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Bloom Energy guys… next primed to move like GEV did this past year. All the talk of onsite generation for more ai data centers… check my past comments for DD new contract just dropped today too
major holdings in order of conviction: googl airj - they make a more efficient AC system - in partnership with GEV and Carrier, they use proprietary sorbents materials to draw water out of air before cooling, making cooling much more efficient. they also can use the clean water drawn out this way. nvni PBR.A HON - I was very early to the nuclear space and have sold everything at this point. What people don't talk enough about is that the fuel supply chain for nuclear reactors is constricted at two points - conversion into UF6 gas, and then enrichment. LEU flew already on enrichment. I am out of that now, but the only operating conversion center is half owned by Honeywell. They are also going into a breakup, with automation, aerospace etc. That worked well for GE for example. ELV - big insider purchasing recently. similar thesis as UNH, but much less drama AGRO - tether people buying this up. maybe to tokenize it, maybe to mine crypto off the biofuels. baseline, it's a profitable agriculture business. I like the diversification it gives me, and it's a bonus if they do something spicy with it that works out or buy me out.
How much of a role is nat gas going to play in electricity generation? Things like EQT and pipelines like WMB are not going to be home runs but I think are somewhat underappreciated. In terms of nuclear, there are a number of foreign stocks that benefit. The NUKZ etf is a mostly good list of names, as thematic etfs go. GRID is another etf where you might find a few worthwhile names in the holdings. And really - not saying that these names are 9th inning or something. I think best case scenario they could continue to do well over the coming years and given the nature of these projects, they aren't going to play out overnight. However, I just think some caution when looking at something like GEV up 300% in a year (and something like 15%) yesterday and is technically overbought. If anything, something to gradually, opportunistically DCA into. The other thing that people aren't talking about is water. There was an article in the WSJ the other day talking about neighbors of Meta's data center not having any water, articles like this (https://www.engadget.com/ai/meta-announces-huge-new-data-centers-but-they-could-gobble-up-millions-of-gallons-of-water-per-day-174000478.html) IMO, that makes something like the rainwater harvesting systems from Watts Water (WTS) kinda interesting (https://www.watts.com/raincycle; there's a data center example on that page.) Again, not going to be a home run but the idea that massive data centers can harvest rainwater and use it rather than drawing from municipalities is a sollution that I think will be increasingly appealing. Obviously, power/grid is going to be the biggest winner (and for a lot of names already has) and probably the thing that people will allocate to most, but water use is something to think about to a lesser degree, as are nat gas producers/pipelines.
Yea, damn. GEV just ripped so hard since April. Wish I looked into this a while ago. Im going to keep an eye on a nice dip for GEV or PWR and I might put a bit in
A lot of these names - GEV, PWR, EME, etc - have already ran a lot. The industrial/utility/energy "ai adjacent" names have run for over a year already. In a best case scenario this could continue to be a nice theme for the next 3-5 years, but it's not early innings/a lot of the easy money has been made in something like GEV that's up almost 300% in the last year.
$GEV, solid long term outlook and lots of growth in electrification next decade on
I own GEV (great day), Meta, and MSFT. Immaterial amounts of Capital one. If Amazon outperforms any I will join the commune of bogleheads (men who sit to pee and play the white tees) and go to VT.
Been saying it for awhile now. But GEV, JBL.
lightweight prediction but ETN is gonna absolutely soar considering GEV is in the stratosphere post earnings
Damn GEV holy shit. GE was a dying company and it splits into two gigachads
Wish had just gone all in on GEV at the April low. FML
GEV only goes up and it's fucking disgusting (I'm v jealous)
Boy I hope you caught those GEV calls. Wow.
Bought some GEV back when it dropped. Solid pick back then which ran up nice. Not sure if I should get out at these prices
I know meme stocks are hot right now but everyone should check out GE Vernova GEV. Legit long hold play. !banbet GEV +20% 6 months
GEV is a stock I cannot understand 7% revenue growth, 9% earnings growth, and a nice 12% order growth… FWD PE at 87 and P/sales at 28. Sure the AI boom helps them… but the valuation means they are MORE EXPENSIVE than NVDA on P/sales.
GEV is crazy. Wish I put more into this shit when I had the chance
Fucking GEV... I used to own that shit. Sold way, way, waaay too early.
GEV is more regarded than PLTR
Just woke up, how's my $GEV calls doing?
Stocks in the nuclear ☢️ space will be the next to go parabolic. If you want to be rich, buy shares of $GEV & $OKLO
Ooof. GEV...why didn't I buy you when I was thinking about it last year...
GEV looking good. Gonna need some insurance on QS for later.
BLOOM ENERGY - ~48 M shares 22-24% of float 9 days to cover.. Trump pushing for onsite generations and the 90-92 billion dollar investment into AI+ Energy Investments. This company is in a prime position to take advantage and lead with full compatibility with his energy vision. could have a sunrun like GEV did last year.
Have GEV $400P, just need a -30% move nbd
Ya I'm up 20% and am running out of cool things to buy. I've held for months GOOG, RKLB, GEV, VST, FSLR. Just bought CAT. I'm now wanting a more steady slow growth stock for the next 6 months. BRK? That's boring
I have them plus VST, GEV, FSLR, and CEG
i got some on GEV... lets see what happens.
Don't worry guys, this "dump" premarket is just a fake out. How do I know? GEV has made yet another all time high pre market.
Just take one look at $GEV and that should tell you all you need to know.
I like GEV, Google, IBM, HON and URI. I think that Intel, NEE, and Hasbro struggle a bit.
Puts on GEV, even if earnings are good, i feel their growth this year is already insane. one of those good earnings but stock drop cases
Can we talk about GEV with a PE of 75 still going up. I feel like buyers here are in for a bad time at some point.
I need GEV to rip and ENPH to tank badly yall
Only good ones in the SP500 index these days have been NVDA and MSFT. If you want to avoid technology, then JPM. If you want to avoid financials, then GEV or VST.
GEV? More like GE-wheeeeeee
Nuclear ☢️ stocks like $OKLO and $GEV are going to move substantially higher
without hesitation… MSFT, AMZN, META, CRWD, and GEV.
Gas turbine manufacturers / service providers seems to be the play (even though they're all trading pretty high on NTM EBITDA....) -- SEI, PUMP, GEV, CAT, RR-GB, HON, ENR-DE would seem to be the obvious picks
Nuclear stocks like $OKLO and $GEV will double multiple times over in the next few years $OKLO
GEV: *hits all time high* GEV: “ill fuckin do it again”
Oh GEV is about to bust tmr
I’m running with both NLR and NUKZ. There’s some overlap, but it’s not bad. The holdings in NUKZ was the difference. CEG and GEV are beasts. The other companies have decent upside to them as well such as OKLO. I see multiple winners in this space for years to come.
$OKLO going vertical. YOLO!! $OKLO and $GEV going to double before long
Nuclear will be huge ☢️ Invest in $OKLO and $GEV
Increase my shares of NVDA, META, GEV, CRWD.
HIMS - cost basis is around 40, plus I have 10 long call options. It’s a wild ride this one but I’m confident it will get back to 70 by year end. Bought more after the NVO drama which brought my CB up from the 20s AVGO - been in and out of this since I bought VMW in 2022 and held til it was no more. Holding long call options and selling and buying higher strike prices as new expiration dates are formed. Currently holding 1/15/27 and 6/17/27 and plan to jump up to the 28 once it’s opened GEV - been in since it formed. Never leaving. Power is a genuine play alongside AI AMZN - calling it my retail exposure short term but no one actually holds AMZN for that reason GE - afraid of missing out on any rally tbh. In for 100 shares after reducing from 400 before GEV split
Established companies surge too. NVDA, VST, GEV, MA, V, JPM, TSM, and others. You have to have patience. FOMO is not a strategy.
I love GEV and missed out on this one, but this is trading on bookings for 2026 now. Not earnings, not sales, not even signed contracts. Lots of momentum on a company I am not fully convinced of yet, many shareholders know exactly what they do. With that, I have no clue how to value this so I’ll just say it’s a great company in a niche industry (ambient based turbomachinery and data acquisition)
LEU is showing 20% of shares are short GEV is showing 2% of shares are short. I'd rather own GEV. LEU has a 3 billion market cap to 144 for GEV. I will let others decide what the market is telling you.
Nuclear will be a huge investment theme in the near future and the best names to buy are $GEV and $OKLO
Why are PLTR and GEV charts identical?
It’s an absolutely massively overvalued stock Same for GEV. The growth and margin doesn’t justify a 100 FWD PE
GEV. Some of the best returns so far this year
You have to add in the performance of the spin offs they made. If you were a long term investor you now also own shares of GEV
I got into net at around 30 a share. And Maybe not as dramatic growth wise, but i got into GEV at 370ish a share.
My CEG, GEV, and RYCEY says “hi”
Don't forget CRCL, MARA, RIOT, RCL, CVNA, PLTR & GEV!
I think he admits it sometimes but I don’t watch him on tv much anymore. I am member of his club and his advice on there is great. Just in the past 3 months he’s gotten me in COF, GEV and GS. All up 20-30%
Why am I buying GEV at 485 dollars a share 🫠
Renewables can only exist because of fast throttling natural gas fueled turbines. Real talk. I've also made a shitload in investments into gas turbine makers. I played that one contrarian twice against the green narrative and the fossil narrative. While the greenies where thinking renewables the priority I was investing in nat gas (because I know how the power grid \*actually\* works). When GEV split off from GE, the oil and gas folks said it was a bad investment because of their POS wind business and I dumped $ into that knowing that their gas turbine business would overcome the losses in the wind turbine biz. I don't discriminate, when I see bullshit, I make the contrarian play.
GEV steady clockin the hoes, don't look, it's a big brain stock y'all wouldn't get it.
Google is for lazy investors, and as such they don't get rewarded. You could have bought anything else in April and been better off now - JP Morgan, GEV, Netflix, crowdstrike, nvda, Intuit, etc.
I've been watching GEV, but they are more of an AI play at this point..also, are they in the XLI?
Wait til you hear about GEV or PWR.
Record holders of GE stock received 1 share of GEV for every 4 owned in April of 2024. If Rolls-Royce does something similar, you'll want to be around for it. If they don't do something similar, I'd argue you'll still want to be around for it. I see GE and GEV p/e ratios and think that Rolls-Royce is headed there sooner than later.
$OKLO and $GEV both have substantial upside from here. Nuclear will be a major investing theme of 2026 and will drive both names to 2x
Reverse splits are not only due to financial perils, but GE did a 1:6 reverse split to decrease the number of outstanding shares and then split into three companies (GE, GEV, GEHC). I have every nice gains because I always thought the parts were worth more than whole.
A lot of people mention the nuclear stocks like CEG, GEV, VST. I’m personally in VST and it’s done very well over the last year. Keep in mind- building nuclear plants takes a while and companies need this energy now. Not to say investing in these companies is a bad idea, but as of today, I don’t think that’s the best approach. I really like LB as a way to get exposure to water, energy, and data centers all in one. They’re literally a company that owns land and collects money from surface rights. Very low CAPEX. FIX (comfort systems) is an interesting name in the HVAC space. Increased energy consumption increases the need for cooling right? I also like VG, which is a natural gas play.
CEG, SMR, BE, GEV, FSLR are the energy producing companies i eneded up with. Some are doing better than others.
GE was a huge fucking profit if you held it. I averaged 87/share buying, sold at 200, it's at 250. And that doesn't count the shares of GEV and GEHC I got, which paid quite well.
SMR is a very speculative space, with many competitors. Also some very big and established players such as GEV are also working on SMR technology. OKLO is purely trading on speculation and derivatives. There is litearally tens of thousands of open contracts per OPEX - so if you want to know the blunt truth, you're just playing the price swings with gamblers.
Agreed, when it starts trading on fundamentals it's just going to be a boring valuation. It's either that the power they produce meets their cost goals (price per megawatt) and in that case they might grow more. If the cost per megawatt is too high, then other companies won't contract with them, and it will just be another simple utility stock. Agreed about GEV and CEG. I'll have to look into PWR and VST more, I haven't looked into them much. Also for what it's worth.... In this irrationally exuberant market, does anything trade on fundamental valuation metrics anymore?
Nothing wrong with making money on other people’s beliefs - I own ibit for similar reasons - as long as you’re aware that there is no “there” there. When there is, and oklo starts to trade on fundamentals, it will probably be sell the news. That said, GEV and CEG are very much real stories here and now. Add to that PWR and VST
Data centres is where the sustainable expansion is. I’m in on GEV, STX,ARM and CLS
Same with GE, GEV, BA, GE, ISSC have been winners for me.
Man, I am also not the kind who unloads emotions on people so it was difficult...a difficult couple of years. I still had to send my dad medical expenses etc...he had nobody else. I was also supporting their monthly expenses by then. I could never stop that or tell them. It was just rough. I sold my modified Jeep Rubicon and a few other things. However, I knew that if I stepped away, I'd prob never recover, so I sold and just dove back in, buying up NVDA, TSLA, APP, PSIX, META, GOOGL, MA, GEV, and many others. I was pretty numb and dejected/desperate all at the same time. It was tough, especially when I lost my dad but I just kept going. Never did I think I needed to step away. I was convinced I'd be toast if I did that. Anyway, thank you for asking, It actually feels good to tell someone finally! :)
So everyone decided to sell GEV OKLO and VST on the same day 😂
Well since nobody is actually answering your question. PLTR RKLB HOOD AMD UNH I'm doing GEV as well. Just determine the risk and you want and be prepared to lose a chunk of money. I invest aggressively just in my RH account and it's paid off significantly since 2019. I usually buy my main stocks on dips and do option calls on sharp declines with my winners (primarily PLTR and NVDA). The grandpas on this stock reddit recommending ETFs for somebody specifically asking for stocks is silly since thats not what your looking for. Find a couple winners you think will do well in the long run and stick to them.
$GEV solar and nuclear are only going to get more prominent
Why is GEV up? Revenue looks flat?? 