GEV
GE Vernova Inc.
stock NYSE

Some turbine news:
>Interesting numbers here in this interview of GE Vernova's CEO on gas turbine reservations >> orders

\- Ended 2025 with 43 GW of "slot reservations" (33% direct to data centers), 40 GW already on order (15% direct to data centers)
\- Customers putting down 20-25% deposits on reservations but don't have EPC/fuel secured (next bottleneck!) so not yet 'orders'
\- Reservations now through to 2031! Can't get shipped though until 2029, shipping 4 GW/quarter
\- Converting from Reservation to Order taking 6-18 months because of EPC/fuel issues
\- GE can build 20 GW/yr simple cycle now, up to 24 GW/yr by 2028, adding more shifts + capacity in SC plant, France
\- Note 24GW/yr simple cycle could theoretically equate to about 35 GW of NGCC/yr from GEV alone
\- 50% of gas commitments are in the U.S.
\- GEV also doing great business outside of turbines on switchgear, transformers, substation equipment - $200-300M for every 1 GW of data center load just on that

UPDATE: Almost 50, lost 2 six-figure jobs... Life completely changed in 60 days.
A few months ago, I posted here when I was at a pretty low point: approaching 50, recently laid off from two 6-figure IT jobs, with $162,000 sitting in my Fidelity account. I originally asked if I should just dump it all into SCHD, SCHG, and KGLD, play it safe, and hope to retire in 10 to 12 years.
Well, a lot has changed since then, and I wanted to share a massive update for anyone else who might be older, laid off, and feeling like the walls are closing in.
I officially start a new role this month making close to both of my previous base salary combined! The stress of my retirement is completely gone.
I actually ended up abandoning the dividend ETF strategy I originally asked about. I realized my Fidelity account was a Traditional IRA (rolled over from my old employer plan), not a Roth. Since it’s locked up for another decade anyway, I realized I had a "volatility pass" and didn't need to play it as safe as I thought.
I rotated that initial $162k into the AI hardware and infrastructure supercycle. After a massive run-up over the last couple of months and executing a heavy rebalance yesterday to lock in profits, the portfolio just crossed $203,500.
I'm now running a fully balanced tech and infrastructure engine (heavily weighted in NVDA, PLTR, MSFT, and GEV) to ride out the next 10 years.
I appreciate the advice everyone gave me back in the original thread. Keep grinding out there—things can turn around incredibly fast.

Some turbine news:
>Interesting numbers here in this interview of GE Vernova's CEO on gas turbine reservations >> orders

\- Ended 2025 with 43 GW of "slot reservations" (33% direct to data centers), 40 GW already on order (15% direct to data centers)
\- Customers putting down 20-25% deposits on reservations but don't have EPC/fuel secured (next bottleneck!) so not yet 'orders'
\- Reservations now through to 2031! Can't get shipped though until 2029, shipping 4 GW/quarter
\- Converting from Reservation to Order taking 6-18 months because of EPC/fuel issues
\- GE can build 20 GW/yr simple cycle now, up to 24 GW/yr by 2028, adding more shifts + capacity in SC plant, France
\- Note 24GW/yr simple cycle could theoretically equate to about 35 GW of NGCC/yr from GEV alone
\- 50% of gas commitments are in the U.S.
\- GEV also doing great business outside of turbines on switchgear, transformers, substation equipment - $200-300M for every 1 GW of data center load just on that

UPDATE: Almost 50, lost 2 six-figure jobs... Life completely changed in 60 days.
A few months ago, I posted here when I was at a pretty low point: approaching 50, recently laid off from two 6-figure IT jobs, with $162,000 sitting in my Fidelity account. I originally asked if I should just dump it all into SCHD, SCHG, and KGLD, play it safe, and hope to retire in 10 to 12 years.
Well, a lot has changed since then, and I wanted to share a massive update for anyone else who might be older, laid off, and feeling like the walls are closing in.
I officially start a new role this month making close to both of my previous base salary combined! The stress of my retirement is completely gone.
I actually ended up abandoning the dividend ETF strategy I originally asked about. I realized my Fidelity account was a Traditional IRA (rolled over from my old employer plan), not a Roth. Since it’s locked up for another decade anyway, I realized I had a "volatility pass" and didn't need to play it as safe as I thought.
I rotated that initial $162k into the AI hardware and infrastructure supercycle. After a massive run-up over the last couple of months and executing a heavy rebalance yesterday to lock in profits, the portfolio just crossed $203,500.
I'm now running a fully balanced tech and infrastructure engine (heavily weighted in NVDA, PLTR, MSFT, and GEV) to ride out the next 10 years.
I appreciate the advice everyone gave me back in the original thread. Keep grinding out there—things can turn around incredibly fast.