What top creators are saying about GE Vernova Inc.(GEV)

Plays a crucial role in providing the physical energy required for AI infrastructure ('converting molecules into bits').

Premier AI-related power story with surging orders and backlog, despite a short-term EPS miss.

Missed EPS expectations driven by an 11% year-over-year decline in wind revenue, causing the stock to slide about 6%.

Bullish sentiment: Seen as a reliable, long-term beneficiary of the AI electricity crunch. Orders booked through 2031, 2025 orders doubled to $7.1B, $7B deal with Microsoft, OpenAI as customer. Stock up ~300% over three years, with potential for exponential growth as AI power demand becomes more apparent.

Critical player in AI power infrastructure with long-term earnings visibility into the 2030s and strong pricing power.

May face declining orders for new gas power plants if natural gas becomes too expensive to burn for generation, creating structural headwind.

A top pick for the power story supporting AI; long-term trend remains healthy despite being currently overbought.

Viewed as a top AI power story; signed major 20-year agreement with Microsoft and Chevron for data center power.

Part of the momentum trade in energy adjacent names due to AI infrastructure build-out.

Identified as a long-term asset to be held for the next three years.

Identified as a long-term holding candidate for a three-year horizon.

A leading infrastructure play as the bottleneck for AI shifts from chips to power grid components.

One of only three global companies making turbines essential for powering AI data centers.

Mentioned as an 'AI play' where valuation suggests NVIDIA may be undervalued by comparison.

Beneficiary of the increasing power infrastructure demand driven by AI expansion.

Essential for supplying and regulating the massive power loads required by data centers.

Primary beneficiary of AI data center energy demand with 20% of backlog AI-related and growth in Small Modular Reactors.

Key player in grid hardening and the multi-year secular trend of AI power infrastructure.

Primary beneficiary of AI data center power demand and electrical grid expansion; reported 85% EPS increase.

Primary beneficiary of AI data center power demand with a massive $163 billion backlog and blowout earnings beat.

Viewed as a best-of-breed energy play and a long-term winner.

Beneficiary of the 'behind-the-meter' power trend as data centers require gas turbines for independent power.

Stock was up 4%, benefiting from the increased need for power and infrastructure to support the growth of data centers.

A battleground stock where the strong bull narrative (AI-driven power demand for its gas turbines) has caused a 'moonshot' in the stock, overwhelming a bear case based on its 'terrible' wind business. The guest is currently on the sidelines due to the stock's strong momentum.

As a key supplier of large gas turbines for power plants, the company is a direct beneficiary of the massive power infrastructure needed for AI data centers, leading to very strong results with new orders up 65% year-over-year.

Identified as a 'picks and shovels' beneficiary of the AI boom, as the enormous power demand from new data centers is driving massive demand for its gas turbines.

As a company involved in building power infrastructure, it is positioned to benefit from increased electricity demand and the construction of new power plants driven by the growth of AI data centers.

The stock has performed very well for investors who bet on the theme of AI's massive power consumption, highlighting the strength of the 'picks and shovels' energy play for the AI boom.

The best-performing stock in the Industrials sector, up over 100% for the year. Its gas turbines are at the heart of supplying energy to AI data centers.

Stock was up over 10% after increasing its buyback program to $10 billion and raising its dividend, which is seen as a very shareholder-friendly move and positive for AI energy stocks.

Very bullish news after the company announced it was boosting its share buyback program to $10 billion and doubling its dividend, signaling strong confidence from management.

Identified as a beneficiary of the massive demand for energy driven by the AI boom, as it provides essential energy infrastructure for AI data centers.

Considered a primary way to invest in the power-for-AI theme, with a dramatic turnaround story and revenue visibility extending well beyond 2030 due to massive new power demand.

Mentioned as a 'derivative' or 'levered' play on the AI boom by providing power for data centers, but is considered more volatile than a direct investment in NVIDIA.

The company is branding itself as a key player in the global energy transition and grid modernization, suggesting it could be a potential investment for those interested in long-term trends like electrification and renewable energy.

Considered a key AI-related play. Despite an earnings miss, its order backlog grew an impressive 55% year-over-year, indicating a very strong future demand runway driven by AI's power needs.

A major beneficiary of AI's power demand as one of only two major gas turbine makers. The cost to build a new gas plant has tripled, and the stock is up 85% YTD.

The company is establishing itself as a key player in the energy transition with a strategic focus on 'smarter energy,' signaling a commitment to capturing growth opportunities within the evolving global energy market.

A major beneficiary of the AI data center build-out, with its stock up 93% for the year, as its gas turbines are used to generate more electricity for data centers.

Once a struggling business, it has been reborn as a key beneficiary of the AI-driven demand for power generation, reinforcing the bull case for the entire electrification theme.

Identified as an AI energy play that has run up too much. The stock is described as being on a 'rampage,' flashing sell signals, and trading far above its 200-day moving average. The advice is to 'not chase' it at current levels.