GEV is the preferred stock in power generation due to its multi-year order backlog.
BullishHe framed it in years
“NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility”
Schwab NetworkPublished Sep 29 · 2 passages
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The second field, and my preferred choice in power generation, is of course GE Vernova.
It is located in the GE Vernova sector because they have a three- to five-year backlog of orders in the energy sector, I mentioned "GE Vernova" and I mentioned "Constellation".
I believe you also referred to "Veritiv". How do you view this bottleneck trade now, and do you consider it a bottleneck trade at the moment?
What this channel has said about $GEV
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2026-09-29BullishThis one
The second field, and my preferred choice in power generation, is of course GE Vernova.
2026-09-01Bullish
All right. So let's dive into your first pick today. You've got GE Vernova.
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