GE Vernova Nuclear: Small Revenue Today, Large Power Footprint Tomorrow
GE Vernova (GEV) is trading like a growth industrial even though recurring nuclear and power revenue remains a small slice of total sales today. A multi-hundred-billion-dollar backlog, strong free cash flow, and direct exposure to the AI data-center build-out create a favorable risk-reward for a disciplined long targeting $1,300 over the next 180 t…