GE Vernova's turbines and grid equipment make it a clear winner from the AI data-center power crunch. Q3 equipment sales rose 42%, total revenue 27% and operating income 281% as margins expanded. Grade: A. x.com 

GE Vernova is not a cyclical gas-turbine maker, as shown by customers paying deposits for delivery slots in 2032. GLJ Research's September 14 sell note set a $470 target on that cyclical thesis; the stock dipped 10%, fully recovered and now trades above $1,000, while the other 37 analysts average over $1,200. Two days after the note, GE Vernova's CEO said it is selling 2032 slots, and cyclicals do not take deposits six years out. x.com 

GE Vernova's buybacks look poorly priced relative to its borrowing cost. At $895, repurchases yield about 2.6% on my 2027 EPS estimate of $23.09 and 3.5% on 2028 earnings, below the 3.8% after-tax cost of debt issued in February. The quarter was strong, but this buyback pace is hard to like. x.com 

GE Vernova's gas business is strengthening, just days after people were fading the stock. Per a quoted report, it expects gas capacity additions to grow about 50% by year-end, with second-half contract commitments now expected to exceed its 20GW guidance and Q4 tracking above Q3. x.com 

Durable demand makes these eight companies attractive at forward earnings multiples below their historical medians. Vistra has long power deals; ASML expects demand above capacity in 2027-28; GE Vernova's turbines are sold out through 2028. Eaton expects data-center deliveries from 2028. Waste Management leads garbage collection; American Tower has $23B in scheduled rent, Linde $64B in commitments, and BWX Technologies an $8.4B backlog backed by Navy demand. GE Vernova's multiple is still high. … Show more

GE Vernova is highly expensive, and infrastructure booms always look unstoppable until they stop; a cyclical boom-bust stock should not need a three-years-out view to reach a 20 P/E. Gordon Johnson's $470 price target is right in theory. Barring a crash, it is probably among the safer expensive stocks through year end as fund managers pad top holdings, but the cycle will pass, as similar ones did before the financial crisis. x.com 

GE Vernova sits at the center of the most capital-intensive buildout in a generation because AI data centers need massive power and it builds the gas turbines that make it. Every new hyperscaler data center is effectively a new order. Its backlog is $150B and already booked, orders rose 71% last quarter, and Q1 2026 free cash flow exceeded all of 2025's. It has zero debt and $8B in cash, doubled the dividend, expanded buybacks to $10B, and targets $44-45B of revenue in 2026 and $56B in 2028. … Show more

The AI power trade is starting to separate promises from electrons, favoring GE Vernova over NuScale Power because the market wants power now, not in 2033. GE Vernova has a $176bn backlog with gas turbines effectively sold out for years. NuScale reported just $75,000 of revenue last quarter, thousands not millions, then filed to sell another $750m of stock. x.com  x.com 

GE Vernova is a cyclical gas-turbine manufacturer priced as a secular compounder, the basis for a sell rating. Per @StockWorthyApp, the stock fell 8.62% in a day and 9.43% over a week on concerns about an AI development slowdown. x.com 

GE Vernova is the best-in-class AI-power play heading into earnings, driven by AI data-center power demand and its gas-turbine backlog. The Street wants another full-year guidance raise, and the stock is down about 13% from its $1,196 all-time high. It ranks among the highest-conviction names of the week alongside Alphabet. The only risk is a 67x forward multiple that already prices in a lot. x.com