u/wkgui · 14d ago1 prior · awaiting results
Long GEV
I own GEV because they already sold the turbines
GEV has significant installed base momentum with slot book growing from 100 GW to 116 GW last quarter and customers repeat-buying complementary transformers. The installed turbines create switching costs that protect revenue; wind segment losses appear to normalize post-2024, offering upside as revenue grows and margins expand.
At post $953.09Now $971.31+1.9% since postedas of Sep 8, 4:30 PM ET
1d+0.1%
3d-4.3%
1w-3.3%
1m—
3m—
6m—
1y—