I want to increase my exposure to energy infrastructure, and I think GE Vernova could be a good fit.
There has been a lot of very bullish news for energy infrastructure long term
- MSFT investment
- AMZN investment
- Zuck indicates energy as the bottleneck
- MSFT going nuclear
- Limitations of silicon are slowing regular efficiency gains in chip.
All of these macro factors have me very bullish on energy delivery. In fact I have made a killing on Hammond Power Solutions, but they are quite limited in only making dry transformers. I think GE Vernova compliments this well.
Thoughts?
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