GEV - GE Vernova: Strong Business, Stretched Valuation
2025-09-26 11:23:59 ET
I’ve been immersed in the renewable energy sector since 2011, watching wind turbines and solar panels go from niche to mainstream. Back in 2017, I wrote an article on Daqo New Energy ( DQ ) (followed by three more articles) correctly predicting that only ultra-efficient solar manufacturers would thrive in a brutal down-cycle....
GE Vernova: Strong Business, Stretched Valuation