Reddit Posts
I think Trump is Getting Ready to Fire Musk - But #teslatakedown Continues
Seriously, we should station sentries at airports for Boeing
Boeing (BA): Atlas Air's Boeing cargo plane makes emergency landing after engine malfunction
Apple and Tesla may no longer be ‘safe investments’ as China’s troubles grow
We should station sentries at airports as Boeing put alarms
YOLO Alert: Boeing on the Brink – Why WSB Traders Should Short the Skies
Alaska Energy Metals Announces Assays From Surface Rock Sampling and Geophysical Surveys at the Canwell Property, Nikolai Nickel Project, Alaska (TSX-V: AEMC, OTCQB: AKEMF)
Alaska Energy Metals Announces Assays From Surface Rock Sampling and Geophysical Surveys at the Canwell Property, Nikolai Nickel Project, Alaska (TSX-V: AEMC, OTCQB: AKEMF)
Alaska Energy Metals Announces Final Drill Results From 2023 Exploration Program (TSX-V: AEMC, OTCQB: AKEMF)
How is $GE going to reject me on a FRIDAY 10 Pm night, guess what company I’m buying puts for.
IGT - International Gaming Technology Potential Sale
Why the outrage over US Steel being bought by Nippon is dumb- just the dumbest politicians trying to rile up their xenophobic supporters
Alaska Energy Metals Announces Final Drill Results From 2023 Exploration Program (TSX-V: AEMC, OTCQB: AKEMF)
Alaska Energy Metals Intersects 317.2 Meters Grading 0.34% Nickel Equivalent, Confirming Mineralization Along 860 Meters of Strike Length at the Nikolai Nickel Project, Alaska (TSX-V: AEMC, OTCQB: AKEMF)
Alaska Energy Metals Intersects 317.2 Meters Grading 0.34% Nickel Equivalent, Confirming Mineralization Along 860 Meters of Strike Length at the Nikolai Nickel Project, Alaska (TSX-V: AEMC, OTCQB: AKEMF)
$FLNC - High Growth Battery / Energy Storage Stock Trading At A Low Growth-Based Valuation
Alaska Energy Metals Announces Final Drill Results From 2023 Exploration Program (TSX-V: AEMC, OTCQB: AKEMF)
How do y’all feel about General Electric (GE)?
Lindy effect in investing? - I analyzed the performance of 73 companies that were more than 100 years old and benchmarked it against S&P 500
Lindy effect in investing? - I analyzed the performance of 73 companies that were more than 100 years old and benchmarked it against S&P 500
Alaska Energy Metals Intersects 317.2 Meters Grading 0.34% Nickel Equivalent, Confirming Mineralization Along 860 Meters of Strike Length at the Nikolai Nickel Project, Alaska (TSX-V: AEMC, OTCQB: AKEMF)
MBH CORPORATION ANNOUNCES NEW BOARD MEMBERS IAN ELSEY, KEVIN HANBURY, PETER LAWRENCE & SIMON MARTIN
The future of manufacturing is additive manufacturing.
I have read all your concerns about NEGG. Only 2 valid points. NEGG is Chinese owned. and NEGG risk of reverse split. They need to be addressed
I read All warren BUFFUD comment on NEGG
Dumb question on Leverage trading regulat stocks or derivatives (not option)
Most Important Stock Market Earnings from Today - (10/24/2023)
Has this been the blockbuster Tuesday y’all been waiting for? What earnings report are you excited for?
TSLA is a conglomerate not a auto company. Stop trying to analyze/value it like one.
I believe that GE stock will crash in the coming months
Can we talk about GE (Haier) completely imploding the washer dryer market forever.
Demystifying AI in healthcare in India (CSE:PMED, OTCQB:PMEDF, FRA:3QP)
Anything I should be doing to be more aggressive with my VOO/VT portfolio?
The Discovery of the Century - How to make money off it
What app/program/platform do you prefer to trade with?
“GE Stock Surges: A Promising Turnaround Signals Bright Future for the Aerospace Giant”
“GE Stock Surges: A Promising Turnaround Signals Bright Future for the Aerospace Giant”
“GE Stock Surges: A Promising Turnaround Signals Bright Future for the Aerospace Giant”
“GE Stock Surges: A Promising Turnaround Signals Bright Future for the Aerospace Giant”
“GE Stock Surges: A Promising Turnaround Signals Bright Future for the Aerospace Giant”
[Quick Take] Mid-Year House Views: Understanding Current Market Conditions and Implications
Profiting off the potential power grid failure. Overall thoughts and discussion.
I asked ChatGPT how to profit off of a power grid failure.
I asked ChatGPT how to profit off of a power grid failure.
NNOX is still bullshit - and now it pumped - big opportunity for REGARDED BEARS
Thinking about buying stock in General Electric ($GE), Bitfarms ($BITF), Palantir Technologies ($PLTR), BigBear.ai ($BBAI), or eMagin ($EMAN)?
GE HealthCare stock falls despite Q1 beat (NASDAQ:GEHC)
GE rises after reporting positive cash flow on demand for jet engines (NYSE:GE)
Stria Lithium reports best result to date, winter drilling at Pontax Property
Don't overlook these 3 upcoming earnings reports.
$BFLY Gaining Momentum as Cathie Wood Scoops Up 2 Million Shares for ARKK
What’s your favorite mega cap industrial right now? E.g. Danaher, Honeywell, GE, etc.
Stria Lithium Reports Positive Assay Results at Pontax-Central
$HUBC - The Cybersecurity Underdog, Fumble Recovery
$HUBC - The Cybersecurity Underdog, Fumble Recovery
GE climbs to top industrial gainer, Kanzhun sees No. 1 loser tag in tough week
General Electric defies weekly slump in industrial stocks (NYSE:GE)
Why Did Stocks Drop On Tuesday And What’s Moving Markets This Week?
Daily U.S. Stock Market News Flash (Thursday, March 9)
General Electric coverage resumed with Neutral rating at JPMorgan (NYSE:GE)
Bodyguards Follow Elon Musk Everywhere at Twitter HQ, Even to Restroom, Says Engineer
2023 CTRM Update | Debt ReFi | Pure Play Tanker Business Spin-Off |
Second time presenting DD on here! First time gave yall GFAI when it was around 8 before running to 22 (respective to reverse split prices) Might be wrong here but like last time just sharing and looking for any bear cases before doubling down lol
GE HealthCare and Sinopharm to form joint venture in China (NASDAQ:GEHC)
Stria Lithium reports Promising Assays from 1st at-depth Drilling on Quebec Pontax Property
FDA classifies recall of certain GE HealthCare Nuclear Medicine Systems as most serious
GE Healthcare acquires AI group Caption Health
Bear Market Buy Why Boeing Stock Looks Attractive
GE ordered to double payments to Siemens Gamesa in wind-turbine lawsuit: Reuters (NYSE:GE)
Mawson Infrastructure Group Inc Announces Board Appointment
Mawson Infrastructure Group Inc Announces Board Appointment
Mentions
Im thinking Boeing calls to ride the success of GE's third quarter. Their reports hints at Boeing growth.
Sounds like Jack Welch GE. They cut the bottom 10% "performers" every year.
Main ones would be GE and phillips but these are massive companies that are well diversified beyond the ultrasound space.
Also, EMCOR is a Mechanical/Electrical contractor that has quietly been crushing it, beyond what any metrics would suggest. Slim profit margins and slow revenue growth, yet somehow stock is exploding. Likely getting a boost from datacenter boom. Also, Oklo and GE Vernova follow similar pattern. I’m too much of a pu**y to invest though as these industries are very cyclical.
Totally agree. Biggest reason to avoid any company is bad management. GE, BA, etc over and over again.
Prime winners with GE and XOM of BBB bill in 2022
# Cirtron Research Posts On X "$BACQ. consider. DoD flies 4 million hours per year and Merlin's building the autonomy layer for it. $105M SOCOM contract for C-130J. GE Aerospace deal covering 14,000+ aircraft integration. They're on track to be first to certify AI on military aircraft...."
Check the latest news with GE this week👀
It varies every time, but lately it's been to book LTCG for expenses in FIRE. I try to choose holdings that are a hold rating, at best, rather than selling those at a buy. Over the 30y getting to here, about 1/3 of our nw ended up self-managed in from 10-25 stocks/ETFs at any given time, ended up about half of that is in rollover IRAs. I got in and out of BP, in after they blew up the gulf out with some profits. I got into GE from teh get go because who didn't want GE! Bought more at their low of $6 going into 2009, made plenty of dividends along the way but ultimately closed the position and moved on when it became clear they were not good at being a conglomerate or doing more than one thing at a time. Generally, if Morningstar rates something I own at a hold or better, I'll hold. I'll consider adding more at four or five stars. I always had DRIP turned on up until FIRE, now the taxable account divs we keep as cash for expenses while the IRAs. Some core holdings, I'd sell around the core - trim a bit at low 4+ stars, add some back at lower share rates, sometimes doing so with TLH in the taxable side if losses were there to be booked. TL;DR The answer is basically it varies, bordering on never.
It could take 10-13 years for a turn around. Look at GE stock. Was bottom barrel crap post 2008, even in 2012-2015 when it changed CEOs and divested GE finance the whole company was a mess. It really didn’t turn around until 2020’s That being said, the return given the time horizon was complete trash for GE. If someone had just sold and put that cash into NVDA, that would’ve been a superior play. Something people get too sucked into really is the “hold” and “sunk cost” fallacy. It’s like Enron…if I went back in time and said Enron will fail…would you still hold? Of course not. Hindsight is a bitch. But back to Intel. I doubt Intel will go bankrupt because it’s now part of national security but that doesn’t mean it won’t become a $9 stock making chips. GE was a multinational giant and the stock traded in the low $10’s for a decade.
Energy - GE has to succeed to power all these data centers
**I think 60-100 stocks is too many to mangage. especially around quarterly earnings reporting.** I have about 20 stocks holdings in a portfolio that always beats the returns of the S&P 500 index. Try to pick the best stocks in each sector to make your stocks more managable. When I find a new stock I like, then I liquidate the stock that hasn't been performaing the best in my holdings. I usually make my moves during quarterly earnings reporting. ISRG, BSX, APH, RTX, COF, MMM, VRT and GE had good earnings reports recently. I still manage to have a watchlist of 60 stocks, but I manage then in groups of similar sectors or categories for comparison, categories of Banks, IT Software, semi-conductors, utilities, Healthcare, retail, etc...Then I can easily separate the best of the sector.
Lots of competition in this space, even from larger names such as GE Hitachi & Westinghouse. I remember during 2021, when Rolls Royce stock was struggling, they too were working on their own SMR. If I were to make predictions, it'd be around first-mover advantage, and teams with govt & corporate connections. I haven't read enough to be confident in anything, so I stay away.
How do I invest in the real physical economy instead of AI nonsense? Does GE still make dishwashers and microwaves?
I mean just invest and set stop loss. That’s what I’ve done with my last couple of purchases, all went up almost immediately so I just set up stop loss and now I win no matter what. VOO, MSFT, SPLG, GE
👀 $FLY $ORCL. $GE looks strong and stable after earnings for long calls
CC is interesting only if we have a significant housing booster as TiO2 demand will rise. I have been in them in the past, but just do not see it today. I am watching and waiting DD planned spin-off of Qnity sometime in Nov. It is a gem in their electronic business. I am a long time (>20 year) holder of HON. I hope we get the same benefit as GE spin-offs.
I see BA like DIS. A solid business hampered by management, unfortunately. That said there is real value to be had buying uncertainty in an intelligent manner. A lot of my biggest wins were based on it. Before KVUE there was UNH and RTX and also GE. You need to assess if drama is likely to be temporary or long term.
I right now have GE very 50/50, slight up advantage, but I don't like it and am not playing it.
GE Aerospace to 350 tomorrow cuz fuck it why not
How are names like Pulte Group and Northrop Grumman on this graphic but not Galaxy Digital? $GLXY reporting earnings before open tomorrow... i'm sure WSB regards have much more money in this name than every single one of the before open names on Tuesday... aside from maybe GE
I am thinking 300p on GE. Any opinion?
⸻ 🏢 Top 50 AWS Users (Concise List) 1. Netflix 2. Twitch 3. Airbnb 4. Spotify 5. LinkedIn 6. Facebook (Meta) 7. Apple 8. Disney 9. McDonald’s 10. Samsung 11. Pfizer 12. Johnson & Johnson 13. General Electric (GE) 14. Shell 15. Unilever 16. Ford Motor Company 17. BMW 18. Adobe 19. Intel 20. Zoom 21. Slack 22. Dropbox 23. Robinhood 24. Coinbase 25. Fidelity Investments 26. Venmo (PayPal) 27. Snap Inc. (Snapchat) 28. Canva 29. Expedia 30. NASA 31. U.S. Department of Defense (contracted) 32. CIA (through AWS GovCloud) 33. Capital One 34. Goldman Sachs 35. Comcast 36. ESPN 37. Reddit 38. Pinterest 39. Lyft 40. DoorDash 41. Instacart 42. Peloton 43. ZoomInfo 44. Siemens 45. Volkswagen Group 46. Adobe Behance 47. Intuit (TurboTax, QuickBooks) 48. Nokia 49. Time Warner (HBO Max) 50. Verizon Communications ⸻ ⚙️ In short: nearly every major app or Fortune 500 company uses AWS for at least part of its operations — streaming, databases, AI compute, or global hosting. Would you like me to tag this list by industry sector (e.g., finance, media, tech, government) next? It’ll show where AWS’s dominance is strongest.
It requires timing of how you enter. Even buffet greatly enjoys the time he buys. Cigar butt investing literally relies on buying beaten down companies with strong fundamentals. What buffet does is hedge his entry *with time*. You can buy low, with the intent to hold for 20 years. Buying high with the intent to hold for 20 years will still pan out decently well, but historically you might take 10-15 years of pain. Buying at ATH in QQQ in 2000, 16 years until the top. Buying into gold at ATH in 1980, 44 years until green, inflation adjusted Amazon ATH in 1999, 8 years until green GE in 2000, *25 years* until green Do you think the current *new* market participant (who this thread is aimed at), has it in them to weather that pain? You know how you ease that pain? Taking some profit.
From chatgpt: Everyday Items No Longer Made in the USA 1. Smartphones • Apple iPhone, Samsung Galaxy, Google Pixel — all assembled overseas (China, India, Vietnam). • No U.S. factory produces smartphones at scale; even “American” brands rely on Asian supply chains. 2. Televisions • All major TV brands (Sony, Samsung, LG, TCL, Vizio) are manufactured in Asia. • The last U.S. TV factory (Zenith/Magnavox era) closed decades ago. 3. Laptops & Tablets • Dell, HP, Apple, Lenovo — all assembled in China, Taiwan, or Vietnam. • No consumer laptops or tablets are made domestically. 4. Microwave Ovens • Once made by Whirlpool and GE, but now all microwaves are imported (mainly from China, Malaysia, and Korea). 5. Light Bulbs (Standard LEDs & CFLs) • Incandescent bulbs had U.S. plants, but LED and CFL production is now entirely offshore. • Even GE and Philips source from Asia. 6. Footwear (Mainstream Sneakers & Dress Shoes) • Nike, Adidas, New Balance (except a few niche models) — nearly all made in Vietnam, China, or Indonesia. • Only a handful of heritage boots (Red Wing, Alden) are U.S.-made, but everyday sneakers are not. 7. Umbrellas • No large-scale umbrella manufacturing remains in the U.S. • Nearly all come from China. 8. Consumer Cameras & Lenses • Canon, Nikon, Sony, Fujifilm — all Japanese or Asian-made. • No U.S. company manufactures mainstream digital cameras. 9. Household Fans & Small Appliances • Desk fans, toasters, kettles, blenders — all imported. • U.S. brands (Hamilton Beach, Oster) outsource production. 10. Electronic Cigarettes / Vapes • Invented in China, still exclusively manufactured there. Why These Aren’t Made in the USA • Labor costs: Electronics and apparel are labor-intensive, and Asia dominates with lower costs. • Supply chain clustering: Components (chips, screens, motors) are already concentrated in Asia. • Lost expertise: Once U.S. factories close, restarting production is prohibitively expensive. ✅ Quick Takeaway If you’re trying to avoid imports, you’ll find no U.S.-made option for smartphones, TVs, laptops, microwaves, LED bulbs, umbrellas, or mainstream sneakers. These categories are fully offshored, with zero domestic alternatives.
Nvidia, Microsoft, Vertiv Apple, GE Aerospace Watching Caterpillar and Mitsubishi Heavy Industries. Going to need something to cleanup the destruction in Gaza.
lots of great companies that are not necessary cloud or AI but reddit is fixated on certains names only. almost 80% return this year but you never see GE get recommended in reddit. Mostly, Its always about MAG 7 .
No one talks about GE either, they've been on a tear equal to msft almost
290 GE poots using my perceived cons: Pros: Levelheaded, average eps, leader of the aerospace and defense industry High institutional ownership (80%) Aftermarket demand may slow but backlog is deep Cons: High expectations, AI buzzword was already used last call Overachieved last earnings report but sold. Higher expected eps this upcoming report 2028 outlook Only ticker in industry without price correction period even during recent trade war [GE Aerospace CEO Larry Culp on Q2 results: There's a lot that's going right in the business](https://www.youtube.com/watch?v=bhbsat9Ri_U)
Bechtel, Fluence Energy, GE Vernova, Holtec International, Invenergy, Jacobs, Mercuria, Parsons, TechMet USA, Venture Global, and Westinghouse Electric Company. https://www.president.gov.ua/en/news/prezident-zustrivsya-z-predstavnikami-providnih-energetichni-100849
They are worth more than GE's entire nuclear business.
Yes, just like we're all laughing at the .com boom and bust right? Amazon, a bookseller nerd who just moved out of his garage worth millions with no revenue? What a joke. It's just books! Sarcasm aside just because it's a bubble doesn't mean it's not also the future. It just means nobody is sure which companies are the future Amazon.coms and which are the futures Pets.com. You can play the cynic just like people did in the late 90s and invested in, I dunno GE or Sears or whatever bears were buying back then.
It's like General Electric in the electricity boom of the 20s. Everyone knew electricity was the future so investing in it was a no brainer and GE was the most no brainer ticker name. Same with SMR now as nuclear is the no brainer. GE tanked along with everything else in the electricity bubble of the 1920s, after experiencing huge up swings before the pop. Disclosure, I'm trying my best to grab the short term swings around the rumor/news cycle, but long term it'll be a while before it returns to these prices after the AI bubble pops even though SMR is the inevitable future winner, just as GE was still the inevitable future winner. It feels like rope climbing a cliff at the moment. May your stop loss break your fall!
Yes. A big example for me would be something like Brookfield, who has so many public entities at this point it looks like the GE organization chart joke from "30 Rock." I can research Brookfield to a significant degree, but I'm not realistically going to analyze every aspect of the company. If me investing in Brookfield (whether via BN or BAM or BRT or....) required me to analyze every aspect of Brookfield then I'm not investing in Brookfield.
Some companies try starting a new business when its original business cannot grow any more. Sometimes this works. But often it doesn't GE originally sold generators and electric motors for utilities and industry. But then started making consumer products, jet engines and medical equipment. Oer the last couple of decades that have sold off most of there product lines and today it just sells equipment toutilites and power plans, get engines, and medical equipment.
I’m in a similar situation. Heavy tech due to RSUs. I am selling as much former employer stock as I can without jacking my long term capital gains taxes through the roof. You’ll have to pick your number, 15%, 18.8% or 23.8% and fill out that tax bracket. For me, it is 18.8 but sometimes I think this is going to take too long and my efforts will be eclipsed my market gains. Do take a look at state tax treatment for LTCG. Here in California, the state tax bracket is 9.3% out to nearly $700k, which is around the 23.8% federal bracket, but if I push harder, not only will I get 5% extra federal, but another 4% California tax lumped on for a total of 37.1%, plus some extra bonus millionaire assessments to support mental health and such. NVIIDA has way, way more exposure to AI than Apple, so I’d start there. Apple won’t be immune because it is in the same ETFs with the AI majors, but should bounce eventually when sanity returns. NVIDIA just needs some competition or a large pullback in spending and it is sunk, a shadow of itself and will stay that way for a while, probably through the next crash, or so I believe. If you are holding some losers - tough in this market - then you can sell those too and use those losses to cancel some of the gains for tax purposes. See Tax Loss Harvesting. Your broker is probably also running a stock exchange program. They take your stock and a bunch of other investors stock, toss it together into a mini-fund, make you wait 7 years for tax magic to occur, then you get back a bunch of stock from the other companies in the fund, and a little of your own. This will not spark capital gains tax (yet) but at the end of the day, you will be left holding a pile of different single stocks rather than just NVidia. What is this pile of tripe they give you? Well it is all the stuff that other people had too much of and didn’t want — GE! Yay! — but at least you are diversified some. There is a big difference between this and an actual ETF, which can trade in kind with every stock in the market and keep itself current. You are still owning a bunch of single stocks which over the decades will one by one go dark due to age and mismanagement with no tax efficient way to replace them with new stuff. The 7 year lock in may problem too. It might make sense if your tax bracket is sky high near term and you need to sleep at night.
Diversify. DCA into big ETFs, Understand seasonality and potential for weakness of dollar. Megacaps are international in nature, making them desirable. Individual companies? Consider GE, GEV, IBM
Guys should I sell my slow gain boomer stocks like GE
Dow Jones Stats show only 19% companies have individual returns higher than index funds over time, so you be you. I prefer picking, for me the upside beats the down and I would rather ride the bubble than watch it. I don’t trade every day, maybe once a month but I pick the NVDA’s or the TSM’s that I think will gain me 30% in a year, size for safety is my theory, right GE?
Thinking about building a conservative value portfolio Nothing crazy, just some undervalued value names for the long term: $BRKB $IBM $GE $RGTI Any other suggestions?
Was googling this. I held GE for 10 years from 2012 to 2021 and it was a dog stock. I’ve experienced true bear. Now it’s rocketing up. Brings true meaning to 15 year time horizon lol
In order, developed market government debt, cash, investment grade credit, emerging market debt, REITs. [https://www.blackrock.com/corporate/insights/blackrock-investment-institute/interactive-charts/return-map](https://www.blackrock.com/corporate/insights/blackrock-investment-institute/interactive-charts/return-map) Similar picture over a longer timeframe although with REITs looking better and gold and bonds looking worse: [https://www.reddit.com/r/dataisbeautiful/comments/1hxbip9/periodic\_table\_of\_investment\_returns\_by\_asset/](https://www.reddit.com/r/dataisbeautiful/comments/1hxbip9/periodic_table_of_investment_returns_by_asset/) Within stocks: >Many of these companies are large-cap stocks that once dominated their industries. GE Aerospace GE, for example, is the legal successor to General Electric, which was once one of the largest companies in the United States based on revenue and profitability. Over the 10-year period ended in 2023, General Electric destroyed an estimated $55 billion in shareholder value, compared with about $33 billion for Biogen BIIB, the second company on the list. > >While the remaining companies span a motley assortment of industries, sectors, and underlying problems, many of them have a common thread: a lack of economic moat, or sustainable competitive advantage. Ten of the companies on the list have no economic moat, and another three have narrow economic moats. [https://www.morningstar.com/stocks/15-stocks-that-have-destroyed-most-wealth-over-past-decade](https://www.morningstar.com/stocks/15-stocks-that-have-destroyed-most-wealth-over-past-decade) Overall trend in percent of Americans invested in stocks at all is almost unchanged since 1998. The article doesn't come out and say it, but presumably it was true back then like it is now that it's mostly educated, wealthy, somewhat older white folks who are investing. What's not given in these numbers is the percent of total holdings made up by ultra-wealthy: https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx That's clearer in articles like this one: "top 10 percent hold 93% of stock market wealth"; https://inequality.org/article/stock-ownership-concentration/ Original St. Louis Fed dataset. The top 1% has been pretty steady holding from 40-53% of US stock market wealth (roughly, they are a bit more specific about what asset classes that means) since 1990, with consistent dips in response to recessions: https://fred.stlouisfed.org/series/WFRBST01122
Believe it or not I’m a finance major and this is just a GE.
>If the US shuts off aerospace component exports to China, it would have a significant impact on the Chinese aerospace industry. China operates approximately 1,855 Boeing planes, mainly 737 single-aisle models, with orders for at least 222 more as of 2025. These aircraft rely heavily on US-made parts and components, including engines supplied by GE and components from CFM International.
What is this POET everyone is talking about? Instructions unclear, I bought 10k shares in each of: MAYA, AN,GE,L,U Hold the applause.
AI to be monetized through many promising AI projects. Many specialized AI generative and be sold to many companies. Corrdiff AI extreme weather modeling. GE partnership and specifically their sonomet AI ultrasound and CT projects. RadimageGan generative AI medical imaging along with Deeptek and for AI augmented radiology projects. Clara parabricks genome sequencing AI software. Nvidia DRIVE solution for autonomous vehicles. Nvidia Omniverse partnered with Siemens for AI industrial production applications. Also has some US government contracts/ projects using DGX Superpod and working with DARPA All of these revolutionize the spaces they've been applied to. The amount of potential revenue derived from these projects could be insane going forward and they're all just getting started. The scope is broad and AI is only limited by power consumption at this point. There's an AI arms race going on across the globe and there's no reason to stop unless constricted by power restraints and production timelines.
Great DD, thanks for sharing. I have a small position but considering adding. One thing that concerns me is the bigger companies in the space. I know General Dynamics, GE, and many smaller companies offer pressure tolerant battery systems. Any thoughts on Kraken's competition and why Kraken will continue to lead in the market?
GE is up 859% over the last five years
Nobody ever talks about GE even though they are up 178% year to date LMAO
My oven clock must need a new quartz crystal because it can’t keep time properly. I set it 2 minutes ahead of regular time and over the course of two months it caught up. LMAO Puts on GE
Hypothetically, if Ai was a bubble, it would be kinda funny to see a random company like Waste Management go under bc they were ging Ai stocks in their "financial Dept" like what happened to GE in 2008. Like who would correlate \*insert stock\* with an Ai bubble
https://investorplace.com/2015/06/largest-companies-by-market-cap-facebook-walmart-fb-wmt/#:~:text=Largest%20Companies%20by%20Market%20Cap%202015:%20Facebook,&%20Johnson%20(JNJ)%20*%20General%20Electric%20(GE) Here. I guess you will miss about half of the top performer today. Especially Nvidia and Tesla
Picking top 10 by % shares in the portfolio or by performance? You've got a false narrative if you picked by performance. Of course your model portfolio does well, because you picked stocks that did well. Just take one. Take a look at GE historically to current.
but this is a boomer stock like GE
I had GE for a while and that turd of a stock didn’t do anything. Then, they split divisions and it’s up 855%. Figures.
Yes, Plug Power has been "unprofitable for a long time." There’s a recurring bearish narrative... Everyone repeats it as if it’s new information. It’s true, but also irrelevant. Comparing Plug Power to GE is useful as a reminder of business-model fragility, but not as a measure of technological parity. GE’s legacy divisions sold into a mature market that had already decided what ‘power’ meant. Plug Power is trying to invent 'hydrogen as infrastructure' where none exists yet. It’s riskier, more fragile, & statistically more likely to fail, but if it works, it shifts the narrative. Why else would the DOE lend them that much money? It’s not faith, it’s policy inertia. Transformative in the event of survival.
did you not research plug at all? GE invested millions into them (billions in today's money) and they couldn't turn out a usable product
Comparing Plug Power to GE is useful as a reminder of business-model fragility, but not as a measure of technological parity. GE’s legacy divisions sold into a mature market that had already decided what ‘power’ meant. Plug Power is trying to invent an ecosystem where none exists yet (hydrogen as infrastructure) reference; https://www.reddit.com/r/stocks/comments/1nypsp0/hydrogen\_crosssector\_confirmation. It’s riskier, more fragile, and statistically more likely to fail, but if it works, it shifts the frame entirely. That’s the paradox. Transformative in the event of survival.
Same thing GE did for them 15 years ago, How did that go?
My regret is not buying enough of certain stocks. PLTR, GE and Sofi and a few others.
GE, GE Vernova, GE Health,Amazon, NVIDIA, I’ve got a few.
And Cisco and GE and all the retailers I’ve forgotten You have to really believe that instead of the conflict winding down, that Putin is looking to invade nato
Lol that's 100% not true Microsoft was never had a losing quarter it's making tons of money, Cisco another internet stock printing money, and Intel was another internet stock, GE was also printing money investing in internet stocks, Bay networks was another one
They had this discussion on CNBC this morning too. Overall I agree with him, but I have felt like we have been overdue for a correction for a while. Or a downturn. Yet it keeps going up. Right now my portfolio has reflected my views by staying in the market, but don't chase the crazy volatile growth stocks. I saw Bloom Energy lose about 20% in two days, then gained it back and then some in a couple days later. That is insane. Let alone other stocks like Oklo. I digress, but I have avoided those stocks and focused on lower volatility, but overall is going up relative to the S&P 500. Stocks like Emerson Electric where it's a good insutry to be in, but not strongly tied to the AI play. I have a couple gold plays from a gold ETF to a gold miner that has done well. Companies like GE and Mitsibushi Financial are doing well, but staying under the radar. Similar to some ETFs I have, and that is where I have a little more risk such as NUKZ. But it doesn't drop 10% in a day like Oklo, but may drop 1.5% in a similar day. Mangeable volatility to stay in and see how it plays before going with a gut feeling to get out or not.
The same GE that’s up 1000% over the last 5 years?
GE Aerospace GE Vernova GE Healthcare
Google was a startup back then, not an American institution that's been with us for decades. The point is that you can bet the farm on the 'safest' picks, biggest household brands, steady businesses, and feel a false sense of security. Things change quickly in the stock market. You just have to be ready to accept that, but I don't think that most people are. Most *new* investors get in with the expectation of a get rich slow scheme. I invest so that decades from now number go up. However, it's possible that if you pick the wrong stocks, even ones that seem conservative, you may end up in the red for 20 years. Can you *actually* handle that, or will you lose patience, sell and lock in a loss? That's why the common advise is for new investors to DCA into broad market indices. Recessions will still affect you but at least it's not cause you happened to pick Intel, Cisco, Sears, GE, Xerox, etc.
Thanks that helps a bit. Based on what you provided EUDF looks like a fine investment. Rheinmetall is probably a big reason for it's overvalued data, which in this case isn't a concern for myself. DFND while I don't have the aggregate data and can't make a solid claim because of that, I think it's composition is reasonable. GE, RTX, and Boeing aren't my favorite stocks but the expose you to US assets is good diversification in a EU defence ETF. If you want just one ETF I would recommend EUDF first and wouldn't advise against including DFND if you want. I would cut that third ETF for sure. Also you don't need to worry about overlap in ETFs or your holdings too much. If you have €100 and invest half in stock AAA and the other half in ETF ZZZ which has 10% AAA it's as though you have €60 in AAA and €40 in the ETF minus AAA. That's ok so long as you're aware of the overlap and account for that. Also legally I am not your financial advisor, this is merely advice from an Internet stranger.
Thank you, I really appreciate this! For what it's worth, they have the following companies as a top: €DFND - GE (14%), RTX (10%), Boeing (7%), Airbus, Rolls Roye, Safran, Rheinmetall, Lockheed, General Dyn (in this order of biggest%) €EUDF holds - Rheinmetall (13%), Leonardo (12%), Bae Sytems, Thales, Rolls Roye, Saab, Safran, Airbus, Kongsberg Sorry I didn't type all of them out but these are the main. Lots of overlap as you can see...
I work in the power industry and already companies like GE Vernova and Siemens Energy have seen big gains. After a decade of slow sales, OEM suppliers for power plants are way backlogged. Companies like howmet that makes turbine blades or Emcore that does infrastructure services for data center have seen big rises already too. Copper stocks like FCX also have a lot of promise. Small modular reactors and other nuclear technologies are cool and might be the long-term solution, but it's going to take a long time for them to really scale. There's a lot of froth on stocks like SMR that I think is probably unjustified but certainly has some momentum. I think you could put together a basket of companies or industries that would be needed to support electrification and it probably has a pretty solid long-term future. Not as exciting as chips and software though. One thing I worry about with the industrials category is capital cost and how it will fare in a recession. I've added some of those into my retirement portfolio where I have a long-time horizon, along with some defense stocks.
GE Vernova name is cool as fuck
GE because my aunt was the only person I knew who owns a stock. She said just buy it and leave it alone. Took years to make almost nothing lol But the experience was worth it.
I can give a personal analysis. I started invested in DRPs in 1991 through 2003 or so. I kept contributing to the DRPs until 2017. All the DRPS I still reinvest the dividends, even though I am retired. For 26 years I contributed to my DRPs. I invested in blue chip growth stocks of the 1990s GE, INTC, PFE, and utilities and Oil&gas. Obviously, I invested in the wrong dividend stocks. I recently did a calculation, all the money I put into the DRPs over the years, if i would have invested all the money into the S&P 500 Index instead, I would have $4,000,000 more in assets and be able to take 3% distribution each year of $120,000($10,000 a month) which is way more than the value of my DRPs and way more than the dividends that I am being paid. Moral of my story: Invest in growth.
And IBM and Sears and GE invested in Internet startups. It was all half-heartedly though no one wants to give up their cash cows. That's their main weakness.
Easiest 10k in a week shorting this scam. Why would a company with no product and no customers and no track record is even discussed? Wouldn't you buy a reactor from GE or Westinghouse? Pure speculation and retardness!
There was a post on personal finance years ago where someone said his dad a retired engineer who worked for GE had amassed like 2 million dollars in GE stock Although lots of people told him to diversify a whole lot of people just said "Keep it GE pays a 6% dividend this is 120k a year in FREE money, it does not matter what the stock price does just keep it and collect the dividend" Literally a month later GE cut it dividend in half then about 6 months later cut it to 0.01 a share so it essentially cut its entire dividend all while the share price cratered 75% Yes years later it has bounced back but it still pays no dividends
My mother bought a few Mcdonalds shares in the old DRIP fund system. Statement would show up and the dividend would add up to some fractional share. Eventually it grew to about 1300. This was back in 1978ish. I eventually sold them. I bought GE stock for my son in the 2008 crash. He put in his birthday money of about 300 bucks, and I matched it. It was at the bottom...I continued to purchase in the account, and it grew in the dividends and he went to college with 30k. I have funded my kids Roths as a wealth transfer. We put it in set and forget it funds. They have learned the value of time in the market and seen the growth. Beyond that they are not really interested in deep knowledge, but ADC investing.
You're such a generation-before-gen-x (b-word is banned) focusing on dividends. It used to be a big thing when it was a long process and high costs involved in buying or selling shares. Nowadays it's all online and whenever you want income you can just sell a couple of shares and transfer the money to your checking account. There's no way you can rely on dividends as income. Companies these days don't hesitate to lower or cancel dividends if it's needed for the well-being of the company. It used to be a thing saving in GE for a lifetime and living off the dividends in retirement. Just look how that worked out!! Invest in what provides the highest possible total gain but keep what you need for the next few years in something that doesn't lose value should there be an economic downturn when you need to withdraw. It's as easy as that. You can look at how the target retirement funds do it for some tips on risk as you get closer to need the money Happy investing!!!
Those zero revenue Internet companies are often cited but were actually a very small weight in terms of total market cap. Most of the bubble was created in the big tech companies during dotcom. Microsoft, Intel, GE, Cisco, Dell, Nokia all sky rocketed and drove the index PE multiples up. Most of them never recovered or took decades to recover. And these were excellent companies that produced tons of revenue and earnings.
Those zero revenue Internet companies are often cited but were actually a very small weight in terms of total market cap. Most of the bubble was created in the big tech companies during dotcom. Microsoft, Intel, GE, Cisco, Dell, Nokia all sky rocketed and drove the index PE multiples up. Most of them never recovered or took decades to recover. And these were excellent companies that produced tons of revenue and earnings.
Can you? Sure. Will you? That is a better question. None of today's top performing stocks were even on the radar 20 years ago so the odds those 5 companies will continue to outperform (one of which is complete vaporware) is very unlikely as well. The top stocks in 2005 were Exxon, Walmart, Citigroup, GE, and BoA which have had an average return of 4.42% per year. So you should expect a similar return going forward. Which comes out to be $690k. Another question, let's say you do get to $1.5M in 20 years. And let's say you are able to consistently return 10%/year with no drawdowns after that. Is that enough to retire on? That is $150k/year. If there is one bad market year you are in trouble. If you can't get 10% returns per year you are in trouble. One accident, fire, illness, etc. Will 150k in 20 years be enough when you consider 3% inflation? $1 today will be worth \~ 55 cents in 20 years. So really that income will feel like $82k. Is that enough?