GE

dont_downvote_SPECIL

Ahead of the Fed announcement, here’s a look at the best performing S&P 500 names fueling 2025’s gains. No. 1: Seagate Technology (STX), +140.8% YTD. No. 2: Western Digital (WDC), +125.3% YTD. No. 3: Palantir Technologies (PLTR), +123.9% YTD. No. 4: Newmont Corp (NEM), +111.2% YTD. No. 5: Micron Technology (MU), +87.1% YTD. No. 6: GE Vernova (GEV), +85.2% YTD. No. 7: Oracle (ORCL), +81.7% YTD. No. 8: NRG Energy (NRG), +81.2% YTD. No. 9: GE Aerospace (GE), +75% YTD. No. 10: Paramount Skydance Corp (PSKY), +72.8% YTD.

Substantial_Art1802

Anyone got into GE? Earnings play here lookin good

BluesFlute

PWR GEV GE. Electrical infrastructure. Worldwide.

Stephen_1984

BKR, COST, TRV, TT, GE, GEV, PH, RTX, TSCO, URI. They're all too expensive and/or close to their 52 week highs for me to buy now, though.

HulksInvinciblePants

The companies doing buybacks aren’t the same mature companies that lean into dividends for investor value. The price of a stock doesn’t really matter as a component of buyback. If you remove supply, the price goes up by default. Dividend payouts aren’t guaunteed either. It wasn’t that long ago when GE was slashing theirs down to a penny a share.

jabberw0ckee

It’s a small company so I doubt they could grow very much beyond where they’re at. However, One of their differentiators is ‘plug and play’ technology which allows for a single installation of a ‘plug and play’ receptacle which then allows for an easy replacement of light fixtures, ceiling fans, etc. Ceiling fixtures are important because changing light fixtures and fans from ceilings is difficult. The SKYX interface allows an easy release of old fixture and a push click for a new replacement fixture. Miami is evaluating SKYX for a Smart City project which may lead to a large contract. The plug and play technology is being standardized which will allow SKYX to license it out. They also have agreements with GE which could lead to being purchased. I do believe this stock will go up moving forward, but by how much. It definitely can 10x over time, in my opinion, but will need to be bigger go higher and the possibility is there.

Earthxbox

GE Vernova

radicallyobjective

If you had RDDT at 50 percent gains PLTR at 150 percent and GE at 70 percent, would you sell? Asking for a friend..

Lucid_Chemist

Ge Vernona wasn’t an IPO GE stock just split into multiple stocks.

stickman07738

Some people with hate my strategy but it works for me as I retired early 11.5 years ago and been living the good life. One of the most important things in investing (not gambling) is to have both a downside and upside strategy. For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). For the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (\~$30), META ($19), AMD ($2), GE ($6), LLY ($60), BRK.B ($101). HON is my largest individual holding in the high 6-figures today. Slow and steady wins the race. Avoid FOMO and YOLO. Good Luck

JamestotheJam

Not necessarily true. Reddit and GE Vernova are two IPOs that came out in 2024. And look where they are now.

ChoiceRadiant6381

The dividend yield is like 1.1% on VTI and the taxes would be minimal. In regards to your question on NVDA, AMZN, etc. you own a good chunk of these. NVDA is 7% of VTI and 9% of qqq. Pretty much got you covered. Now the beauty is, do you know which one will be next? I don’t but it is already in the ETF and as it increases in value more gets added. Look GE used to be worth a lot more, IBM, Polaroid, Kodak, Sears, etc. over the years the most valued companies change. The index fund accounts for all that. In 50-years will NVDA or AMZN still be the most valued companies? I don’t know not care as the index fund will cycle into the new growing g companies and out of the decreasing ones.

Academic_Wafer5293

Yes, it's fully yours. You choose your own investments. You're always subject to market risk. Stop spouting ignorance. 401(k) assets are protected from creditors and the bankruptcy estate by the federal Employee Retirement Income Security Act of 1974 (ERISA), which requires plan assets to be held in trust and kept separate from company assets. Pension - you don't pick the investments. Also look at GE - companies can F pension holders when they're distressed.

Siks10

Nothing is worth holding for 15 years. The time of gifting a GE share to newborns is over

TheWatchman1991

Visa Google GE Vernova

stickman07738

I only purchased INTC below $19 as their assets in the ground justifies the investment. I have a lot of long term holds like GE and its spin offs, LLY, BRK, META and HON. I like HON the most because I still believe (like GE) the parts are worth more than the hold. The important thing to know is to establish your entry price and have an exit strategy for both upside and control downside risks (do not become a bagholder).

Future-Raspberry-780

Market isn’t up for me. All tech stocks I have are down. Where is this rally happening? Only thing of mine in green is JPM. GE down, Uber down, BKRB down, Apple, Nvidia, ETFs all down. So I am confused

RadarDataL8R

GE was tok big to fail back in the early and mid 2000s, too. The world moves on. Tech will work, right up until he moment tech stops working or is superseded, which over a long enough period of time is inevitable. Basically, your gambling that you can make enough in premium to counter the fact that eventually your system will likely fail. Might be tomorrow. Might be in 100 years time. Likely somewhere in between. If youre going to go that hard in the paint, id do so with an amount of money that you consider to be already "gone" and funnel all your premium into something more solid. Don't reinvest your premiums earned back into growing thos scheme. The scheme itself is a failure waiting to happen. Your approach is just to outrun it for as long as you can and hope it 10x your money (that you already emotionally conceded) before it blows up. Its not a bad plan, if you do it responsibly and dont get cocky and believe that the companies of 2025 will be the companies of 2035, or 2055, because history shows us...thats most likely not going to be the case

siddsp

>All knowledge is backwards looking then projected forward. Unless you have a magic 8 Ball that's all we got. That's fine, but it doesn't prove that your insight is meaningful or accurate. >Large companies simple cannot grow forever at a rate a small company can grow. The market for any product is only so big. The planet is finite. This doesn't really refute the idea that the companies that are large today can't remain large in the future. It also doesn't refute the possibility of acquisition. Large cap stocks don't need to have the highest growth rate in order to remain the largest. They only need to have the highest market cap, which doesn't really rely on having a high growth rate, but rather just having reliable cash generation, high margins, and a reasonably high total addressable market. >Large companies also have difficulty transitioning to new technology due to focus on legacy business. Not if they are at the forefront of innovation itself. >Intel missed the boat on smartphones and AI. IBM missed the boat on personal computers. GE failed simply because of financial mismanagement. Microsoft was able to hang on by adapting to cloud computing. But that's the exception to the rule of history, which you seem to think is totally irrelevant for some reason. Never really argued that Microsoft being the exception is irrelevant. I simply pointed out that your argument of what will happen on the future based on what has happened in the past is weak given that the future isn't the past.

joepierson123

All knowledge is backwards looking then projected forward. Unless you have a magic 8 Ball that's all we got. Large companies simple cannot grow forever at a rate a small company can grow. The market for any product is only so big. Large companies also have difficulty transitioning to new technology due to focus on legacy business. Intel missed the boat on smartphones and AI. IBM missed the boat on personal computers. GE failed simply because of financial mismanagement. Microsoft was able to hang on by adapting to cloud computing. But that's the exception to the rule of history, which you seem to think is totally irrelevant for some reason. The MAG7 20 years from now are unknown but I guarantee that they will be in the S&P 500.

PeaceLvSpreadsheets

Well, just for one data point, if you'd done this 10 years ago it would have worked. Half the companies stayed in the top 8 and outperformed the market. The S&P 500 is exactly in the middle - 230% increase since September 2015. On the average you would have beaten this. XOM (Exxon) up 52% WFC (Wells Fargo) up 54% JNJ (Johnson & Johnson) up 92% GE (GE) up 126% GOOG (Google) up 662% AAPL (Apple) up 764% AMZN (Amazon) up 795% MSFT (Microsoft) up 1062%

strangeanswers

SMRs are a competitive space, it’s far too early to say that RR is the future for SMR. they’re competing against very strong competitors like westinghouse, GE-hitachi, TerraPower, X-energy etc

rcantu314

Reverse splits rarely end well unless you are called GE

Past_Hotel_5987

Good angle , HON splitting up could unlock real value, just like GE did.

dont_downvote_SPECIL

The following are the names that Wedbush highlighted as the "best ways to play the AI Revolution for the rest of the year into early 2026 and names that stick out to own in the tech world." Best software AI names to own: Palantir and MongoDB Top AI chip names to own: Nvidia and Advanced Micro Devices (he left out AVGO lol what 🤣🤣) Consumer AI name set to dominate the landscape: Meta Platforms Best cybersecurity names to play the AI theme: CrowdStrike and Palo Alto Networks Top large-cap AI ideas into year-end: Alphabet and Microsoft Best AI turnaround names on the horizon: Apple and Tesla Best AI energy plays: Oklo and GE Vernova Under the radar AI robotics name: Serve Robotics Best AI infrastructure names to play the theme: CoreWeave and Nebius

Spl00ky

GE Aerospace ;)

Imaginary-Fly8439

Interesting! Would love to hear more. Incidentally, the book mentions that GE at its peak was America itself. But then goes on to say that the 2008 crisis revealed the rot beneath: a financialized empire, not an industrial powerhouse. GE was the example used to demonstrate the catastrophic cost of mistaking a dying brand for a living business.

Beginning_Traffic_53

GE

TonyzTone

You're basically just proving my point that this principle works. McDonald's was one of the elite performers over those years. It's currently down year over year. [Here's a post about this phenomenon, granted for just the first 6 months of 2023. ](https://www.reddit.com/r/dataisbeautiful/comments/140zh2k/oc_seven_companies_account_for_all_of_the_gains/)Those 7 companies accounted for 28% of the S&P's weight but accounted for 97% of it's growht. [Here's a more recent analysis about the market concentration showing that 5 stocks](https://seekingalpha.com/article/4680525-5-stocks-account-for-nearly-60-percent-of-the-s-and-p-500-gains-in-2024) account for nearly 60% of the returns in the S&P500.. [Here's another post about a similar phenomenon, but focused on the comparison with T-bills and looks at returns from 1926-2016. ](https://www.reddit.com/r/investing/comments/rk4udc/only_4_of_us_stocks_from_19262016_outperformed/)Of those 4% firms (1,097 total) just 5-- Exxon Mobile, Apple, Microsoft, GE, IBM-- account for 10% of all wealth growth over just simply holding 1-mo. T-Bills. Just over 0.33% account for over half. Market concentration is a very real thing, and there are questions bubbling up about whether ETF's are actually diversified investments and whether they are effectively capturing returns.

Imspeachless

Selling LULU shares 200 each, hmu at Varrock or GE

stickman07738

GE and GEV, brought a ton of GE @$6 pre reverse slit as I always thought parts were worth more. See the same thing happening to HON next year.

WallySprks

GE was a large cap that did a reverse. 8-1 reverse split in Aug 2021 and it’s up 4x since then. $65 after reverse, now at $280. Small cap that did it and turned to large cap, can’t think of anything

redracer67

Idk if it's smart or advised but the below worked for me over the last 12 years (the strategy changed every few years as I paid off student loans). Disclaimer, not responsible for financial decisions. Currently NW is around $1.25M. Excluding retirement. Including equity on condo. Excluding condo equity, around $1mm. On track to FIRE sometime between 41 to 43 1. Most of my cash went into growth etfs in the begninning but I didn't choose VOO/VT. I didn't know about them until 2020, so I missed quite a few years of growth. I've since been moving into VOO and VT. 2. A few dozen speculative stocks and crypto did very well for me. offset some of the gains with tax loss harvesting and sold the losers. Tax loss harvesting is still ongoing, but consolidating every year, and should be wrapped up by 2028 or 2029 tax year. Only loser I regret selling early is GE as that has done amazing the last few years. 3. As my portfolio value grew to mid to high 6 figures, I transitioned to investing into fixed income and dividend stocks. This transition is still ongoing but given my age, most is still going into VOO/VT. 4. I didn't start moving into dividend and fixed income until about 2 to 3 years ago (about 7 years into investing). I don't really know what I'm doing, but I'm essentially tackling low expense ratio, high return/high risk etfs and holding. I dont in early, so I'm not maximizing returns but I'll DCA in and see how it goes. And slowly consolidating my losers and taking winners as they come except for the blue chips stocks that I think will likely stick around for the next 20 years or so.

Time-Cardiologist906

They were having issues with their contracts to be fair so they haven’t been on a solid schedule since before the 2020 GE. The creators did however make fun of Joey during their 25th anniversary live concert.

SidonyD

I like GE Vernova.

ShankThatSnitch

https://youtube.com/shorts/DUiWFnn3PGM?si=wyCqcci2GE9NKn6m

Be-ur-best-self

Good old GE is a compelling story, GE builds and services jet engines and make parts for rockets.

Valkanaa

These were some of my better picks 2024 UBER @ 60 2023 WFC @ 38 RTX @ 73 BTI @ 30 2022 GE @ 46 EFX @ 184 2021 LMT @ 370 2020 BRK.B @ 164 HAL @ 7 NCLH @ 12

abrahamlincoln20

Not when it's done reasonably. I've lost so much more potential gains by selling too early, than avoided losses by locking in gains. RYCEY, FB, SPOT, GE, MU are all stocks that have gone up ~5x after I've sold everything at ~50-100% gain.

MaleficentCoconut594

GE aviation. Bought during Covid, over 700% return since. Problem is I only bought a few shares so only made a couple 100 bucks

the_humeister

> Reverse splits are the kiss of death. Usually. Some companies that have reverse split and are doing ok: NVDA, C, GE

HeatWaveToTheCrowd

GE did a reverse split and are currently kicking butt

mist-rillas

GE?? What were you thinking???

versello

GE calls? 😳

khdo1992

GE calls, dude u are regards

ZoraHookshot

When GE split you got one new share of GEV for every four shares of GE.

AndyC333

This. When AOL bought Time Warner a shockwave hit the investing community. Fake internet money can buy a real business? Because they need “content”? The bubble did not burst for another year (not an exact timeline - my memory), but I sold all my tech (including Apple) and purchased GE and CAT when AOL bought time Warner .

Charming_Suit_9518

on a different note, what’s a good buy in the GE nowadays 😂

Leroy--Brown

IBM is GE from 2002 leading up to 2008. Good luck with your conviction, I don't wish you harm with your investment choices, but you've picked the wrong pony. IBM has managed to successfully purchase and become a leader in many, many promising businesses that they were excellent at squandering and destroying. Quantum compute is just one in a long line of promising new technologies that IBMs leadership will find a way to fail at monetizing.

Square-Shock-9206

After 20yrs of investing in individual stocks, I'm not concerned about tanking overnight. Stocks recover over time. Also, when you carefully review stocks which tanked due to poor management, you'd have had plenty of time, days to months to exit before the stock became worthless. Think GE after Jack Welch left and Enron. With Enron you had almost a whole year to exit.

Reasonable-Monitor67

How long did GE carry the economy?

LaiqTheMaia

GE, CITI, NVCN before the buyout, BKNG

dvdmovie1

I get your point about the market broadening, but there are some things in this set of names that I wouldn't own in general. PFE is a stagnant company that buys growth (often overpaying) rather than innovates - it often reminds me of Immelt-era GE and it desperately needs its own version of Larry Culp. AGNC is "yield chasing" imo - over time it will not outgrow that yield and will just continue to erode. JMIA is eh - "the next (fill in the blank)" or the "fill in the blank (amazon, etc) of x" often (not always but often) ultimately don't work. The energy stuff isn't bad, but choosing to hold it for lasting periods where it's out of favor is opportunity cost. I am now looking more at these sorts of names but as a place to re-deploy after selling things that have been in favor. "Don't sell your losers at this moment !" I think there is something to letting one's winner's run, but if something is a persistent loser over a reasonable period of time, there has to be some reflection as to whether or not it has lasting issues. IMO, one should also take into consideration how much they allocate to out of favor stuff and how long they are willing to tolerate it being out of favor; optimally you're primarily in in favor stuff for long periods of time and then opportunistically (not the entire portfolio, to some degree) look at the bargain bin after stuff has been sitting in it for a while.

Staynunknown4ever

I'm not a fan of Intel either but this whole situation reminds me of GE back in 07. They had gone to shit, shit management, shit products, and were seemingly dead in the water. Everyone was writing them off for goners. Somehow they have managed a decent turn around and if I bought them I would be writing this from a private jet, but instead I'm sitting in a beat up mid 90's pick up truck

54108216

VIX calls: fucked GE calls: also fucked Beautiful

TheEngine

GE wtf, it's a green day, get with the fucking program

ShylockTheGnome

Every new company is a tech company. GE, Exxon, and ford were tech when they started. Most new companies will always be labeled tech to a certain extent. 

Dear-Captain1095

Yeah that’s fair, the timing problem is real, and I agree most people hold laggards too long. Indexes aren’t immune either (SPY held GE, CSCO, INTC way past their prime). My idea is to stay concentrated but have a simple checklist for when a name’s moat breaks (PEG blows out, cash flow turns negative, growth slows). I’d rather tilt harder into fortress names now, knowing I’ll need discipline to rotate later.

Real_Giraffe_5810

Well, GE spun itself off into multiple companies which really aided in the turnaround.

unhappyreach_

GE also

fluffy_scoops

GE don’t make that shit anymore

rabbonat

Why does the dishwasher take so much longer than the (clothes) washer? Calls on GE either way

Disastrous-Aioli646

In short, with GE Vernova we buy high voltage (145kv and 345kV) breakers and power transformers, recently placed about a 50$ Million order myself. POWL manufactures switchgears enclosures that are used in Distribution Substations and in industrial complexes to safely deliver electricity at medium voltages (4kV-38kV). We purchase 5 of these switchgear enclosures per year at $2M a pop. That is only us, a medium sized electrical utilty. POWL has beaten earning estimates nonstop due to high demand of renewables energy sources (solar and wind), petroleum industry, and now more recently a huge growth of data centers due to the growth of AI power needs.

Old-Cantaloupe-1711

Universal Healthcare may be the final NAIL In Coffin for the Market TARIFFS banning profitable HEalthcare sickcare GE MRI machines are 5milliondollars I used to work ACCUNTS PAYABLE for a hospital The SLOSH FUNDS are ridiculous Poor Uninsured

Pepeshpe

> People believed Apple was fatal before the turn around, people believed AMD was on its last fumes before they got Ryzen, people believed GE was done before the split. Good points. Intel has the further advantage of being backed by the State. It's basically failproof.

AP9384629344432

If I had to rank the most insane stock charts of the last 5 years, Carvana would easily be my top pick. The company metaphorically died and came back to life. Other contenders: PLTR for its bubble valuations, GE for the comeback of a dinosaur.

nyrangerfan1

People believed Apple was fatal before the turn around, people believed AMD was on its last fumes before they got Ryzen, people believed GE was done before the split. Point is, no one really knows. The new CEO seems capable and having the US government actively indicating the survival of the company is important for national security isn't negative news for a very long time. Not to mention, despite the constant Reuters articles saying 18a is trash, I've been reading other perspectives - that they haven't caught up to TSMC, but have taken a massive step forward and now various institutions are looking to participate. You don't think Trump might be able to push apple or Nvidia to take a chance on Intel for their already capacity constrained projects? You don't think something might be in the works with SoftBank owned ARM down the road? They're not out of the woods, but for the first time they have a ton of options emerging. Semis are national security. The US government won't let Lockheed or Boeing die, they will make sure Intel survives and thrives.

geetarman84

GE is doing it from what I just read. To add to that, back in May I was at a buying group meeting and met with GE to ask how tariffs would affect their mini split pricing. He said they would just shift production to the US.

radpowerbike

RYCEY is killing it and on the way to $20 cheaper than GE time on wing,data center power, nuke submarines, and SMR orders all secured.

sps430

I work in distributed energy generation. Put any turbine or gas engine manufacturer on a dart board, and chances are you’ll hit someone currently under contract for datacenter power generation. Gas engine’s have shorter lead times right now. CAT, Everllence, MTU, Jenbacher (industry rumor is they are getting ready to go public), Wartsila. Diesel engines have been a huge play in data centers for several decades: CAT, Cummings, Rehlko (fka Kohler) Turbines generally can produce more power per “shaft” than gas engines: ABB, Siemens, GE, some big names in this space Battery energy storage is going to start taking off for datacenters shortly, if not already: CATL, Tesla, SAFT (owned by total energies), Powin (not sure who of these is public) Supercapacitors, if any manufacturers are public, could be another interesting play. Supposedly they can have 4x the daily throughput of a LFP BESS with less degradation - leading to a longer use of a component used for voltage and frequency stability in the datacenter itself. A vertical market investment here could be also investing into gas producers, midstream O&G, and gas utilities. A massive amount of natural gas is required to generate hundreds of megawatts of power off grid. A lot of this industry is manufactured in the EU, so the recent tariffs have been brutal for the industry to manage.

wheresbicki

The spike in shares was nice and all, but it's going to be years until we see something positive about Intel if at all. They shed tens of thousands of jobs last month, mostly engineering jobs, and closed a bunch of planned factories mid construction. They are trying to radically downsize and hope that they turnaround the company like AMD did decades ago, The only problem I see is that they are still too tied to finding profit in their own foundries to be successful, and to compete with the likes of TSMC they need to be more flexible, which I cannot see given they are so old school run like GE or IBM. It's more likely they will be sold off into smaller pieces like GE or Philips.

RedditIsAWeenie

To actually answer the question, there will come a time when you are retired and need the money. Then walk through your portfolio and ask, “Let’s suppose I sold everything this morning by mistake. Which ones would I buy back?” Some of those companies would look overpriced or perhaps tired and worn. Do I really still want GE? Sell those. You might sell some stuff earlier in your life in a down market to do tax loss harvesting. This is especially valuable if you can exchange one asset (e.g. a single stock) for something more diversified (e.g. a broad spectrum index fund) and pay little or no tax on it. Finally, it is fairly common to sell a little of something and buy something else to rebalance your account, particularly in a tax advantaged account like a 401k or IRA. If you do it in a brokerage account this will trigger some taxes, so best done there in a down market combination with tax loss harvesting

RedditIsAWeenie

To actually answer the question, there will come a time when you are retired and need the money. Then walk through your portfolio and ask, “Let’s suppose I sold everything this morning by mistake. Which ones would I buy back?” Some of those companies would look overpriced or perhaps tired and worn. Do I really still want GE? Sell those. You might sell some stuff earlier in your life in a down market to do tax loss harvesting. This is especially valuable if you can exchange one asset (e.g. a single stock) for something more diversified (e.g. a broad spectrum index fund) and pay little or no tax on it. Finally, it is fairly common to sell a little of something and buy something else to rebalance your account, particularly in a tax advantaged account like a 401k or IRA. If you do it in a brokerage account this will trigger some taxes, so best done there in a down market combination with tax loss harvesting.

Several-Room-2348

Yes, I joined Alpha pics two years ago. It’s done really well overall you don’t want to look at daytrading or one or two stocks. I think you need to be five or six at least and you need to pay attention to what’s going on or you can get spanked if you get a loser stock.. I use a Vanguard portfolio and set stop losses if they pull back 10% I’m out I had GE Vernovs I had $10,000 of it and it over doubled…

LonelyFox18

I have a lot of respect for Warren, but there is no way I would touch that stock right now. It reminds me of GE during the 2017-2018 time frame. Bad news is coming out of the woodwork and it feels like people at the middle levels have been covering up problems. In this case, there's also numerous government investigations in progress and it would not surprise me if they found illegal behavior that the C-Suite didn't know about.

Samjabr

LMFAO - I sold my UNH 270 calls and bought GE instead. I am so cursed

AxelFauley

GE. Glad to hear you're doing well. We're becoming less and less here, lol.

perceptive_AI

I got 1DTE calls on BA , CAT , FDX , UPS , HON , LMT , GE. I'm very diversified

gravyrobbers69

I bet it’s GE Aerospace

Cape_dad

Am I missing something. Amzn YTD 2.36%, 5YR 42.08% VOO YTD 9.56%, 5YR 91.54% Amazon is a great company but it is much riskier to have all of your money in one company or sector. If you won’t sell it then start putting new money into VOO something similar. The risk is just too great. Just ask the people who had all their money in GE, GM, Kodak, IBM etc.

Sacrosanct94

"Too big to fail" is a very common phrase that has been judged by history. Anyway, look at countless examples of "established" - GM, GE, nokia. Yes they didn't go under but did they grow like the Mag7? Which is what I mean that a company doesn't have to go bust; just stagnate - and so will your investments. That's where I think the Mag7 is, could grow for another 5-10 years. Then stagnate as other cool stuff come up. I could be wrong so I buy the whole developed market (and that in itself *may not* be diversified enough for some, but it is enough for me to be convicted to invest in that should another lost decade occur) P.S. investing isn't about maximising gains, sometimes you gotta balance it with conviction and peace of mind.

Common_Helicopter_62

Why break up when theyre synergistic business units that vertically integrate the co and result in a higher multiple assigned? GE had the opposite problem- bunch of random divisions that had nothing to do with the other

motorbikler

They don't have to build massive tech companies to dominate the globe the way the US does. They can build tech companies that service _that region_, much like what China has done repeatedly. WeChat is an enormous company used mostly in China. WhatsApp isn't allowed there. So, Europe can build cloud. They can build their own chat apps. They build a payments system to rival Visa and Mastercard if they want to. What that means is that some European companies will be expanding to fill that region, and US companies will be _contracting_ as that region is filled. US companies already recognize this possibility based on geopolitical realities. https://www.aboutamazon.eu/news/aws/aws-european-sovereign-cloud-to-be-operated-by-eu-citizens AWS completely breaking away its European operations to address sovereignty concerns. This can work for them in the short term, but they may be realizing that as US popularity falls, it's a losing game. Lidl has started its own cloud service as well. This can take time to grow but will be a viable alternative to AWS, Azure, and GCP, while keeping all the money in Europe. https://www.techzine.eu/news/infrastructure/123810/european-alternative-to-aws-azure-and-google-was-born-inside-lidl/ All of this requires you to game things out 5-10 years. It's happening. Sovereignty in terms of security movement is happening. Sovereignty in terms of removing economic dependence is coming next. You can't do it overnight but it's happening. Now extend this to everything else. Who wants to use American fighter engine designs when ITAR restricts their sale? Sweden learned this lesson with Gripen and its licensed GE engine. Who wants to use their avionics? The rest of your comment is "US is the best, of course we'll continue to win" but again, that's just like saying Japan or China can't do quality.

AdNo8220

GE calls

Future-Raspberry-780

Five of my stocks took hits today. Not sure what Trump said to create it 😆. GE is down 5%

Frankrreynolds

GE calls?

onelongerleg

GE??

aBadBandito

The stock will be splitting into 3 separate companies soon. Looking what happened with GE stock prices after the split

aBadBandito

I vote HON with the upcoming split. Looking what happened with GE stock $ post split

aBadBandito

HON The company will be splitting into 3 separate companies in the next few years. If it is anything like GE after the split, each company will perform very well as it allows the companies to focus on their own areas of expertise. Looking at the numbers, it has a healthy balance sheet, consistently outperforms earnings expectations, and a relatively healthy profit margin of 15% The PE is a bit high for me typically at 24, but I think after the split this will be a great value investment.

SEQLAR

GE

TestNet777

We know it’s industrial. DE, CAT, HON, GE

AdvantageMany391

Yeah, because GE holders that got Verona are super sad right now....

C130J_Darkstar

Apples and oranges, my man. GE Vernova’s BWRX-300 is proven, utility-focused technology, but it’s less fuel-efficient, lacks recycling capabilities, and isn’t designed for direct-to-customer markets. Oklo’s Aurora fast reactor can recycle fuel, reduce waste and costs, and be deployed directly to customers like data centers under long-term agreements, giving it a strong advantage in fast-growing, high-demand sectors.

StatusPrune8266

PSIX crushed it last quarter, growing 50% QoQ, trading 20x P/E, while GE Vernova is trading 160x P/E on 10% growth, I’d hold till the multiples converge at least

PoinFLEXter

GE - stable, pays dividends, remains necessary in a recession

helospark

List of stocks that are >80% of their dot com highs, while being lower between 2002 and 2023: Symbol DotComPrice CurrentPrice MaxPrice(2002->2023) ARMZX 9.91 9.19 9.79 ATRS 5.88 5.59 5.59 BELFA 42.75 111.60 38.52 BK 61.54 99.81 61.47 BLX 37.60 39.33 33.52 CLS 77.25 194.74 19.40 CNP 36.63 38.81 32.27 CNXN 66.00 60.96 53.26 CSCO 80.06 67.11 63.53 EHC 68.18 108.53 67.91 FLEX 40.78 49.52 22.55 GE 284.44 269.38 200.08 MSTR 134.32 366.63 92.78 NIM 11.45 9.17 11.26 ONB 25.17 20.40 24.74 SONY 27.41 24.37 25.26 THC 162.37 158.09 88.11 TSDOX 10.24 9.24 10.22

BoxofTrox

I could see GE Vernova. It’s got a decades long growth story ahead and the stock has had such crazy momentum. Could have been the big buyer!!

hopn

Bought same GE back in May 2020. Did a lot of research before purchase and liked what the new CEO was doing and all of GE's moves.

Top_Alfalfa1956

True, but the trick is you only know for sure in hindsight. Before they blew up, GE and Kodak didn’t look like value traps either