GEV - GE Vernova Inc.

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.

GE Vernova is involved in both power generation and grid equipment, making it well-positioned in the current market.

Host mentions he made money on GEV and references it as an example of energy stocks already moving with AI. Mentioned as a company that has already exploded in the AI power trend.

Cited as a leader stock example, up 62% year-to-date, more than double the S&P 500 performance. Part of the leading energy industry.

Investors should consider taking profits while maintaining a position to benefit from potential further gains.

Speaker is watching GEV as a potential trade if it can hold its 50-day moving average

Host mentions loving GEV as an energy play. Part of the thesis that AI runs on chips but chips run on electricity, making power generation companies critical infrastructure.

Grid modernization, power generation, and energy security. Host says this is where he's been 'winning big time.' Wars are fought with logistics and power. Outperforming major tech stocks.

Energy infrastructure play; turbines and energy for AI data centers.

Described as 'the grid builder for the AI age.' Builds power generation equipment, turbines, and grid infrastructure. AI data centers are overwhelming the old grid, forcing government and utility spending. The creator notes it 'keeps beating, keeps dominating' and says you can't scale AI without rebuilding the grid. Also mentions it was part of his 'half a million dollar plan in 2025.'