Jul. 1 at 8:07 PM
$GEV
This is starting to look more like a core trend than a swing. It sits directly in the AI power demand cycle.
Compared with
$BE Bloom Energy,
$CEG Constellation Energy, and
$VST Vistra Corp, GE Vernova stands out for scale and full-stack exposure across generation and grid.
When capital rotates into “AI power infrastructure,” leaders like this tend to hold up better on dips and trend longer.
