Substack · 00 Frequency📡 · Jordi Guillamón
El margen cambió de manos
Ochocientos mil millones de capex, la cadena de valor de la inteligencia artificial capa por capa, y por qué el año lo pagó la memoria y no los modelos
US · 2 entries · 2 publications
GEV
Ge Vernova
- Entries
- 2
- Bullish
- 1
- Bearish
- 0
- First
- Jul 23, 2026
- Latest
- Jul 27, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on GEV at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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2Substack · LF GLOBAL CAPITAL · LF Global Capital
El sector Industrial
Geopolítica, IA y ciclo económico trabajando al mismo tiempo.
Timeline
Newest to oldest- July 2026 2 entries
Substack · Bullseye Research · Bullseye Investing
Q2 Earnings Updates on Alphabet, GE Vernova, and ServiceNow
$NOW, $GOOGL, $GEV
Since publication GEV −14.2% α −17.8 pp vs S&P 500 · USD
Substack · Newmoon Capital
Siemens Energy (and GE Vernova): Debunking the Peak Gigawatt Bear Case
While I no longer do L/S professionally, I continue to trade actively in my PA.
Since publication GEV −17.1% α −20.7 pp vs S&P 500 · USD
There is 1 more low-confidence entry, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.