GE Vernova GEV NYSE - Stocktrades Canada

Thoughts on GEV, maybe not so much as Trump seems dead set against electrification. GE spinoff
GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Americas, the Middle East, and Africa.

The company operates through three segments: Power, Wind, and Electrification. The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies.

The Wind segment offers wind generation technologies, including onshore and offshore wind turbines and blades.

The Electrification segment provides grid solutions, power conversion, solar, and storage solutions; and electrification software for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption.

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Asked on October 1, 2025 1:50 pm

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Valuations very rich, but I'm not surprised considering the tailwinds a company like Vernova would realize because of the spending in artificial intelligence. Data centers etc.

Priced fully, but if executed well, still upside here. If we see low utilization rates of data centers over the next couple of years and power demand isn't as high as expected, we will no doubt see volatility.

Priced to perfection is a good way to put it. Which does not guarantee a stock will go down. It just needs to execute perfectly to continue going up.

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Posted by Dan Kent

Answered on October 3, 2025 1:02 pm

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