GE

ShitTheFuckDown

Don't be a dumbass. I remember when Facebook IPOed and everyone was trying to figure out how an app could be valued as much as Ford or GE. Tech plays by some different rules sometimes. 

Easy-Land-9781

Yep, Also explains why my GE Vernova is at the top of the account lately

Alicyclobacillus

Getting old GE vibes from Berkshire Big successful conglomerate about to unwind and implode

fake212121

Who said aerospace not penetrable? GE, Safran Boeing airbus eaton. If u compare numbers, HON is not too far from others so, take it easy. Spinoff is going on for a hr or two so all priced in

missedalmostallofit

I wouldn't sell GE just to chase GEV after the move unless your thesis has really changed. GE and GEV are not the same bet: GE Aerospace is a jet engine/services cash flow story, while GEV is more of a power/grid/datacenter capacity trade, so concentrating into GEV increases exposure to a hot AI-infra narrative that can re-rate both ways fast. For a 3+ year hold, I'd probably keep both or add fresh money slowly to the one you understand better instead of forcing a swap between inherited positions. The key DD for GEV is whether backlog converts into margin expansion, not just whether data centers keep getting announced. If you want another shortlist for DD: [https://catsofws.com/](https://catsofws.com/)

dvdmovie1

I sold some GEV in recent weeks, not buying more of that at this point. I bought NVDA several years ago and saw it as a fantastic long-term investment. I have owned a lot of AI infrastructure over the last 2-3 years and that has been a fantastic theme (when that is over, I can't fathom a more lucrative theme for years and years) but it's not a long-term one. Investment will not keep at this pace forever and the moment you start to see growth slow/backlogs come down/etc a lot of stuff is going to re-rate - but the market will start to try to anticipate that in advance. Is that this year? Probably not unless the economy ex-AI materially deteriorates or some other headline curtails AI spend. Next year? Maybe for some of these AI infrastructure/bottleneck trades. That's not saying these are bad businesses - not at all - they are good businesses having the best time they've ever had but the stocks are priced as such and with something like power, you have everyone trying to get a piece. BE is about a 10x since last Summer. FTAI/GE are using aerospace engines as turbines. Solar company NXT bought a battery company and was up another 15% yesterday. People thought solar wouldn't do well but it's having a very good year, so it also becomes not just owning one particular type of power company. I'm not saying that the theme can't continue for a while longer (I own GEV, BE and a bunch of other names), but the theme is not indefinite and people should not treat it as such, or with how much this stuff has already gone up they shouldn't treat it as early either. Lastly, clearly you haven't seen any hint of demand slowing at all - just saying it eventually will unless we're going to build data centers on every corner like Starbucks. I wouldn't treat these names as long-term holdings if one owns them, I'd treat them as names were you have to continually re-assess where you think things are because while GEV has been a fantastic holding for me, I don't want to own it on the other side of the demand it's currently enjoying.

Rph55yi

SPCE calls were recommended by squeeze finder last month. I actually got in and sold when they did and broke even. Then tried it on my own and did get a 100% return but I sold too early and could have made even more. Then I did call on GE (they are a boring aerospace company that did not get space hype) and made a 20% return. Not sure what to buy next.

Nearing_retirement

Interesting sort of reminds me of GE turnaround a little

aphel_ion

Is it GE or GEV? GEV builds generators which are in huge demand for datacenters. Whatever you think of AI, the spending spree is real, and all that money that’s getting spent is going to companies like this, so it makes sense they’ve skyrocketed. I think the question is when does AI spending start slowing, because there’s no way that kind of capex spending is sustainable. And the other question is what these companies doing with all the profits they’re getting from the AI windfall? I’m not sure they can use it grow their business knowing demand for their product is about to fall off a cliff.

Longjumping-Speed511

The first company to hit $100bn in market cap was GE in 1995… that’s over 30 years ago and 15 years before 2010. It was also justifiable. It had $70bn in revenue at that time. 1.4x price to sales ratio. That was well earned. SpaceX is IPO-ing at nearly 100x… I get that valuations are entering uncharted waters, but this is just absurd. God speed

Semiotic3

You may be correct but lets see after the IPOs go public. The backlog is a buffer, not a guarantee. Keeping my eye on: Hyperscaler CapEx - Any mention of "project push-outs" or "cost optimization" in data centers. Interconnection Queues: Regional Grid Operator Data - If "Under Construction" projects start dropping or stall in the queue. IPO S-1 Filings for AI-Native Companies - If unit economics reveal a high cost of power relative to software revenue. To me thesis economics will change, the questions is when. I am heavy in GEV and GE, my main point is GE is not exposed to the circular capital dependency of AI valuations. If that deflates things will reprice. Grid modernization happens either way and GEV is better positioned than most and making great moves but not immune any reprice on AI valuations. Either way GE does not have the AI valuation risk. Per the OP, I would not sell GE to get into more GEV now. I would sell GEV to get more GEV or just keep both which is my exact position today.

ThomasTanksDown

It feels good but you still have this lingering feeling over your head like dont fuck this up. But for the most part it feels unreal to think I could put 100% in VOO and make 500k/year (on average obviously 🤪). And no for osrs. A quit like 3 years ago amd just flipped on the GE for 2 years here and there and then stopped completely. I think I have like 1.4b ive just been giving to friends

MindTheMountains

Blue chips have entered the chat: GE, Sears, AT&T, Xerox, Kodak, IBM, Nokia

shillyshally

Both Amazon and Google were long shots twenty odd years ago. My Exxon, Honeywell, GE owning father could not understand why I bought those stocks, it made no sense to him at all. It's the future, dad, it's the future.

UCNick

lol I sold AMD right after the GFC for no gain or a loss just to get rid of it after everything went to hell. Bought GE with the proceeds and later sold before the massive run up lol. Damn I suck

Semiotic3

GE is the more reliable longer term play in my view. GEV is running under the AI thesis, if that changes so will price.

Ultimatefriend007

If you think that is counterintuitive, the look at GE Vernova. Caterpillar actually does not make much of the power needed by data center/AI; GE does. And in the last 2 years (since they split from Aviation), they are up 900%. Yes. U read it right. They were about $130 two years ago; they are over $1000 now !

Oldschoolhype2

I sold GE around $30.

Mike804

I have a friend who works at GE Vernova who told me to invest in them almost 1 years ago.. yeah

dvdmovie1

I've owned GEV for a while now and have recently trimmed some but keeping the rest. I bought GE recently (and similarly, FTAI) down because of what's been going on geopolitically, as both were certainly impacted by higher energy prices. I will say that if Culp left the CEO spot at GE I'd consider selling.

CertainMiddle2382

GE is that you?

Yummy_Time

Nah just keep em both. They both are extremely stable. I think most of GEVs explosiveness is already past..(back that chart out): but they still have 30% upside according to Trading View. GE is similar but moves different. It’s been consolidating for a bit, just moved up these last couple of days, but I’m looking at 360-370 before I’d look to swing it.

WhatRUsernamesUsed4

$GEV - GE Vernova, Siemens (Germany), and Mitsubishi (Japan) are the only major producers of gas turbines in the world which will power the centers. Its up bigly on the build hype

NoMore_stu

You guys are just not following the trends. GE, Boeing , Apple , pltr .. I am watching 30 tics right now and only 2 are red .

CageTheFox

There’s well documented issues with their gun just do some research [Link](https://www.twz.com/air/birth-of-brrrrrt-how-the-a-10s-avenger-cannon-went-from-terrible-to-terrifying). They stop using GE for a reason.

killthenoise

GE vernova has done very well for me

Ahamadrayasbaboon

GE made less reliable motorized  Gatlings?

dmcnaughton1

I'm sorry, if you think this is the cheaper option you're in a different reality. I also have yet to see how a data center in space provides any advantages. It's much more expensive, requires more resilient hardware, power consumption and heat dissipation issues galore. Edge computing in space is something that happens now, but an actual data center type workload just doesn't make sense at all to be on space. Biggest friction point right now with getting new data centers online is obtaining natural gas turbines. There's a multi-year backlog, and it's not like GE is opening new plants to fill it. You solve the turbine gap, there's plenty of natural gas and land in the US for data centers.

Alabama-Blues

I did lose $100k plus on selling GE too early. I kick myself for that. GE always gets me.

WistopherWalken

HYLN is developing a turbine? If I was DoD or a datacenter provider, I'd just go with GE. Datacenter ls in space will never happen. 

Vindaloo6363

Top S&P companies in the 80s were Exxon, GE, Phillip Morris, Coca Cola etc. Only so much growth in energy and consumer goods. Tech is limitless and in many cases much more easily scaled so it can grow faster.

rogan1990

Yea SpaceLabs, Redwire, even GE Space is probably a good adjacent bet

DueLength3906

GEZ Crazy growth since the break up of GE

AlexDMI_etoro

Check out short squeeze radar at capitalflowsdata.com. there are some good ideas at attractive prices right now like dividend aristocrat PG, Home Depot, Mastercard, GE, etc.... Good analyst upsides for well known companies. Hard to find something cheap when index is at all time highs.

ColdPangolin5355

UnitedHealthcare,, 1 year ago this company had a lot of bad press, government pressures to income, but they found a way. I didn’t even look at the income statement when I bought but they are showing strength and resurgence. 1 year later I’m up 50%. Next one for me is Whirlpool, looks just about as bad as GE did 10 years ago. These are only 3% of invested capital and that’s what allows me to stay the course in potential turnaround stories.

Produff26

It's all fake! AI, Bitcoin, etc, etc........ just remember Enron. The king of all fakes and how it devastated investors! I'll stick with the boring Boeing GE Corning Etc, etc.....

srfdriver99

> INTC as a separate, risky turnaround bet While I agree with your core point that INTC and SMH are not remotely equivalent as investments, let's be real here. Intel isn't going anywhere. People are acting like they're going to pull an Enron and implode or something. If Intel goes down and the world goes to ARM en masse it'll still be ten+ years before slow decay ensues, and they'll transform into some kind of Windows-x86 only niche computer provider that still has plenty of market for all the software out there that requires x86 processors to run. Of course that future has shrink instead of growth, but it's not a total collapse. It's the type of stagnation that _any_ company can run into, and realistically I'd expect Intel to give themselves a few shots in the arm by buying the smaller startups out there making experimental hardware and needing to scale, before they actually suffer the fate of a GE or some such.

Alabama-Blues

I did something like that with GE. I had thousands of shares at one point.

Fastest_light

Technical driven with fundamentals in mind, plus some luck and rish management. Like the time I bought GE almost at its bottom.

Current_Animator7546

Yup. Just a boring old stock now like GE was in the early 2000s

idlstrade

The case for HYLN (Hyliion) They just got UL certified, made deals with the army and navy and NASA is interested. Also just met with Jensen from NVDA who then said we need 1000x more power. If this gets BE valuation, it would be a 450$ stock, currently trading at 4$. They bought the Karno technology from GE and are about to commercialize. Its the only truly fuel agnostic generator, more efficient than the grid and a tiny footprint size, its revolutionary. The CEO also said they will be delivering to fortune 500 companies and hyperscalers. They don't even need EPA approval because its a flameless generator, which will make permitting so much easier for customers. There is also a 30% tax credit. The green folks will also love it as there are no to extermely low emissions depending on the fuel. (5% of a traditional diesel) so no after treatment needed and nearly no maintenance (thats why the navy will use it on autonomous vessels). Oh, did I mention they use 800V DC so perfect for next gen datacenters and EV charging as they won't need to do conversion steps! I think this will go on a massive run by EOY.

Wearyrockstar

Interesting to see you've chosen PSIX which has been on a steady decline in the last 1 year and reached pre-liberation day value as of today.  May I know why you've not considered GE Vernova?

OGS_7619

40+ years? 20 years ago top companies by market cap were Exxon, GE, BoA, Toyota, CitiGroup, Shell, BP, Pfizer, Wallmart - the only common in top 10 between then and now was Microsoft.

val913

I wish I had put the whole $10k in AAPL that day. Instead I diversified, got $1500 in each XOM, Merck, and GE. They are all doing alright too... When GE split into 3 companies and Vernova took off it's been a fun ride.

1WordOr2FixItForYou

Seriously. 40 years ago the equivalent top stocks were IBM, GE, GM, and Philip Morris. That's a portfolio that has massively underperformed since then and I guarantee there were identical discussions to what we're hearing right now of people saying you should just buy those stocks and nothing else because it's easy money and beats the market every year. People never learn.

AdAdmirable7208

The GE way.

Scared-Signature-452

Why am I 4 percent up today ? its because I own GE, BA, AMD, INTC and BE

UnObtainium17

Got tired of it and I sold out of them while i was still a little bit ahead. Moved the money to add more LLY and GE.

dixieTrixxy

I own : $MA - $META - $AAPL - $GE - $BKNG - $ASML and $BKNG

_Bims_

GE is top of my list right now

favioswish

Uber, Walmart, Comcast, Mercedes, General Motors, GE, Lowe's, Home Depot, Capcom, Unilever, Rivian, McLaren, Bosch, PayPal, Kroger, Citibank, and literally thousands more

ThanklessWaterHeater

You can tell a lot simply by looking at the last few years of a company’s financials. If revenue and profit slowly and consistently grow, it’s well run. Yes there can be financial chicanery—Jack Welch spent years cooking the books via GE Capital so he could strut on CNBC—but such instances are extremely rare, and you can avoid them simply by avoiding companies that CNBC says you must invest in. Lesser-known companies with solid financials and slow, steady growth will usually beat the market in the long term, in my experience.

Shibes_oh_shibes

Like when GE sold the E to Samsung making them Samesung and GE only G.

Ready_Form_7958

You have no idea what is international cooperation. Do you know that many Boeing airplane and GE Engine parts made from China? An ASML EUV lithography system relies on a vast supply chain that spans roughly **60 countries**

KYEEZY98

HD is going down the path of 2010s GE. 90B+ in debt on the balance sheet with declining margins is not good.

John_the_IG

GEV is the one that got away. I know a government attorney who left to work for GEV a little over two years ago. I started tracking the stock when it was well below $200, before the data center investment explosion. I “almost” bought around $200, $300, and $400, each time convincing myself it couldn’t possible go higher. I didn’t understand the sector and was just thinking of it as an old fuddy GE spinoff.

NobodyUsual8025

Not to mention the thousands of other picks and shovels companies like Vertiv, GE Vernova, Bloom Energy, etc. etc.

EstrellaCat

AIRJ, I added a bit more after earnings. Essentially they make water from air, they have said on call last week that the engineering is complete and all that's left is to validate results with commercialization EOY. They are positioning themselves as a regulatory solution to hyperscalers, but I also see potential from the cost reduction compared to desalination in inland regions as climate change continues to accelerate. They've also hinted at exploring recurring revenue through water purchase agreements. Also partnerships with GE Vernova They are pre-revenue and at a market cap of 250m, so it is very much so high risk high reward, but I now hold 3020 shares of it so I'm very much so convinced they can execute

HFBL

BETA. The hidden gem of the eVTOL sector. IPO’d much later than the others, so not seen as a strong competitor, but actually right in line with Joby. Already built and expanding charging infrastructure at multiple airports. Flown thousands of miles (90% CTOL). Contracts with military and delivered them the first aircraft years ago. Engineer CEO that has built a successful company before. Contract with GE to deliver electric motors for hybrid engines. The eVTOL space is extremely speculative, but BETA at these prices is worth the risk. They have other sources of revenue, if the sector takes too long to develop, others will go bankrupt, leaving just Joby and BETA.

Greedy_Mix3861

NVDA, GE, BROS, RDDT, SPGI, MELI, VRTX (don’t hate intuitive Surgical here), GEV

adfreemonster

>Do you know who administers the shares in a company if they aren't handled by a broker?  The company's transfer agent. Which for GE looks to be EQ Shareowner Services. If you scroll down a bit on this page you'll see their info: https://www.ge.com/investor-relations/shareholder-services

steady_compounder

Your math is probably closer than the account summary. Starting from 88 shares, the 3-for-1 split gets you to 264, then the 1-for-8 reverse split gets you to 33 GE. From there the spin-offs should have left you with more than 16 GE Aerospace, so I’d ask the broker or transfer agent for the full corporate-action history because something else likely happened, like a partial sale, transfer, or old certificate issue.

mzskunk

Yep, that's what I'm wondering, too. But even without that split in the calculation, it doesn't come out to 16 GE shares. When we looked at sharesonline.com, it only showed 16, 5, and 4 so the investment guy doesn't think there's a problem.  Thank you for double checking me, I appreciate your time. I just don't know where to go from here :/ 

ZarathustraGlobulus

Should be more than 16 of GE Aerospace. I'm getting this: GE Aerospace: 33 shares GE Healthcare: 11 shares GE Vernova: 8 shares

mzskunk

I did, thank you. It agrees with me that there are shares missing along the way. Do you know how I can find the trading history for a pool of shares? They were not transferred to a brokerage account until last week. Would someone at GE be able to help?

Ok_Carob_4968

Haier/GE is doing great. Best thing that could have ever happened to GEA.

kalaid0s

1. That's comparing apples to oranges. Those were not the biggest companies at that time. We have just as many unprofitable companies with sky high valuations right now. For example these were some big players before the dot com bubble burst: **Cisco** market cap: $500 billion P/E: ~180 **Microsoft** Market cap: $560 billion p/e: ~80 **Intel** Market cap: $500 billion P/e: ~50 **GE** Market cap: $470 billion P/e: ~30 See also: [r/investing/comments/1o2gfpp/pe_ratio_of_top_20_market_cap_1999_vs_2025/](https://www.reddit.com/r/investing/comments/1o2gfpp/pe_ratio_of_top_20_market_cap_1999_vs_2025/)

hottentotz

GE Vernova x Hitachi is my pick for SMR. They're already building one in Canada and the only Western company doing so. As for renewables, I'm getting an impression that storage is the bigger issue. I kinda like the idea of liquid air(LAES) since more countries can make it in different types of geography in comparison to hydrogen one. I'm hyped for salt batteries by CATL too. All in all, I don't really know, but just excited about many experts and smart people having the incentives to find a new source :)

Scared-Signature-452

So his top recommendations over the past year, the ones he talked about most often as a regular CNBC listener were Intel , AMD, Micron, GE Vernova, Nvidia of course and a couple of others. People listening to the guy would be pretty well off by now.

Orleanian

I mean, that seems like a good reason for those CEO's to have gone. Same with GE, Boeing, Tesla, etc... they want their cut of the chinese market, and need to figure out how to get in on it.

doyu

I saw a comment recently that said 4%, and that GE at its peak was 1.5%. I didn't fact check them though.

Puzzleheaded-Grass17

Here's some good calls for september that have high potential to go up with out of the money strikes. $Microsoft Corp $Meta Platforms Inc $BUZZFEED INC $CoreWeave, Inc. $Cisco Sys Inc $GE Aerospace $General Dynamics Corp $Okta Inc $Quantum Computing Inc $Block Inc and $RTX all look good for short and long term gains especially with Trumps meeting with Chinas leader XI talks about Ai and chip/tech sector calls for Sept 18th looking nice rn

DufflebagJoe

Might buy some GE doesn’t look like it’s popped off yet.

wafflepiezz

# “President Donald Trump just disclosed thousands of stock transactions through Office of Government Ethics filings, including purchases of Nvidia ($NVDA), Robinhood ($HOOD), Intel ($INTC), Palantir ($PLTR), SanDisk ($SNDK), GE Aerospace ($GE), and Dell Technologies ($DELL).”

n0m0rem0ney

Now is a good time to buy GE i think

Axonum

BREAKING: President Trump just filed thousands of personal trades. Most of them were made months ago. Some of the buys include: \- Dell, [$DELL](https://x.com/search?q=%24DELL&src=cashtag_click) \- Intel, [$INTC](https://x.com/search?q=%24INTC&src=cashtag_click) \- NVIDIA, [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) \- Palantir, [$PLTR](https://x.com/search?q=%24PLTR&src=cashtag_click) \- GE Aerospace, [$GE](https://x.com/search?q=%24GE&src=cashtag_click) \- Sandisk, [$SNDK](https://x.com/search?q=%24SNDK&src=cashtag_click) \- Bloom Energy, [$BE](https://x.com/search?q=%24BE&src=cashtag_click)

NotMe357

"BREAKING: Presiden TACO just filed thousands of personal trades. Most of them were made months ago. Some of the buys include: - Dell, $DELL - Intel, $INTC - NVIDIA, $NVDA - Palantir, $PLTR - GE Aerospace, $GE - Sandisk, $SNDK - Bloom Energy, $BE " Not sure if its real. Can anyone verify it?

Stocks_N_Bondage

That's a good tip, so a classic post-earnings play then? I could get behind that... it'll keep my GE shares company in that folder off to the side...

hottentotz

Check GE Vernova, might be less sexy, but that's my preference.

Thisispaartaaa

Sir Donaldino Pumperino JUST GAVE YOU A SIGN....TAKE IT: MU, QCOM, BA, AAPL, CARGILL, CITI, GE AEROSPACE, GOLDMAN and more....I don't make the rules, I just play by them.

kalifikiwi

Haier (Chinese) owns GE Appliances but allows GE to manufacture a lot in the US. Most laundry is manufactured in Kentucky.

AppMtb

China of course values profitable business, but they also value having access to technology they can steal for CCP controlled entities. I noticed Culp is going from my industry (Aerospace) GE has onshored or at least brought back to the continent a lot of work that was being done 15 years ago in China. Now China only does their spares and parts for older engines and not any of the new proprietary stuff for leap or 9X. Of course Ge more than most knows the lengths China will go to to get this tech

guzzledglizzy

Buying GE in March 2020 was such a smart move. Selling it after 6 months when it came back up to my cost basis was retarded though

Wowmuchrya

Surprised he only put companies names the tweet. JENSEN HUANG (NVIDIA (NVDA, N V D A FOR THE ALGOS)) Cmon man we got PALANTIR (Pltr), can’t even get a simple TSLA, QCOMM, MU, NVDA, GA, GE, CITI?

neverseengreen

NVDA TSLA AAPL BLK BX BA C GE GS MU QCOM These are the 🥭 port tickers, im gonna to throw $1k at each in my lame stock only account

growerdan

lol tons of downvotes but solar just doesn’t come close to the power required for these data centers. CAT and GE are up big because these data centers and buying generators for power.

MovingInStereoscope

Jack Welch only succeeded because GE manufactured so many different things that were absolutely critical to certain industries that his sales were never going to suffer regardless of what he did.

UnObtainium17

Sold two of my stocks and Added a few LLY, GE and MELI.

thewhorecat

Sure. It was widely reported that Buffett was not only a net seller of stock leading up to the financial crisis of 2008 but years before he said he was having trouble finding attractively priced investments. As Buffett was reducing exposure he was building up tens of billions in cash and treasury bills. Stocks Buffett sold were PetroChina, which he bought cheap in the early 2000s and sold almost all of it in 2007. He sold Johnson & Johnson, Procter & Gamble, Moody's, and Anheuser-Busch shares. Now, during the financial crisis he made some sweetheart deals with that stored capital. He invested $5 billion into GS in preferred shares that paid a huge dividend (and got the kicker of warrants), GE preferred shares, $5 billion in BofA preferred shares that came with a warrant kicker (which led to him being a greater than 10% holder when he exercised those warrants at $7.14 per share). He did acquire some shares leading up the financial crises such as KO, Amex, and Burlington Northern Sante Fe, which he fully acquired in 2009. He has had a long conviction in KO and Amex. While Buffett does say he doesn't try to time the market his actions somewhat say otherwise. He tends to get very conservative during times of euphoria. If you look at today, Buffett/Berkshire has again been a net seller and now has nearly $400 billion in cash and Treasuries on the books. Berkshire has been a seller of shares in Apple, BofA, Amazon, Citi, and T-Mobile (amongst others). I don't take it that Buffett or Berkshire is expecting an imminent crash but he is again being very cautious while parts of the market are becoming euphoric. We will have to wait and see if he is right this time around.

No_Height2939

Checkout AIRJ for a company i think benefits from the rising cooling and water needs long term not just from the el nino. Provides basically a more efficient dehumidifier to put it simply for industrial, data centers, and even residential areas which can use waste heat from the facility to run more efficiently and reduce cooling costs. This water is then used for liquid cooling, drinking, or whatever else you need. Currently have tests planned in texas, CA, and the middle east. Very Speculative pre revenue could go to 0 just as likely but backed by GE and has a partnership with Carrier an HVAC leader so i like it for this trend.

Healthy_Bathroom_666

BW (Babcock and Wilcox) - whilst certainly AI linked, as this company addresses one of the key bottlenecks, power… the recovery it’s had this year has been phenomenal. Whilst the world has been focused on intermittent renewables and is looking at nuclear in the next 10 years, gas is the solution for here and now. Siemens and GE would still be the go to, but their equipment is impossible to get your hands on - this has helped BW build a 2.4bn backlog. 1 year return is 3,653%….

JustinxxPH

Very good points, but this bubble could be similar in devastation because of the sheer size of these tech companies. Would of been like Coca-Cola, GE and, at&t crashing in the 90s. They dont have to fall dotcom levels to cause havoc.

Alicyclobacillus

Berkshire Hathaway (BRK.B) Their wholly owned subsidiary PCC supplies GE Vernova with precision cast parts. It's never going to be a meme stock so don't expect a 500% annual return, but they do have their hand in a lot of different sectors

Crazy_Donkies

I share this any time people think fucking Whirlpool matters. https://www.lg.com/global/newsroom/news/corporate/lg-electronics-releases-first-quarter-2026-financial-results/ Their products suck. LG, Samsung and GE are killing them. They're looking for a scapegoat.

Away-Neighborhood348

Im a long term holder. I had to sell a bunch of shares around 2018, they are all up a little from my sale price now, but that's to be expected some 8 years later. I made money on all but one, so its all good such is life. My only real regret was the one that I lost money on, selling GE back then and holding PFE. I'd make that swap in hindsight.

PitchLadder

I went all in on GEV when it split from GE. better

Crazy_Donkies

All in on AI. I personally see it continuing until 2031 or later. Holding anything hardware and DCAing into GOOG, AMZN. They will ultimately be big big winners in the end. As an aside, Samsung, LG, and GE both reported strong appliance revenue growth. Whirlpool is likely looking for a scapegoat.

InvestorAllan

But is anything worse than GE? I filled rentals with GE a few times and 50% had warranty issues.

austinlm

No, at the time, those was GE and Microsoft.

drew-gen-x

I would look at something like $XLI. It's 40% $CAT, $GEV, $GE, $RTX, $BA, $ETN, $UNP, $UBER, $DE, and $HON. Besides Uber those are the Mag 9 of Industrial stocks.