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← @tengyanai

$GEV

BULLISH2026-07-23
Price around the call
↑ 2026-07-23
By horizonMaturing · ~18 trading days to go
1d
✗ -1.8%
5d
…
21d
…
Original post
Teng Yan · 2026-07-23

one buried signal in GEV's call today: - many investors value GE Vernova based mainly on future turbine sales. - an increasingly valuable part of the business is actually the growing installed fleet, because every turbine sold creates decades of recurring maintenance revenue. - as more of the 325 contracted HA turbines enter operation, the service business should expand almost automatically through the 2030s, even if new turbine orders slow from today’s exceptionally strong levels. $GEV on @tessara_ai

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