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GE Vernova Stock Discussion

J Lim - TTP

Apr 24 23:43

$GE Vernova (GEV.US)$ Watching the 350 zone closely.This is a key pivot area. Yesterday ER beat both on revenue (+6% surprise) and EPS (+140% surprise).
Will start with an initial position, and add progressively as the portfolio confirms traction.

GE Vernova(GEV) 355.000 +5.63%

103732118

Apr 23 20:44

$GE Vernova (GEV.US)$ today close with $400 or $300?

10baggerbamm

Apr 23 19:16

$GE Vernova (GEV.US)$ this is a very good earnings report
the growth driver for GE vernova are there massive gas powered electric turbines. they make three versions big, bigger and 100% badass. these will be the quickest way to power and the lowest cost solution initially to power data centers in the United States. they're sold out kind of like nvda with Blackwell, GE vernova is 100% sold out and there is a wait list going deep into next year.
they most importantly reaffirmed their Outlook with...

10baggerbamm

Apr 4 21:43

$GE Vernova (GEV.US)$ if this breaks this 260 270 level it could be 80 points 90 points straight down

10baggerbamm

Mar 28 22:40

$GE Vernova (GEV.US)$ to be getting cranked it should be 285 283 right now.. there's no reason for it to be in the green the whole market's getting absolutely decimated and you think this is going to hold up? I think there's option contracts that someone's trying to defend right now..

10baggerbamm

Mar 24 00:11

$GE Vernova (GEV.US)$ $NextEra Energy (NEE.US)$ $NuScale Power (SMR.US)$ $Oklo Inc (OKLO.US)$
this is the quickest way to provide all the power that data centers need
we mount a shaft to his body he generates enough power the same as a nuclear reactor the same as what GE vernova is selling the big gas powered turbines.. and there's your solution
x.com/Dudespost...

smoothshoe : what are your thoughts on $Centrus Energy (LEU.US)$

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smoothshoe : I also opened a position in $New Fortress Energy (NFE.US)$

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10baggerbamm OP smoothshoe : I see why you're looking at this one or at least I think I see why with The insider transactions last year and this year. my concern would be the decline in revenue. I know that from a data center standpoint and build out natural gas is the quickest solution is that why you're looking at this company or are you looking at their long-term chart and you see this bottoming that's taking place potentially here where historically it's traded significantly higher?
if you're thinking about it from a data center play the companies that are in the exploration side of oil or natural gas under Trump they're not going to be benefactors I don't believe so because as the prices come down for oil and natural gas their margins deteriorate even further. when I first looked at this I saw New York and my initial inclination was Trump wants to build that pipeline throughout New York New England all natural gas which will reduce energy costs by about 30% and I thought that this company was going to be one that I'd heard that potentially would be involved but they're just based out of New York they're not involved in pipeline distribution of natural gas.
centrus that one has more of what I like and I'm going to spend some time this weekend reading about it I like when you have that earnings beat Gap up and now the consolidation it mirrors so many other companies perfectly well and money is going to go back in if we can get a few days of a rally or we get past this whole tariff issue and tax season I think beyond that we have the potential for a sustained rally.

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ASteffie : I'm just gonna sit here and wait

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smoothshoe 10baggerbamm OP : It's definitely a nat gas for data center power play for me. for nat gas play, I'm thinking $Flex LNG (FLNG.US)$

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10baggerbamm

Mar 19 22:48

$GE Vernova (GEV.US)$ FYI
Jensen spoke yesterday that the constraint for data centers is power he went out of his way to say that that will determine the profitability of the data centers will they have the power that they demand.
GE vernova offers the fastest quickest way to power these data centers which is an on-site massive gas turbine their largest can power upwards of 300,000 households to give you an idea of the scale of energy it produces.
Natural gas is cheap gas is clean and these wo...

theechelonxyz

Mar 19 01:00

Losing hard to process

$GE Vernova (GEV.US)$ maybe I wasted all my tax money getting the NeuroLink because now I’ve got the bear market blues

10baggerbamm

Mar 11 18:16

$GE Vernova (GEV.US)$ the hell of a rally down 19.70 yesterday but we're bouncing a $1.80 pre-market that really instills confidence in me.
this is typically what I'm seeing across the board if a stock were to be down 10 yesterday it's up a dollar it's about a 10% recovery

10baggerbamm

Mar 7 21:07

$GE Vernova (GEV.US)$ a total of 1800 shares pre-market takes the stock down four and a half dollars..
it has a huge gap down somewhere between 50 and $100 is where it could fall.. it's literally a guessing game at this point because it's going to be breaking support today or in coming days and it's going to be a long drop a very very steep drop straight down.

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