GEV

All right. So let's dive into your first pick today. You've got GE Vernova. They're outperforming the market year to date, but they've lost some of that momentum recently.

And GE Novo was very high on that list with the total debt percentage of assets being at 3.53%. Free cash flow quarter-over-arter growth is 7% positive EPS revisions, but you're right, trailing from a month. But that tells me fundamentally it's healthy from a balance sheet, especially if I'm looking as debt.

We'll talk about where the margins are for company like GE Vernova in comparison.

Uh keep in mind that there are a lot of sections when it comes to these turbine engines. You've got uh the hot section, which is the slowest and most expensive, and it includes things like the compressor discs, casings, uh the fuel nau nozzles, the you know, aerosolizers. I probably screwed up that word, but basically the little um in injectors that spray the fuel into the actual combustion component of a turbine engine. Uh you've got uh the rotors, the generators, heat recovery, cooling. There's a lot. GE Vernova says all of those components are a limiting factor, not just the blades and veins. So, there's a little bit of a clash between the two.

I I did want to ask you really quick about GEV. This has been a big winner for us before. This thing is coming back into the 200. We're actually near the end of a parallel channel that we have identified here that might also provide it some support. Stock is down 2.65% here today. Do we have any thoughts on where GEV might be a buy again?

Um I do see some support further down into the 800s. Um about >> an 825. That's not too far away from what I'm seeing. Let me look here. I mean, I I was kind of looking at the uh the the 830s. I I could see 825. I could also see underneath 8 down around 780. Um but for now, for now, let's see if this can hold. Um I would say 840.