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0 / 100
Thesis calls
5
Evaluated calls
0
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Past bets that played out

These are the clearest thesis calls with observable outcomes, linked back to the original videos.

XLIopen

GE Vernova (GEV) reported strong 2Q 2026 earnings and raised full-year 2026 guidance on strong 1H performance, signaling improving fundamentals and near-term positive sentiment for the stock and parts of the grid/energy-transition complex.

Mentioned: Jul 22, 2026, 10:00 AM EDTConviction: 40 / 100
Source: GE Vernova @GEVernova Jul 22 Today we reported strong 2Q 2026 earnings and, based on strong first half performance, r...
ICLNopen

GE Vernova (GEV) reported strong 2Q 2026 earnings and raised full-year 2026 guidance on strong 1H performance, signaling improving fundamentals and near-term positive sentiment for the stock and parts of the grid/energy-transition complex.

Mentioned: Jul 22, 2026, 10:00 AM EDTConviction: 42 / 100
Source: GE Vernova @GEVernova Jul 22 Today we reported strong 2Q 2026 earnings and, based on strong first half performance, r...
GRIDopen

GE Vernova (GEV) reported strong 2Q 2026 earnings and raised full-year 2026 guidance on strong 1H performance, signaling improving fundamentals and near-term positive sentiment for the stock and parts of the grid/energy-transition complex.

Mentioned: Jul 22, 2026, 10:00 AM EDTConviction: 48 / 100
Source: GE Vernova @GEVernova Jul 22 Today we reported strong 2Q 2026 earnings and, based on strong first half performance, r...

Latest videos and market context

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GE Vernova @GEVernova Jul 22 Today we reported strong 2Q 2026 earnings and, based on strong first half performance, r...

Jul 22, 2026, 10:00 AM EDT

GE Vernova (GEV) reported strong 2Q 2026 earnings and raised full-year 2026 guidance on strong 1H performance, signaling improving fundamentals and near-term positive sentiment for the stock and parts of the grid/energy-transition complex.

GE Vernova @GEVernova Jul 21 Watch GE Vernova’s Earnings Webcast on July 22 to learn how we are leading the next gene...

Jul 21, 2026, 1:01 PM EDT

GE Vernova promoted its upcoming July 22 earnings webcast (Q2 2026 results) and framed the market as a “next generational investment supercycle” in electric power.

Proof-backed call history

These are recent thesis calls tied to original source content where available.

XLIopen

GE Vernova (GEV) reported strong 2Q 2026 earnings and raised full-year 2026 guidance on strong 1H performance, signaling improving fundamentals and near-term positive sentiment for the stock and parts of the grid/energy-transition complex.

Mentioned: Jul 22, 2026, 10:00 AM EDTConviction: 40 / 100
Source: GE Vernova @GEVernova Jul 22 Today we reported strong 2Q 2026 earnings and, based on strong first half performance, r...
ICLNopen

GE Vernova (GEV) reported strong 2Q 2026 earnings and raised full-year 2026 guidance on strong 1H performance, signaling improving fundamentals and near-term positive sentiment for the stock and parts of the grid/energy-transition complex.

Mentioned: Jul 22, 2026, 10:00 AM EDTConviction: 42 / 100
Source: GE Vernova @GEVernova Jul 22 Today we reported strong 2Q 2026 earnings and, based on strong first half performance, r...
GRIDopen

GE Vernova (GEV) reported strong 2Q 2026 earnings and raised full-year 2026 guidance on strong 1H performance, signaling improving fundamentals and near-term positive sentiment for the stock and parts of the grid/energy-transition complex.

Mentioned: Jul 22, 2026, 10:00 AM EDTConviction: 48 / 100
Source: GE Vernova @GEVernova Jul 22 Today we reported strong 2Q 2026 earnings and, based on strong first half performance, r...
GEVopen

GE Vernova (GEV) reported strong 2Q 2026 earnings and raised full-year 2026 guidance on strong 1H performance, signaling improving fundamentals and near-term positive sentiment for the stock and parts of the grid/energy-transition complex.

Mentioned: Jul 22, 2026, 10:00 AM EDTConviction: 62 / 100
Source: GE Vernova @GEVernova Jul 22 Today we reported strong 2Q 2026 earnings and, based on strong first half performance, r...
GEVopen

GE Vernova promoted its upcoming July 22 earnings webcast (Q2 2026 results) and framed the market as a “next generational investment supercycle” in electric power.

Mentioned: Jul 21, 2026, 1:01 PM EDTConviction: 38 / 100
Source: GE Vernova @GEVernova Jul 21 Watch GE Vernova’s Earnings Webcast on July 22 to learn how we are leading the next gene...

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