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How do you feel about GE vs GEV?
Is there any stocks worth picking up today? I had been eyeing GEV and I wonder if it’s worth getting it with today’s drop. Also I had been thinking about getting into CCJ but wasn’t sure if it is already too expensive… Other than that I had been eyeing some more of the “meme” stocks like ACHR, OKLO, SMR, FLY, and BULL. I wasn’t sure if any of these are worth picking up right now….any thoughts and recommendations would be greatly appreciated, thanks!
He mentioned oil and nuclear, calls on HAL and GEV
GEV, UUUU, HUBB, PWR, ETN, MTZ, BWXT, CCJ. They are all part of GEV, really - but different earnings dates, and different reactions traditionally to those earnings. GEV and UUUU going to remain my core positions throughout, but I'm planning on swinging in that ecosystem.
My concern is getting doxxed. I think there's metadata that's left behind. When I share the Google website it feeds from a Google sheet. I have to sort it for you every morning, which I do anyway around 4:00 a.m.. Anyways, it's obvious the same stocks are firing off the last 6 months $NLR ETF (even with Constellation Energy getting crushed) $GMET (low liquid though bid/ask issues) green metals $ICOP / Gold $DAPP and $NODE (node crypto) $SMH of course but not so hot. I missed GEV. Does anybody think GED is just overpriced? I freaking love that stock. $Crdo is my stock since 2023. It's the biggest winner of my life. Bought it at 33. Sold it at 2:03. Swing the hell out of it. Don't mind to wash the risk.
I keep wondering if I should close my calls that have higher theta over long weekends... or not... for example, LLY calls with a theta of .283, it's basically $28 a day so $84 to hold over a 3 day weekend per contract, which is about an 8% loss to the contract's P/L, so the underlying needs to move up $7 just to break even from current value... It seems like closing and re-opening Tuesday morning saves money on options with higher theta LLY, AVAV, GEV are three I have with theta high enough that a 3 day weekend ends up costing more than a weekend in Vegas, and without the benefit of free drinks...
I keep wondering if I should close my calls that have higher theta over long weekends... or not... for example, LLY calls with a theta of .283, it's basically $28 a day so $84 to hold over a 3 day weekend per contract, which is about an 8% loss to the contract's P/L, so the underlying needs to move up $7 just to break even from current value... It seems like closing and re-opening Tuesday morning saves money on options with higher theta LLY, AVAV, GEV are three I have with theta high enough that a 3 day weekend ends up costing more than a weekend in Vegas, and without the benefit of free drinks...
VST down 6% and ETN GEV PWR up 6%. WTF. Meta just made a deal with VST
BE, OKLO, SMR, GEV, ... power stocks greeeeen
Uncovered my NVDA position 2 days ago for a decent gain, covered it back up when it bounced off of 189 today (only until early Feb) and will ride whatever earnings brings through feb. Still holding GEV, TTWO, NET, RKLB, and GOOG longs too and SLV 2/20 puts purchased today.
There’s a recent GEV analysis floating around in r/StockMonitoring if you want a deeper dive.
There’s a recent GEV analysis floating around in r/StockMonitoring if you want a deeper dive.
There’s a recent GEV analysis floating around in r/StockMonitoring if you want a deeper dive.
There’s a recent GEV analysis floating around in r/StockMonitoring if you want a deeper dive.
There’s a recent GEV analysis floating around in r/StockMonitoring if you want a deeper dive.
I want to buy stocks involved in datacenter infrastructure. GEV CEG STRL FIX TLN Are on my short list. And Fintech like NU, HOOD, MELI. Maybe Mastercard after today.
That’s so not true. Yes, Google & Apple are performing well. NVIDIA has been kinda flat. Microsoft pulling back. Amazon kinda flat. Meta flat. Tesla is Tesla. The real opportunity in the market is the second-tier, non-MAG7 stocks: Taiwan Semi, ASML, Micron, AMD, Applied Materials, KLA, Lam, Amphenol, RTX, Lockheed, Northrop, Exxon, GEV, etc.
GEV is a great company, and I would buy it in a heartbeat If it wasn't for the fact that the market has priced it with huge optimism limiting upside. It's not Tesla level delusion, but the relatively diverse product set and high PE make it hard to value without industry knowledge and going through it with a fine comb. BE is more speculative and focuses on fuel cells. While I know that they have their applications, fuel cells are a hard sell because It takes energy to turn water into hydrogen and oxygen, and energy to compress and transport the hydrogen, which makes it much less energy efficient than other systems, which is an inherent problem with fuel cells no matter how much you make the fuel cells themselves competitive.
my thoughts are big banks will set the tone for economic health this week. Then it's all eyes on Mags on 28th. Not only that, GEV will provide some guidance on energy demand from AI. Expanding on AI capex, I expect to see more of K shape market this year, lot of re-ratings, but also investors need to recalibrate expectations too.
Hmm would you rather hold FSLR over GEV, BE, or VST? I have too many energy stocks and FSLR has been on the chopping block
They've been restarting nuclear plants across Europe and restoring US ones since 2024. It only doesn't make sense because you haven't been keeping up with the news, why do you think the average nuclear power stock like GEV is at 500% return lmao
The Natrium plants in the Meta deal are being developed jointly by TerraPower and GE Vernova (GEV) as it’s based off the GE PRISM design. The leading advanced reactor developers are all privately held (TerraPower, Kairos Power, and X-energy). These companies are the closest to commercial deployment. Kairos Power has two construction permits from the NRC and is actively [building their plants](https://kairospower.com/internal_updates/clean-electricity-tennessee-valley/). TerraPower should receive their construction permit this year. X-energy’s construction permit application is currently under review. GE Vernova is also building their BWRX-300 in Canada and have a construction permit application in review with the NRC as well. Best litmus test right now for advanced reactor developers are licensing progress (construction permit applications require submittal of a preliminary safety analysis report that is available to the public and shows a level of maturity of reactor design) and hardware/construction progress (Kairos and TerraPower are the leaders here, with Kairos already having [operated](https://kairospower.com/internal_updates/license-to-build-progress-on-hermes-and-the-etu-series/) a non-nuclear version of their reactor). Will be interesting to see if the public companies can compete with the privately held ones. Best publicly available options are likely GEV, who are developing Natrium and their own BWRX-300, and BWXT, who are looking to be a fuel fabricator for advanced reactors and are the leaders in microreactor development.
GEV has been very volatile. I believe it’s a well run company - so I’m hanging in
Until one shows a pathway to profitability or anything tangible in reality I’m out. I do like GEV, NXE and Mitsubishi electric though. SMR potentially. But the valuations are beyond insanity for companies that are basically pre revenue in the startup stage still
EQUIPMENT • GEV: Manufactures the gas turbines and grid gear needed to generate electricity. • ETN: Provides the electrical switchgear and transformers that regulate power flow. POWER • CEG: Supplies 24/7 carbon-free nuclear power for continuous baseload operations. • TLN: Hosts data centers directly at power plants for "behind-the-meter" energy. • VST: Generates reliable gas and nuclear power to stabilize the grid. CONSTRUCTION • STRL: Builds the concrete foundations and site infrastructure for data centers. • FIX: Installs the industrial HVAC systems required to cool servers. • VRT: Manufactures specialized liquid cooling and power hardware for GPU racks. • EME: Performs the complex mechanical and electrical installation work.
If I had to rank them purely on growth potential this year, I’d probably go GEV > BWXT > NBIS > CCO > APH. GEV and BWXT feel more catalyst-driven, while CCO and APH seem more tied to slower-moving macro trends.
If I had to rank purely on growth potential (not safety) I'd go NBIS > BWXT > GEV > APH > CCO NBIS/BWXT feel like higher-beta growth plays, GEV solid but more priced in, APH steady compounder, CCO lowest growth.
Personally, with everyone touting energy bonanza, I feel the TAM is serious overestimated. I saw the same zealots during the "fiber" age, bitcoin miners GPU, and charging stations. On the energy consumption, the AI programmers and designs will find solution curtaining the demand. The issue is knowing when to jump ship before it implodes. Good Luck. I will stick with GEV that has significant back log.
And what makes Oklo better than what a GEV already sells?
Cramer has GEV shares hahaha
Cramer is basically calling Zuck stupid for choosing OKLO over GEV
GEV and CAT all fuckin day. Nuclear, solar, wind, storage, distribution, what fuckin ever they all need MV/HV equipment and have to be built by yellow iron. Picks and shovels baby.
70% S&P, 10% Sofi - pending s&p 500 inclusion and lower interest rates. 10% Nvidia - overall leader and dominant market share semiconductor chips & software. 10% GEV - electrical infrastructure and surging demand with AI data center demand.
all the data center buildout stocks are struggling. VRT, GEV, COHR etc
I would argue GEV is more power solution not small reactor
VST has been such a frustrating hold especially the 2nd half of 2025. Also interesting because CEG and GEV have done pretty well in comparison
He's talking about gev GE did a 3 way split into GE, GEV, and GEH. If you were a shareholder of GE, you got all 3.
I thought GE split into two companies? And GEV is the energy part? While GE builds airplanes.
Huh, look at that. After twenty years of flushing money down the toilet on solar panels they want to talk about nukes finally. I guess better late than never. IMO forget about the fuel. You need to be looking at the companies that design and build plants. Westinghouse APR1000 reactors like the ones just completed at Vogtle in Georgia and the Small Modular Reactor design currently being built in Ontario CA with GE Veronica/Hitachi units. Depending on footprint and capacity requirements these are modern reactors and each offers pros and cons around scalability, fueling, output, etc. Tickers: BAM CCJ GEV These thirsty AI data centers require lots of power and they don’t ramp up and ramp down on a load curve that could be met with solar or wind. Always on means base load generation is needed. Nukes are the main technology that’s “green” that can support that. Politicians will work across the aisle to get these types of projects federal approval and funding.
Long GEV. GEV’s BWRX-300 small modular nuclear reactors can be online by 2030. They also have gas turbines capable of burning hydrogen.
I’m loading up on OKLO, GEV and USAR 🇺🇸
Uuuu looks like a winner. Would like to own some GEV but kind of pricey
Several names, such as nuclear or VRT, GEV, etc. I've seen tech follow AI nuclear getting aggressively sold shortly afterwards, so today's move by the indexes is far from a "coast is clear" move.
Finally, some love for GEV. I bought some shares around $270 mid 2025 because my dad use to work there. Seems like all the headlines are for OKLO, but General Electric has been around the block. This stock has $100 swings some days.
Nuclear ☢️ stocks like $GEV and $OKLO will be major investment themes in 2026 Calls on GEV, calls on OKLO
I like your five but I question $pltr. $GOOGL has been in the AI game for a long, long time. $GEV for sure for infrastructure. $NVDA could replace $PLTR and its flakey/hated ceo.
They split the business into GE (GE Aerospace), GEV (GE Vernova), and GEHC (GE Healthcare).
OKLO and GEV can’t be stopped
OKLO and GEV can’t be stopped
Nuclear ☢️ plays like $OKLO and $GEV will continue to print
I agree. I like NEE also. I think the grid needs additional support. NEE helps with that. I also think CEG and GEV will also.
I’ve definitely looked into these, but they’re not my main focus. I traded GEV once this year, but the price was too high, so I didn’t continue. SpaceX and GEV have that dual partnership bulk deliveries with clear performance contributions so the certainty is high. That’s why I’m still bullish on it long-term
Ooh I like GEV and I agree nvda should have more room to run!
I like this contest. I suggest considering GEV and NFLX in lieu of APH and UBER? or maybe NVDA instead of NFLX. I believe NVDA still has plenty of room to run.
I do have some in these, but I’m thinking vistra, CEG, and GEV might be better risk adjusted plays. And then there’s even more boring stuff like Eaton…
I commented on the 2026 prediction post with a list if you're interested: [https://www.reddit.com/r/wallstreetbets/comments/1psl0cq/comment/nvamjb3/](https://www.reddit.com/r/wallstreetbets/comments/1psl0cq/comment/nvamjb3/) If you're too busy or lazy to read, for energy CEG is definitely where most eyes are on for next year. They're the largest nuclear plant operator in the country, and the administration is clearly grifting towards removing regulations around nuclear energy if you look at 🥭's less reported energy EOs to fulfill the AI demand. For infrastructure there's WAYYYYY too many, the pie is too big so every state has a few big ones and nobody could form a monopoly. I'd say to chase for the ones that are currently the most profitable, GEV should be at the top of the list but all of them are doing really well.
Why GEV down over 1% after hours
OP just invest in $GEV Thats where all the money is going to for the next 5 years with their huge and growing backlog.
GEV has always been a rewarding equity, especially when bought during other market panics/downtrends (deepseek, tariffs, gov shutdown) Anytime they're down 10 percent for no reason is a good time to buy
GEV is already doing it, I believe. I've seen pictures of them in place. It seems logical, though I'm wondering if we see another jet engine shortage on the future? RTX seems like the only other big US player in jet engines.
Yea I had three good sets of trades. LLY, NFLX, GEV. Didn’t timely exit and revenge traded/ didn’t manage risk well.
Ok, the basket it is. I’m long AES, BE, VST, UUUU, BN, GEV. Mix of shares and calls. Opening a Samsung position next year
GE and GEV. War and AI infrastructure.
Thank you. I've been adding a lot this year into Google, GEV, CEG and a little more Joby. Sold JNJ and GEHC. PEP has been crap but I'm just collecting the dividend. I haven't added too much to MSFT besides a few shares in April. I'd like to see MSFT go closer to 450$.
No worries. I'll be honest, energy is an industry that's well outside my circle of competence. The only reason I can speak confidently on GEV is because practically every financial metric indicates they have such a crazy premium valuation that I can't in good faith recommend buying at its current price point. If you're of the Charlie Munger school of thought of buying fantastic companies at okay prices, it'd suggest holding out till they're trading at an at least half decent price. With a trailing PE of 110 and a forward PE of 61, there's some seriously high expectations built into that valuation. Assuming no change in the underlying fundamentals, I'd be okay with buying in the low $500's. Though I'd be a lot more comfortable getting them at $450 or less
GEV was good to me this year, I think next year will be more of the same
If you told me this 2 years before I'd have bought. You telling me this now when everyone and their mom knows about LNG and GEV, this isn't an edge, this is exit liquidity.
Hard to have one. Google is my mega cap, GEV is my power play and ACRV IS MY LONG shot biotech. Think it will go to 11.
How, as a beginner investor with no experience, would I be able to invest in GEV and CEG? Thoughts please?
SMR and Oklo both are sketchy while $GEV and $CEG are already clear winners
I hold GEV, I might sell my CEg and just increase GEV position
I sold both but I bought both during covid ( 100% return on investment on XOM) . Not trying to stop you from investing in them, but I think clean energy should be considered . Take a look at GEV
GEV feels pretty indirect here. Orsted actually lived through the New England mess.
Pretty sure GEV worst industry is wind so it might actually help them
Do you think Trump’s move is gonna affect GEV and Orsted stock?
In alphabetical order: 1) Alphabet- GOOG 2) ASTS Spacemobile- ASTS 3) Broadcom- AVGO 4) Eli Lilly- LLY 5) GE Aerospace- GE 6) GE Vernova- GEV 7) Palantir- PLTR 8) Vertiv Holdings- VRT Bonus 2: 9) Lam Research- LRCX 10) Micron Technologies- MU
GEV. It’s fed me well in 2025 and doesn’t look like stopping soon
I own / recently owned RKLB RDDT GEV - good stocks to own. At current price, NFLX is worth adding. COST HOOD prettt good too. NBIS > Coreweave. NBIS is just a much better company. OKLO went up a lot earier this year due to Sam Altman and Department of Energy ties...however Sam Altman connections are now a negative due to Openai potential inability to pay bills. If there is an AI bubble, OKLO is probably one of them since it has 0 revenue.
Fair enough. Tbf I'm generally biased towards reports from Argus and Morningstar. Which currently have GEV price targets of $725 and $540 respectively. I also prefer to have a decent margin of safety in my entry points. Like I said, GEV is a fantastic company. And if you already have a position with a low cost basis, I definitely wouldn't suggest selling. But for anyone looking to open a new position, I'd recommend waiting for a bigger dip. IMO it's still priced for perfection and the amount of potential upside vs downside makes it hard to recommend buying at this price
YTD 59% Best stocks: PLTR, RDDT, GE, GEV, UAL, RKLB, DIS among others
GE also still exists. If you had bought GE when it was dominant in the early 1900s then you'd be fine. By the time it went old you'd be old, dead, spent it all, and/or gave it to your kids to worry about. GE which split into GEHC, GE, and GEV are still a better investment than INTC.
Thanks for the reply. What do you think about $GEV? [https://finviz.com/quote.ashx?t=GEV&ty=c&ta=1&p=m](https://finviz.com/quote.ashx?t=GEV&ty=c&ta=1&p=m) [https://www.gevernova.com/](https://www.gevernova.com/)
STC GEV 12/26 650c @19.2; 16 -> 19.2; 20% profit not bad for an intra day scalp on a utility stock. Still holding the January call and 🪑s as my largest Roth position.
STC GEV 12/26 650c @19.2; 16 -> 19.2; 20% profit not bad for an intra day scalp on a utility stock. Still holding the January call and 🪑s as my largest Roth position.