“Why Tesla Stock and SpaceX JUMPED | LFG”
GEV benefits from component shortages driving pricing power and margin expansion; gas capacity ramp supports growth despite balance sheet concerns.
We'll talk about where the margins are for company like GE Vernova in comparison.
Uh keep in mind that there are a lot of sections when it comes to these turbine engines. You've got uh the hot section, which is the slowest and most expensive, and it includes things like the compressor discs, casings, uh the fuel nau nozzles, the you know, aerosolizers.
I probably screwed up that word, but basically the little um in injectors that spray the fuel into the actual combustion component of a turbine engine. Uh you've got uh the rotors, the generators, heat recovery, cooling.
There's a lot. GE Vernova says all of those components are a limiting factor, not just the blades and veins. So, there's a little bit of a clash between the two.