Calls
1
Scott Strazik
CEO, GE Vernova
Win Rate
100.0%
return
+28.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 11
$839.20
+28.4%
"WE HAVE TALKED ABOUT BY 2028, WE SEE AT LEAST A $200 BILLION BACKLOG... WE ARE GROWING ARE SUPPLIED BY ALMOST 50% IN THAT PERIOD OF TIME." The combination of AI data center energy demands and the global need to modernize electrical grids is creating an investment supercycle. GE Vernova is perfectly positioned to capture this demand through its gas turbines and grid software, leading to massive, profitable backlog growth. LONG GEV to capitalize on the multi-year structural growth in power generation and grid infrastructure. Supply chain bottlenecks or an inability to scale manufacturing fast enough could delay revenue recognition and increase costs.
"WE HAVE TALKED ABOUT BY 2028, WE SEE AT LEAST A $200 BILLION BACKLOG... WE ARE GROWING ARE SUPPLIED BY ALMOST 50% IN THAT PERIOD OF TIME." The combination of AI data center energy demands and the global need to modernize electrical grids is creating an investment supercycle. GE Vernova is perfectly positioned to capture this demand through its gas turbines and grid software, leading to massive, profitable backlog growth. LONG GEV to capitalize on the multi-year structural growth in power generation and grid infrastructure. Supply chain bottlenecks or an inability to scale manufacturing fast enough could delay revenue recognition and increase costs.
Grid Equipment
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Scott Strazik has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: GEV.
