GE Vernova. Every tracked FinTwit mention of $GEV, newest first. 68 mentions since the first on Aug 22, 2025. See the price chart.
June 2026 · 6 mentions
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…↗
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…↗
Apr 23
TheValueist — $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…↗
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 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…↗
February 2026 · 2 mentions
Feb 25
TheValueist — $GEV all-time high today. It will continue to grind higher. True beast. https://t.co/PQ2Pw4fJqa↗
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…↗
January 2026 · 1 mention
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…↗
December 2025 · 2 mentions
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 10
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$BE - Bloom Energy
$FSLR - First Sola…↗
October 2025 · 1 mention
Oct 18
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Renewable Energy…↗
August 2025 · 2 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↗
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…↗
— 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…
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
TheValueist — With the Hawaiian shirt. We are finished. $GEV↗
Apr 22
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
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…↗
Apr 9
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,…↗