GE VernovaGEV
GE Vernova on podcasts: where it advertises, what it's offering listeners, and what hosts say about it when they're not being paid.
Sponsorships
No ad reads on tracked podcasts in the last 30 days. Hosts are talking about it anyway — see the earned side.
What hosts are saying
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In their words
“GE Vernova, Cambridge, Mass., Mr. Kulp comes in, splits up GE, and everybody makes money. it's been a shocking outperformer.”
GE Vernova is described as a shocking outperformer with strong order books and consistent beat on numbers.
▶ Hear it“You could take that to mean a couple of things for companies that we've talked about as being adjacent and also very much part of this infrastructure build out like GE Vernova. Biggest chunk of their business is supplying gas turbines.”
Discussed as a company that supplies gas turbines and may be affected by SpaceX's in-house turbine development, analyzed objectively.
▶ Hear it“That is GE Vernova. This is going to be the turbines behind gas power plants, behind wind power... it is extremely powerful in the current market... whether we have you know demand for anthropic and open AI and those companies fight as long as we're using more tokens that's what's going to drive electricity demand.”
Company is discussed positively as having a strong market position and being a beneficiary of AI power demand through turbine production.
▶ Hear itThe full picture
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