GEV
GE Vernova Inc.
stock NYSE

Went all in on GEV when it hit $880.

GEV under 900 is such an easy YOLO

Solid industrials seeing rollback over AI slowdown include BDC, ETN, GEV, and CMI. Not traditional value, but will go up again and are diversified, good companies.
Actual value, I'd look to banks, financial institutions. BLK is down 10%, it's been choppy at the same price all year. JPM, STT, BAC are on my watchlist.

GEV just lost the 200 day. I mean I don't wan tot say it can't recover (gotta wait until the end of the day for full confirmation), but that's usually the sign to clear the fuck out.

anyone buying GEV here?

GEV is down a lot, seems like an overreaction?

I’ll buy GEV at 850 please and thank you

Decided to sell my riskier plays and just load up on GEV and hold long cause I thought it would be a safer play. Wow what a horrible decision, and I don't even know what the lesson is! f GLJ Research lol 😭

What’re your thoughts on entering GEV now?

Went all in on GEV when it hit $880.

GEV under 900 is such an easy YOLO

Solid industrials seeing rollback over AI slowdown include BDC, ETN, GEV, and CMI. Not traditional value, but will go up again and are diversified, good companies.
Actual value, I'd look to banks, financial institutions. BLK is down 10%, it's been choppy at the same price all year. JPM, STT, BAC are on my watchlist.

GEV just lost the 200 day. I mean I don't wan tot say it can't recover (gotta wait until the end of the day for full confirmation), but that's usually the sign to clear the fuck out.

anyone buying GEV here?

GEV is down a lot, seems like an overreaction?

I’ll buy GEV at 850 please and thank you

Decided to sell my riskier plays and just load up on GEV and hold long cause I thought it would be a safer play. Wow what a horrible decision, and I don't even know what the lesson is! f GLJ Research lol 😭

What’re your thoughts on entering GEV now?

I'd probably look at cybersecurity first.
If models keep getting more capable then the amount of automated attacking, phishing, vulnerability finding etc is only going up, and companies arent going to respond to that by spending less on security. CRWD is the obvious one to me. ARR was up 25% last quarter to $5.84bn and net new ARR was $333m, so you're not really buying some hypothetical AI security story either, the business is already growing pretty hard.
Power infrastructure is another one. ETN or GEV maybe. Eaton's Electrical Americas orders were up 41% on a rolling basis and GEV has a $176bn backlog. Whatever happens with the labs, the amount of power/data centre buildout already underway is huge and thats probably one of the few areas where I wouldnt care that much who actually wins the model race.
Obviously if Coxon is literally right and we're all dead in a few years none of this matters lol. But if you take him seriously without treating extinction as 100% certain, cyber + power seems more sensible to me than trying to guess OpenAI vs Anthropic vs Google.