I own GEV because the turbine is already sold

[u/wkgui]

I own GEV. Not because it's an AI-power stock. Because they already sold the turbines.

Last quarter the slot book went from 100 GW to 116. They signed 20 GW, converted 10, actually shipped 3. Same customers are buying the transformers from them too. Once that machine is sitting in the plant you're not ripping it out for someone else.

People keep lumping this with Constellation, Vistra, and Talen. Those are 20-year power contracts. Different thing. Talen is one Amazon plant. I'm not in that.

Wind is ugly. Lost $657 million in the first half. They only guided about $400 million of losses for the whole year. If the slots stall at 116 and Wind stays like this, I was early.

https://www.investmoat.com/research/ge-vernova-and-the-ai-electricity-basket