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Took too long to find a non hype related stock that will actually stand after the dust settles. GEV has done amazing!
FIX and GEV. Boring in all the right ways but print cash like its nobodies business. Especially this year. Stop chasing hype and chase the companies behind the infrastructure that allows the hype to develop lol
Gotta be invested in OKLO and GEV
Nuclear ☢️ will be huge Buy $GEV $OKLO
If MSTR can’t hold 180 tomorrow in a 4hr, buy puts to 160. If holds take 12/19 200c. Watch GEV get violent into next week and I’m talking about it launching off the 600 hold. I got 1212 650c.
I can't tell if you are serious or not since you used the ... I mean the GE spin off have done extremely well lol. As an investor, it's a great idea, since it's easier to understand smaller businesses. I mean GEV spun off on April 2, 2024. It's only up 325% since that spin off. GE it's self is up like 100% since then. GEHC is the only one that hasn't done as well. However, there been a handful of other successful spin offs of recent. CARR, NXT, ECG are a few others than done well after spinning off.
CCJ & GEV. Nuclear Energy. Enough said
It would probably be wise to diversify with some of the larger energy providers and builders too. GEV, NRG, DUK, NEE, ENB are all big enough so that if your individual plays like IREN, NXXT, etc blow up you'll still see some gains since the big providers will also have to scale.
Buy more GEV ORCL QCOM PEG. all dec19 exp 1-2 strikes out. Oh yeah. 6880c and 6900c 12/2
I personally found that cutting my holdings to essentially only large cap stocks (only midcaps I own are Regeneron and Kratos Defense) improved profitability significantly. Less wide swings down and it’s much easier to make money on better companies, which large caps generally are. I typically pick my 15-20 highest conviction large caps and go in on them with the same amount (usually ~2k quarterly) then keep a satellite of 5-10 mid-cap stocks at $500-$1000. If they perform well, they continue to get quarterly contributions. If they don’t, I sell and put it into whatever high-conviction large cap is dipping. There’s just so much more uncertainty around mid/small caps, companies without established cash flows/profits, and less information available. I also stick to areas I know personally (tech, consumer, healthcare, defense, industrial) and stay away from those I don’t, regardless of the quality of company (no finance like JPM/V, no insurance like UNH/Allstate, no crypto like Coinbase/Strategy, no oil like Exxon/Chevron, no energy like NEE/GEV, no mining like MP/Coeur, no travel like Hilton/Delta even though Expedia has been at the top of my watchlist for a bit now). It works for me and I can still rotate away from tech and into my consumer/industrial/defense/health holdings if the Nasdaq drops
Seeing great things about GEV another added to my portfolio, not much because it's still a bit pricey but I like it long term
Bloom energy took a hit too. I've been following oklo, be, GEV, alternative clean energy stocks. Fun stocks many people made money and sold, some still hold..
GEV o580 hold. 620-630c 12/5. I work off the 4hr chart. Hold on a 30min candle is a good add. Break and retest 580. Send it
Nuclear power is a very long play. GEV and CEG have gone thru the roof over the last year or so. This is all part of that play. I feel big tech is going to slow down as there is not enough power, and it is going to a decade to really correct the direction to amount of power they are talking about.
It's not hype, but there is something to "I can deliver energy now" vs "I can have one of these built in 2027." Beyond that, the issue becomes the IPPs that can deliver now are already up 500-700% in the last 5 years and in the latter category you had something like OKLO trading at like a $25B market cap despite being *very* early stage - all the sudden OKLO is down about half in a month. The easy money has been made in the former and the latter lost just shy of half the moment the market started to have a little turbulence. Even with something like VST up 760% in the last 5 years, the best case scenario it could do fine but it's tough to see where the next 760% comes from and worst case scenario, the gains are heavily due to the AI/data center theme - any slowing in that and the downside is considerable (when the DeepSeek story happened earlier this year, VST was down 28% in a few days.) VST was a formerly bankrupt utility that did not much of anything for several years until data center demand. Names like PWR are up 500% in the last 5 years, as well. It's not that companies like PWR/VST/CEG/TLN/GEV, Siemens Energy in Europe or Mitsubishi Heavy and Hitachi in Japan are bad companies, but the theme has been going on for a while now already. The NUKZ etf is up about 50% YTD. I agree with the other poster who talked about nat gas.
Yes. Many times . I have club subscription and watch cnbc among others . He made buy calls on LLY at $300, NVDA at $4 (split adjusted), aapl at $ 3 (split adjusted ), Elf at $8, AMD at $8, OKLO at $15 then sell at $160 in two months, CEG at $64, GE at $39 before split (now GEV is $550 and Ge is $300) and so many more. 10 year portfolio performance 29%.
GE during the Jeffrey Immelt era. I held on. The GEV split helped greatly for GEA employees that received GEV for a set period. Now we are in good shape.
AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% NEE NextEra Energy Inc 6.40% ETN Eaton Corp PLC 5.89% GEV GE Vernova Inc 5.08% CEG Constellation Energy Corp 4.61% EQT EQT Corp 4.60% SO Southern Co 4.05% FSLR First Solar Inc 3.93% DUK Duke Energy Corp 3.78% HUBB Hubbell Inc 3.43% View all Holdings by Weight Sector Exposure Utilities 49.16% Industrials 29.77% Energy 14.28% Information Technology 5.40% Materials 0.84% Industry Exposure
ENR in Germany is basically the European GEV
My holdings: CCJ, LEU and LTBR for energy. CEG, VST and TLN for utilities. GEV and FIX for infrastructure.
Ok, what good energy stocks to bet on? It will likely be the next big thing when people finally realise that data centres use alot of power. Also infrastructure stocks. ENPH, GEV? More?
OKLO isn't quality lmfao Try GEV
My ETF is my 2nd biggest loss (SCHG) 😂 my Google, ISRG and GEV are blowing the ETFs away, still way in the green.
I bought GEV last year thinking the same
PWR is my holding for this issue. Other power/energy related positions I hold include: CEG, NEE, GEV, AES, with CCJ and BWXT instead of the speculative SMR companies.
Thanks! The one issue with the utlities is that I don't think they will execute aggressively enough. I see GEV and VRT oriented towards gas, natural gas extraction and piping might be issue?
GEV is a blue chip meme-stonk
$GEV and $VRT are the plays. Could take a look at $CEG, $VST, TLN and $NEE as well.
imagine the demand for turbines rn.. GEV
How are my fellow ponzi enjoyers? GEV with a 10% intraday pump on Friday, God knows why.
Data center infrastructure that actually have good earnings are having a massive day, COHR, WDC, VRT, GEV
I'm done trying to guess which nuclear stock to pick (OKLO, SMR, etc.) - pivoting to the turbines that can be ran on GAS/Nuclear - $GEV going to the moon and beyond.
That pump on GEV the end of the day was glorious
FSLR, TER, PRY (Prysmian SpA), and GEV
Yup, and one Morgan Stanley analyst dubbed it "a generational buying opportunity". Same for MSFT and GEV.
We like OKLO and GEV around these parts
This is why I have an energy sector in my AI portfolio, currently that's: CEG, GEV, CCJ, AES, BWXT, NEE, PWR. And it's also why the datacenters/neo-cloud are a great short term trade for the next year at least, and they're all on sale today...
BW is going to make a mint. GEV has a 5+ year backlog on gas turbines. Also, how is this not bullish natural gas?
I think that already happened. I’ve been in OKLO NNE SMR BE GEV VST during this power run. I don’t think there is more value in those. But I am holding BWXT after that earning sell off. They are priced sky high already. Sitting on 900 dollar LLY calls April 26. Rode the shares up from the capitulation candle under 700. Switched to call Friday. I like the defensive nature of LLY to tech, and also the value proposition. Pipeline is deep.
I tripled my Rollover IRA in that period - NVDA, AAPL, TSLA and GEV mostly.
GEV and BKR are both good candidates, they provide both STD GT and aeroderative design like LM2500 or LM6000
Companies that have dipped that i might buy into, ( most are not real dips) : ANET ALAB SHOP PLTR META RDDT NBIS HOOD GEV MU
GEV (GE Vernova) Dividend stock focused on clean energy. Most analysts show it’s quite undervalued right now. (Since the GE stock split my holdings are up 139%.) Regardless of the current administration’s policies, energy demand remains high and green energy offers many scalable solutions at affordable prices to consumers and businesses.
Sorta difficult to answer that. I guage the trade based on how much the premium is, the number of of up/down earnings revisions reported in the prior 90 days, how much the stock moved after the prior earnings report and then I look at what the premiums are at for what I think the recent support levels are. The higher the stock price is riding vs its ath the more otm I’ll go. For instance I’ve made great premiums from mpwr but it’s at ath now and I expect people at some point to take their profits despite an earnings beat so not gonna play with this one again until a pullback. PLTR, AVGO, NVDA, COIN, CLS, CRWD, GEV, SNOW, STRL, TSLA are other ones that comprise the bulk of my trades. As the stocks go higher, instead of single contracts I increase the number of contacts at more otm stikes or ladder them downwards.
Did GEV CEO get assassinated or something? Literally been drilling despite amazing earnings. What's even the point of insider info these days...
I would very much enjoy GEV cutting this consilidation crap out
I lose every time I buy ORCl, NFLX, APP and GEV options.
3 words: Energy, energy, energy The demand for electricity is climbing quickly and everyone is looking for reliable and renewable power, I like these stocks the best because they are already profitable, growing and have sales (I don’t like the speculative plays like oklo and smr) I have GEV and CEG
lol. Stop repeating things you hear. Load up on energy. URA, GEV etc
Yeah, at least for the time being, I don't think the next sustained move down by the Nasdaq lives up to the doom some like to foresee. I think it'd probably be 33-35% like 2022, with names that aren't semis or AI infra like GEV/VRT/CEG/VST (or even smaller cap) not getting tagged quite as hard.
I actually have that one too but forgot about adding it. Currently looking at GEV.
Let me break it down the bullcases. My best friend is a massive Elon stan and own 60% of his portfolio in tesla shares with a cost basis of around $220 that he bought 5 years ago 1) Tesla cars have so gather so much data. LLM need language data to train whereas robots will need to be trained with real world data i.e. what you see (which is what tesla cameras pick up). Remember tesla cars do not use Lidar they use cameras 2) power storage, this is going to be huge for data centers, drones and robots alike. Look at companies like EOSE, GEV that are rocketing off the back of energy storage. Tesla has a head start with its battery tech. 3) Gigafactory - if Robotaxi becomes mainstream, tesla can easily scale and mass produce them whereas competitors cannot. The efficiency of Gigafactories is a moat in itself. 4) Optimus - they are already being used on tesla's production lines The bear case is none of this gets achieved and it is just a car company. I know people here do not like Elon but he does have a long history of success, even outside of Tesla. SpaceX is doing insanely well with its launches.
I picked up a couple shares of GEV and bull put spreads for January. IMO the sell-off today was just profit-taking because their earnings and guidance were solid.
Told yall about GEV. Nosebleed valuation rn
Made 200 bucks with 3 trades today, one trade I lost 170 bucks with, could be up 6k with that one lmao (GEV calls close to the bottom)
The street discussion today is that despite blowout earnings for AI related stocks VRT, GEV, the stocks failed to keep a rally. This is on top of the momentum deflating from AI stocks, shiny rocks, and into the less popular pockets as auto, healthcare, insurance, and financial services yesterday. Basically even booking monstrous numbers failed to impress market, while nflx having a one-off fail to meet eps due to some random tax shit tanked it to oblivion, triggering a lot of sells for the heavily tech and AI focused market. People are seeing the end of the pumps and choosing to risk off before the really big earning tickets hit next week. It's still anyone's game, with Fed expectations of ending QT(meaning back to QE) in addition to rate cuts, big tech earnings, and 🥭+ Xi meeting on 10/31-11/1. Rest of the world CPI wasn't that bad. Market expects inflation to hold steady at 3.1% for tomorrow, to give confirmation that tariffs are not pushing up inflation a lot in the short run. If we get a hot print, it's fucking gg.
Cramers recommending GEV… puts it is! 💃💃💃🤣
GEV smashed earnings, so obviously the stock fell -8% duh.
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