$GE Tape Reports
Per Ticker.id: $GE Tape Reports — 11 podcast mentions across 7 podcasts (30 days), latest 2026-08-26 16:01 UTC.
I also bought GE Varanova hasn't really done much either.
Speaker D — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27Well, I will say if I'm going to bet on the AI space, these are the type of names I would rather own than a lot of this very cyclical chip names. But what I will say is the near term, these are businesses that are starting to lose momentum. Even GiraVernova earnings is supposed to be $30.60. $0.69, up 73% this year versus last year when it was $17.69. They lost money back in 2023 at $0.47 and then lost over $7 in 2022. So it's a very cyclical business, but there's a lot of demand for turbines for energy, which makes sense. But next year earnings are supposed to drop 20% to $24.70. So that's one of the reasons why that has lost a lot of momentum. It's trading at $900 $53. So based on forward-looking earnings, you're talking about a 40x multiple for a company that actually is expected to have shrinking profits next year. That's the issue is that these names— I always use Zoom as the example, not to bag on Zoom. We actually own Zoom today, but we bought it way after it dropped. Uh, but you know, it was the extrapolation of years and years of, or a year of growth going out many years. So in 2020 and 2021, everybody was on Zoom. Everybody, everyone thought, and the market said, oh, well, they're growing 100% a year. They're going to keep growing 100% a year for the next decade, whatever. And that obviously wasn't the case. And same thing is happening and going to happen in the AI space where yes, growth is here, but there's going to be a right-sizing and spend. There's going to be some sort of capacity for capital, raising capital for these AI data centers. There's backlash from communities. There's just so much that can go wrong. And so, and they're all kind of priced to perfection. And that's why the whole subsector is losing momentum, and Caterpillar and GE are no exception. So I do think these are going to be correlated with the sector. Now, could this be a consolidated period and then they continue to move higher? Certainly that's possible. I don't believe that's going to happen, but you have to make that call.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27I think we're going to go through a multi-quarter period of correction with all of these names, and Caterpillar and GE are in that boat. Now let's talk about some concepts that were floated over the past few years and whether or not they were— are good ideas for investors. Now the first one is really about thematic ETFs, and the question is, why do people keep buying? Because the numbers are bad. The returns, the dollar-weighted returns are very poor, meaning they calculate when money is going in, capital's going into these ETFs versus coming out and whether the average person is making or losing money. And the reality is the returns are way lower than the, what the return is of the overall portfolio because people chase returns. We know that because people love stories, find them compelling. It may be taps into something that they have a bias towards, that they're interested in. You know, I always think of Elon going to Mars. It's a ridiculous concept, but people love the idea of, oh, we're going to go to Mars. No, we're not going to Mars.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27People were making note of GE Vernova down 7 straight.
Carl Quintanilla — Squawk on the Street · 9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26 · 2026-08-26Yeah, my trust on GE Vernova and I'm like saying, okay, you know what, you can just crush them. But in the end, the orders are real and the orders can be— everyone wants to be in the GE Vernova queue. I do think that what matters is water. What matters is electricity. The Vertiv has a solution for water. Electricity is you have to write a check to everybody.
Jim Cramer — Squawk on the Street · 9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26 · 2026-08-26Like that to me culturally is the most interesting thing. Like there was just this, not only were they cheering it on, they were, every parent was looking at their kids saying, go learn that in school. Go, go win the Westinghouse competition. Go win the GE math competition.
Steven Sinofsky — The a16z Show · The New Economics of AI | Martin Casado & Steven Sinofsky · 2026-08-25Yeah, we are kidding. We are. We have to because we're not clean enough. I washed up, didn't matter. So what I think matters, though, David, is, is that they, they just the worst actors became the determinant, like the worst actor decided really colored things. And I do only think that people will come back after the election. But in the meantime, where I was saying was I'm poorly positioned is I hadn't liked the stock of GE Vernova. Okay. Yep. Well, you know what? If you listen to the political— GE Vernova is a great short, but it— but is it a great short November 15th? I don't think so, because you're not going to cancel your order because this is progress. This is what happens. We have— was this— I don't know, was that from Friday or not? I mean, why don't you sell it down to $8.40?
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24that gives you Well, you hear, you hear people say, I had to sell down day 40. I don't care because let's break the GE thing, right? But GE is a good company and you're going to have to get in line and do it. Because one thing that's absolutely— there is— this is fighting progress. We know that, but we want progress to be more respectful.
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24