Jun. 17 at 11:24 PM
$GEV GE Vernova will grow as global electricity demand surges from AI data centers, EV charging, and industrial electrification. Its gas turbines (increasingly hydrogen-capable) provide stable baseload power. Its Grid Solutions unit builds HVDC lines, substations, and transformers core to unlocking stranded renewables. With 60% of the U.S. grid needing expansion by 2035 and strong international demand, GE Vernova’s backlog is growing. Policy tailwinds, grid bottlenecks, and digitalized utility demand make it a critical supplier in the global power stack. Everyone is trying to control the future stack. GEV is a crucial part of it.