Reddit Posts
Pre-Market Gainers and Losers for Today (July 29, 2026) 📈 📉
CERN: Genesis Mission will develop and deploy self-improving AI models.
NVDA, Energy stocks, or Pork belly futures? (Long) - Sources in reply (reddit kept flagging them as spam?)
Top stocks hitting 52-Week Highs/Lows - July 6, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - July 3, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 24, 2026 📈 📉
Japan Invests $65 Billion in U.S. SMR Projects
US eyes Japanese funding for nuclear revival
AI is creating a new gold rush. Companies are investing heavily in the energy sector. AIPO ETF?
Eaton (ETN) - The unseen datacenter power infrastructure play the market is too regarded to appreciate
Is there still much upside remaining in Micron, Vertiv and GE Vernova
Havent looked at stocks in a couple of years. So i think i can safely say the King Is Not Wearing Clothes.
FJET: Space infrastructure angle, not just another “space stock”
AIB missing info plus investors presentation
Chatgpt drive me crazy thougts my friends
Why $HYLN is the Ultimate Asymmetric Bet in the 100MW AI Power Race (Bloom Killer?)
I bought 1 share of each CEO that went to China with Trump
I bought 1 share of each of stock from the CEOs that went to China with Trump
The case for $HYLN, up 95% YTD with room to run.
$BWEN is the best the most de-risked penny stock in the entire market and it is right in the middle of the AI Infra build out. $100k+ position
AI-powered smart grids might be one of the biggest underrated investment themes, and NXXT could benefit
GE Aerospace Q1 Earnings Call Live Transcript
GE Stock: Can Q1 Services Growth Stop Sell-the-News?
Doesn’t seem like the war is going to be over anytime soon in my book.
Pentagon Approaches Automakers, Manufacturers to Boost Weapons Production
SOLS Solstice Advance Materials upcoming board vote.
Prepare for a Massive Drop in the list of the following companies tomorrow
BREAKING: 🇮🇷 Iran’s IRGC warns 18 major US tech firms will be treated as “legitimate targets” from April 1
Help in understanding something about stock markets and inflation
IRGC threatens strikes on US tech giants across the Middle East
IRGC threatens strikes on US tech giants across the Middle East
IRGC threatens strikes on US tech giants across the Middle East
AI Demand Is Forcing The Grid To Behave Like Software
AI Demand Is Forcing The Grid To Behave Like Software
The Real Bottleneck In AI Might End Up Being Power Quality, Not Power Supply
AI Data Centers Aren’t Just Using Power Anymore… They’re Starting To Manage It
The AI Boom Is Creating a New Class of Energy Winners
We’re Moving From “More Power” To “Smarter Power”
The Grid Can’t Keep Up… So The System Is Changing
AI Data Centers Just Became Grid Assets… Cities Are Next
Lennox International (LII): El monopolio discreto que nadie mira
The Grid Isn’t Scaling Fast Enough For What’s Coming
Google Just Locked In Power Equal to 2 Million Homes… For One Data Center
$GEV quietly raised 2026 revenue guidance to $45B while the whole market was distracted by the Fed and Iran
Changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices are out.
AirJoule Technologies Corporation (AIRJ). Any comments?
Here’s another one to keep your eye on… Rep. Jackson bought up to $50k of GE Vernova $GEV
Solstice Advances Materials (SOLS), seems a criminally underrated nuclear play and basically ignored on Reddit?
GEV: GE Vernova Q4 Earnings Call - Live Transcript on WallStreetBets
GE: GE Aerospace Q4 Earnings Call - Live Transcript on WallStreetBets
Anyone else following $FJET? Their "Uber for Supersonic Flight Tests" model looks like it's actually working.
Starfighters Space ($FJET) just proved its model with GE. This is a pretty unique aerospace services play.
$FJET - The "Uber for Supersonic Test Flights" Is Actually Doing It
The "Flight Testing as a Service" Stock You've Never Heard Of ($FJET)
NXP Semiconductors Partners with GE Healthcare: A Big Step for Edge AI in Healthcare
NXP Semiconductors Partners with GE Healthcare: A Big Step for Edge AI in Healthcare
How to position for a US invasion of Greenland?
The "Don-roe Doctrine" Play: Why GEV is the ultimate Shovel for the Venezuela Reconstruction 🇻🇪⚡
2026 Investment Strategy: Stop chasing AI shell companies. Invest in bottleneck industries.
Barrons: Top Funds’ 2026 Stock Picks
GE Vernova Stock Climbs to Record High After Bullish 2026 Outlook
Wall St set for muted open ahead of Fed verdict
Asset-Light, Integration-Heavy: Why OTC: GEAT Chose The Smarter Path
💎📈 DD: AREC / ReElement — The Real Hidden Gem in the $350 B South Korea–U.S. Deal
Read The Tape: Bought Dip, Flat Supply, Clean Trigger Above 0.08
Two Products, One Funnel: Can WallStreetStats Feed GreetEat’s Growth?
US Market cap from 27Trillion in 2015 to 69+Trillion in 2025. How?
Mentions
Isn't GE having a turnaround right now?
Isn’t Honeywell more than likely just licensing their name to a manufacturer? Sort of like before GE went bankrupt random generic appliances all were GE branded but all had different importers and corporate bases .
I unironically blame tech. As soon as people started expecting moonshot growth every quarter it was guaranteed to enshitify everything that goes public. 1950s GE would be uninvestable in today's climate, to the point of shareholder lawsuits over fiduciary duties when they choose to pay employees over market or accept lower margins on durable goods in a long term play to build reputation.
I’ve got a bit in index funds but the majority of my brokerage is in individual stocks, mostly tech. I think Apple, goog, google, meta facebook Amazon MU, Microsoft, etc is a much safer bet than many (most) of the dogs in the sp500. These companies are not GM, GE, Sears, Kmart, etc.
Need to understand data center logistics. Supply chain especially. I am more willing to add positions in more predicable outcome companies now than betting on cyclic memory or into semi. My semi portfolio were created 2-3 years ago anticipating it was coming. Came late. Infrastructure companies that generate power, create grid and construction companies are where I have been heading. Keep in mind the proposed 1,000 US 1-gw AI data centers will cost more than $20B each. One needs to build \~1,000 nuclear reactors to power them all. Each reactor plant takes 10-16 years to complete. Modular is not really up. There are companies like GE, Bloom Energy building blocks that could be powering them. My thinking is majority plans will get delayed. We got 1 giant ai data center up with little utilization or subscription. That is Meta. May be 5 under completion. It will take several years to estimate it will become clear if the data centers how long they will pay for themselves. The infrastructure stocks I mentioned supporting the data centers plus what they were doing. Building power distribution, air conditioning, construction of industrial buildings. They will thrive with or without AI revolution. Of course the transport systems will be glad to transport goods needed. Rack commodities ordered through 2031 can cancel, defer on short notice affected by borrowing rates. Low borrowing will not be the case for all. All the best to you.
What raw source do all these products share? Neodymium-iron-boron and samarium-cobalt are both rare-earth minerals used in magnets. On top of that, we're facing a critical helium shortage and major volatility in neon, krypton, and xenon supplies. All modern technology depends on these raw materials, and we're running out. These stocks/ETF are starting to run hot because Nvidia, Intel, GE, Mitsubishi, Lockheed Martin, Northrop Grumman, BAE, Samsung and others have already warned may have stop production because their reserves are running out fast.
If you held stuff from 1990s through the crash, you’re not likely to be holding any of the hyperscaler and likely be holding stuff like IBM, GE, etc.
GE, JPM & MSFT aren’t boomer stocks?
Charts that aren't boomer stocks that actually look constructive right now: CRWD(all of cyber), MSFT, ANET, JPM, GE
gna post this same song every night idc https://youtu.be/xby5467EbdU?si=GE828I5fqMD6T_Lm&t=34
Easy - HON, HONA, SOLS, GE, GEHC. GEV, ZTS
They used to say the same thing about GE. Not that I think Google will turn into the dumpster fire that GE did.
It's the fed trying to fight inflation. Market is starting to price in rate hikes plus the Iran war so tech is down. There really isnt any right decision right now. Looks like stagflation and everyone hoping AI gets good enough to solve the problems. Personally i'm just going to keep buying tech stocks. Might not see gains for awhile but over the long run it'll pan out. i hate being in cash and i dont like bonds either. To answer your question we're watching the fed and the Iran War and the SpaceX share unlocks next week to see how much the insiders actually sell. Or well thats what everyone else is doing. I'm just buying anyway. Personally i do think the bottleneck is power not compute so i'm not investing in the Chips companies right now but i could be wrong about that. That's why you had such a huge spike in GE Vernova's stock this year but they can only build so many turbines. The power plants are going to take years to build. Maybe a decade. The free AI models are getting so good people are starting to question how these AI labs are going to ever make back the money they spent. My home AI model that runs on a consumer GPU on a PC basically for free benchmarks higher than the original Chat GPT5 from last year. That's worth thinking about. It's all moving really fast and no one has any real clue what tomorrow will bring. If they say they do they're lying.
Are you mentally ill or otherwise cognitively impaired? The weakest GE ever has been was during the covid shutdowns in which virtually every single customer were massively reduced in purchasing power.
Yeah, GE is a great example. It’s not like they went under, but they did suffer from getting too big and too diversified.
Yeah, that was the problem at GE. Definitely couldn’t be Jack “The Man that Broke Capitalism” Welch.
Agreed. GE is a good counter example.
GE is the perfect example for this one…strong now gives you a better chance at strong later, but there ain’t no guarantees
Or what happened to Bell? Or GE? There was a time when these where the companies that where the main blue chip stocks.
I don't think they will collapse, but may just stop being the top - different claim. 2000's biggest: GE, Exxon, Cisco, Intel, Nokia. Almost none died, but all got surpassed. GE was the most diversified company on earth, but that didn't save its ranking. And "acquire the threats" doesn't work anymore since regulators killed that playbook, and companies OpenAI/Anthropic/SpaceX are already too big to buy. Some of the Mag 7 may make it to 2050's top 10. In 2000, most people guessed wrong on which.
GE? I know it got split up but add its descendants together and it's not what it once was. Yet it's whole MO was diversification before the ETF era.
Look at something like GE it was very diversified and the top market capitalization stock 25 years ago
That's 50-60 years ago. If you're looking back 25-30 years, the largest companies were more like Microsoft, GE, GM, Wal-Mart, and Exxon Mobil (depending on whether you measure market cap or revenue). So, while some will likely fail, there are still pretty good odds that several will still be very relevant in 25 years.
Try reading the history of a little company called GE.
I do believe that some of the current incumbants will still be highly relevant in 25 years, but here are the top ten from 26 years ago (year 2000): GE, Exxon, Pfizer, Cisco, Citi, WalMart, Microsoft, AIG, Merck, Intel. Only Microsoft is still in the top 10 today. Granted, none of them (except perhaps for GE) were the sort of broad based conglomerate that dominate the top 10 today. None of them (except for Microsoft) was a platform company. So yeah, maybe you're right that things have changed. I would argue though that the main driver of churn in the top 10 is technological change. Is it likely that technological change in the next 25 years will be less than in the previous 25 years? Currently, the pace of change seems rather brisk.
There is a wide gulf between a company going bankrupt or out of business, and not continuing to dominate. Who were the "Mag7" in the year 2000? \- Microsoft \- General Electric \- Cisco \- WalMart \- ExxonMobil \- Intel \- Pfizer All of them still exist! Only one of them is still in the Mag7 today (MSFT) Someone who bought all of those at their top before the dotcom bubble burst would have been underwater for GE and Cisco until 2025 or 2026 for Intel. Walmart traded sideways for almost 20 years (excluding dividends) ExxonMobil had weak share price returns (again excluding dividends) until very recently. Pfizer was down for years until the late 2010s. It's very easy in practice to say "I have years until I need this money for retirement/house/college/etc." In practice, it's very difficult for people to watch their portfolio linger in the red for years on end. This is the whole reason virtually all financial advisors recommend most retail investors hold broad market ETFs/mutual funds, because the fact that the market generally goes up over time does NOT mean the current winners won't be dogs 20 years from now
Buy the stock. They could continue to be the giant they are or be the next GE and break apart cause parts are dragging down the profit center
it's not "all of a sudden". they basically realized nobody can really do anything wven if they steal everything they can because theyre not a part of any significant alliance and dont need to be. and they were right. not only that, they realized the downstream consumers really don't give a shit until it starts affecting them. kinda like the nazis taking europe piecemeal bc everyone didnt really want to get involved until it was pretty much the whole of europe. except the manufacturing pipeline version. here's the list of shit they stol in recent years that led to tech jumps: they stole tesla giga factory manufacturing practices, they stole samsung 18 nanometer manufacturing secrets so cxmt all of a sudden within less than a year saw a multi year technological gap jump, they created a duplicate semiconductor fabrication facility that basically copied original semiconductor fabs 1.6 km away (lol), former sk hynix employee was arrested before going to rival chinese company after copying proprietary HBM manufacturing technical data, engineers get arrested from selling "blank mask" technology to Chinese investors, Multiple researchers have been arrested for downloading secondary battery manufacturing designs that propelled chinese battery tech when korea was researching it for at least 10 or so more years, OLED and Next-Gen Displays stolen by BOE Technology and various subsidiaries, XTAL was created based on state sponsored stolen tech by the founder who was the one that stole the data from asml, Linwei Ding stole proprietary source code and files from google's supercomputer data centers, hua wei stole tmobile's phone testing robot, a chinese firm stole motorola's digital mobile radio technology, Hongjin Tan stole 1 billion USD worth of clean-energy trade secrets from U.S. petroleum company Phillips 66, Over a 15-year period, Chinese state-owned enterprise Pangang Group targeted Delaware chemical giant DuPont to steal the secret chemical processing formulation for titanium dioxide, Yanjun Xu was extradited and convicted in the U.S. for attempting to steal exclusive composite aircraft engine fan blade technology from GE Aviation, Operation Shady RAT that stole dozens of US military arm/designs data and technologies, etc. I can go on. They consistently utilize the same tactic to employees in other countries: offer 3x to 5x the current salary, have them sell all the proprietary data and secrets, make them feel like kings and have them work on an improved version, then fire them after 1-2 years.
Facts lol. The GE merching to trading pipeline is a natural evolution.
GE, John Deere, Siemens, and all those heavy industrial equipment makers are doing this Expansion of their balance sheets and becoming Financials will be the logical next step
They haven't monetized a new innovation in a decade. Alexa/Siri/Cortana? Losers. Metaverse? Loser. Amazon Go? Loser. The million products that Google releases in betas then pulls the cord? Losers. I don't even remember the name of the headset that Apple made. Loser. Amazon air delivery? Loser. I remember when IBM, Xerox, and GE would obviously figure it out when they were the companies on top. Life moves on.
AI is just the front for the fact that everyone in the Mag 7 has run out of hyperscaling ideas at this point. There’s no more Facebooks or Instagrams, no more Ubers or iPhones, no more Googles. They’ve already launched and perfected most of the product verticals they’ve come to dominate, and from here the businesses would have just been profitable, but predictable steady engines of the economy that float into the background of our lives just like DuPont, GE, Ford etc before them. Instead of being the center of American capital and investment like they have been for the past 30 years, the people who built and maintain the hardware and software of the internet would basically just become another Amtrak or railroad company. They maintain the lines and systems that connect our country for commerce, but…that’s about it. AI is their hail mary last play to launch some kind of product that people and businesses will find exciting and want to buy from them en masse.
As someone that worked for GE early in my career partly with power gen, and observed the gigantic R&D budgets and years of rigorous testing to commercialize something as "simple" as newer generations of gas turbines, it makes me laugh to think people believe the solution to fusion energy just happened to come out of a unheard of company with a handful of people. And they will be commercializing it any day now, lulz.
Buy and hold still works, but it works a lot better with index ETFs than individual stocks. Your dad's strategy worked because he was probably buying the equivalent of blue chips back when the economy moved slower. Today companies rise and fall way faster - Nokia was king, then it wasn't. GE was untouchable, then it wasn't. If you're holding individual names, you do need to pay attention. But if you just buy a broad index fund and literally never look at it, that strategy has never failed over a long enough timeline.
T and VZ are historically great div stocks. GE Is up huge. I manage my aunt-in-law’s investments and picked up some GE for her years ago after they moved to Boston(90% index and 10% “fun” stocks). Worked out nicely.
I like these recommendations. Building infrastructure companies in Canada are likewise flying in part because of nuclear projects to support the energy crisis and data centre build out but also other national interest projects like pipelines, roads to the arctic, etc. Big government contracts are being earned with companies like BDT.TO and ARE.TO. Pipelines have also been moving well in Canada and the US due to the energy security crisis—companies like Enbridge, Keyera and Pembina moving well, and are not heavily leveraged to the price of oil. Banks have also moved like growth stocks over the last year but are surely fully valued now (GS, RY, National). Aerospace has also been a great growth sector in both Canada and the US. Companies like GE Aerospace, RKLB, Magellan, all with outsized returns beating major indexes. The Musk chimerical forecasts for SpaceX (the Ai company with little Ai revenue) is throwing a wrench in there and sucking money out of the whole market but those stocks are ready for their next move. Love the Berkshire recommendation and I am not currently holding Berkshire but will aim to accumulate over next few months.
If OKLO is a steal, GE and CEG are goldmines.
Selling options on these PLTR HOOD VRT GE
I’m not picking up what you’re putting down. AI infra companies are still signing 10-20 year deals with hyperscalers and others. There are tons of power plants being planned all over the country. Electrical equipment has insane demand because it’s being bought up by the data centers, and GE Vernova is sold out of their gas turbines through 2030.
I held significant amounts of GE for a loong time after its peak in 2000. It is finally back near that dot-com frenzy high, though it also cut dividends to almost nothing. OTOH, it spun off SYF (of which which I took all I was allowed) which has done pretty well and the recent spin-offs have done well, too, so on balance I think I've come out a bit ahead--but far from what the broad index funds did over those 25 years years. One complication for me is that my basis for the stock was near zero since I inherited it from my grandmother; so if I had sold I would have paid 1/4 of the proceeds in Federal income tax., but that's not much of an excuse. Still--In hindsight I should have sold as soon as it was clear (as it was to people closely following the market) that the dot-com frenzy was over: I held on while GE declined for the next three years. The fact is, I was focused on my job and family and wasn't following the market carefully. I didn't have a coherent thesis about GE's prospects: I didn't re-deploy my funds mostly because of inertia. Given that, my best move would have been to stick to a few mutual funds (until ETFs became popular!)
OKLO again is in process of getting NRC approval. nuScale is already there. And times gortrint about the real companies, BWXT, Honeywell, Holtec, GE etc. that’s who will be making MMR’s and SMR’s. Like I said I’m not a nuclear engineer, I’m a welding engineer focusing on WAAM for the last 5 years. I get your emotionally and financially invested in OKLO but they ain’t the one.
Since solar and wind are getting so cheap, the real bottleneck is grid infrastructure and the AI data center boom. Companies like **Nextpower ($NXT)** the absolute leader in single-axis solar trackers or **GE Vernova ($GEV)** which manufactures the massive wind turbines and grid equipment..are selling the essential "picks and shovels" to the entire industry and seeing huge backlog growth.
I held on to Intel for 4 years, keet DCA. Then T, Verizon, GE, MMM, bayer, baxter, shell, bp, barrick all I got when they were pretty low. Recently got into Cogent and FMC after they dropped 75%. Lets see how that plays out I usually dont sell unless I find something else to invest in.
GE under $1k was such a steal…fuck my slow ass
Didn't have much of an effect at all. TSMC IMO is not enough to carry or drive the NASDAQ with geopolitics. GE Aerospace beat earnings today and they're down 5%. smh.
Mostly still NVDA derivatives from what I can tell, the power names haven't caught up to the theme even though the backlogs are absurd. GE Vernova's gas turbine slot reservations went from 83GW to 100GW in a single quarter and their total backlog is sitting around 163 billion. Constellation just closed the Calpine deal and is restarting Three Mile Island under a direct contract to a data center. Vistra and NRG are the merchant power plays if you want exposure to whatever price power clears at once demand outruns supply. None of those trade like the story is priced in the way compute names do, which is strange given the interconnection math you just laid out.
Lol $GE beats and raises and the share tanks Fuck of
Hoping GE sells off again to buy long dated calls on the cheap
Opened Today Jul 14 - Calls: GE • TSM - Puts: UNH • BMNR
Tell me about it. Some of my family is bagholding $GE and $JNJ for 40+ years.
Anything with GE backing is pretty sound. Next time the market props up nuclear, I’m in
GE going to drop a few bombshells Thursday morning
What about now its valuation looks reasonable and most of the negative margin impact is short term? Thoughts on United Imaging? Will they take share from GE Siemens and Phillips in western countries? Or is there too many structural barriers?
You're conflating two claims. "Google will keep dominating" ≠ "GOOG will beat the index." The second requires the market to have *underpriced* the first. Outperformance doesn't come from a company being good, it comes from it being better than the price already assumes. If the dominance is obvious to you, it's obvious to every analyst alive and it's in the multiple. Will GOOG still exits and make lots of money? Of course. Is it worth more then analysts who also believe that are pricing it? Thats an entirely different question. And your being influenced by hindsight bias a lot. Cisco and GE looked as unstoppable in 2000 as meta and google look today. You invested in those back then, you would be screwed.
>high Schiller P/E ratio, which tends to revert to historical values No, this tendency didn't spring out from some fundamental theory. The guy invented it too early in 1988, before accounting standards were changed in the 90s, before Quantitative Easing was put in to action, before tech companies rose to the top of S&P500. Basically soon after he invented it, the long term average started to go up, and maybe the reversion should be to a linear upwards-sloping line, not a horizontal line. Looking at Mag7 and the other top companies of S&P500 today, do you think that their earnings 10 years ago should be weighted just as much as their earnings last year? Don't you think that looking 10 years back has become increasingly irrelevant? The top 10 companies in 1988 were IBM, Exxon, GE, Philip Morris, Shell, Bristol-Myers Squibb, Merck, Walmart, AT&T and Coca-Cola. It made much more sense to look at 10 years of earnings back then.
I say follow the money. Right now the biggest winners are the picks-and-shovels plays such as makers of key semiconductors (e.g. Micron, SK Hynix), key electrical components/infrastructure (e.g. GE Vernova, Eaton), chip designers (e.g. Broadcom, Nvidia), and so on. Essentially if your materials form difficult (or impossible) to substitute parts for the AI buildout your profits and stock have done well. The critical question is on whether this is sustainable, obviously, as jumping in now means jumping on the bandwagon/hype train. And that \_could\_ work of course, but it's far from guaranteed. I also like thinking about which companies will be most affected and are utilizing it best downstream. Think Eli Lilly or those companies making the medical devices. Eli Lilly is in similarly frothy territory, to be clear, and there are no clear answers. Pitching my book a bit I think there are further opportunities in the knowledge markets fueled by AI (see Moomoo and its clear plays on AI-driven enablement of its clients.)
Ahh got it. Makes more sense but still going to be hard to time this stock. I see them as the next GE Vernova, but it’s going to take years before the market reaches that conclusion.
All the picks and shovels have been picked up. We're retail my brother, we're always behind. Checkout GE Vernova, already ran and is main power for many centers. Veritv for cooling already ran. Most energy ETF's already ran. Any aspect of this I could think of has ran. Now obviously you can think they'll keep going, but the farther out you go from the core buildout the more risky it is. Photonics already ran a ton. There's so many angles but institutions were way ahead.
Does high oil prices kill defense stocks? GE, RTX, LMT, BA, and HON all bled today.
Exactly what earthwormdeath said. The index has turnover — companies that stagnate get replaced by ones that grow. Enron, GE, Lucent — all once in the S&P 500, all replaced over time. You don't get that natural selection holding individual names.
The stock market is like a poker game. Everyone put their money in the chip pile. The people who are better players, the hedge funds who spend millions a year on Auto Trader programs and hyper speed internet trading are the best players. You should never do stuff like this on your own unless your ether a time traveler who knows the future outcomes or your in Trumps inner circle and know his accouchements will swing the prices one way or another. My friend did this with $500k on GE and other stocks a few years ago. He lost half the value.
I made 2 big mistakes in the last 12 months. First mistake was I was balls deep in Micron at $155 and I averaged up when it first popped towards $200. I ended up selling most of my position and just scalped Micron for the rest of the year. If I had held my position with the short term drawdowns, I'd be up 10m+ lol. Second mistake was Planet Labs. Similar situation to Micron. Bought a ton around $12, 15, 18, 20, and averaged up. Stock hit $30 briefly in January before pulling back to like $19-20 lows. I got scared and sold for a loss. I got back in later but if I had held my original position would've been up 2m+ by the time it got to $50. I know T1 Energy will do just as well. They're in the middle of building up their G2 and once it's live, margin expansion, value adds, vertical integration, and more will be unlocked. I think by EOY base case is $15-20, bear case is $6-10, bull case is $25-30. By next year I can see this getting to $30-50 if not more depending on the amount of offtake agreements they close. What makes me hold on to this despite the drawdown is Intertek gave this an A. Less than 2% of solar manufacturing facilities got an A in 2025. It got added to state street semi index in June along with Russell 2000 and 3000. These are meaningful milestones. Lastly I don't see another company like T1 Energy at this price. If someone asked me why is T1 Energy different to all these other companies, this is my response. It's trying to become a smaller, vertically integrated U.S. energy infrastructure company, not just a solar manufacturer. If I had to explain what it does, I would say this is how T1 Energy is built up and trying to get towards. * **30% First Solar** → Domestic manufacturing. * **20% Fluence** → Battery storage and energy management. * **20% GE Vernova** → Grid and infrastructure ambitions. * **15% Bloom Energy** → Broader integrated energy solutions. * **10% Quanta Services** → Engineering and project execution. * **5% AI/data center exposure** → An end market, not the core business. This is not what T1 is today. It's what I think management is attempting to build. If management successfully executes G2, integrates KORE/NRI, expands customer relationships, and demonstrates sustained profitability, then I think investors may gradually begin valuing T1 less like a pure solar manufacturer and more like a diversified energy infrastructure platform.
GE? GE is trash. Samsung is way better.
How many of y’all sell a stock right before it skyrockets? Like I sold AMD the day it hit $200 back in March. HOOD and RDDT two weeks ago. GE back at $60. Anytime I sell, that’s when y’all gotta buy.
Ok story time. I was lucky enough to have a business doing well during the worst crash since the great depression (08-09). First I started doubling in in late October which was WAY too early. Waited a bit and from January on I bought more every single day. It went down for 42 straight days🤦♂️. I got to the point that I bought even on margin in March, but I’ll be honest with you I wanted to hide under the desk. Then, thank God, we finally hit the bottom and started to bounce at S&P 666. Thanks to some of what I did I’m now happily retired since 62 with more money than I need. But I bought some utter shit then too like Sirius / Xm , GE was no picnic either. Anyone who tells you there aren’t moments you feel like selling to turn off the pain is either lying of oblivious.
Ya we just got a new GE fridge and Ive not been overly pleased with the quality. The prob is it’s a built in and is not a standard size so it cost a ton. They’ve already been out to fix it twice in the first year and that’s just unacceptable.
Not at all… ask GE or AMCR or HON
I bought GE in the early 2000's as my largest investment. They were a diversified company with great fundamentals and an unbreakable moat. Er. Then it collapsed. I rode it all the way down. Something to remember is strong companies can change their composition. GE sold off a lot of the stuff that made them diversified. As Employee280.... says above "I don't foresee a world in which AMZN ever has competition." Ok, hypothetical: what if they spun off their cloud business (high margin) as a separate company? Shareholders would get some stock of each but the nature of AMZN's dominance would change. Today you have companies like SPCX, GOOG, META, AMZN that are combinations of different businesses and products... but this business tactic was popular before until it wasn't.
Not always a death sentence, depends why Honeywell just completed a reverse split after their spin off GE completed a reverse split in 2021 Both were done to adjust price/or share count to that of peers. Reverse splits done to keep the stock price above delistment levels are bad
GE exploded afterward - and GEV
MU, GE, and BX. Close fourth is GEV. BX is killing me this year.
I believe GE had a reverse split right after the new CEO started and it performed very well after.
GE vernova earnings and ROIC are superior to Siemens
GE the most famous example you can not only survive but soar assuming you do something drastic like break up the compqny
$0.47 from GE dividend, I’m going to be stinking rich I tell yah!
AVGO, AMAT, GE, GOOGL, SPCX and LIN are a few of my favorite names.
The vast majority of index returns are driven by less than 5% of companies. The issue is that it is very hard to know who those 5% are over time. If you pick one in the 5% you are going to look like a genius. But it's far more likely you will pick one in the 95% that under performs the index. You mention a downturn where the index can fall 50%. You'd be right. But with an index you never have to worry about losing all of your money. Because you are diversified. With an individual stock, it could end up going bankrupt or declining massively to never recover. Look at Cisco after the Dot Com boom. Look at GE after 2008. Look at Kodak. These were massive companies that earned their stock holders tons of money for decades. Until they didn't.
Get GE Vernova too! I have both
yeah, I have sold most of my MU the day after this latest earnings. Moving the gains to DCA into LLY, GE, MELI and SCHD.
GE caught that falling knife
Welch drove the company to the ground and the two CEOs that followed didn't help until Culp took over in 2018. Now i have been following GE most of 2019 and since. I Went ALL IN bsck in May 2020. Im doing ok today.
moving a bit of gains into LLY, GE, WMT and SCHD. we out here.
This theorys dum af. Boomers dont want mu. They want boomer stocks like GE and MSFT. And theres more retards here at night than market open
What are your guys thoughts on GE? Thinking of calls for earnings in next few weeks
I had DRIP in GE for almost 20 years. The spin-off in part just made my retirement lock in last fall. $MSFT was $20 something during the 2008 financial crisis. I didnt start DRIP on that until it broke $120. Long terms goals are long term goals. I'm buying more MSFU during this slide too.
The narrativ doesnt change. Trump wants GE and Ford to start defensive manufacturing. These are way better positioned than major auto manufacturers. Avex 90-100 EOY
If all OSRS players buy Wendy stock maybe we get Wendy's next to the GE. Then I will finally get cooking 99
This is kind of a dumb post bro… Most actual rich people like you’re talking about don’t have the time to be “trading” or don’t want to spend their time like that. Your theory only works with people that made money though. There’s also tons of rich people that have held terrible companies into huge losses. Definitely some bag holders on Snapchat or Peloton and many more. No one brags about their losses except wallstreetbets. The key is to pick a good company with good management, but sometimes that’s really hard. And sometimes good companies go bad, look at GE’s decline, restructuring, and rise. Disney’s 10 year return is basically 0%, but it’s a company with an unmatched product. Like your whole post is “stop day trading and invest in an undervalued company!”, ok great let’s find those undervalued companies!
>They are so far from being able to achieve that it is laughable. How many years did it take Amazon to overcome Walmart in total revenue? A feat that seemed impossible. Until it wasn't. >It would be similar to the Wright Brothers trying to claim that they could put a man on the moon right after their first successful flight, the gap is that large. How long did it take SpaceX to surpass incumbent launch costs by 2 orders of magnitude? Starship reduces cost by 3 orders of magnitude relative to incumbent aerospace companies. Furthermore how was a start up able to surpass Boeing, Raytheon, Northrup, GE, Lockheed, etc?