Schwab NetworkPublished 2026-09-29
“NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility”
$GEVBullish
GEV is the preferred stock in power generation due to its multi-year order backlog.
The second field, and my preferred choice in power generation, is of course GE Vernova.
It is located in the GE Vernova sector because they have a three- to five-year backlog of orders in the energy sector, I mentioned "GE Vernova" and I mentioned "Constellation".
I believe you also referred to "Veritiv". How do you view this bottleneck trade now, and do you consider it a bottleneck trade at the moment?