GE

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.

tattootexan

Thoughts on CMI and/or TMS? Have hella shared in US tech, so looking to diversify the profile. Only shares I have in manufacturing are in CAT and GE, looking to diversify in either case

Hoopty50

I’d rather quit my job than work with WP ever again. I’m a commercial GC and they have single-handedly driven my schedule into the ground on 2 projects. Not to say GE is that much better, but WP is such a clumsy, lumbering oaf of an operation. None of this shocks me.

twitchtvbevildre

Im not saying you are wrong, but alot of private firms are benefiting greatly from Ai and its allowing them to keep the same staff or go a bit smaller and create a better product/experience for their customer while increasing profits. But yea we are bound to have some sears/GE companies from the tech world popup over the next few decades which are massive companies that end up being bankrupt/or breaking apart because they are ran badly which we will look back and say how the hell did they mess that up? However there will be some that win from this too.

acap0

I’m in the appliance business. Let me tell you what’s going on with Whirlpool They released a whole new line of Kitchenaid products, new colors, new designs. All back ordered. They can’t fill orders. Customers are mad and going with other brands like LG and GE Cafe. Major delays on standard products like a $600 dishwasher and $1,900 fridge. Product quality has continued to go down. Their washers and dryers have the highest return rate than any company. A lot of their fridges have been the same design for decades with the same common failures. Increased competition. Midea, a global manufacturer has hit the US hard. They were a silent company making product for others, Whirlpool included. However, there was a situation with a microwave parent, and now Midea is coming in HOT. Other brands such as Samsung, LG have better quality, however service was always a concern, especially in mid sized communities of population of 50K or less. That issue has been resolved with many repair companies now doing warranty work for these brands.

Whipitreelgud

Have you purchased anything from Whirlpool? Looked at their reviews? They suck. I bought a high end dishwasher from them three years ago. It died after a year. I bought the extended warranty - they said it would be six weeks before they could repair it. I ended up ripping it out and replaced it with a Bosch. The ice maker on their refrigerators (I have owned two of them) fail within 2 years. Finally gave up on them and replaced the last one with a GE. Their customer support is the worst I have ever experienced. They never honored any aspect of their warranty or owned up to not giving a shit about their customer service. They run a phony social media team that looks like they care. They do not. I am delighted to see this company get what they deserve. You need to find a different company for your doom post

dvdmovie1

GEHC is interesting. GE CEO Culp buying GEHC yesterday.

Dull_Analyst269

This is the way! The real ones learned trading at the GE, period.

UnObtainium17

Just recently i took gains from my tech stocks and moved the money to solid companies on the dip like LLY, MELI, MSFT and GE.

superduperspam

Memory (micron, htnid, Samsung), logic (TSMC), MLCC (murata, semco). Also power (wartsilla, GE vernova), solar (OCI holdings). And steel, construction equipment makers , etc

1SizeFitsHall

I almost went with the LG combo but got the GE combo instead and wow am I constantly amazed at what high grade fever these designers must have been languishing under. So many choices from the filter to the app are shockingly underbaked.

Abe2025

As the name suggests, a whirlpool. Its not the only appliance company. GE is king

DrWorstCaseScenario

Hard to predict anything, but I would consider GEV and GE as extremely long-term holds in the boomer portfolio. I’ve been holding both since GE split into three companies. Was holding GE before that as well. Been adding to GEV consistently since the split as well.

Scared-Signature-452

I want to take profits. Can anyone suggest which ones aren't going up anymore? I am considering GEV, PLTR, AMD, RKLB, GE, RDDT, INTC, NOK

UnObtainium17

The dip i got into recently was LLY, GE, MSFT, EMBJ, NFLX and MELI.. i like them long term but definitely not gonna go moon like semis.

Scared-Signature-452

I have GE, BA, AMD and INTC. Look at the PAMP

CarbonChains

Ooooof that hurts. But it’s okay, I’m crying about not buying Sandisk. There will be more opportunities. But I would try to get in on this data center build out sooner than later. MU’s forward P/E ratio is still in the single digits. And GE Vernova (GEV) is going to be catching up to demand for energy systems for the next 10 to 15 years. I would at least take a position in those two.

UnObtainium17

META is fuckin trash. it's 6% of my non-retirement and i am thinking of just splitting it to GE and LLY.

UnObtainium17

I sold 15% of my MU last week. Enough to cover what I initially put into MU and a bit extra on the side. It is what it is. No point for me to time the peak. I moved the money to LLY and GE on the dip. Hopefully it pays off.

sleepystockmarket

The OP is describing a well-documented CEO archetype in corporate history — the "marquee external hire who applies a proven playbook to the wrong context." It almost always ends the same way. The clearest historical parallel is \*\*Ron Johnson at JCPenney (2011-2013)\*\*. Johnson had genuinely transformed Apple's retail experience and was hired with enormous fanfare to do the same for a struggling legacy retailer. He came in and immediately eliminated coupons and sales, repositioning JCPenney as an "everyday low price" destination — basically applying Apple Store logic to a value department store. Same structural mistake as OP describes for Niccol: the playbook that built his reputation was precisely wrong for the customer base he inherited. JCPenney revenue collapsed 25% in a single year. The customer base — deal-seeking middle-income shoppers who had literally been trained to expect coupons for decades — just left. Johnson was ousted after 17 months. JCPenney never recovered and eventually filed for bankruptcy in 2020. \*\*Bob Nardelli at Home Depot (2000-2007)\*\* is another version: GE executive who financialised and cut costs aggressively, boosted short-term earnings, but let the customer service culture erode. Stock price \*underperformed\* the market for his entire tenure despite the housing boom. He was paid $210M to leave. The pattern OP identifies — margin recovery by degrading the experience that built the brand — is as old as brand management itself. The tragedy is that the people who hire these CEOs know the history and do it anyway, because the short-term metrics look great right up until they don't.The pattern OP is describing has a long historical precedent worth examining — the "extract and exit" CEO archetype has repeatedly damaged iconic brands. \*\*Howard Johnson's (1950s–1970s)\*\* is one of the clearest analogies. At its peak it was the largest restaurant chain in America, with nearly 1,000 locations. Successive management through the 1960s and 70s prioritised franchising fees and cost reduction over quality consistency. By the 1980s, the brand that had defined American roadside dining was largely irrelevant — not because tastes changed overnight, but because years of incremental quality erosion had quietly destroyed customer trust. \*\*Sears (1980s–2000s)\*\* followed a similar arc. Eddie Lampert's cost-cutting playbook after the 2005 Kmart merger is frequently cited, but the rot started earlier when management began harvesting the brand's real estate and financial services value while starving the retail experience. Each quarter looked defensible in isolation; cumulatively it destroyed one of the most trusted retail names in US history. \*\*Schlitz Beer\*\* is perhaps the most dramatic single example. In 1974 they deliberately cheapened their brewing process to cut costs and boost margins. Blind taste tests confirmed consumers noticed almost immediately. Market share collapsed from \~17% to near zero within a decade — a brand built over a century destroyed in roughly five years of margin optimisation. The common thread: these decisions look rational quarter by quarter. The operating margin improves, EPS beats, bonuses get paid. But consumer trust in a brand is essentially deferred value — you can borrow against it, but the loan comes due. By the time the market reprices the damage, the executives responsible have usually moved on. Niccol's situation at SBUX is especially interesting because unlike Schlitz or Howard Johnson's, he's facing the problem with the market already aware something is wrong — which means he has less runway to execute a genuine turnaround before credibility with investors fully evaporates too.The pattern OP is describing has a long historical precedent worth examining — the "extract and exit" CEO archetype has repeatedly damaged iconic brands. \*\*Howard Johnson's (1950s–1970s)\*\* is one of the clearest analogies. At its peak it was the largest restaurant chain in America, with nearly 1,000 locations. Successive management through the 1960s and 70s prioritised franchising fees and cost reduction over quality consistency. By the 1980s, the brand that had defined American roadside dining was largely irrelevant — not because tastes changed overnight, but because years of incremental quality erosion had quietly destroyed customer trust. \*\*Sears (1980s–2000s)\*\* followed a similar arc. Eddie Lampert's cost-cutting playbook after the 2005 Kmart merger is frequently cited, but the rot started earlier when management began harvesting the brand's real estate and financial services value while starving the retail experience. Each quarter looked defensible in isolation; cumulatively it destroyed one of the most trusted retail names in US history. \*\*Schlitz Beer\*\* is perhaps the most dramatic single example. In 1974 they deliberately cheapened their brewing process to cut costs and boost margins. Blind taste tests confirmed consumers noticed almost immediately. Market share collapsed from \~17% to near zero within a decade — a brand built over a century destroyed in roughly five years of margin optimisation. The common thread: these decisions look rational quarter by quarter. The operating margin improves, EPS beats, bonuses get paid. But consumer trust in a brand is essentially deferred value — you can borrow against it, but the loan comes due. By the time the market reprices the damage, the executives responsible have usually moved on. Niccol's situation at SBUX is especially interesting because unlike Schlitz or Howard Johnson's, he's facing the problem with the market already aware something is wrong — which means he has less runway to execute a genuine turnaround before credibility with investors fully evaporates too.

dsmith422

IRRC, the hosts are required to only invest in mutual funds/ETFs or to put all their assets in a blind trust. But those rules were back when GE, the then conglomerate, was the majority owner.

ithastogoupfromhere

literally everything is printing for me atm expect GE but they will deliver, too

Electrical_Ad2652

I remember responding to this exact question about a year ago suggesting GEV as the “picks and shovels” play for AI, and I was mocked by responders stating it was way too expensive at that time. Well, it’s up over 150% since then. So, I’ll say it again. GE Vernova.

ryallen23

We can remain solvent by avoiding stocks in an unproven arms race hype cycle. I bought some GE, MS, PM, and HOOD the other day

buyatollah_kuminamy

I played two earnings and lost on both fucking GE and fucking HOOD

No_Height2939

CGEH: Saw a post a week or two ago about it and invested in it. They basically make turbines that can run on any fuel and require no lubricants or oils to provide on site behind the meter power. Up around 30% on it since hoping it keeps running. AIRJ: even more speculative because it has no revenue but is backed by GE Vernova and has a partnership with carrier a hvac leader. Basically trying to use waste heat from data centers to produce water to feed into their liquid cooling systems solving two issues at once. They use a special material to absorb water more efficiently than competitors (none that i can fund are public) which means it also has other use cases- potentially military and other water troubled areas.

Anonmonyus

How are valuations high? You have Meta who just grew 33% trading at a 18-20 PE. The companies in the S&P or rather top companies are powerhouses compared to the 80s when PEs were lower. In the 80s you would have a GE that grows maybe 8-10% as the top S&P holding. The market isn’t so inefficient. But yes stand on the sidelines while you watch the S&P go up another 10% this year 👏

liverpoolFCnut

GE's current stock price is where it was 25 yrs ago..

Indepti8

Funny to include GE that was flat or crashing for years and years. 

ryallen23

I just bought GE, PM, and MS. pretty hard for those to stop going up no matter what kinda. If you wanna play defense I think those are close to as good as it gets.

SukottoHyu

Even without the AI boom, GE Vernova would be doing very well. The USA is functioning on a 70 year old electric grid, and GE Vernova are providing a lot of the components (transformers, turbines, switchgear...) to companies that are tearing up the old stuff and putting in better stuff. The increased power demand from data centres is escalating this growth, but it's not the sole cause of GE Vernona's success. As long as the US electric grid has projects lined up for improvement, GE Vernona will have a strong position in my portfolio.

deathlyharry

if China invades Taiwan, rare earths will soar, lNTC will pump to $2,500 and claim NVDA and AMD's market cap combined. Then people will buy the dip, along with further piling in to staples like UNH, GE, etc, sending the stock market even higher with the combined dip buying and further investing in other sectors. bears never win.

dirty_d42

I’m in the industry the amount we are spending on stuff with GE is wild. The data center roll is absolutely insane.

Confident_Bee1447

Main winners? I’ve had solid pumps on NBIS, UUUU, Alphabet and GE Vernova

Jpat863

GE Verona is the leader in powering AI infrastructure. I wouldn’t sell a company paving the way to power the future of AI.