Reddit Posts
21M, was up 101% YTD, sold half of everything Monday. Regard?
This rally looks like an exhaustion, doesn't it?
Top stocks hitting 52-Week Highs/Lows - July 6, 2026 📈 📉
The AI trade may be a land power & grid bottleneck first
The AI trade may be a land power & grid bottleneck first
The AI trade may be a land power & grid bottleneck first
The AI trade may be a land power & grid bottleneck first
AI bottleneck may be site work, power equipment & interconnection, not just chips
CEG, GEV, VST: Retail FOMOing late into an exhausted investment cycle
$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
Limit sell triggered. STC 2x GEV 10/16 1100c @22; 17.9 -> 22; 23% profit.
Limit sell triggered. STC 2x GEV 10/16 1100c @22; 17.9 -> 22; 23% profit.
At some point, things turn into a physics problem. AI cannot rewrite physics. And we know the answer - it’s basically we need more energy and hardware as those are the resource constraints. The hard part is physically making it. Calls on GEV and SMCI
I think data centers are going to become a midterm election issue, particularly as governors running for reelection take harder positions on new development in response to concerns around power availability, grid reliability, infrastructure costs, and consumer electricity prices. So where does GEV fit into all of this? The market appears concerned that if new data center construction is delayed, demand for GEV’s turbines, a critical source of power for many of these projects could weaken and ultimately impact revenue. I don’t agree with that thesis. GEV is already effectively sold out for the next several years, providing significant visibility into its order book. I also think much of the political pressure around data centers will subside after the elections. More importantly, tighter regulation may actually strengthen GEV’s customer base. As states shift more of the infrastructure costs and responsibilities onto data center operators, smaller and more speculative developers may struggle to compete. That favors the largest, best-capitalized neo-cloud and hyperscale operators the same companies capable of financing massive power projects and purchasing GEV turbines. In other words, regulation may delay some projects, but I don’t believe it materially changes the long-term demand for power. If anything, it could concentrate that demand among larger, better-capitalized customers. I’m long GEV and believe the stock can reach $1,200 by January 2027.
BTO 2x GEV 10/16 1100c @17.9; Seems to be back to the support trendline.
BTO 2x GEV 10/16 1100c @17.9; Seems to be back to the support trendline.
The rate that GPUs are being purchased is faster than the GWs coming online. Electrical infrastructure has the largest backlog in the AI stack. ETN GEV VRT NVT
No NVDA or AMD or MU or SKHY or soooo many others? AMZN and WMT are too similar, diversify the 5 with someone else for WMT (AMZN gets you compute as well). Healthcare or manufacturing or power is a good option (GEV, CAT, UNH) or even a drug company. I totally don't follow this advice....so long Tech (SOXX, XLK, lots of Nasdaq Indexes). I do have a lot in small and mid indexes too though.
Bought GEV at the top last week, doubled down at the intraday top today. Very nice, very red
Opened starter positions in HONA, GD, GEV, AMZN & GOOGL @ $2k each.
Help with tech., like a lot us I did really well with semi s and related infrastructure stocks this year. I took profits on AIS, MU, SMH, GLW, etc. I sold out completely from GEV and PSI. I’m still way up on these because I got in early enough. On Maxlinial, MXL , which i bought late, i am now red-underwater. I am struggling to understand which if any of these i should buy on this dip/correction? Or are people calling the trade done and getting out? What are people doing?
glad the volitility is finally over, holy smokes, btwn GEV & MU I got my ass handed to me today, that shit sucks
memory is way too compromised by algos/hedge funds and too risky to hold overnight. if im investing in anything AI its going to be ASML and GEV
gonna take a risk and nibble a little of this GEV dip
75% of my portfolio is tech/AI plays. My googl was down a little, VGT barely down, FIX, GEV up, SMH up, big biotech day for me.
Yeah same. I was looking at the ETF nukz, but that's really just a general energy play masquerading as nuclear focused. That leaves OKLO and SMR for the tech (maybe GEV but it's already run so much) and CCJ for the mineral. SMR is down like 90%
Given almost everyone’s advice here is still and buy an index, please keep taxes in mind if you go that route. Personally I would hold AAPL, GE, GEV, INTC, MSFT, SPY and sell the rest. Keep adding to SPY, maybe get 100 shares and sell covered calls, etc.
People have seen the growth of the Mag7 in the past decade and thus conclude that buying a company and never looking at it again is the best strategy. People still do that with the megacaps, not realizing that the past growth can't possibly be replicated given the sheer size of the corporations. In regards to the "buy and hold for 20 years" strategy seen so often here - if you adopted that strategy 20 years ago to now with some of the biggest / most popular corporation of the time you missed out enormously if you didn't actively manage your positions and should have just gone with the S&P. Citigroup is 70% lower than it was 20 years ago. Pfizer was the largest pharma company in the world 20 years ago but if you held it through to now you made exactly zero percent return. Walgreens was a blue chip that lost 70% and then went private forcing you to sell shares. GE, even if you count the GEHC and GEV spinoff, is up 2x in 20 years. Exxon? 2x. Cisco? 3.5x. If you took the top 10 companies by market cap 20 years ago and bought and held them to now, the index would be badly beating you and two of your positions would have been completely wiped out (Citi / AIG). In fact, of those companies only MSFT significantly best the index and WMT ran par with the index.
That is the approach at this time. Little while back went with a little more tech/ai build out thesis with things like AVGO, ASML, MRV, VRT, GEV and some others. Did okay with that but learned the volatility with of ups and downs was too much for me. The dividend blue chip route seems my speed. What are you holding as I am not fully set on a couple of these (mainly DE)
Canada charts had GEV plunging 20% ah and I almost threw my phone off my boat.
$NVDA not consumer electronics It’s selling GPU to few big cap, their cash flow negative,cancel double order, rent to overbuilding Once big cap stop buying GPU, $NVDA can crash 80% Situational Awareness Collapse, $45 Billion $MU $WDC $GEV $CAT $SKHY $SNDK $STX $ARM all semi cooling Too Big to Bail ?
GEV…because SMRs aren’t going to get built in any real quantities.
They’re selling the promise of building 1 little power plant 10 years from now…and then the follow up promise that once that one is built, they’ll be able to sell more that can be built 20 years from now. You might read that and say, “wow…that’s great…sign me up!” But wait! What if I told you that those power plants cost 5x what a natural gas fired plant from GEV or Mitsubishi cost?
Industrials are up today: GEV, CAT, EMR, ETN, CMI, ROK -- all up today (at least for now).
Not for everyone, but his is my process My investing philosophy for the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (\~$30 cost basis), META ($19), AMD ($2), GE ($6 pre reverse ship), LLY ($60), BRK.B ($101), INTC ($19). The account is also set to re-invest dividends. Because I held I also have shares of HONA, GEV, GEHC, SOLS that are also part of my hold and forget.
Bullish SKHY Bullish GEV Bullish QQQ Bullish DRAM Bullish AMD Godspeed brothers, GL
Made a nice return selling GEV on 1-Jul, up 456% since the spinoff.
Easy - HON, HONA, SOLS, GE, GEHC. GEV, ZTS
Industrials are doing twice as badly as tech today, I guess VRT, CAT, Eaton, Deer, GEV
A diversified strategy seems more important than ever but if I were betting I would say Ai is early innings. The Saspocalypse is probably overplayed. I think perhaps the safest plays in these areas are reliable energy (GEV, Constellation Energy), niche manufacturing within the stack (ASML), as well as software with a moat, like Intuit, that has trusted links to the revenue agencies may be some ideas. Trust and expertise are super important for software companies now. Not saying these are best ideas in the quick thesis but you probably get what I mean. Now is probably not the safest time to chase cyclical hardware stocks or maybe even semis but long term or after enough pullback those will be leaders again I am sure. Healthcare, defence and aerospace good hedges.
STC 2x GEV 7/31 960c @40; 31.85 -> 40; 25.6% profit; Total for today; 159.01 -> 152.87; 3.9% loss. Better… wish I had a better fill on the GeV sell just now.
STC 2x GEV 7/31 960c @40; 31.85 -> 40; 25.6% profit; Total for today; 159.01 -> 152.87; 3.9% loss. Better… wish I had a better fill on the GeV sell just now.
BTO 2x GEV 7/31 960c @31.85
BTO 2x GEV 7/31 960c @31.85
Ugh GeV didn’t fill at open and tanked so overall I lost out on today. I STC 2x GEV 7/31 1010c @18.2; 36.17, -> 18.2; 49.7% loss. 3x QQQ 7/27 685c @5.39; 4.09 -> 5.39; 31.8% profit. 5x SPY 7/27 740c @4.06; 2.14 -> 4.06; 89.7% profit. Overall Friday eod call play; 95.31 -> 72.87; 23.5% loss
what's going on with GEV?
Honestly GEV isn't down anywhere near as much as most similar stocks ;( Yep the short seller reports against BE I read about when I debated buying. It's really bad. I own a ton of fcel though and that also halfway got hit
Luckily I didn't buy GEV, but I'm also getting hosed because there were some short seller reports that came out against BE, claiming they were subject to supply chain weakness due to Chinese restrictions hilariously, JPM reaffirmed a $345 price target as the stock sank to $180 - Kill me.
I got rid of my GEV in late May I think. One of the few I did right. I sold because of some debt issue I read about 🤔
I was surprised at GEV too, actually. Might ride the week out
I thought the same about GEV. I don't quite understand how their stock tanked, but it did. Makes me nervous because I own a bunch of BE shares.
Head in clouds lmao Next 3x is gonna be boring shit like GEV
Right at close I BTO; 2x GEV 7/31 1010c @36.17, 3x QQQ 7/27 685c @4.09, 5x SPY 7/27 740c @2.14.
Right at close I BTO; 2x GEV 7/31 1010c @36.17, 3x QQQ 7/27 685c @4.09, 5x SPY 7/27 740c @2.14.
Talking about the dude who told his wife if he's wrong he's selling his Lambo lmao. Yeah he's everywhere. Pretty much how I see it - we will reach a limit of production to build the Datacenters, everything will be ready sitting in warehouses ready to go, but power and electrical trade bros are the ultimate bottleneck. Not enough people skilled to build this shit right now, (mainly electrical) and the US grid is anywhere 50-70 years old. So anything that can help out fast will be highly sought after, Solar/battery, and the gas turbines, GEV/CAT Save this post for next summer 🙏
$TSLA $GOOG what a crash, ready for more memory, semi crash at earnings . We saw $GEV yesterday . All hype memory crash not over, like $MU $SKHY $WDC $INTC $AMD $AVGO and many . GOOG spend for own TPU and own hardware V2-chip , not for $MU etc https://preview.redd.it/1lrldaib2zeh1.png?width=698&format=png&auto=webp&s=296cb2a71348cfe3a432cc2174e7f08fdfe8af41
Why GEV crashing today Next week STX crash watch
Man, was I wrong about GEV. My weeklies need a telescope to see the strike price.
GEV just stabbed me in the groin.
IBM or GEV or STX. Who has high earnings and look PE
BTO 1x GEV 8/21 1000c @72.50
BTO 1x GEV 8/21 1000c @72.50
GEV still only pe of 30 despite 250 billion market cap? Pretty impressive.
I second this heavy on GEV
Which energy stock would you pick? $VST $OKLO $GEV $FLNC $TE $CCJ $BE $EOSE
GEV, IBM and GOOG calls
Welp there goes my GEV play
GEV swung so fucking hard today.. geez.
Full porting $GEV either I revenge trade to green numbers or I need to find a job
So is it time to full port dominos, AMC and GEV in to the close for earning next week? (Non retardedly, IBM could be a lotto)
So is it time to full port dominos, AMC and GEV?
So is it time to full port dominos, AMC and GEV?
Since solar and wind are getting so cheap, the real bottleneck is grid infrastructure and the AI data center boom. Companies like **Nextpower ($NXT)** the absolute leader in single-axis solar trackers or **GE Vernova ($GEV)** which manufactures the massive wind turbines and grid equipment..are selling the essential "picks and shovels" to the entire industry and seeing huge backlog growth.
GS and GEV was my scoopies.
hmmm -- MU, AMAT, DELL, CSCO, GEV I think this part of my port has explosive diarrhea.
AI energy plays seem fully dead. VRT completely red today VRT, GEV, ETN all straight red today and been getting their lunch eaten over the last month.
Yeah thats why stuff like GEV pumped, and was the reason nuclear pumped a year ago. The issue is no one cares anymore, and there needs to be some reason people start caring again.
My most stubborn opinion was that the markets will collapse "any day now". I held that belief and since my mind was searching all the time, it found a trader who held the same view, they had a subscription with trades one could follow. So I did, it was very profitable the first year, so I rejoiced and doubled the money allocation towards it. But then it turned very red (he shorted all the major outbreaks at the time like NVDA, GEV, etc.), and kept getting worse. And that was about 3-4 years back. And even then I was stubborn enough, I held through most of the shorts and only closed some recently at a catastrophic loss. I am mostly investing in myself and my business these days, and stocks have been left for a much safer investment subscription (essentially index funds but not exactly buy and hold). And my opinion of the markets changed to "although it looks rigged to me, I don't know what's going to happen to the stock market, and therefore I will invest in it much less of my time and energy until it corrects". The only thing that worked well during these years was the statement about rising inflation (classic for doom and gloom mindset), I had a lot of gold and gold miners, but that was the only part of that earlier wordlview which worked.
BTO 1x more GEV 7/10 1125c @8; Holding 4x @21.37
BTO 1x more GEV 7/10 1125c @8; Holding 4x @21.37
DRAM GOOGLE RDDT NBIS ASTS WDC GEV all leaps. The plan now is just to close the port and come back when the sell off is done. I do want to start building a position in SMRs soon. That future is starting to materialize within 1-2 years
BTO 1x more GEV 6/10 1125c @9.5; Holding 3x 25.82
BTO 1x more GEV 6/10 1125c @9.5; Holding 3x 25.82
You'd think power companies like BE or GEV would be up, since they sell nat gas turbines, and an alternative to oil My bags are exhausting
CAT benefits from AI (DC build out as well.) The reality of GEV is that they’ll benefit from more than another twenty DCs. They will take part in the forced upgrade of electricity transmission. Very few things outside of biotech are pristine and removed from AI. GEV has a story beyond AI CapEx.
When i lose more than I initially put in, I just hold it and wait for the next market rise. Was with NBIS since it was 20 a share and put about 20k in then. Sold it all about a month ago or so for 215 a share (to buy a house for my wife and i) been silently kicking myself, see that nbis is still around 215. Just set a stop loss at slightly above where you want to be, so it sells. And you can invest it somewhere else. (I kick myself for only buying 3 shares of GEV when it was 150 a share lol) FML
I had GEV after the breakup. Sold it almost immediately thinking I got massive gains.
GEV was free money at that price idk who sold it.
I hate being broadly diversified because it means I always have a bunch of losers in my portfolio. Rather than "timing the market" I'm following the herd and, since I'm in this for the long haul, I'm not crying because I didn't buy the bottom. I'm always happy getting to the herd while there's still plenty to hunt. Ok. Let's get you some answers... Big money is moving into biotech. If you're not comfortable with biotech, don't be ashamed. There are ETFs that will provide you with some ability to sleep at night. Look for XBI. It's up 27%+ over the last 30 days. Next is power/grid/electricity. Massive CapEx changes are coming and there will be a major need to overhaul the way power is handled. GEV is a great company for this but there are many others. Banking is coming back in style. The current environment is all about M&A for banks and top quality smaller banks are getting acquired by larger banks. If you don't know which banks to choose, what I recommend is to go through the holdings of three ETFs: KRE, IAT and KBWB and look at which banks they've chosen. To be clear, AI and semi's could all come back. But in the meantime, get familiar with other areas and see if you enjoy learning about them and whether any of them could make sense for you.
I loaded the boat with GEV when it hit 1035. I need to get my MIL into a home stat.
My contains pick would be utilities and power infrastructure. If AI keeps growing, great. If AI disappoints, people still need electricity. Curious if anyone else is looking at ETN, GEV, NEE, or other power related names
MRVL HON/HONA just split GEV
GE exploded afterward - and GEV
MU, GE, and BX. Close fourth is GEV. BX is killing me this year.
**Fable 5 Max prediction for GEV:** **Bull case:** Q1 was a monster — $163B backlog growing faster than expected, guidance raised to $44.5–45.5B revenue and $6.5–7.5B FCF, with new gas orders priced 10–20 points higher per kilowatt than the old backlog . Zacks Earnings ESP sits at +10.35% , suggesting another beat is likely. **Bear case (this is the real tension):** The average analyst target is \~$1,220 — only \~4% above spot , and the stock trades at roughly 40x NTM EV/EBITDA, more than double the sector median, so any execution slip carries real valuation risk . Smart money is hedging: bearish flow hit this week with \~7,900 puts trading at 1.3x expected volume, concentrated in Aug $1,100 puts and 7/10 weekly $1,000 puts . There’s also sector-wide skepticism creeping into everything data-center-related . **Structures worth pricing out** (check the ATM straddle for the implied move first — I can’t see the live chain): **• Bull put spread** below the implied move (e.g., short \~$1,000/long \~$950, Jul 24 exp): sells inflated IV, wins on beat, flat, or modest dip. Fits the “beats but stock is priced for it” scenario. **• Call debit spread** (\~ATM/+5%) if you want upside without paying full IV-crush tax on naked calls. **• Iron condor** if you think a beat is already priced in and the stock pins — the Q1 pattern (only +2% day-of, with the 14% move spread over a week) actually supports this. **•** Avoid naked long calls/straddles: with IV pumped pre-earnings, you need the move to *exceed* what’s priced just to bre
Eisman's a much more traditional investor. Honestly you'd be surprised some of his longs that fit in here. Like he's been heavily in GEV and PWR for the past year. His best call recently was Meritage. His worst one was Charter, but then again that popped back up this week and that got a lot of people. Also Eisman's Youtube show is one of the best ones around, so I highly recommend it.
Energy. It's been quietly building for a while now but hasn't gotten the same coverage. Just look at GEV.
**Transformers, switchgear, medium-voltage electrical gear.** This is the genuine physical bottleneck right now: \~half of planned US data center builds are being delayed or canceled for lack of this equipment, with high-power transformer lead times stretched toward five years against sub-18-month deployment cycles. The pure-play makers are less glamorous than GEV (think Powell PWR, Hubbell, ABB, Siemens Energy, plus the raw input grain-oriented electrical steel, which almost nobody talks about).
So many better names. GLW, VRT, GEV, FLEX
I’ve been all in on CEG and GEV from the start. Huge upside to the nuclear sites pursuing PPAs and the companies that make the steam turbines & Generators. And we haven’t even started talking about the recent SMR deals. That will be nuts once they start collocating them on existing sites
lol glad I overslept until now. bought call weeklies for next week on MU/SNDK/BE/GEV. free money can't possibly go tits up
Is that bullish for OKLO and GEV?
\*Arrived home and checked my port...\* "Wow - I did great today" -- MU, AMAT, GEV, ETN, ABBV "Oh, wait" -- DELL, ORCL, IBM, PEP "Never mind." \*grabs bong from cupboard\*
The software money has moved into industrials which is up 55% YTD. It just makes up to small of a % of $SPY for anyone here to notice. Although I've seen a few buyers of $GEV here.
OP asked: "Why do solar companies have falling stocks if PV solar is the future?" I responded that it is "impractical and cost ineffective to provide most power in most situations on a day-to-day basis." Deployment speed is irrelevant to my statement. Solar is quick to deploy. It is why, when I'm camping, I use a solar panel rather than construct an onsite nuclear reactor. I'm power generation agnostic. I think solar has a place in the mix, but there is a reason they burn coal in Wyoming and use nuclear on submarines. I spent last weekend in a place where they heat entirely with water from a hot spring. Since this is an investing subreddit and not a physics club or political forum, I was attempting to answer OP's question from a financial position. Based on my thesis, I'm long in GEV, CEG, CAT, FLNC, VRT, and NEE. I'm short FSLR, CSIQ and ARRY.
is $GEV a good buy at the moment ? I want to buy in at market open tomorrow
is $GEV a good buy at the moment ? I want to buy in at market open tomorrow
GEV has already been printing, looking forward to more...