We came across a bullish thesis on GE Vernova Inc. on The Edge Of Power’s Substack. In this article, we will summarize the bulls’ thesis on GEV. GE Vernova Inc.'s share was trading at $717.39 as of January 29th. GEV’s trailing and forward P/E were 40.23 and 56.50 respectively according to Yahoo Finance. 15 Biggest US Government Cover Ups of All Time Alexey Y. Petrov/Shutterstock.com In April 2024, General Electric executed a long-planned split into three public companies, with GE Aerospace taking jet en ...

核心观点 - 吉姆·克莱默认为GE Vernova公司将成为赢家 尽管其股价近期表现疲软且市场情绪低迷 [1] - 公司面临电力设备供应紧张的问题 其生产的用于数据中心的天然气发电涡轮机是主要能源来源 [1] - 公司及其产品被视为地缘政治工具 价值高达1亿美元的单台机器订单有助于美国贸易伙伴改善与特朗普政府的关系并缩小贸易逆差 [1] 公司业务 - GE Vernova公司提供发电 电力转换和存储相关的产品及服务 [2] - 公司产品组合包括燃气和核能系统 风力涡轮机 太阳能解决方案以及电网软件 [2]