GEV - GE Vernova Inc.

Mentioned only as part of the group of industrial stocks that 'rolled over' and dragged the whole sector, including RRX, down. No individual opinion given.

One of the greats and a 10x mover, but choppy now with 28% drops; not tight enough; wants it to tighten before buying.

Toll collector that benefits regardless of which energy technology wins. Gas turbine backlog grew from 83 GW to 116 GW (a 6-year production backlog) and grid business has a $42 billion backlog. Positive but not the main focus.

Mentioned as a potential way to play the power/energy demand from data centers; stock is 20% off the top. Host is still watching energy names.

Host's favorite energy company for the AI power story, but no detailed price action or entry discussed.

Energy story is prominent; next accumulation candidate for powering data centers

Gas turbines sold out through 2030; critical for AI data center power; strong demand for transformers and equipment.

Energy sector play benefiting from AI power demand.

Host mentions GE Vernova as one of the energy picks he's looking into to support AI data center power demand.

Mentioned as one of the energy layer names the host is looking at for the AI buildout. He doesn't currently hold it but considers energy a critical component of the AI infrastructure stack.