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
在 X 查看 ↗