GE Vernova. Every tracked FinTwit mention of $GEV, newest first. 162 mentions since the first on Jul 23, 2025. See the price chart.
July 2026 · 6 mentions
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 9
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE $GEV Below is the correlation matrix of my key GAI infrastructure trades: 1) sorted by correlation to NVDA 2) sorted by correlation to MU 3) sorted by correla…↗
TheValueist — $GEV GE Vernova: Power Scarcity and the Electrification Infrastructure Compounder. Investment Thesis. New: 6/30/26.
GE Vernova has emerged from the General Electric spinoff as a s…↗
Jun 30
Tradable Astronaut — Best structures from the heatmap, cross-referenced against RS leaders.
$GEV lean pin, 1,150 floor, 1,200 ceiling target, stacking nodes to 1,420.
$AMAT ceilings stacked to 800.
$G…↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
Jason's Chips — Turbines are just like memory. $GEV
During the 1990s and early 2000s, the gas turbine oligopoly suffered a massive boom-bust cycle. Today, they behave like memory: restricting out…↗
Apr 26
InvestmentGuru — The AI Power Crisis Is Becoming the Trade of the Decade
The narrative has shifted.
It’s no longer about chips — it’s about electricity. Morgan Stanley estimates a 126 GW surge in…↗
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 27
InvestmentGuru — Despite another blockbuster quarter from $NVDA, the market reaction says everything: enthusiasm for AI is being capped by rising anxiety over the sustainability of massive capex.…↗
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
TheValueist — https://t.co/Ol6kr4sZPE
$NVDA $VRT $GEV $ETN EXECUTIVE OVERVIEW
The core physical rationale in the SemiAnalysis post is directionally correct: as rack power rises, low-voltage di…↗
Jan 30
TheValueist — $GEV all time high. https://t.co/4Kj6log9ZH↗
Jan 29
rubicon59 — $GEV reports 78% YOY orders growth, while revenue only +6%. Market gives it a nosebleed valuation. :-(. Bodes well for $PSIX which is able to turn order into revenues quickly an…↗
Jan 28
TheValueist — $GEV AI AND DATA CENTER SUMMARY (GE VERNOVA, Q4 2025 EARNINGS CALL)
CORE TAKEAWAY
The call contained 2 distinct “AI” vectors: 1) AI-driven load growth manifesting as incremental E…
December 2025 · 7 mentions
Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 30
Daave “3 and 30” Tepper — the gop only policy response is to throw everything at power price reductions. That means tax incentives for power bottlenecks. solar and batteries, maybe even subsidy for gas turb…↗
Dec 30
InvestmentGuru — Evercore ISI: Best Idea List for 2026
High-conviction ideas for a K-shaped recovery and an AI-driven future
Evercore ISI just released its 2026 Best Idea List, and the message i…↗
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Renewable Energy…↗
August 2025 · 3 mentions
Aug 28
Daave “3 and 30” Tepper — Nvidia might be overvalued, maybe not. No position $NVDA
But AI DC spend beneficiaries are telling you the spend goes on.
$vrt $nbis $mu $anet $gev $crwv https://t.co/7slLb9WW1…↗
Aug 22
Leveraged Cat — $BKR could pull a $GEV type re-rating
Don't say I didn't warn you↗
Aug 21
IvanaSPEAR — 2.1 Better risk reward:
Sized up ideas that got hit on tariff concerns but actually benefit from more US manufacturing & re-shoring $CEG $VST $GEV
Replaced them with ideas wh…↗
July 2025 · 1 mention
Jul 23
IvanaSPEAR — $GEV Big EBITDA beat. Backlog growth was the highlight. Gas Power slot reservation grew from 50 to 55 GW!
▪️Revenue $9.11 billion, +11% y/y, estimate $8.8 billion.
◦Power revenu…↗
— THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Shay Boloor — $MSFT signed a 20 year power deal with $CVX to supply natural gas-fired electricity for its proposed data center in West Texas.
The project is expected to deliver first power by 2…↗
Jun 21
amit — @jaspalsandhu24 Yeah $GEV I think can do well as the energy bottleneck continues
$SNDK is more just betting memory theme stays strong
$AAPL should be the sleeper if AI trade goes…↗
Jun 21
amit — Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027…
1. $NVDA
2. $AMD
3. $GEV
4. $TXN
5. $RKLB
6. $RDDT
7. $GOOGL
8. $FIX
9. $AAPL
10. $G…↗
InvestmentGuru — The Power Semiconductor Supercycle is REAL.
While everyone chases AI software names — the hardware backbone is quietly printing.
Here’s what the Power & Energy Semi leaderboard l…↗
Jun 17
TheValueist — $GEV (BNamericas) Venezuela signed a memorandum of understanding with GE Vernova aimed at adding more than 5,000 megawatts of electricity generation capacity over the next four yea…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 9
Uranium Insider — @MalcolmRaw99915 That’s my feeling as well, Malcom. The $GEV rep was breathing fire about demand for their BWRX-300s. Touring the site daily. Once supply chains established and cos…↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
TheValueist — $NVDA $MU $SNDK $LITE $GEV Watch this video I previously shared if you haven’t already. The new build data center NIMBY momentum is gaining speed. This does a good job at providing…↗
May 27
TheValueist — $GEV (Bloomberg) -- GE Vernova Inc. shares fell as much as 5% after Chief Executive Officer Scott Strazik was cautious at a Bernstein conference about the prospects for data center…↗
Michael | Hypermarkets — My notes on POWER AND COOLING bottleneck companies:
❄️AI POWER & COOLING PLATFORMS
1. $VRT ~$327 | Avg PT ~$600.
Stock up 291% in a year; 25 analysts see more upside on record…↗
May 24
Dillon Valdez — $GEV and VRT are two different parts of the AI power bottleneck.
GE Vernova: $18.3B orders, gas turbines, grid equipment, electrification.
Vertiv: $2.65B Q1 sales, data-center po…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
Michael | Hypermarkets — Elon Musk read 5 books as a kid.
Then he spent 30 years building every single one of them for $TSLA $SPCX
Here's the CHEATCODE straight from Elon's books:
1. Foundation Series b…↗
May 22
Jason Luongo — 6. $GEV - GE Vernova
Gas turbine backlog hit 100 GW in Q1 and is expected to reach 110 GW by year-end. Q1 orders up 71% to $18.3B. Electrification segment booked $2.4B in data cen…↗
May 21
Dillon Valdez — GE Vernova $GEV is winning the power trade because it is not just another electrical equipment name.
The edge is where it sits in the constraint set:
gas turbines
grid equipment…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
Nick Colas & Jessica Rabe (DataTrek) — Tech writ large (the group plus “Big Tech” names outside the sector) is now 52% of the S&P 500 and has been the primary driver of recent index gains. Outside of that, not much…↗
May 18
Jason Luongo — 5. $GEV - GE Vernova
Q1 revenue $9.3B, up 16%. Orders surged 71% to $18.3B with a 2x book-to-bill ratio. Backlog now sits at $163B and is expected to reach $200B by 2027. Signed 2…↗
May 18
InvestmentGuru — Energy- 7 layers
AI Energy Bridge: Short-Term Stack
(Before nuclear comes online ~2030+)
Layer 1 — Solar Generation
→ $FSLR (First Solar) — domestic manufacturing moat
→ $ARRY (…↗
May 16
Black Panther Capital — 3/6. His Q1 2026 13F drops this week.
Based on running his exact framework forward against what changed in Q1.
Here’s my prediction on what he MOVED.
New position positions:
$C…↗
May 12
InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…↗
May 11
Market Sentiment — 6 boring stocks that got rerated during the AI buildout.
Sterling Infrastructure $STRL — Civil contractor specializing in site development. Q1 2026 revenue jumped 92% YoY to $825.…↗
May 11
InvestmentGuru — AI IS THE MEGA-DRIVER
→ 1 ChatGPT query ≈ 10× the electricity of a Google search
→ Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023
→ The wave thesis plays out in…↗
May 10
InvestmentGuru — The market is up. Oil is at $100+. Inflation is sticky. And bonds are whispering something equities are ignoring.
Here’s what’s actually going on-
OIL SHOCK REALITY
➜ Geopolitic…↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
InvestmentGuru — GRID MODERNIZATION: The Bottleneck of the AI Boom
AI data centers are creating power demand faster than infrastructure can keep up.
Utilities are scaling $200B+ in annual capex t…↗
May 9
InvestmentGuru — NUCLEAR / SMRs: The Long-Term Power Trade for AI
AI needs one thing more than chips:
Reliable power. Hyperscalers are now locking 10–20 year nuclear deals to secure dedicated ene…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
InvestmentGuru — 6 High-Conviction Sectors for the Next Market Cycle
The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention…↗
May 2
Shay Boloor — @VanquishTrader $GEV and $BE should be on this list↗
May 1
Tigris 会讲课教授是好老师 — Show me the money。审判日
在这个被高估值和中东地缘摩擦双重夹击下，四大巨头微软谷歌Meta亚马逊财报发布
云厂商关于 AI 资本开支走向，与实际商业变现的指导，是最重要的市场合理性估值的钢铁长城还是海市蜃楼。
特别是如何看产业链上 $VRT ， $GEV ， $GLW ， $LTE ， $AVGO ，还有最重要的Intel $INTC…↗
— $GEV KEY READ-THROUGHS FROM GE VERNOVA Q1 2026 EARNINGS CALL
GE Vernova’s Q1 2026 earnings call provided one of the clearest market signals to date that global power infrastructur…
InvestmentGuru — THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
Apr 22
TheValueist — Coming back to z-scores and relative volatility $GEV v $PM today is a good example as they both have statically significant +3.03 scores. On that score, GEV is up 12.4% and PM is u…↗
Apr 22
rubicon59 — Mr. Market is celebrating $GEV. But they made no material earnings san a one-time gain. So IDK↗
Apr 22
TheValueist — With the Hawaiian shirt. We are finished. $GEV↗
TheValueist — Power semis continuing to rip. $GEV $VRT both with robust revenue growth guidance today (VRT down because short of wisper). Power semis definitely look like a strong candidate for…↗
Apr 22
TheValueist — $GEV Pure American infrastructure build and CCGT with SMR optionality. Down the fairway!↗
Apr 22
TheValueist — $GEV up 8% pre. I’m long 1/21/28 calls. https://t.co/VLD8NgspHd↗
Apr 22
TheValueist — $GEV (Bloomberg) -- GE Vernova reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
•Revenue $9.34 billion, +16% y/y, estimate $9.11…↗
Apr 18
Trade Whisperer — @vick_mehta Goes up, obviously. $BE and $GEV. $NBIS and $IREN?↗
Apr 18
Shay Boloor — AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cy…↗
Apr 18
The Future Investors — Next week, earnings season picks up pace 📈
Tuesday: $ISRG, $UNH
Wednesday: $VRT, $TSLA, $NOW, $GEV
Thursday: $INTC
Which one are you watching most closely? 🤩 https://t.co/3BWZN…↗
Apr 15
Jason Luongo — 3. $GEV - GE Vernova
GE Vernova is the picks-and-shovels play for the entire power grid. They design, build, and service nuclear, gas, and hydro turbines at scale. $59B in orders…↗
KaizenInvestor — As I'm 20% cash, I'm going to do some extra research this weekend.
Companies I’m going to look into this weekend:
$ALAB
$CRDO
$VRT
$GEV
$NEE
$BWXT
$VIAV
$AXTI
$SPIR
$DRAM
$A…↗
InvestmentGuru — NUCLEAR ENERGY — Buying Opportunity Right Now?
The setup is getting hard to ignore.
Why Nuclear, Why Now
- AI + data centers = massive, nonstop power demand
- Policy tailwinds bu…↗
Apr 7
KaizenInvestor — Although wind is certainly not Trump's favorite way to generate energy, the P/S of the sector has grown for a second quarter in a row. Wind is the only wave that can do this togeth…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG,…↗
rubicon59 — Having already powered crypto-mining data centers, $CGEH seems well positioned with 1GW gas-turbine capacity when $GEV is backlogged for years.↗
Shay Boloor — President Trump and Japanese Prime Minister Sanae Takaichi are expected to announce a $40B U.S. reactor project today.
The plan would have $GEV and Hitachi build BWRX-300 small m…↗
Nancy Pelosi Stock Tracker ♟ — This is why we uncover politician trades ✍️
Rep. Josh Gottheimer (D) loaded up on energy stocks in early February:
$GEV (GE Vernova) on Feb 5th. Up 11%.
$XOM (ExxonMobil) on Feb…↗
Mar 13
Jason Luongo — Stocks analysts are quietly loading up on right now:
$NVDA: Rev +56% YoY. Blackwell ramping. Rubin next. $4B photonics investment.
$PLTR: Rev +70% YoY. U.S. commercial rev +137%.…↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
The Future Investors — 🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗘𝗻𝗲𝗿𝗴𝘆
AI runs on electricity. Without power, there is no intelligence ⚡
Key companies:
$CEG | Constellation Energy
$VST | Vistra
$PWR | Quanta Services…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 5
InvestmentGuru — Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…↗
— $GEV all-time high today. It will continue to grind higher. True beast. https://t.co/PQ2Pw4fJqa
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 24
Nancy Pelosi Stock Tracker ♟ — Here’s another one to keep your eye on…
Rep. Jackson bought up to $50k of GE Vernova $GEV
GE Vernova builds power plants, wind turbines, and grid systems
A few weeks after his b…↗
KaizenInvestor — 5/8 The Recovery: Wind Energy
P/S: Recovering to 2.2x
Trend: Grinding higher
Wind has been through hell. 2023-2024 saw a perfect storm of inflation, turbine failures, and cancell…↗
Feb 15
Serenity — OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…↗
KaizenInvestor — The 2026 energy transition has officially shifted from green promises to an industrial Power Trade. ⚡️
My latest report through Q3 2025 breaks down the massive bifurcation driven…↗
Feb 9
TheValueist — $GEV crushing another all-time high. https://t.co/Mk0C4On7yj↗
Feb 8
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 7
Serenity — A new release shows Japan is investing:
$550B USD (86 Trillion Yen) into several sectors.
The first round of investments go into these three:
1. Synthetic Diamonds for Semis (h…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Feb 3
TheValueist — $GEV $791 all time high today. https://t.co/6n3NHs8uhV↗
TheValueist — $GEV (Bloomberg) -- GE Vernova reported revenue for the fourth quarter that beat the average analyst estimate.
FOURTH QUARTER RESULTS
•Revenue $10.96 billion, +3.8% y/y, estimate $…↗
Jan 28
KaizenInvestor — $GEV with a massive double beat in Q4. They report a record EPS and Revenue. Stock is up 4% in pre-earnings.
GE Vernova is surging on the back of insatiable global electricity de…↗
Jan 24
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
NUCL…↗
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
TheValueist — $GEV up 7% at the open on the PJM reform news. https://t.co/8h63uOg04U↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
Shay Boloor — $MSFT says it will work with utilities & regulators to ensure electricity rates reflect the power demands of its AI data centers as it expands “community-first” AI infrastructure.…↗
Jan 10
InvestmentGuru — 15 Names to Watch — Power, Nuclear & Compute Stack
These names deepen exposure across fuel → reactors → grid → data centers,
1. $OKLO
2. $LEU
3. $CCJ
4. $UUUU
5. $GEV
6. $EOSE…↗
Jan 8
Shay Boloor — Another trend I didn’t mention was how every new AI data center is a power plant disguised as compute & the grid is becoming the permanent bottleneck in AI scale.
10 names to watc…↗
Jan 7
Shay Boloor — $NVDA CEO Jensen Huang said AI’s biggest bottleneck is energy where compute, cooling & networking can be sourced in months but power takes years.
That gap forces massive investmen…↗
Jan 4
TheValueist — $EQT $AR $GEV $CAT Fueling On-Site Power: Logistics and Infrastructure for Data Centers.↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 4
TheValueist — $NVDA $GEV The post combines a quantitative claim about underutilized thermal generation assets in Venezuela with overtly speculative geopolitical and corporate assertions, then pa…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
Shay Boloor — AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging d…↗
Jan 2
Daave “3 and 30” Tepper — @ShanuMathew93 Bloom def talking their book. If believe more power demand for XPUs, what will the source be?
can rationalize a div port of
- BTM
- Indep/Integrated
- Time to Conne…↗
— The future of compute is power.
Every hyperscale data center will eventually generate its own electricity, not rely on the grid. Lowest $/compute wins.
When power is the constrai…
Shay Boloor — A reminder that $NVDA is hosting a power summit this week because AI data centers are projected to face a 44 gigawatt power shortfall by 2028.
• At the top of the stack are the co…↗
Dec 14
TheValueist — $GEV GE Vernova: Investment Thesis and Governance Assessment
The video provides an extensive investment thesis and governance assessment of GE Vernova (GEV), highlighting its posi…↗
Dec 10
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$BE - Bloom Energy
$FSLR - First Sola…↗