GE

Due-Papaya-6217


Rare-ish_Birb

GE death spiral tbh

GaylrdFocker

"In a heartbeat", it's been 4 months. What happened in January was probably a dead cat bounce. Questioning it is fine. Comparing it to crypto is ignorance. What due diligence did you do to make your investment? What news have you paid attention to to think it should still be worth what it was? Investing in individual companies is fine if you are ready for stuff like this, but you should have known this was possible before you went into it. Check out Enron, Intel, GE stock, or many others if you think this is highly unusual. I scored in the 97th percentile on the MCAT, thank you very much.

atropear

Yes. They have to redo the power grid anyway. It looks like fusion is the real deal. I put money in FLNC, PWR, TESLA and Schneider Electric in April last year. Up a lot. BTW GE was one of the top stock picks of the 1920s if memory serves.

LumpyShock9656

Yeah alright you sound smart now look at all the tech stocks in a bear market. If all the "smart money" wasn't rotating in 50 PE Costco. 48 PE WMT and KO, and GE, this shit would be much lower

BabyDontHerdMe_NoMo

GE still outperforms VOO and QQQ as of today. So even with the "crash and doom" narrative that most of the thread has spread, if you would have kept GE since 2000, you'd still outperform ETF holders. I love ETFs but my point with the original post is that the narrative behind ETFs is oftern overstated!

SukottoHyu

GE Vernova because energy is the future. If you don't have energy nothing works. JPM because no matter what new technology craze there is, big tech companies will always need to borrow money. Both of these stocks play into everything while maintaining low risk and high reward.

reynardine_fox

I restaked a position not because of him but just how much we've corrected since last high, hiring trends, and I suspect another large deal is about to go through. Cramer has a point with ge healthcare but it also shows he is completely missing the point. Bfly is disruptive by the very nature of the tech involved and when you add auto interpretation, pacs, billing augmentation, wearables, and industry licensing of cmut, it really is not a straighforward medical ultrasound company. That being said, wouldnt mind if GE woke up and offered a hefty premium to buy bfly out.

MrMathamagician

Big us tech stocks: appl, msft, googl, nvda, amd Global consumer brands: Coke, Pepsi, Nike Oil companies: Exxon mobile, ConocoPhillips Mfg: Caterpillar, GE etc Gold! Lots of gold!

DaemonTargaryen2024

Any time. It's a dangerous logical fallacy to conclude – with 20:20 hindsight – that picking the few best performing stocks means you should concentrate your portfolio. It's not remotely repeatable on a go forward basis. [https://www.finra.org/investors/insights/concentration-risk](https://www.finra.org/investors/insights/concentration-risk) [https://www.visualcapitalist.com/ranked-the-largest-sp-500-companies-over-time-1985-2024/](https://www.visualcapitalist.com/ranked-the-largest-sp-500-companies-over-time-1985-2024/) See Enron, Lehman, Kodak, AIG, Cisco, GM, GE etc.

alwayslookingout

At its height GE was the most valuable company in the world. Now it’s trading at the same price it was in 2009. Whatever is in Mag7 right now may or may not be in 20 years.

AlvinoSh

Lets say you came up with this conclusion in 2005, the top 10 companies by market cap in 2005 were: Exxon,Microsoft,Citigroup,GE,Walmart,Bank of America,Johnson n Johnson,Pfizer,Intel,AIG (lol) This portfolio with dividends reinvested would underperform the SNP500, even if we chose to not include AIG because you may think 2008 cannot happen again. It would not be a "bad portfolio" but it would still underperform. The the next biggest company will not be included if you continue to only hold mag 7 for the next 20-30 years.

CmdrMobium

The top 7 companies in 2005 were GE Exxon Mobil Microsoft Citigroup BP Pfizer Johnson and Johnson Do the math with those

bornguy

I'm a preface this with i"m a degenerate. Concentration > diversification. Find some kind of special situation and capture the arbitrage. Example, when General electric spun off GE Vernova and GE Healthcare, if you held the underlying you would of profited handsomely. Another one is When Boeing announced repurchase of Spirit Aerospace. FWIW, you're not retiring at 49. no way. unless you're dead at 55. You would need to moonshot to 2 mil in 10yrs in order to retire at 49. Assuming that to be true, now you face an entirely different threat in retirement. Boredom. Its insidious and DANGEROUS.

Stocks_N_Bondage

CSCO is a stock that traded between 14 and 30 for 16 years, then traded between 38 and 60 for nearly another decade, until last year. All that time, dutifully paying a dividend and existing with a very low IV. It's more boring than GE. I'd say it "rocketed up" in 2025, but it barely moved 20%-ish. # But wow, it sure did start a big move late January. Interesting.

Srnkanator

And if NE wins, Dunkin and GE? How about GD, that's been on a tear.

DanasSideWife

GNRC has been my play for a while now. 2 years in a row expanding manufacturing footprint to build more of their top end commercial generators and with grid tie ins backlogged 5+ years most new builds will be running on generators from GNRC,CAT,GE, etc. The smaller residential lines have been hit hard from mild weather but data centers are now a massively growing market segment they didn’t have before. Service contracts on these will bring revenue for years too.

ryallen23

SPY might not be diverse and high quality enough to compensate for the AI bet doesn’t pay off. But infinite versions of a portfolio with stocks inside it totally would. Let’s make two up real quick with a goal of doing well without crash risk the next 5 years - 1) GS, WMT, AVGO, MA, GE 2) PM, UBER, HOOD, BK, CRWD

oldmanlegend

Have you seen GE over the last two years?

No-Reflection5141

“Permabuy.” That’s what was said about IBM and GE once.

nodzg

I love GE

LosHtown

AMD dip is going back up and GE is lowly moving up to its 3 month High mark.

SeaBar4713

Soon they will run out of R&D to cut and products to cram full of ads, and then it will be fully into the Long Slow Decline phase of the GE-Amazon management lifecycle.

BrainsOut_EU

You have short windows (minutes to hours) to close on good earnings: LLY, WWD, HWM, GE, PLTR; GOOG did jump 4% too for a min

Salty-Bid1597

It's a conglomerate by an standard.  A GE for the 2020s.

Heidruns_Herdsman

And any kind of thermal power generation means the limited number of companies that can make high quality gas or steam turbines. Rolls Royce, Mitsubishi Heavy Ind, GE Energy, etc. Plus aviation, military, shipping also need their equipment.

Affectionate-Idea690

In the 1890s, financier J.P. Morgan effectively "took out" Thomas Edison by orchestrating a hostile takeover and merger of Edison's company to form General Electric (GE).  Banks can't trust em, fuk em 

bp000000

I actually liked Siemens as well, I just thought comparably GE Vernova was a better buy. Thanks, maybe I’ll take a second look. Eaton and Hubbell, while a good companies, I didn’t see as much upside in.

bp000000

Let me know if you figure this out. I tried and landed on the grid etf and GE Vernova, but none of the major publicly traded utility infrastructure companies stood out to me as an opportunity better than allocating money into critical minerals stocks and UUUU.

RD_006

Not at all. U're absolutely correct. Renewables is pure ESG and government subsidized play. Can't vouch for the US, but it's true for Central Asia. Big boys like Eni and Total investing in RES to back up decarbonization rebranding. Which is total bs in its essence. Net zero is pure fiction without sustainability. In other words, they're building up wind and solar farms for marketing and to appease local governments. And just like u stated, competition. 10 yrs ago, Sungrow PV panels and GE wind turbines were quite expensive. Not anymore. Every year manufacturers introduce cheaper and more efficient units. There's no investment value in it on an operational stage, maybe except regional and national utility operators. Contractors and local vendors are the ones scrapping cream off the racket.

gizamo

I heard the same about Sears, Bear Stearns, BlackBerry, etc. I'm not anti-MSFT, in fact I like them quite a bit. I'd just caution away from saying that anything is 100% safe. For example, imagine someone develops a computer replacement with, say, a helmet that connects directly to your brain or AR goggles that obsolete their Windows OS and Office products. That would cut 35% of their revenue. It's also possible that Google, Amazon, Apple, or one of the Chinese replicas could make some massive investments or innovative products that replace MSFT's server products. That could kill 40% of their business. I don't think any of those things will happen. I'm just throwing out wild ideas that could conceivably make MSFT the next, IBM or GE....a former giant that's now a shell of their former selves.

cuteman

Are massive aerospace companies out of business and I wasn't aware? They all have significantly more experience and money. Why don't any of these companies do what SpaceX does? Airbus Boeing RTX Corp (Raytheon) Lockheed Martin GE Aerospace Honeywell Aerospace BAE Safran Northrup Grumann General Dynamics Embraer Rocket Lab Virgin Galactic L3Harris United Technologies Their combined revenues are hundreds of billions of dollars but they can't figure out reusable rockets? Which giants are they standing on the back of?

Mr_ThrowAwayJohnson

Holy shit, how has GE never been brought up here?

Pretend-Classic-4667

Alike investing.com's 'strong sell' rating on GE my algorithm also ranks it as 'Bad' with a '62.21%' confidence of achieving the algorithms investment goal (2%-10% ROI within 3 months). That being said I do personally believe in the long term future of GE but I would not buy the stock for a short term investment, more like 1 year plus if your a buyer today.

DopeBook

I think ATI is a good play for calls considering their order book with GE Vernova, GE Aero, Rolls, among other aero/gas turbine/ nuclear players

DecembersDragons

Different analysts got different takes. I like the Zacks team a lot and they have GE as a strong buy. 

LowSomewhere8550

“ Trump Launches $12 Billion Minerals Stockpile to Counter China By Jennifer A Dlouhy and Joe Deaux February 2, 2026 at 1:01 PM GMT+1 Save Translate 4:27 President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money, a bid to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals. The venture — dubbed Project Vault — is set to marry $1.67 billion in private capital with a $10 billion loan from the US Export-Import Bank to procure and store the minerals for automakers, tech firms and other manufacturers. Details of the initiative, which would represent a first-of-its-kind stockpile for the US private sector, were described by senior administration officials, who asked not to be identified discussing a plan that has yet to be announced. The effort is akin to the nation’s existing emergency oil stockpile. But instead of crude, its focus would be minerals — such as gallium and cobalt — used in products such as iPhones, batteries and jet engines. The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices. It represents a major commitment to accumulate minerals deemed critical to the industrial economy — including the automotive, aerospace and energy sectors — and highlights Trump’s effort to wean US supply chains from China, the world’s dominant provider and processor of critical minerals. The project has participation from more than a dozen companies so far, including General Motors Co., Stellantis NV, Boeing Co., Corning Inc., GE Vernova Inc. and Alphabet Inc.’s Google. Three commodities trading houses — Hartree Partners LP, Traxys North America LLC and Mercuria Energy Group Ltd. — have signed on to handle purchases of the raw materials to fill the stockpile. Ex-Im’s board is set to vote later Monday to authorize the record-setting 15-year loan, which is more than double the next-largest deal ever executed by the bank. Trump is set to meet Monday with GM’s chief executive officer Mary Barra and mining billionaire Robert Friedland, who represent both producers and users of critical minerals. The US already operates a national stockpile of critical minerals to serve the nation’s defense-industrial base but doesn’t have a stockpile for civilian needs. Under Trump, the US also has taken the rare step of investing directly in domestic minerals companies to boost the production and processing of rare earths at home. The administration has already inked cooperation agreements with Australia, Japan, Malaysia and other countries on the issue. It will press even more nations to pursue such pacts during a summit of dozens of countries set to take place in Washington on Wednesday. The effort to reduce risk in the mineral supply chain gained new momentum last year, after China tightened export controls on some materials. That spurred some US manufacturers to dial back production and underscored the extent of Beijing’s leverage. The new venture will offer participating manufacturers a way to insulate their businesses from swings in prices for key materials without having to maintain their own stockpiles. Those types of swings can expose companies to massive volatility in key raw material inputs that wreak havoc on balance sheets. For example, nickel saw a historic price surge shortly after Russia invaded Ukraine, fed by fears buyers would no longer be able to purchase the metal from Russia, a top supplier. Some details about Project Vault’s structure were not immediately known, including the institutional investors providing the $1.67 billion. The senior administration officials said the project had been oversubscribed because investors are attracted by a credit-worthy group of manufacturers, their long-term commitments and the involvement of the US export-credit agency. The specific carrying costs that would be charged to those manufacturers, as well as the fees for the trading firms participating as procurement officers, weren’t disclosed. Under the arrangement, companies that make an initial commitment to purchase materials at a specified inventory price later — and pay some up-front fees — will be able to present Project Vault with a shopping list of preferred materials they need. The project, in turn, will seek to procure and store the materials, with the manufacturers charged a carrying cost for the expenses associated with interest on the loan and holding the elements. Manufacturers will be allowed to draw down their material stash as long as the firms replenish them. In the case of a major supply disruption, they will be able to access all of it, the officials said. A key element in the venture’s design is that manufacturers who commit to buy a specified amount of materials at a set price also commit to repurchase the same amount at that same cost in the future. The administration sees that acting as a stabilizing mechanism, helping suppress volatility.”

Historical-Fun-2536

Just get me out of some danger so I can trim some beta and buy some MARUF and GE and MS and chill.

plasticbug

Thinking about scalping GE LEAPS calls. It is on an uptrend, and bouncing off a dip. I do want to see if it will break above 310 first though.

Herban_Myth

Thank you Carol B. Tomé Carol Tomé Chief Executive Officer 1023x1023-NBrothers051.jpg Norman M. Brothers, Jr. EVP & Chief Legal and Compliance Officer Nando Cesarone Nando Cesarone EVP & President U.S. 380x380_BDykes008.jpg Brian Dykes EVP & Chief Financial Officer Darrell_Ford_380x380.jpg Darrell Ford EVP, Chief Human Resources Officer and Chairman, The UPS Foundation 380x380_MGuffey.jpg Matt Guffey EVP & Chief Commercial and Strategy Officer Kate Gutmann Kate Gutmann EVP & President International, Healthcare and Supply Chain Solutions BSubramanian_380x380.jpg Bala Subramanian EVP & Chief Digital and Technology Officer Board of Directors William R. Johnson William R. Johnson Former President and CEO, H.J. Heinz Company Rodney C. Adkins Rodney C. Adkins Former Senior Vice President, International Business Machines Corporation (IBM) Eva Boratto Eva Boratto Chief Financial Officer, Bath & Body Works, Inc. 380x380-BOD-KevinClark.jpg Kevin Clark Chairman and CEO, Aptiv PLC Wayne Hewett Wayne Hewett Senior Advisor to Permira Angela Hwang Angela Hwang CEO, Metaphore Biotechnologies and CEO - Partner, Flagship Pioneering Kate_Johnson_BrBkgd_380x380.jpg Kate Johnson President and CEO, Lumen Technologies Franck Moison Franck Moison Former Vice Chairman, Colgate-Palmolive Company John Morikis John Morikis Former CEO, The Sherwin-Williams Company Christiana Smith Shi Christiana Smith Shi Former President, Direct-to-Consumer, Nike, Inc. Russell Stokes Russell Stokes President and CEO, Commercial Engines and Services, GE Aerospace Carol B. Tomé Carol Tomé Chief Executive Officer 1023x1023-KevinWarsh-BOD.jpg Kevin M. Warsh Former Member of the Board of Governors of the Federal Reserve System, Distinguished Visiting Fellow, Hoover Institution Stanford University

nodakakak

God, I wish we would stop seeing market consolidation. Have GE buy WBD, anyone else in any non-competing sector, just not another streaming service attempting to swallow competition.

Fine_Sock3874

GE ⬆️

icydragon_12

>Circular financing was a popular trend in 1929.  Indeed. Most famously by GE and Westinghouse (the Nvidia/Microsoft/amazon of the era) and RCA (the OpenAI of this analogy) . But uhh.. that RCA stock went from \~$7.50 to \~$550 from 1921 to 1929. GE, went from $0.50 to \~$400, Westinghouse went from $50 to $400 over the same time period. If past is prologue, the time for fear is ...later .

1098duc_w_the_termi

The issue is, when valuing conglomerates, often times the multiple applied to the overall business is disproportionately brought down by the shittiest part of the business. Hence the recent spin outs of shitty segments by GE, JNJ, Honeywell etc.

DanasSideWife

CAT and GE Vernova killing it on data center power generation demand. People are absolutely sleeping on Generac GNRC right now. They bought a new plant to expand for data center demand and their generators are all epa compliant. Along with the crazy storms that have come through boosting residential demand I think next quarter is going to be when they really take off.

dan_pitt

People used to make the very same arguments about GM and GE.

leeuwvanvlaanderen

$GE trading like a shitcoin 

CommanderLeona

Most likely will parallel GE, flat and then slow bleed if their growth slowed

leeuwvanvlaanderen

lol $GE is just garbage 

Personal-Walrus-3682

Holding and adding more to BAC, JPM, GE, and GEV.

DopeBook

Puts on TXT - I think they will report good results but like GE Aero the outlook won’t be received well.

RD_006

I mean there's two sides to GE until before re-branding. 1. Fundamentals, solid clientele, high quality product. 2. Disastrous corporate execution. Larry Culp brought good ol Murican cranking rusty V8 back to life.

leeuwvanvlaanderen

This paid off handsomely for GE back in the day so I can’t see any problems here!

m0nk_3y_gw

> after 2014 skyrockets because the Ballmer reign (2000-2014) was finally over from wiki: > Ballmer attracted criticism for failing to capitalize on several new consumer technologies, forcing Microsoft to play catch-up in the areas of tablet computing, smartphones and music players with mixed results. According to The Wall Street Journal, under Ballmer's watch, "In many cases, Microsoft latched onto technologies like smartphones, touchscreens, 'smart' cars and wristwatches that read sports scores aloud long before Apple or Google did. But it repeatedly killed promising projects if they threatened its cash cows [Windows and Office]." Ballmer was even named one of the worst CEOs of 2013 by the BBC. As a result of these many criticisms, in May 2012, hedge fund manager David Einhorn called on Ballmer to step down as CEO of Microsoft. "His continued presence is the biggest overhang on Microsoft's stock," Einhorn said in reference to Ballmer. In a May 2012 column in Forbes magazine, Adam Hartung described Ballmer as "the worst CEO of a large publicly traded American company", saying he had "steered Microsoft out of some of the fastest growing and most lucrative tech markets (mobile music, headsets and tablets)". He also did that stupid Jack Welch/GE "stack rank" bullshit, which encourages employees to backstab/ass-cover instead of working together for the best interests of the company/shareholders

dvdmovie1

It was a mistake by Buffett and I don't own Berkshire but I think it's nice to see them selling it. The company was horribly mismanaged by 3G for years - not to the degree of Sears and Lampert but what 3G did imo caused lasting impact to Kraft that nobody's really fixed. When you're a consumer company, neglecting brands to the point where there was billions in write-downs, it's difficult to regain loyalty. Are the spin-offs zeros? Probably not, but the one that Kraft hilariously called "Global Taste Elevation Co" maybe verrryyyyyy sllooowwlly wanders higher over time. The other one probably more or less stagnates. The stock is down as much as it's down imo for valid reasons. "GE during 2008 or cheaper." Absolutely don't think apples-to-apples comparison imo. Kraft also isn't finding someone on the level of Larry Culp - who should be in the CEO hall of fame for what he managed.

SegheCoiPiedi1777

Intel has been a dumpster fire for years. It rallied in late 2025 on nothing but hype and that desperate, useless deal with Trump and the us govt. The market is just realising nothing has changed and the company is not an AI player, never really was and doesn’t stand a chance. A turnaround will be extremely difficult. This is a new GE in the making.

sylphvanas

Fuck this. Sold my $PLTR and $NFLX calls too early and bought $JPM and $GE

Cav829

Dude, GE has been vertical for 3 years and it has dropped like 10%? I hate to tell you, but the drop could be way bigger than this.

flaming_pope

Post Earnings dump almost over on GE. Get ready to buy calls on next gap down 

stickman07738

Exactly, I loaded up under $19 and already sold 1/2 my stake; thus what I am carrying is essentially free with a zero cost basis now. They are sitting in my hold and forget portfolio that will only be tapped for a future large purchase. My hold and forget portfolio already has AMD($2.5 cost basis), GE ($6 cost basis prior to reverse split), LLY ($60 cost basis).

SgtFuryorNickFury

Giving Jeffrey Immelt GE duplicate private jet vibes

jdjsjdjsjdkxkdkdmsks

Just like all you retards that hated GE.

SportsBallBurner

It’s GE all over again

Helpful-Event5153

.... Really need GE time gap overnight

IDrinkSulfuricAcid

LOL @ thinking it won't dump like every other earnings these days. Like why the fuck is GE down 7%.

Embarrassed-Sea-6078

Is it time to dump GE? Looks like they had a great run and now people are dumping after the earnings.

Riskismyapellido

because I just don't understand: read this and tell me if the company deserved a dump of -6% after earnings release mmmmkay? Total orders of $27.0B, +74%; Total revenue (GAAP) of $12.7B, +18%; adjusted revenue\* $11.9B, +20%; Profit (GAAP) of $2.9B, +24%; operating profit\* $2.3B, +14%; Profit Margin (GAAP) of 22.4%, +120 bps; operating profit margin\* 19.2%, (90) bps; Continuing EPS (GAAP) of $2.31, +32%; adjusted EPS\* $1.57, +19%; Cash from operating activities (GAAP) of $2.1B, +59%; free cash flow\* $1.8B, +15% Looked at it? Yea. This is GE Aerospace....this dump is fake af.

Helpful-Event5153

I really need GE back to 310...

Helpful-Event5153

GE aerospace recover or keep diving?

Embarrassed-Sea-6078

How do you feel about GE vs GEV?

unwanted_hair

Sure faked me out, GE.

Helpful-Event5153

How far is GE stock going to fall?

Iamnotarobot82

GE beats Q4, posts rock solid 2026 guidance, forward valuation cheaper than other aerospace and defense stocks. Among top loser today. This is just retarded.

CommanderLeona

I'm thinking a few GE 1/30 calls before close to play a small bounce Friday/Monday, and then NOW calls for next week

CommanderLeona

Thinking GE calls before close for a small bounce, thoughts? Historically bounces and it also double beat this earnings

Iamnotarobot82

LOL, GE posted strong Q4 and solid 2026 guidance. Dumps anyway.

Defiant-Tonight-5298

https://preview.redd.it/a1301j8vmweg1.jpeg?width=803&format=pjpg&auto=webp&s=934a20d2160a61d331e24ee30dbd77d97a2998ef GE pump fake…

Defiant-Tonight-5298

*Processing img hu3mls8rmweg1...* GE you can’t pump fake us like that bbygirl

_hiddenscout

$GE | GE Aerospace Q4 2025 Earnings  - Adj EPS $1.57 (est $1.43)  - Adj. Rev. $11.87B (est $11.21B)  - Adj FCF $1.16B (est $1.36B)  - Commercial Engines & Services Rev. $9.47B (est $8.95B)  - Sees 2026 Adj EPS $1.10 To $7.40 (est $1.10)  - Sees 2026 Adj Free Cash Now $88 To $8.48 (est $8.01B)

Riskismyapellido

show those bitches who's boss GE! Just got CSPs tho

pmurt007

GE Lottos let's go baby

BetZealousideal7761

FCX, GE calls and also ISRG calls 🫣

CommanderLeona

GE isn't a bad bet with chart pattern / UAL performance, but would do longer dated ATM calls

wrongrobertpatrick

GE with the reversal

leeuwvanvlaanderen

Ready to get reamed by $GE tomorrow 

Stocks_N_Bondage

Calls: GE (already holding GE calls) Puts: MBLY ABT

Pristine-Direction97

How do we feel about GE earnings? Calls or puts?

Impossible_Bag_8344

how are we feeling about GE Calls?

Annabellpeaksxx

Opened a wide spread iron condor on GE for expiration Friday. If it tanks I’ll scoop up some shares with my put side. If it trades sideways I get the cash. I love earnings weeks.

Ok-Educator5253

Stock market in general goes up. That is because companies keep making money. Inflation, increasing population, and technology are all major trends that make a company trend up, even if the company itself isn’t exactly growing anymore. Coca Cola is up 44% in 5 years, plus is dividend royalty. Yet they aren’t exactly a growing company like Google or GE Vernova or Eli Lilly.

Jackal239

They didn't stall at all. After the fall of the Soviet Union in the early 90's there was no real belief that NATO was necessary, nor was there a need for a national defense apparatus actually poised for national defense. Everything was privatized and conglomerated. There are no government controlled arms manufacturers in the United States and our ability to produce arms was off-shored because the only thing that mattered was making money. The American defense industry, in league with the American government, was more than happy to convince Europe to disarm and, when necessary, only buy military equipment from United States defense firms. There was a concerted effort by the United States to get Europe disarm for various strategic reasons, not the least of which was that it gives the U.S. a monopoly on military power. If you can convince an industrialized nation to not militarize, that industrialized nation is no longer a direct threat to you. If you can convince that same country that any needs they do have in the future can be filled by American businesses, you now have in some ways a vassal state that pays you. There is a belief that Europe is paltry and fading, yet every single major NATO member is currently increasing military spending. Poland and Germany are getting ready to actually throw hands with Russia, not just preparing for potential conflict. This would be fantastic for America, if there was any faith in the United States as an ally/supplier. Instead of buying from Lockheed or GE, they are now making damn sure all of their critical materials are being produced in Europe because all it takes is the President deciding over a weekend that he wants to halt shipments because he feels like it. So now we don't have a customer, and our leverage of being their defender is gone. Let's talk about that militarization even more though: who do we need Europe to arm up for? You have two threats the United States right now, Russia and China. The United States can't diplomatically claim that Russia is a threat given the current posture of appeasement to the Russians. American political bullshit aside, Europe is not stupid. They see the Trump administration stalling as hard as possible for Russia's benefit, constantly flip flopping between "We are losing patience with Putin/Zelensky is holding up peace talks" which is being broadcast for Trump's base, but no one in Europe actually believes the current administration sees Russia as an enemy. The Trump Administration is being offered money *personally* to stall/delay/obfuscate so that Russia can get a better position in Ukraine. Every single "deal" floated stands to benefit the members of the administration financially. This is not a partisan claim, this is the reality on the ground. I once again reiterate: Europe is not filled with the 30% American plurality that believes Donald Trump is this 4d chess player. He is an opportunist using the Federal government to make money with whoever is willing to enrich him personally. So that brings us to threat number two, and arguable the true threat, China. Our entire economy is tied up in semiconductors produced in Southeast Asia and our software products. If China actually decides to go to war with us, they outnumber us 10-1. They are more unified nationally. Their satisfaction with their government is actually fairly high in that the average Chinese citizen has seen their quality of life improve under Xi's rule. We can repeat the "but but America is free, they are a dictatorship" bullshit, but America has just proven that a populace is willing to sacrifice all of their freedoms in exchange for potential economic gain. They have a massive industrial base. The United States cannot win a shooting war with the Chinese by itself. We cannot produce the material necessary at scale, we won't have a population willing to fight, we don't have the natural resources, and our economy would face harsh problems. That's ignoring the very real possibility that the multinational companies that we rely on for defense can just jump ship if they think China will offer them a better deal. There is no loyalty within the United States business community to the United States as a country. They will leave the moment they feel there is a better deal. So what do we have left? Our alliances with Europe. Canada is the first domino to start to fall. They said, you know what, fuck this, at least China is a stable trading partner. China is going to swoop into every single international market and sweet talk the industry leaders about stability and it will work. The United States is currently the weakest it has ever been as a direct result of actions by this administration, where we have misused all the leverage we *did* have so that one man could look like he was strong. Our leverage is gone. The tariff play only made sense if the reworked deals stayed in place. The NATO pressure play only made sense if NATO members believed that the United States would be a stable ally.

ethereal3xp

>Many European-branded products would struggle to function without American internal components. Engines: The Swedish Saab Gripen (the pride of Sweden’s air force) uses a GE F414 engine, which is the same engine used in the American F/A-18 Super Hornet. Armament: Even if a country builds its own jet, it almost always buys American missiles. The AIM-120 AMRAAM and Sidewinder are the standard air-to-air missiles for almost every EU air force. Sub-Systems: European jets like the Eurofighter Typhoon often use US-made navigation systems, communication links (Link 16), and specific high-end semiconductors that Europe does not yet produce at scale.

mrkaluzny

I agree with US loosing trust, but tech companies cannot be replaced easily - they have huge moats build around network effects - Meta is probably easiest to replace - Facebook is useless, TikTok is overtaking instagram, chat platforms are harder to replace but it’s an easier product to build. Google - very hard to replace with basically no alternatives across most of their products Apple - best positioned in terms of trust. Worst case scenario, these companies would have to split. But the biggest risk is in other sectors where lots of competition exists - GE/Tesla/Nike/Honeywell/Emerson/Oracle/Salesforce with special interest companies like Lockheed Martin/Boeing basically loosing all of their EU business. The impact will start with existing companies cementing, tech could be disrupted within 5 years IMO, but it’s not the first one to go. I agree with the sentiment - Trump actions will cause the multiples of US companies to fall and growth will slowdown for decades to come.

theLilSaus

I feel like the biggest one recently was the split of GE, such insane returns for all three since then. You think Kongsberg is a good play?

WhittleTheFinesser

Curious on GE making a run once Greenland gets acquired

Stocks_N_Bondage

While I'm not committing to these yet, I'm thinking: - Calls on NFLX ISRG INTC GE AA HAL FCX - Puts on UAL PRGS

Ok-Educator5253

GE? The same GE that’s up 80% the past year, 500% the last 5 years? The same GE that generate 8 billion in income with 32% EPS Growth? The one approaching its all time high?

Alib668

Read simon sinek’s books. In my opinion you are absolutely right, the focus on short term shareholder returns to the detriment of everything else is a major reason for society rit large in a serious pickle: in that a company is more than obligations to share holders, its its own entity of which share holders are one aspect, but you need all aspects to be satisfied for long term high growth that ensures business stays in the game the logest. Apple or costco are great examples of how the business fits the people rather than the people fitting the business. This allows them to stay innovative and highly profitable. The enrons’s, GE, we work focus on hitting the numbers comes unstuck in hard times and relegates them to has beens rather than true innovative market beating companies. People say the point of business to make money. I disagree profiteering/money is the gas in the car we dont drive a car to burn gas. We drive a car to go somewhere and the gas is the fuel to get there. Companies need to do the same the profit is the gas and the great photo reward at the of end the destination not the end goal

big-papito

Really. I've used Windows since the 90s. I just installed Linux on my Dell system and removed Steam from Windows. Nadella is driving the company into the ground. Sure, right now, the cocaine high feels very good, but the comedown is going to be brutal. Keep your "AI notepad", and your slow-ass file explorer (read: directory listing). A company that does not care about its customers and only cares about its shareholders will inevitably go the way of GE and Boeing. Not tomorrow, but in time, it is known.

prozute

Just because you’re a top company now has no guarantee about the future. Top 10 US Companies in 2005 (by market cap): Exxon Microsoft Citigroup GE Walmart Bank of America Johnson n Johnson Pfizer Intel AIG