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ISRG and GEV, these two have been very good to me. The P/E is sky high but I think both of these have a bright future and more room to run.
FIX and GEV. Boring in all the right ways but print cash like its nobodies business. Especially this year. Stop chasing hype and chase the companies behind the infrastructure that allows the hype to develop lol
Nuclear ☢️ will be huge Buy $GEV $OKLO
GEV
GEV EIX
GEV and VST are my picks. The ETF GRID is a good option if you believe in the electrification theme for the future. NLR/URA is a good option if you're interested in nuclear power and uranium and believe in the power needed for the future. There are good picks in …
If MSTR can’t hold 180 tomorrow in a 4hr, buy puts to 160. If holds take 12/19 200c. Watch GEV get violent into next week and I’m talking about it launching off the 600 hold. I got 1212 650c.
PLTR, GEV 😢
GEV
$GEV at 135
CCJ & GEV. Nuclear Energy. Enough said
Buy more GEV ORCL QCOM PEG. all dec19 exp 1-2 strikes out. Oh yeah. 6880c and 6900c 12/2
GEV. Thank me later.
Natural gas pipelines. Solid dividends with lots of capital investment to underpin earnings growth. Irreplaceable infrastructure with huge sunk capital costs. Can use cash-secured puts to aim for lower entry costs too. WMB, KMI, TRP, ENB are ones I'm looking at or own. I would say GEV for gas turbines, …
Nuclear power is a very long play. GEV and CEG have gone thru the roof over the last year or so. This is all part of that play. I feel big tech is going to slow down as there is not enough power, and it is going to a decade …
It's not hype, but there is something to "I can deliver energy now" vs "I can have one of these built in 2027." Beyond that, the issue becomes the IPPs that can deliver now are already up 500-700% in the last 5 years and in the latter category you had …
GEV
AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% …
Stephanie Link on CNBC's halftime show has been recommending ROK for a while, along with ETN, PWR, GEV. I have the others but just this week put in orders to buy ROK if it drops to 360 or less. I'd buy in an IRA, so don't have to worry about …
Ok, what good energy stocks to bet on? It will likely be the next big thing when people finally realise that data centres use alot of power. Also infrastructure stocks. ENPH, GEV? More?
Ge Vernova. GEV. Check them out. I’m up 18% since June.
UUUU & GEV
GEV.
GEV
GEV
GEV
Just buy GEV, they’re better than all of those companies
What are everyone’s thoughts on energy and energy infrastructure stocks for the next 5 years? I came up with the list below but wanted to get thoughts on the below and others (also if the below are not worth it) Nuclear & Clean Baseload Energy (Direct AI Power Plays) • …
PWR is my holding for this issue. Other power/energy related positions I hold include: CEG, NEE, GEV, AES, with CCJ and BWXT instead of the speculative SMR companies.
BMNR, KO, PEP, TSM, NVDA, AMD, CRWV, LULU, NKE, COST, BBAI, IREN, WM, GOOGL, W, PLTR, BTC, ETH, HD, GEV, LMT, DK, FNMA
Hard to tell...areas I lean into are quantum, aerospace, nuclear, surveillance tech, vertical farming infrastructure, datacenter infrastructure, mining, military tech. QTUM, XAR, NLR, RKLB, PL, RING, AYI, VMI, GEV, VRT, SHLD. Or you might want to look at momentum investing. Recent hiccup aside, SPMO has outperformed VOO over last 5 …
Here’s a basket of high quality AI infra stocks that I own: NVDA (duh) GOOG (duh) MSFT (duh) AVGO (custom silicon and networking) ASML (lithography monopoly) MU (high bandwidth memory) GEV (power generation) VRT (power and cooling) As to why GOOG and MSFT vs AMZN or META, I simply prefer …
Data center infrastructure plays that actually have good earnings are having a massive day, COHR, WDC, VRT, GEV so sad i missed the dip on MU
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Total Off-Exchange Volume: 1.0 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
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Capitol Trades
| Date | Politician | Amount |
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| Oct 23, 2025 | Michael McCaul | $8,000 |
| Oct 16, 2025 | Michael McCaul | $32,500 |
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 24,815,463 | $14.9 billion | 0.0915% | Sep 30, 2025 |
| FMR, LLC | 22,666,598 | $13.6 billion | 0.0835% | Sep 30, 2025 |
| Blackrock Inc. | 20,074,776 | $12.0 billion | 0.0740% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 11,495,164 | $6.9 billion | 0.0424% | Sep 30, 2025 |
| State Street Corporation | 11,238,278 | $6.7 billion | 0.0414% | Sep 30, 2025 |
| Geode Capital Management, LLC | 6,180,299 | $3.7 billion | 0.0228% | Sep 30, 2025 |
| Morgan Stanley | 5,369,008 | $3.2 billion | 0.0198% | Sep 30, 2025 |
| Capital International Investors | 5,073,899 | $3.0 billion | 0.0187% | Sep 30, 2025 |
| Coatue Management LLC | 3,634,166 | $2.2 billion | 0.0134% | Sep 30, 2025 |
| NORGES BANK | 3,419,106 | $2.1 billion | 0.0126% | Jun 30, 2025 |

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