Reddit Posts
$BWEN - 100% domestic company, made a pivot, cheapest play in the AI Infra power sector!!
$BWEN is the best the most de-risked penny stock in the entire market and it is right in the middle of the AI Infra build out. $100k+ position
Why most investors will miss the next leg of the AI trade
Tech AND Energy BOTH Up Today. Bears Are Cooked
Looking for an Energy ETF that captures energy powering AI
A $337K Bet on the Future: The AI Stack + Space Thesis
Are any of these "expert picks any good"
Are any of these stock picks any good I trying to decide if this guy is a genius or a retard
Best energy stock to buy and hold for next 2 decades
Interpreting Watchlist that still has high PE Ratios.
AI Demand Is Forcing The Grid To Behave Like Software
AI Demand Is Forcing The Grid To Behave Like Software
The Real Bottleneck In AI Might End Up Being Power Quality, Not Power Supply
AI Data Centers Aren’t Just Using Power Anymore… They’re Starting To Manage It
The AI Boom Is Creating a New Class of Energy Winners
We’re Moving From “More Power” To “Smarter Power”
The Grid Can’t Keep Up… So The System Is Changing
AI Data Centers Just Became Grid Assets… Cities Are Next
The Grid Isn’t Scaling Fast Enough For What’s Coming
Google Just Locked In Power Equal to 2 Million Homes… For One Data Center
$GEV quietly raised 2026 revenue guidance to $45B while the whole market was distracted by the Fed and Iran
Are we seeing some massive Short Squeeze activity, or not?
Here’s another one to keep your eye on… Rep. Jackson bought up to $50k of GE Vernova $GEV
TIC (Acuren + NV5) – The Boring Infrastructure AI Play - undervalued and unknown.
GEV: GE Vernova Q4 Earnings Call - Live Transcript on WallStreetBets
Me waking up and it’s April 06, 2025: Everyone is selling, tariff mania sets in, while everyone is ignoring the cheap HDD/SSD stocks.
The "Don-roe Doctrine" Play: Why GEV is the ultimate Shovel for the Venezuela Reconstruction 🇻🇪⚡
2026 Investment Strategy: Stop chasing AI shell companies. Invest in bottleneck industries.
US halts five offshore wind projects citing national security concerns
Are energy stocks about to blow up or they priced in already with AI?
The market often reprices on one vague line in an 8-K. Here is why subcontractor deals matter.
AI data centers are hitting grid limits. On-site microgrids are becoming the default solution.
Data centers are rewriting the rules of power delivery, and it spills into every other sector
SEI: The Ultimate Shovel in the AI Gold Rush (+Elon Musk rumors inside)
The perfect portfolio for right this second in my opinion
diversification in the beginning of the ai revolution is a mistake
GE Vernova (GEV) - Bull Run to Continue? MO
GEV is a stock to look towards long term
GE Vernova (GEV) Is Up 12.1% After Q2 Revenue Beat, Turbine Order, and Pennsylvania Investment
Market Pulse: Futures Up 250+ on Trade Deal, But Chip Stocks Show Mixed Signals
Made $2500 in investing over 6 months on a 5.7K account. $GEV is the first stock to make over $1000 for me. Thanks $GEV.
I more than doubled my money since October. Newbie.
Wells Fargo Thinks AI Stocks Win in War And They Might Actually Be Right
$GEV After Hours is at 310 (-20.00), I’m so cooked
Mentions
Gold rush Companies selling picks and shovels (NVDA, GEV, etc.) enjoy a boom in profits. How long their success lasts depends on the gold diggers (AI producers) Companies producing AI are not profitable because of their AI segments. Some (META, GOOG) are profitable from other segments of their business, and AI is boosting revenue but still not at a level to justify the CapEx. Others like OpenAI effectively run at a loss. If AI producers fail to realize sufficient earnings, there's hundreds of "picks and shovels " companies that will tank.
I think this administration is somehow shorting it for the fact they know she holds it. Look at GEV ETN PWR.
GEV and ETN both good picks
The infrastructure construction companies will do well because they will build whatever is built, whether renewable, natural gas, whatever. TCAI and AIRR are ETFs that give you companies like VRT, GEV, MYRG, STRL, FIX, etc. Take a look inside those ETFs for individual ideas.
Haha I called quite a few big winners since last year: MU at $108, CAT at $436, LLY at $630, TXN at $170 and GEV at $575. Never had the capital to invest myself, but like researching/analyzing good stocks. I can keep you posted for a small fee as I don’t even have enough to play options rn 😅 (Joking, but good luck on your trades!)
We're rotating into energy infrastructure/generation/storage, homies. GEV, VRT, CEG, PWR, FRVO, ETN, XE, NEE...
Building out my positions in ETN, CEG and VST. will add GEV to my list, however harder to mentally justify since already up so much.
$GEV calls are basically guaranteed money. The stock only goes up with such a big red day it's like 99% chance of a decent bounce tomorrow.
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.
Nvm, GEV broke the $1k resistance, its cooked
If GEV breaks that $1k resistance, its cooked
GEV and ETN are both great bets for riding ai data center tailwinds
Entire uranium sector More orders than supply of the fuel source. Growing interest in demand before data centers from green energy push, now tech giants show interest. Sizeable technology leaps compared to previous implementations. By weight I hold NXE CCJ URNM RYCEY GEV Been DCA since 2020. Honestly shitting myself cause the first exposure to it was a bullshit motley fool article the literal day I turned 18. Sector has made me 10s of thousands right as I entered adult hood. Sector occupied 33% of my stock holdings, or about 10% of overall NW, dividends/covered calls/profit taking on runs goes to VT/VTI. For me it's my big gamble. With a potential lifepsan keeping me on earth another 70 years, I just can't see how the nuclear industry as a whole won't grow.
As far as I know CEG generate and supply / sell power. They will only benefit if the grid is upgraded, since the grid will need extra capacity adding in. GEV on the other hand can also benefit if the grid is bypassed due to upgrade projects taking too long So they're also a decent choice
GEV. AI data centers progressing at rapid pace and need huge amounts of uninterrupted power. Grid upgrades are slow (decades slow) so many data centers will utilize onsite generation that bypasses the grid. They will need 24/7 power, and they need it quickly, which makes gas a very likely candidate. GEV are one of a few companies who can do this kind of high power generation install and integration and they have booked out their gas turbines orders until 2028. Even if the grid upgrades are expedited, GEV will also likely be involved in supplying the substations, transformers and switchgear. They are primarily an infrastructure stock that has become involved in AI, so they are fairly well protected from an AI bubble crash event.
$10k is pretty nice. This is what i would do based on what you wrote. Pick 10 stocks. Allocate $1000 per stock. I'd select a few reputable names: NVDA MU ORCL GOOG GEV MSFT INTC, last 2-3 add in the mix something more defensive that gives dividends: coca cola, Berkshire Hathaway, a quality bank... Then buy each of them at a dip, maybe 5% pullback, up to your risk tolerance. Or just buy an AI ETF. Let it sleep, don't look back for a few years.
You should look back into them. They bought a subsidiary of GEV and pivoted to fuel agnostic behind the meter energy for data centers. Will compete with Bloom Energy and Plug, it’s going to crush
What are you buying? I keep looking at nuclear, green energy, and GEV
GEV...amazing pick that I never see talked about here. Everyone saying Intel and AMD are the shovels but completely ignore how those chips and datacenters are powered.
I feel you but this is the new reality, I was in at 320 a month ago XD unless support built over the recent run shifts down abt 730 is the lvl on MU now that its pings 800. abt 1050 on GEV abt 60 on fcx NVDA is hype but earnings coming
Shopping day, MU, GEV, NVDA, AMAT, FCX. GO GO GO, BUILD YOUR WEALTH GENTLEMEN, AND LADIES
FOMO got on it after 10x run, now they're sad it's taking a breath after rally Rode GEV from 655 to 1100 like a good btm bitch I am and proud.
I have something similar too. Instead of GEV, I went with BE. I have MU also, and NBIS as well as IREN. Both have lower debt than CRWV or ORCL. And, instead of AMZN, I’m in a GOOG position.
GEV? Not exactly cheap but they do make reactors.
Holding long term. Every utility in the country is trying to keep up with data center energy demands. The only solution for reliable energy is natural gas. Arguments can be made for renewables, but look at the lead times for gas turbines. Look at GEV stock price. The proof is there. GEV is selling the shovels, but these shovels need fuel.
I see you're all across the AI spectrum. You've got the specialty energy in GEV, AI Datacenter in NBIS, AI hardware in MU, and AMZN must be your LLM and AI generative play.
I don’t know enough about BE to make a judgement. At 1.4 GW installed that’s not that much compared to how much energy they are projecting will be needed for future industrialization (I think personally somewhere between 2-4 TW). GEV would be a good option but you have to ask what percentage of their business is recurring revenue and what percent is one off projects. I’m getting eerie feelings similar to the giant glut of money that wanted to invest in the firearms business through publicly traded stocks in the last decade and am remembering the same sort of mediocre exposure you would get from private versus public offerings. I don’t know where the alpha is on public companies but I know that privately held companies are set to make money.
I think the next major bottleneck will ultimately be power. Grid upgrades are extremely slow, realistically it can take a decade. This is very much at odds with the rate at which the data centers are scaling. As you suggest above, I think the data centers will be largely off grid and utilize local generation. I think in the future it could be small modular nuclear reactors (maybe?) but these aren't that quick to deploy either. I do think something like gas or fuel cells may temporarily bridge the gap possibly? What about companies such as BE or GEV?
Hard to say. Most obvious play is KIOXIA probably. Didn't buy it at 8. Dumb me. GEV worth attention as well. It's slow but sure AI and energy play. Rode that baby from 655 to 1100 to jump on DRAM.
The 45% facility utilization is what got my attention. That's a company that can nearly double output without significant capex. If GEV is really sold out through 2030, the backlog visibility here is unusual for a sub-$100M cap stock. How concentrated is their customer base though? Single-customer risk is real.
Why not both? GEV is great too. And if ya wanna go deeper into power infrastructure industrials plays, check out PWR and ETN as well
bwen is an easy buy and hold. Manufactures equipment for GEV if anyone isn’t aware. Barely hit a 100mil market cap
The market has basically picked GEV as the front runner in this space.
GEV is literal 2 century old energy infrastructure enabler. If not for poor conglomeration management, it would've worth double now. Worked with em on a huge scale Chevron project. Top tier quality and customer support.
WDC, MU at $200, GEV, Google dip, a lot of others too. I basically went all in on MU, at $70K falling from $200K in March.
I’ve known about MU and MRVL since like 2022 hell I rode up AVGO and TSM a good bit too. Just me personally I think it’s way overextended by both MA and RSI like these are in extreme overbought territory. I’m bullish on a lot of thing though like for me personally energy infrastructure like BE, UUUU, FCX, GEV and then outside stuff too complete unrelated to AI. However I know for a fact at even banks they are working to compress memory usage for software to lower margin cost and dependency. You don’t think that’s happening all across major software companies? They’ll just keep paying out the ass and on top of that every single memory company wins? Someone WILL come out on top but do I believe nonstop pump? Absolutely not
Also you can still ride the AI wave and not have to be on memory. Example GRID, UUUU, POW, FCX GEV like energy is probably one of the easiest ways to ride up especially considering energy infrastructure is very neglected in the USA
Take off the jet engines and lease then to data centers for power generation like GEV does . Boom
Speed to power .. GEV, CMI, BE, GNRC
I have learned years ago that buying a core group of stocks you know and holding them long term has proven to be successful. I used to trade more frequently but found my decisions to be spot on at times and misguided at other times. Meanwhile I was tracking each stock that I used to own to see how they eventually perform. I hold GOOG, NVDA, a LETF USD, MSTR, GEV and a few others that are temporary positions. I may go several years before I sell and buy something else. Or on a whim I might trade some shares but not flagship stocks!
I could never part with GEV, though it's been a banger and had a great run. I don't think you are gonna hate this decision at all.
Sold TSM, GEV, EWY, MITSY to go all in it.
Because the other two companies have combined backlogs of like 90B$ while allbirds has no money to procure the already scarce NVDA products, while trying to become a middle man, all while energy is currently sold out for 2026+? The current market price of a stock shouldn’t have a bearing on purchasing decisions. Cheap companies are cheap for a reason. Bubble, lol. My money in GEV, BE and NBIS.
$SMH $CAT $MU $GEV $BE and chill.
$SMH $CAT $MU $GEV $BE and chill. What you guys think?
I went all in on GEV when it split from GE. better
XLI is pretty overrun with stocks affiliated with data center buildout as well. Some moves in stocks like CAT / GEV will be talked about for decades but it remains to be seen if in a good or bad way.
VRT down today, bought more GEV and SMEGF are good as well
STC 4x GEV 5/8 1105c @12; 10.84 -> 12; quick 11% profit scalp
STC 4x GEV 5/8 1105c @12; 10.84 -> 12; quick 11% profit scalp
just got 2 more @7.0; Holding 4x GEV 5/8 1105c @10.84 avg cb
just got 2 more @7.0; Holding 4x GEV 5/8 1105c @10.84 avg cb
BTO 2x GEV 5/8 1105c @14.67 https://www.reddit.com/r/wallstreetbets/s/YWcGPmooG8 u/sufficiently7777 u/scared-signature-452
BTO 2x GEV 5/8 1105c @14.67
Great suggestion, I have GEV, CEG, am considering NXT
Ok -- I may trim GEV a little anyway because its hit 12% of my port and there may be some tactical opportunities to buy back in down the line
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.
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
Next big boom? Its already gone imo I’m up 200%+ on GEV, ETN and VRT I’m moving back into cybersecurity and the monetization side of AI now. RDDT, NOW, CRWD, FTNT
Ppl give cramer a bad rep. He's recommended AMD INTC MU GEV NVDA for at least a year or more
I bought 3000 shares, I feel like this stock is one of the few high quality gambles, zero debt, cash through 2027 (and anticipating more revenue H2), very skilled board with a former senator on board, high insider buys and they did technically make 100k in revenue from a single sale to ASU but it's through their joint JV with GEV. Chart looks really similar to RKLB before they popped off so here's to hoping another big win lol
3. Look at GEV’s MC. That isnt an asymmetric bet, thats a fking warrant buffet’s buffet. I want asymetric bets
Why those tickers that wont have revenue for 5 years….. When you have GEV that actually has the first order of SMR thats actually coming online in Canada?
The downvotes could be for you basically saying "world market prices don't matter at all, because somehow we don't have a free market", while everything you write is still true. GEV and CATs are up BECAUSE energy prices will surge/ have already surged.
All the US ones are running on natural gas at the moment. There's a reason GEV and CAT are up
I just discovered FTXL ETF, check it out. 200% gain in the past year!! Will check into GEV - these AI/semiconductor stocks are absolutely insane
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.
>does the strength of that "Charitable Trust" signal surprise you Not really. He's made some great calls on stocks like Nvidia, Apple, GEV, LLY. Basically when he uses terms like "pound the table buys" and he buys it for his charitable trust and he talks about it constantly, he really believes in that stock. The only major failure I can think of recently is probably CRM.
Siemens and Mitsubishi are not as big as GEV - North American grid enabler.
GEV IMO is right around par value right now. Any increases to the backlog will be priced in, but it'll be hard for them to increase too much because they aren't increasing capacity much.
I was recommended AIRJ by someone in the comments and the reason I am considering buying a lot come Monday is because it’s also backed by GEV lol. I like GEV wish I got in earlier.
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.
I think this is a reasonable place to look for second-order AI bubble risk. The question is not just “are data centers being built,” but whether the current valuations assume the buildout stays hot for much longer than is realistic. For names like VRT/GEV/CAT, I’d separate the thesis into two parts: 1. current earnings/backlog benefiting from AI infrastructure demand 2. what happens when capex growth normalizes The risk is that the market prices them like secular AI compounders when parts of the business may still behave cyclically. The thing I’d watch is backlog quality, margin sustainability, and whether hyperscaler capex keeps accelerating or just stays high.
BRXT, GEV, and RYCEY for power generation. ASML, KLAC, AMAT, LRCX, and TSM for the complete picks and shovels of semiconductors.
Look at the post I'm my past comment history. I listed every single individual stock. I'm running a full AZi datacenter portfolio at the moment. Favorites right now are MU, AMD, GEV, Intel and Google.
And I dumped GEV at 160.
“I stick to what I own, mostly, which is tech, some financials. I don’t own any staples. I don’t really own anything energy. I own the same stuff that I owned in the past… “I like most of the Mag 7. And then I like some financials, not the alternatives, but the traditional banks. And on the industrial side, companies that are power-related, like GEV, Quanta… and Eaton as an example.”
Industrials is now basically quasi-tech. GEV, FIX, CAT are all tied to data center build out. When the capital I flow to this stops, all these names will get crushed.
ASML was in fact flat this week, and TSM "only" up 3.83% despite the incredibly bullish news from the hyperscalers and the infrastructure companies like GEV, Bloom, PWR, Vert.
Still wild/cool how some names the average investor has never heard of just can pop. It’s fun kicking over rocks. Bought a nano cap today. The do the switch boxes on the GEV turbines.
Jokes aside, I guess TSM/SNDK/MU can just charge more... forcing "AI" companies to pay more... ehh, I dont know how their contracts work... too lazy to look into it. GEV it is.
Sold my 12 MSFT 380 itm leaps yesterday. Just wished I sold it when the stock was at 430 two days prior, instead of 424. We'll see how the stock moves today and I'll probably rebuy into MSFT leaps slightly OTM. Debating some foundry calls... but debating how helium shortage will impact the chip/memory makers along with companies that use them... maybe a play back into software stocks? GEV also looks enticing...