#power-equipment

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Venture
from24/7 Wall St.
1 day ago

Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

Vistra is a wholesale-power-price bet, while GE Vernova offers visible, accelerating data-center power equipment demand with strong backlog, guidance, and reasonable valuation.
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