GE Vernova: How a Grid-and-Gas Supply Squeeze Is Turning into a Margin Engine
GE Vernova sits at the center of a structural power-equipment shortage driven by AI data center buildouts and utility underinvestment. With a $176B backlog, sold-out gas turbine capacity through 2030, and healthy free cash flow, the company looks primed to convert supply constraints into higher margins. This trade idea lays out an actionable mid-te…