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AI and the scam 'power' companies that are piggy backing the 'data center boom' are the next bubble to pop. I see $EOSE $BE $PLUG maybe even $OKLO and $GEV flushing hard.
AI-Nuke bubble bust. Those startup SMR NNE, OKLO, SMR \~ -1/3 from highs The REAL nuke companies holding up better BWXT, GEV, CCO, CAT
Nuscale and Oklo are sooo speculative but GEV will be the ones to get it done if that’s the way it goes
GEV is also working on modular nuclear so it’s a safer way to invest in that technology if you have a high conviction in it
Think GEV is priced in already but too pussy to buy poots
GEV calls are tempting but will probably go with shares
All these smr start ups are basically put a coin in the slot machine and pray. Each has a relatively small chance of success given how much competition in the sector there is. Still i would place BWRX-300 (GEV), hond (terrestrial energy) and SMR (nuscale), as the highest on the probability of success list. GEV and SMR make the most sense because they're basically scaling down established light water tech. Based on what i understand of nuclear reactors i would say there is almost a zero percent chance a "micro reactor" is at all a good idea in any context, or that the economics make sense for that matter. The US experimented with the concept back in the 60's and 70's when safety concerns were lower and nuclear innovation was on the rise, and it was unanimously decided the idea of tiny reactors distributed in remote locations is a terrible idea from a safety and proliferation stand-point. Just think about the fact that graphite moderated reactors are optimal for plutonium generation, now you're going to mass-manufacture these little things and distribute them all over the world, owned by small mining companies or remote rural townships? No way that flies with the IAEA or the NRC.
Its earnings szn baby. Wednesday is a big week for me with Amph, GEV and Vertiv
GEV probably going to go nuts from supplying Stargate
What’s your take on GEV?
GEV is also a nuclear stock
Eh, nothing right now. I like the mix of individual stocks I have in my brokerage/roth (ASTS, RDDT, HOOD, NBIS, GEV, BULL, COST, APO, CAVA, VST, RCAT.) CAVA is the only one I regret as I bought without really considering the PE for what they do, but I think I’ll break even on it eventually.
So on a traditional valuation standpoint, it’s expensive from where it currently trades. Totally agree. If the AI momentum looses steam, ETN will most definetly come down with it. Over the past couple months (since last earnings) it has sorta traded sideways but certainly in lag to the AI momentum (that was a AC power joke regarding power factor). VRT is very, very rich at these levels due to its best-in-class cooling technology, but so is GEV. How to put a valuation on CEG, TLN, and VST I have struggled with as well. Sold CEG but still holding VST. TLN never made a ton of sense to me as for one, only a single nuclear site in central PA and they are still working on convert sites of gas.
Diversify. DCA into big ETFs, Understand seasonality and potential for weakness of dollar. Megacaps are international in nature, making them desirable. Individual companies? Consider GE, GEV, IBM
ya, as a pure financial vehicle for ai driven thesis it works, just warning folks from thinking it's something to hold if the rally fades. if you're true bullish ai buy AMD, Intel, GEV, Goog imo. one man's opinion
I’ve been more or less day trading this one on technicals only and have made about 350% I just closed out my entire position on it earlier this week. Not going back to this sector for a while - pushed that into GEV and other SMRs for a bit under the same premise.
Don't chase hype pic one from each sector and invest regardless.tech , defense, consumer, energy and health, Nvda, Avav, Walmart,GEV,and UNH ,wish you success.
Following the same logic - which is energy companies that are providing energy to data centers - here are some others. Note - I’m not invested in these other ones, so do your own DD and let me know. Maybe I’ll join you…. TLN (nuclear, but contracts with Amazon), NRG (natural gas), NEE (volatile renewables), EQT (natural gas), GEV (equipment/infrastructure)
GEV - it has both nuclear and turbines.
I have a portfolio called “if I had held” or “if I had bought when I told others to buy”, I would be millionaire/billionaire. Apple at 7 in late 90s. Amazon at 60 in 2006-7 timeframe. Sold PLTR at 20. GEV at 150. List goes on and on
It changes based on the stock. For instance, pre-liberation day I was looking to make plays on the energy sector because I knew Trump would shake things up. At this time, the world was becoming wise to the massive energy needs on the horizon due to data centers. Trump obviously doesn’t care for the environment, hates red tape, and loves coal which is the perfect solution for short term energy needs. I used GPT to figure out that GEV sells the turbines for “clean coal” back before the stock shot up. I ask GPT what materials are used and of course there’s rare earth metals which China controls most of. Was also able to use GPT to find out that they had rare earth contracts outside of China. The contract came about years ago so that kind of thing can be hard to find with a simple google search and could easily be missed when reading filings. I consulted with GPT of the odds that China would restrict rare earth metals and timelines for Trump’s energy policy. Obviously this ended up being a great trade.
I don't really consider JPM, BRKB, GEV, or SCHW to be gambling, but you know, here we are.
I bought GEV at $267 and sold around $350 so... yeah...
I mean....looking at their latest investment presentation, their units produce between 15MW and 75MW of power. How do they outcompete Siemans / GEV / Baker Hughes who make natural gas mobile power units with the same electrical output that have none of the regulatory hurdles (not to mention a super abundant feedstock that O&G upstream companies will sell at a loss to the market just to get it off their hands) and all the project financing items you mentioned locked up (firm supply / offtake agreements, AI datacenter partnerships) as well?
VST is up 1,100% in 5 years and the other IPPs are up huge. GEV up almost 400% since spin-off in March 2024. OKLO is up 1,600% in the last year despite not expecting revenue until 2027. AVGO was $130/140 in April now it's $350 and up 850% in the last 5 years. Cloudflare is another - that was in the 80's in April now it's $230. PLTR was in the $60's at the bottom it's now $180. There's certainly things that I continue to like long-term but a lot of the stocks have already ran - "a still very young industry" was 18-24 mo ago. I wouldn't be investing in AI today as if it was first inning.
My main focuses in my portfolio has been gold and gold mining like NEM. Then energy related plays that tie into data centers like Bloom Energy recently, and I have Emerson Electric. The latter has been flat the last month or so, but I think it's a very good and stable company. I would like to play nuclear stocks or ETFs, but those are so volatile. Oklo is on a tear, but it has been on past tears just to give up 20-30% of its gains. GEV has been on a tear, but has it peaked or not? I struggle with those stocks.
GE and GEV have done very well for me.
GEV and RYCEY, you are welcome
GEV , CEG are my nuclear/ AI power exposure
Sell that mofo and buy GEV or CAT. They are the ones who are building sustainable stock prices during this energy crunch. Nuclear is pure speculation and way over ran it's potential. Once the news breaks on this and everyone realizes natural gas is the only option, those stocks will keep going up and you can sleep at night
My 5 OKLO shares are doing as much lifting as my 14 GEV shares what the actual fuck
Fucking Cramer had to pick GEV as one of his weekly stock picks
I’m not selling! I’m loading up on $GEV too
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.
PWR GEV GE. Electrical infrastructure. Worldwide.
This is just the start for nuclear ☢️ stocks Tons of momentum for $OKLO and $GEV OKLO trades up to $120
I made some $ on CEG, GEV, SMR, and LEU, but rn they are all overvalued
No, they are absolutely crushing it. Powering data centers and EU aircraft. Two tailwinds, one stock. They are the GEV of Europe.
Nuclear ☢️ stocks will trade substantially higher in the next year. Buy $OKLO or $GEV unless you hate gains.
GEV moves an ungodly amount day to day
The tracker position I bought in GEV , RYCEY after watching Hank Green’s video “energy is about to become like housing” video a few days back was just 100 bucks each is up 10% and 6% up wtf. I did that because I thought no way this valuation is justified, but now they look even more expected to add anything on top of that.
GEV with the regard strength today 😮💨🤌
GEV is good, OKLO, wouldn't put that in my retirement
Pick your favorite energy stock. My 2 favorites are GEV and OKLO.
If you’re not buying $OKLO and $GEV, you are going to miss crazy gains in nuclear ☢️
Patience can pay off. Plus if you can select what you think are a few companies in any megatrend then there’s a good chance one absolutely booms. Late last yearI bought ASTS and RKLB for this reason. Also bought a handful of small nuclear reactor companies (SMR, OKLO, GEV, BWXT) and RDDT. People may be puzzled by the RDDT= megatrend thing but I see it as this: The old internet is dying and RDDT is going to capture a lot of that. In the past most niche interests had their own site and community blogs, those are dying and simply replaced by a sub.
I unwound a similar spread in GEV by buying back the short for peanuts, and letting the long run but it did not do much. I also wanted to unwind this one, but the pricing was way off, and then I saw why, so I let it go.
It did not, but it flagged GEV and NFLX on the 4th, and they were immediate winners that but not as much on Friday.
IF you like nuclear...GEV and Hitachi SMR is the play... Ya smell me
full porting my retirement money into GEV post earnings may not have been the play
don't be fixated on the index, it is just kept afloat by big caps. all the momentum stocks like HOOD, PLTR, GEV, AMD, VRT, DUOL, MRVL have been selling off for weeks. buy staples, defensives and gold before it's too late
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.
Nuclear ☢️ stocks will see huge inflows. Buy $OKLO. Buy $GEV 🚀 💰
I scooped GEV on today’s drop on vibes.
This is a good time to remind everyone , many stocks that spin off go on to double in the next year (see: GEV)
How does all that rambling affect GEV?
Yes. Powered by GEV. Thank you for your attention to this matter!
GEV!!! Yes, motherbitches!
Waiting on GEV to go sub 580. I’ll buy and it will continue to bleed. You’re welcome.
Just give me GEV at 550, please 🙏
When GE split you got one new share of GEV for every four shares of GE.
I first bought hood at $33, reddit at $75 and GEV at $280, just cause a stock goes up doesn't mean it's worthless now lol I buy and sell all four of these throughout the month every month
money going back into old leaders, RDDT ALAB GEV
Nuclear ☢️ is becoming a huge investment theme. If you’re not buying nuclear stocks like $OKLO and $GEV, then you hate money
GEV is pumping again. This is my signal
sure ...VRT more diversified, GEV expensive.... combine to dampen risk
if you're not in GEV and VRT what are you even doing
Market structure looks like there's signs of distribution going on especially with previous market leaders such as AVGO, GEV, and MSFT. Looks like a good time to progressively lock in gains and deleverage longs.
Money will pour into nuclear ☢️ stocks. This is just the beginning. $OKLO 🚀 $GEV 🚀
Nuclear is not the greatest investment. I think you already missed the hype of GEV and CSG
Yea you may be over complicating it. Fact is, there’s a lot of “talk” about nuclear, but not much action. Many of these new designs aren’t available for deployment until the 2030s. Very few projects actually breaking ground right now. If you want exposure to new designs, GEV gives you exposure while also giving exposure to their services division and also the turbine division which is in very high demand right now.
got heavy into ET D DUK CEG AEP GEV has done well
i'd like to add GEV, ETN, EMR, ETR, PWR, and DUK... i sold out of GEV but will buy heavy on a big retrace i think the sleeper is DUK which is second only to CEG in number of nuclear reactors... they are located in the carolinas and charlotte is a rising business/tech hub...
Berkshire betting on UNH is for a reason. Hopefully it plays well. But yea i hope the markets tanks when the tariffs hit full force. Inflation has yet to take effect on the current and future tariffs the US will impose with a possibility of an economic downturn. From my own experience working in an electrical utility, most of our equipment has risen 20-100% since beginning of the year. we do billions in grid improvement, guess what that means? Higher energy prices to consumers to cover these costs in the next rate review in Q1 2026. This is only the electrical utility sector, all other industries will follow suit. On a side note check out stocks like GEV and POWL where we spend millions a year on 😉.
GEV is a great OEM play, I got lost in discussing generators lol
Why not NRG vs VST but not GEV or CEG? I’d thought I was late to VST last year since it already went up a good amount but it’s done really well for me. So wouldn’t necessarily say you’re late but keep in mind these names can be as volatile as other AI stocks. I’d say also look into CEG or GEV but can’t go wrong with VST. As a bonus, Pelosi owns it.