๐ Stock Pick #1
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$GEV (GE Vernova)
๐ Publicly traded since 2024 (spun off from General Electric)
๐ฐ Specializes in decarbonization and renewables
๐ Headquarters in Cambridge, Massachusettsโ
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Financial Green Flags
Based on Earnings Report:
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Net income is up 295% Year-over-Year
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Diluted EPS are up 293% Year-over-Year
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Operating income is up 1991% Year-over-Year (not a typo)
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Things to Consider
๐ก The company miraculously converted last yearโs $106M loss into a $264M profit.
๐ก It announced a $600 million investment in U.S. factories and facilities over the next two years (manufacturing's coming back, baby) to meet the surging electricity demands.
๐ก Despite forecasting up to $400 million in tariff-related costs for 2025, GE Vernova is projecting revenue between $36 billion and $37 billion and free cash flow of $2 billion to $2.5 billion.
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The Bottom Line
GE Vernova's solid financials, strategic investments, and confidence in the face of unstable macroeconomic conditions make it an attractive investment. Its financial outlook is especially refreshing since many companies have pulled their forecasts due to tariffs.
๐ Stock Pick #2
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$CRWV (CoreWeave)
๐ Publicly traded since 2025
๐ฐ Specializes in cloud computing for AI
๐ Headquarters in Livingston, New Jersey
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Financial Green Flags
Since CoreWeave went public recently, it hasn't published earnings yet. Here's some financial data we do have:
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CoreWeave reported a 737% increase in revenue in 2024
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Projections indicate continued growth, with expectations of 156% and 120% increases in 2025 and 2026, respectively.
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Things to Consider
๐ก CoreWeave gets early access to cutting-edge GPU technology due to its relationship with Nvidia. This enhances its competitive edge in AI infrastructure.
๐ก The company secured a significant $11.9 billion contract with OpenAI to provide computing power for AI model training and deployment (OpenAI also directly invested $350 million in CoreWeave).
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The Bottom Line
While we have limited financial data on the company, it has a lot of growth potential due to its strategic partnerships (e.g., Nvidia and OpenAI), technological advancements (operates 32 data centers equipped with over 250,000 Nvidia GPUs), and bullish analyst sentiment (price targets range from $43 to $54). You could invest now and enjoy some serious gains (or lessons in risk management), or you could wait until the first earnings report to get an official look at the company's financials.