are leasing out their data centers because they dont have enough organic work if AI keeps going the way it seems, then it might all work out and your thesis is correct but if in the next year, two, three aome macro or swan thing goes sideways then this is full on when the tide goes out situation and there will be lots of naked companies

Middle-Conclusion-67

https://www.youtube.com/watch?v=GE5jOaGhrFI

Primary_Olive_5444

Realistically, it can be like a GE Vernova. At least that's how i would value it. But that's dependent on BWXT commercial segment revenue and EBITA growth rate. EBITA matters more over revenue.

Key_Lifeguard_8659

BWX Technologies (BWXT) is not itself a Small Modular Reactor (SMR), but rather a nuclear manufacturing and engineering company that supplies critical components to SMR developers and operates its own advanced reactor designs. Primary Business: BWXT is best known as the primary supplier of nuclear reactors and fuel for the U.S. Navy and a major manufacturer of nuclear steam generators and heavy components for commercial nuclear plants. SMR Supply Chain Role: The company is a key supplier in the SMR supply chain, having been selected by GE Vernova Hitachi to manufacture the reactor pressure vessel for the BWRX-300 SMR and signing agreements with Rolls-Royce SMR to design and manufacture nuclear steam generators. Own Reactor Designs: BWXT has developed its own proprietary reactor technologies, including the BWXT Advanced Nuclear Reactor (BANR), a 75 MW thermal microreactor, and previously the mPower SMR, though it currently focuses more on enabling other developers through its manufacturing capabilities.

angrehorse

Why look at startups for SMRs and not well established companies? Like Rolls Royce or GE that are well established with solid cash.

exphx23

They have a high forward PE which will be difficult to maintain. They are involved in more than just nuclear. It appears to have good growth potential and a decent trend. GE has a large presence and being part of GE is a benefit. GE used to do a lot of creative accounting and excessive leverage.

AJ_Grey

You could probably throw Baker Hughes (BKR) into the GE Family since they spun off in 2019. They do have some of the tech for LNG turbines and their recent purchase of Chart has helped with diversification from the oil patch.

Only4TheShow

I’ve had my eye on cat and GE for a while, but still a little overpriced

14X8000m

GE Vernova

Late-Photograph-1954

The GEV CFO just left, he got in just ahead of the spin. You could argue he's seen enough and concluded 1100 bucks was more than he'll ever be able to sell his RSUs for (the premise being that sitting executives dont sell their full port). GEV has massive demand, yes, for century old tech. Once the demand flattens they are back to single digit margins, as under Immelt. GE Aero ought to be okay, trends with flights, more flights is more service to be sold.

Midget_Molester10

JAGX popping off, must be the GE tax finally showing up on the balance sheet.

investinreddit-

$GEV but I think we missed the run up from $300 to $900+. That was an AI adjacent energy play. Just like bloom energy from San Jose. $GE just hasn't gone for me at all. At same time has not crushed down either.

One-Journalist-213

Bought GE during the lock down . Exited at 300 , 10x gains . I feel I should have held have

Accomplished_Way8964

I owned GE before the split and ended up with all three stocks. Eventually sold them all for a tidy profit and have been kicking myself ever since. I think GEV has the best five year outlook. GE might be better for long term, but don't quote me on that.

OG_Tater

Yeah what about it? The old GE split in to 3 companies, power GEV, aerospace GE and healthcare GEHC

dustsmoke

I'm sorry.. you said GE stocks? Lol

uZIGiZAG

None of those companies IPO'd seeking a $2 trillion valuation. Sure, Amazon took a long road to profitability but it IPO'd seeking less than a $500 million valuation, .2% of GE and 1% of Walmart's market cap size at that time. Anthropic is looking to IPO at the 6th largest company in the market before it proves out a lasting moat or profitability, so of course some people are going to scrutinize it as an investment.

TraditionSufficient8

I agree. This is an interesting ticker but I feel like a much better way to play to AI Data Center Power trade would be a combo of BE- Bloom Energy and GEV- GE Vernova.

AnotherRandomGuy34

I mean if that happens, Tesla wouldn't be hit that bad as much as the big three. GE, Ford, or Stellantis don't even have a proper international market to fall back on unlike korean or Japanese automakers. In a way I think it's a good thing, they can't forever get away with low quality and expensive pieces of junk that they produced for decades now

BusyOutage

you lost me at DCF model but the apple vs android comparison for scanners made me laugh, our rads say the exact same thing about the GE vs siemens workflow the contrast angle is what actually sells it for me though, everyone focuses on the machine sale but the recurring consumables is where they print cash

Prsujith

What do you think of GE HealthCare & Abbott Laboratories current share price. Both seems to be oversold with RSI below 30 . Heavily undervalued.

Infamous_Ad8730

Shiller P/E is mostly irrelevant in today's market. It was helpful and meaningful when the big companies were GE, GM, Ford, PG, WM etc. Those businesses had 5-10% margins and investors were only going to pay so much for that kind of profit. Now, the major companies (by far) are NVDA, AAPL, MSFT, META, GOOGL and those companies are running 50-75%! margins, so investors are now willing to pay more for those outrageously higher profits.

Worried-Opening-6229

Until the stock you had 10% in doubles or triples in a year like GE/GEV.

User4f52

Vertiv: Thermal management and liquid cooling are mandatory for next-gen high-density GPU racks. VRT secures structural demand upstream; it gets paid before data centers can even turn on. GE Vernova: Utilities and governments cannot delay grid reliability or power generation CapEx due to high interest rates. Power delivery is an inelastic public utility. Demand remains rigid even when monetary policy is tight. I don't care as much about valuation as you. Sorry, man, you're not in r/ValueInvesting. When I stock-pick, which is a minor part of my portfolio, I want to engage in macroeconomic trends. It's that part of my portfolio that's up for risk. I don't want to invest in bitcoin or gold to hedge anything. What I try to do is leave some room for the AI bear thesis, but not go full port on this "AI bubble" stuff. But overall, extremely rude comment. Congrats. >'Don’t develop a mental relation to a company' Who do you think you're talking to, man? Imputing some weird parasocial relationship between me and two companies I'm not even invested in? I just said I'm watching from the sidelines. Do you behave like this in real life, constantly provoking and belittling the other person, or just behind a screen? I was trying to have a normal conversation on Reddit without getting belittled. I know, too much to expect. You clearly don't want to. So, bye.

CurrentAirline9065

As far as chasing a blow off top and making gains on the flight to the tech and the AI buildout. Chase free cash hitting books today, sales and order backlogs behind bottlenecks don't matter. $BE > $GE for example

Any_Life_6178

jah jah jah GE Vernovaaaaaaa

woowizzle

America isnt a laughing stock for mail in voting, its a laughing stock for its toddler president, I'm pretty sure most civilised countries have mail in voting. We have had it in the UK for forever, as far as I know nobody has ever complained about it. Obviously with Nigel floating around (for the time being) I expect that to become a "talking point" in the next GE.

Middle_Heat_8985

$GE 🚀🚀

Middle_Heat_8985

$GE to the moon 🚀🚀

Middle_Heat_8985

$GE to the moon 🚀🚀

towerfella

Yup. Worked 20 years at GE. No, i am not a “savvy investor”; i am a technical manager. Yet there is no one to help me make money, they only want to make money off of me. If there had been, i would not be here to make this comment. Electricians, plumbers, doctors, engineers, all get paid once to do a job that will hopefully last many years to come.. ***Where is the equivalent person that helps others with money??*** Why is it with “money people” they want to continually get paid? Where was my help?

No_Height2939

Airj and cepl. Cepl has been burned a but after a big run up form lack of news but i still think it could capture the tailwinds that have been pushing bloom energy up so much. With such a small market cap and already stable financials and actual sales i dont think it takes much to rocket this one. Airj also hopes to help with energy efficiency and water production for data centers but also has none data center applications like water generation for middle east or water stretched areas. Love the concept, risk is in the commercialization but im optimistic after its partership with GE and small deal with kubota

derdubb

It will be like investing in GE when it was 5 bucks a share

ScheduleSame258

Thats been the case for the last 5 decades - Boeing, GE, GM, Ford, GS, MS, JPMC, BoA. These are all too big to fail