{"id":12879,"date":"2026-01-10T13:42:38","date_gmt":"2026-01-10T13:42:38","guid":{"rendered":"https:\/\/connectwithfund.com\/?p=12879"},"modified":"2026-01-10T13:42:38","modified_gmt":"2026-01-10T13:42:38","slug":"ge-vernova-the-ai-power-bottleneck-trade-is-far-from-over-nysegev","status":"publish","type":"post","link":"https:\/\/connectwithfund.com\/?p=12879","title":{"rendered":"GE Vernova: The AI Power Bottleneck Trade Is Far From Over (NYSE:GEV)"},"content":{"rendered":"<div data-test-id=\"author-root\">\n<p class=\"mb-12 text-medium-2-r text-share-text-3\">This article was written by<\/p>\n<div class=\"relative mb-12 flex justify-between\">\n<div class=\"flex\">\n<div class=\"flex shrink-0 items-center justify-center relative size-36 rounded-full\" data-test-id=\"user-pic-wrapper\"><\/div>\n<\/div>\n<p><button data-state-text=\"Following\" aria-label=\"Follow Deep Value Investing\" class=\"ihjjQ py-8 px-18 o7ZP8 ml-8 mt-0 shrink-0 self-baseline text-small-b relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-28 justify-center border px-12 py-1 text-medium-r rounded-6\" data-test-id=\"follow-button\" type=\"button\"><span class=\"\"><span aria-hidden=\"true\" class=\"wMAFB relative flex justify-center\" data-state-placeholder=\"Following\"><span class=\"absolute\">Follow<\/span><\/span><\/span><\/button><\/p>\n<\/div>\n<div class=\"text-medium-2-r\">\n<div class=\"relative\">\n<div class=\"relative overflow-hidden\" style=\"max-height:100%\">\n<div>\n<p>Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well, you can land a Jumbo on the spread and still have clearance for take-off. From time to time, I buy shares, mostly to not be categorized as a degen by my fellow investor friends, therefore the 50%-50% allocation. My timeframe tends to be between 3-24 months.I like stocks that have experienced a recent sell-off due to non-recurrent events, particularly when insiders are buying shares at the new lower price. This is how I often screen through thousands of stocks, mainly in the US, although I may own shares in banana republics. I use fundamental analysis to check the health of companies that pass through my screening process, their leverage, and then compare their financial ratios with the sector, and industry median and average. I also do professional background checks of each insider who purchased shares after the recent sell-off. I use technical analysis to optimize the entry and exit points of my positions. I mainly use multicolor lines for support and resistance levels on weekly charts. From time to time I draw trend lines, taken for granted, in multicolor patterns. Note: I tried to keep my introduction as real, and authentic as possible. I dislike empty suits, high-level BS, deep-level BS, unnecessary jargon, and self-indulgent, third-person written introductions with an air of superiority.Thanks for reading my introduction!<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div data-test-id=\"content-container\">\n<p id=\"a-disclosure\"><b>Analyst\u2019s Disclosure:<\/b><span>I\/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.<\/span><span id=\"top-business-disclosure\"> I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. <\/span><\/p>\n<p id=\"a-disclosure-more\"><strong>Seeking Alpha&#8217;s Disclosure:<\/strong> Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.<\/p>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/seekingalpha.com\/article\/4858572-ge-vernova-the-ai-power-bottleneck-trade-is-far-from-over?source=feed_all_articles\" target=\"_blank\" rel=\"noopener\" rel=\"nofollow\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article was written by Follow Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well, you can land a Jumbo on the spread and still have clearance for take-off.<\/p>\n","protected":false},"author":1,"featured_media":12880,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[42],"tags":[],"class_list":["post-12879","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GE Vernova: The AI Power Bottleneck Trade Is Far From Over (NYSE:GEV) | ConnectWithFund<\/title>\n<meta name=\"description\" content=\"This article was written byFollowSmall deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/connectwithfund.com\/?p=12879\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GE Vernova: The AI Power Bottleneck Trade Is Far From Over (NYSE:GEV) | ConnectWithFund\" \/>\n<meta property=\"og:description\" content=\"This article was written byFollowSmall deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares\" \/>\n<meta property=\"og:url\" content=\"https:\/\/connectwithfund.com\/?p=12879\" \/>\n<meta property=\"og:site_name\" content=\"ConnectWithFund\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-10T13:42:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/connectwithfund.com\/wp-content\/uploads\/2026\/01\/image_2228339328.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1536\" \/>\n\t<meta property=\"og:image:height\" content=\"845\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/connectwithfund.com\/?p=12879\",\"url\":\"https:\/\/connectwithfund.com\/?p=12879\",\"name\":\"GE Vernova: The AI Power Bottleneck Trade Is Far From Over (NYSE:GEV) | ConnectWithFund\",\"isPartOf\":{\"@id\":\"https:\/\/connectwithfund.com\/#website\"},\"datePublished\":\"2026-01-10T13:42:38+00:00\",\"dateModified\":\"2026-01-10T13:42:38+00:00\",\"author\":{\"@id\":\"https:\/\/connectwithfund.com\/#\/schema\/person\/9344cb2de07361e178f5c834d2167e52\"},\"description\":\"This article was written byFollowSmall deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares\",\"breadcrumb\":{\"@id\":\"https:\/\/connectwithfund.com\/?p=12879#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/connectwithfund.com\/?p=12879\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/connectwithfund.com\/?p=12879#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/connectwithfund.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"GE Vernova: The AI Power Bottleneck Trade Is Far From Over (NYSE:GEV)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/connectwithfund.com\/#website\",\"url\":\"https:\/\/connectwithfund.com\/\",\"name\":\"FinMarkPros\",\"description\":\"Latest Finance News and Updates\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/connectwithfund.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/connectwithfund.com\/#\/schema\/person\/9344cb2de07361e178f5c834d2167e52\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/connectwithfund.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3740b286006c76c86a45c4879850da000667bb6f5bbe053edd4a416d2cc4fb80?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3740b286006c76c86a45c4879850da000667bb6f5bbe053edd4a416d2cc4fb80?s=96&d=mm&r=g\",\"caption\":\"admin\"},\"sameAs\":[\"https:\/\/connectwithfund.com\"],\"url\":\"https:\/\/connectwithfund.com\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"GE Vernova: The AI Power Bottleneck Trade Is Far From Over (NYSE:GEV) | ConnectWithFund","description":"This article was written byFollowSmall deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/connectwithfund.com\/?p=12879","og_locale":"en_US","og_type":"article","og_title":"GE Vernova: The AI Power Bottleneck Trade Is Far From Over (NYSE:GEV) | ConnectWithFund","og_description":"This article was written byFollowSmall deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares","og_url":"https:\/\/connectwithfund.com\/?p=12879","og_site_name":"ConnectWithFund","article_published_time":"2026-01-10T13:42:38+00:00","og_image":[{"width":1536,"height":845,"url":"https:\/\/connectwithfund.com\/wp-content\/uploads\/2026\/01\/image_2228339328.jpg","type":"image\/jpeg"}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/connectwithfund.com\/?p=12879","url":"https:\/\/connectwithfund.com\/?p=12879","name":"GE Vernova: The AI Power Bottleneck Trade Is Far From Over (NYSE:GEV) | ConnectWithFund","isPartOf":{"@id":"https:\/\/connectwithfund.com\/#website"},"datePublished":"2026-01-10T13:42:38+00:00","dateModified":"2026-01-10T13:42:38+00:00","author":{"@id":"https:\/\/connectwithfund.com\/#\/schema\/person\/9344cb2de07361e178f5c834d2167e52"},"description":"This article was written byFollowSmall deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares","breadcrumb":{"@id":"https:\/\/connectwithfund.com\/?p=12879#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/connectwithfund.com\/?p=12879"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/connectwithfund.com\/?p=12879#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/connectwithfund.com\/"},{"@type":"ListItem","position":2,"name":"GE Vernova: The AI Power Bottleneck Trade Is Far From Over (NYSE:GEV)"}]},{"@type":"WebSite","@id":"https:\/\/connectwithfund.com\/#website","url":"https:\/\/connectwithfund.com\/","name":"FinMarkPros","description":"Latest Finance News and Updates","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/connectwithfund.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/connectwithfund.com\/#\/schema\/person\/9344cb2de07361e178f5c834d2167e52","name":"admin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/connectwithfund.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3740b286006c76c86a45c4879850da000667bb6f5bbe053edd4a416d2cc4fb80?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3740b286006c76c86a45c4879850da000667bb6f5bbe053edd4a416d2cc4fb80?s=96&d=mm&r=g","caption":"admin"},"sameAs":["https:\/\/connectwithfund.com"],"url":"https:\/\/connectwithfund.com\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/connectwithfund.com\/index.php?rest_route=\/wp\/v2\/posts\/12879","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/connectwithfund.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/connectwithfund.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/connectwithfund.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/connectwithfund.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12879"}],"version-history":[{"count":1,"href":"https:\/\/connectwithfund.com\/index.php?rest_route=\/wp\/v2\/posts\/12879\/revisions"}],"predecessor-version":[{"id":12881,"href":"https:\/\/connectwithfund.com\/index.php?rest_route=\/wp\/v2\/posts\/12879\/revisions\/12881"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/connectwithfund.com\/index.php?rest_route=\/wp\/v2\/media\/12880"}],"wp:attachment":[{"href":"https:\/\/connectwithfund.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12879"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/connectwithfund.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12879"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/connectwithfund.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12879"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}