Settled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
The host said the peak explosive-growth phase for the power-equipment maker is over and it will now grow more slowly but steadily; based on the 2027 forward lower bound, a slightly lower share price would become a long-term entry zone, while current technicals offer little to do.
SourceThe hyper-growth peak for power-equipment makers is over; growth continues but slower. Below 722 is the long-term entry zone, with nothing to do technically here.
SourceConsensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
The host said the peak explosive-growth phase for the power-equipment maker is over and it will now grow more slowly but steadily; based on the 2027 forward lower bound, a slightly lower share price would become a long-term entry zone, while current technicals offer little to do.
SourceThe hyper-growth peak for power-equipment makers is over; growth continues but slower. Below 722 is the long-term entry zone, with nothing to do technically here.
SourceAgainst the early drop triggered by SoftBank's procurement tweak, the host cited a backlog stretching to 2032 and a roughly eighty percent traditional versus twenty percent data-center contract mix to argue the real demand impact should be minor.
SourceSoftBank's procurement changes knocked GEV down intraday, but its turbine backlog extends to 2032 and data centers are only about 20% of booked capacity, so the host sees limited impact.
SourceAgainst the early drop triggered by SoftBank's procurement tweak, the host cited a backlog stretching to 2032 and a roughly eighty percent traditional versus twenty percent data-center contract mix to argue the real demand impact should be minor.
SourceSoftBank's procurement changes knocked GEV down intraday, but its turbine backlog extends to 2032 and data centers are only about 20% of booked capacity, so the host sees limited impact.
SourceGEV dipped on SoftBank's procurement adjustment, but the host argues data centers are only ~20% of signed capacity with bookings to 2032, so the impact should be limited.
SourceGEV dipped on SoftBank's procurement adjustment, but the host argues data centers are only ~20% of signed capacity with bookings to 2032, so the impact should be limited.
SourceGEV beat with a near-$200B backlog and raised guidance; the host calls it definitely a good company delivering long-term returns, but capacity bottlenecks mean holders need patience.
SourceGE Vernova's report is huge for turbines, with backlog a potential source of a pop driven by data center demand.
Source2 YouTubers have mentioned GEV in the last 7 days; 3 are needed to form a consensus. Their own words are below, each with a link back to the source video.
Against the early drop triggered by SoftBank's procurement tweak, the host cited a backlog stretching to 2032 and a roughly eighty percent traditional versus twenty percent data-center contract mix to argue the real demand impact should be minor.
SoftBank's procurement changes knocked GEV down intraday, but its turbine backlog extends to 2032 and data centers are only about 20% of booked capacity, so the host sees limited impact.
GEV dipped on SoftBank's procurement adjustment, but the host argues data centers are only ~20% of signed capacity with bookings to 2032, so the impact should be limited.
The host said the peak explosive-growth phase for the power-equipment maker is over and it will now grow more slowly but steadily; based on the 2027 forward lower bound, a slightly lower share price would become a long-term entry zone, while current technicals offer little to do.
The hyper-growth peak for power-equipment makers is over; growth continues but slower. Below 722 is the long-term entry zone, with nothing to do technically here.
