GE Vernova: Riding The Global AI Power Surge With Margin Upside Ahead

GE Vernova (NYSE: GEV ) has had a sensational run this year, with its shares rising roughly 85% YTD, which compares favorably with the S&P 500's 9% increase in value in the same period. Ever since itsI am an investor and analyst with a strong focus on long-term compounders, high-moat businesses, and structurally growing industries. My core interest lies in identifying durable companies with economic resilience, pricing power, and capital efficiency — the kind of businesses that outperform over time not beca ...