Jan. 28 at 9:03 PM
$GEV report was wonderful in highlighting the next opportunities in the power trade.
Skyrocketing Demand for Infrastructure: GE Vernova's Electrification segment saw Q4 orders surge 50% year-over-year, driven by an urgent need for substations, switchgear, and synchronous condensers as utilities struggle to integrate massive new loads.
The "Digital Grid" Evolution: Beyond simple hardware, GEV highlighted its Electrification segment as a "growth engine", emphasizing the role of grid orchestration software in managing the increasingly complex flow of electricity from diverse power sources to data centers.
The true "winners" in this supercycle will be the specialized players delivering advanced intelligence and hardware to unlock this new era of electrification. So far, winners have been in generation:
$OKLO $CEG $VST etc..
Our piece on the AI power trade highlights a company that sits perfectly to benefit from the next leg of grid innovation, with possibly 100%+ upside.
https://kryptonresearch.substack.com/p/ai-powers-ahead
