$GE Vernova(GEV.US) I took my payday shares off for great coin. I now settle into the full swing with cushion.
Source: Sunrise Trader
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- F
My thoughts on beaten down AI Picks and shovels. $Bloom Energy(BE.US) $Eaton(ETN.US) $GE Vernova(GEV.US) $Comfort Systems USA(FIX.US) $Celestica(CLS.US) $Sterling Infrastructure(STRL.US). Each one has its own level. Not one setup for all of them.
🧵 - J
$Defiance AI & Power Infrastructure ETF(AIPO.US)
Context: This ETF choice came due to strong demand for energy-focused AI supply chain plays. With the rapid expansion of AI data centers, power grid capacity and energy infrastructure have become major beneficiaries as a result.
My trade: To take advantage to invest in the energy behind AI, i opened a long position in AIPO to capture the growth in AI power demand. This thematic ETF offers diversified exposure across electrical grid equipment, data center power and energy producers like GE Vernova and Eaton.
Takeaway: Moving forward, I will continue to wait for market dips and opportunities to add and secure a better cost basis.
2026.07.29 ~ 2026.08.28 All ordersCumulative P/L-11.60 (USD)-3%2026.07.292026.08.28Trade Showcase: Trade, Show & Earn Rewards! - W
Here is every top $SPY performer (RP>85) currently sitting near the 50 day SMA 👀
$Unitedhealth(UNH.US)$Datadog(DDOG.US)$GE Vernova(GEV.US)$Analog Devices(ADI.US)$Lumentum(LITE.US)$FedEx(FDX.US)$Centene(CNC.US)$Keysight Tech(KEYS.US) $F5(FFIV.US)$Moderna(MRNA.US) $Casey General Stores(CASY.US)$Teradyne(TER.US)$Humana(HUM.US) $Cisco(CSCO.US) $Targa Resources(TRGP.US) - H
$GE Vernova(GEV.US)
This stalwart continues to have a strong position in my tech portfolio. Whilst everyone chases the high growths, this behemoth chugs along quietly and cushions the portfolio.
Very much an important cog in the energy hungry AI world, I believe GEV will continue doing its thing contributing less noisily like a star defender in an elite football team.
They are so important to the team but not in the limelight. You only notice them when the team is under attack or when they occasionally score.
Like Saliba for Arsenal. COYG. 🤓
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - F
$Celestica(CLS.US) is my favorite AI name, I said the same many times before. $GE Vernova(GEV.US) gets second spot.
Let's look at Celesticas numbers. - Fun fact: Never missed ER since Oct 2019. - Rev $4.70B (+62%), blew past the $4.15–4.45 guide. - Adj EPS $2.54 vs $2.14–2.34 guide.- Margin hit a company high at 8.2%. - Then they raised the year again: FY rev to $20.5B, adj EPS to $11.30. Stock went decently up.Why I think it spiked? Simple beat and raise into a story people already believe. Data center / AI compute demand, better component supply, and management hiking the year for a reason. No messy excuses, Just execution.What to expect? Near term it stays a leader in the AI supply chain tape. What we're in is a consolidation zone. Whenever the next AI leg up, this should be leading. - H
$GE Vernova(GEV.US)
Congrats to all who persevere through the tech rout.
In perspective, the SMH corrected nicely in a fourth wave pull back to a deep retrace of 50% which I am allowing taking into account the rule of alternation. The second wave in April this year was very shallow and quick!
My view of the day is on GEV which I consider the lower beta tech stalwart of my portfolio. It is the beneficiary of the tech infra roll out unlike Apple and hence is my choice.
She is in a B wave which has taken price deep to the 85.4 retrace at 898. Price has since rebounded to the lower trend line channel yesterday at 982. Premarket, it looks like about to reclaim that upon which a march to new highs in the coming weeks as a C wave beckons.
The probability of that increases upon price clearing 1100.
My targets for that are between 1368-1670.
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - H
$GE Vernova(GEV.US)
This is the follow up of my prior post on GEV.
Price has retreated post GEV’s earnings. However supports are still holding and the bullish pattern still intact.
Refer to my previous post where I posted the chart. Note the ascending triangle/running flat set up highlighted. Also note the HH HL.
This story says bulls are still in control. That blue lower line is where bears will attempt to take over. The bears have barely had a sniff so far but they are trying. Remember the ascending triangle/running flat mentioned above? That is a powerful bullish setup. Qualifies as a continuation as well as a reversal pattern. In this situation, it serves as a continuation pattern.
Supports must hold. Thats where the lower blue trend line is. Break above the ATH and targets are the box the arrow points to.
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - M
📊 Watchlist for tomorrow (Not Financial Advice)
$GE Vernova(GEV.US) $Frontline(FRO.US) $Medpace(MEDP.US) $Affiliated Managers(AMG.US) $MSCI(MSCI.US) $Cintas(CTAS.US) $Range Resources(RRC.US) $Yeti(YETI.US) $State Street(STT.US) $Alphabet(GOOGL.US)📌 See pinned tweet for how I use my WL - H
Pre Earnings GEV treat
$GE Vernova(GEV.US)
On of my favourite stocks. Not much fanfare but very important in the AI space with excellent fundamentals and very good in what they do. Much like a star defender in a good team. Everyone talks about the strikers and players who score goals but doesn’t pay attention to the unsung heroes. GEV is that star defender.
Technicals and fundamentals align here. I have been buying in layers on the dip. Results in a short while. Let’s see if they can deliver.
I will follow up with another post after earnings.
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards!