Brayden Dennis

But it's highly profitable and definitely will be a big beneficiary here.

I would say like probably for decades to come.

Yeah, good place to be, exactly.

And the next one here is GE Veranova, ticker GEV.

GEV was spun out of GE and is now focused on equipment services needed to generate, move, and manage electricity.

They have three main segments, power, which include things like gas turbines, steam power, nuclear hydro, wind, which is, of course, wind turbines and services.

and electrification, which is grid equipment, grid automation, storage, etc.

They reported an RPO or backlog of $163 billion in their latest quarter and added $18 billion worth of new orders alone in that last quarter.

They have a market cap of $279 billion, roughly.

And they were spun off, like I said, from GE, I think it was in early 2024.

And their revenue growth seems to be accelerating with 16% in the last quarter.

GEV is a bet on the world will need more and more power any way it can get.

So that's essentially what you're betting on.

You're saying, OK, there's going to be this need for power, whether it's through natural gas, nuclear power, hydro, wind, you name it.

And GEV is definitely going to be a big beneficiary from that.

They spun off a bunch of different things.

It's not just GV.

They spun off a few other ones.

Yeah.

Yeah.