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08:33LONG
“The most important metric is orders, and that was up 88%. I still own the stock, and even at these nosebleed elevations, I remain confident in this investment.”
@The Real Eisman Playbook · Steve Eisman
GE Vernova powers the AI boom, racking up an 88% surge in new orders that guarantees massive future revenue despite its sky-high stock price.
GEVLONG@ $998.93
$979.07-1.99%
since call Jul 24
peak +0.9%
“I do not believe that is possible, so I continue to be an owner. The stock has been flat since the fall of 2024, so the multiple has come down. The 2026 PE multiple is now sub 30 times, which is the c”
@The Real Eisman Playbook · Steve Eisman
Moody's commands an unbreakable pricing duopoly that AI cannot touch, making its current 26.47 forward P/E an absolute steal for buyers.
MCOLONG@ $471.98
$472.83+0.18%
since call Jul 24
peak +4.1%
TIMESTAMPS
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