$GE Vernova (GEV.US)$$NextEra Energy (NEE.US)$$NuScale Power (SMR.US)$$Oklo Inc (OKLO.US)$ this is the quickest way to provide all the power that data centers need we mount a shaft to his body he generates enough power the same as a nuclear reactor the same as what GE vernova is selling the big gas powered turbines.. and there's your solution x.com/Dudespost...
10baggerbamm
OPsmoothshoe
:
I see why you're looking at this one or at least I think I see why with The insider transactions last year and this year. my concern would be the decline in revenue. I know that from a data center standpoint and build out natural gas is the quickest solution is that why you're looking at this company or are you looking at their long-term chart and you see this bottoming that's taking place potentially here where historically it's traded significantly higher? if you're thinking about it from a data center play the companies that are in the exploration side of oil or natural gas under Trump they're not going to be benefactors I don't believe so because as the prices come down for oil and natural gas their margins deteriorate even further. when I first looked at this I saw New York and my initial inclination was Trump wants to build that pipeline throughout New York New England all natural gas which will reduce energy costs by about 30% and I thought that this company was going to be one that I'd heard that potentially would be involved but they're just based out of New York they're not involved in pipeline distribution of natural gas. centrus that one has more of what I like and I'm going to spend some time this weekend reading about it I like when you have that earnings beat Gap up and now the consolidation it mirrors so many other companies perfectly well and money is going to go back in if we can get a few days of a rally or we get past this whole tariff issue and tax season I think beyond that we have the potential for a sustained rally.
$GE Vernova (GEV.US)$FYI Jensen spoke yesterday that the constraint for data centers is power he went out of his way to say that that will determine the profitability of the data centers will they have the power that they demand. GE vernova offers the fastest quickest way to power these data centers which is an on-site massive gas turbine their largest can power upwards of 300,000 households to give you an idea of the scale of energy it produces. Natural gas is cheap gas is clean and these wo...
$GE Vernova (GEV.US)$the hell of a rally down 19.70 yesterday but we're bouncing a $1.80 pre-market that really instills confidence in me. this is typically what I'm seeing across the board if a stock were to be down 10 yesterday it's up a dollar it's about a 10% recovery
$GE Vernova (GEV.US)$a total of 1800 shares pre-market takes the stock down four and a half dollars.. it has a huge gap down somewhere between 50 and $100 is where it could fall.. it's literally a guessing game at this point because it's going to be breaking support today or in coming days and it's going to be a long drop a very very steep drop straight down.
$GE Vernova (GEV.US)$this stock is starting to break.. this is an example of a great company that you would want to own but it's sitting at a very critical price it became a huge momentum play for the build out of data centers. they provide the lowest cost solution for providing power to these data centers. nuclear is years away at this point. that would be the best solution but it's years away GE vernova builds these massive turbine generators they make three different sizes the largest one h...
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TWIMO (151403908)
:
we can only hope that wiping off all the gains since preelection is a stroke of genius that leads to a better future. institutions sold while retail bought and became bagholders. im not sold on being long term investor while institutions laugh all the way to billion dollar payouts...
$GE Vernova (GEV.US)$this has held up it's bounced from like 298 back up to 350 it has support going back to November however virtually everything else has broken key levels if this breaks it'll be 270 before you can blink
$GE Vernova (GEV.US)$down almost $150 straight down and you can see how much more can fall.. it became a pure momentum play on the data center build out.
$GE Vernova (GEV.US)$this is really bad GE led the whole data center build out momentum on the way up this is a big dollar stock it is an institutional darling and it is in collapse mode right now I posted Friday last week or Thursday look at the Gap and you can see it's going to fill that gap.
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smoothshoe : what are your thoughts on $Centrus Energy (LEU.US)$
smoothshoe : I also opened a position in $New Fortress Energy (NFE.US)$
10baggerbamm OP smoothshoe : I see why you're looking at this one or at least I think I see why with The insider transactions last year and this year. my concern would be the decline in revenue. I know that from a data center standpoint and build out natural gas is the quickest solution is that why you're looking at this company or are you looking at their long-term chart and you see this bottoming that's taking place potentially here where historically it's traded significantly higher?
if you're thinking about it from a data center play the companies that are in the exploration side of oil or natural gas under Trump they're not going to be benefactors I don't believe so because as the prices come down for oil and natural gas their margins deteriorate even further. when I first looked at this I saw New York and my initial inclination was Trump wants to build that pipeline throughout New York New England all natural gas which will reduce energy costs by about 30% and I thought that this company was going to be one that I'd heard that potentially would be involved but they're just based out of New York they're not involved in pipeline distribution of natural gas.
centrus that one has more of what I like and I'm going to spend some time this weekend reading about it I like when you have that earnings beat Gap up and now the consolidation it mirrors so many other companies perfectly well and money is going to go back in if we can get a few days of a rally or we get past this whole tariff issue and tax season I think beyond that we have the potential for a sustained rally.
ASteffie : I'm just gonna sit here and wait
smoothshoe 10baggerbamm OP : It's definitely a nat gas for data center power play for me. for nat gas play, I'm thinking $Flex LNG (FLNG.US)$
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