GEV is a good holding due to multi-year turbine backlog and ongoing grid supply constraints.
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Ticker Symbol: YOUPublished Sep 5 · 2 passages
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GE Vernova, trading under the symbol GEV, also manufactures gas turbines that everyone is scrambling to get their hands on, with delivery slots already sold out for the next few years.
Constellation Energy and Vistara control the irreplaceable nuclear power this decade, and GE Vernova turbines are fully booked for years. As long as the network suffers from supply constraints, I am happy to own these three companies.
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Ticker Symbol: YOU has only this one call on this stock.
2026-09-05BullishThis one
GE Vernova, trading under the symbol GEV, also manufactures gas turbines that everyone is scrambling to get their hands on, with delivery slots already sold out for the next few years.