𝛼SK or Searchbullish
Siemens Energy (And GE Vernova): Debunking the Peak Gigawatt Bear Case
SUMMARY
- While I no longer do L/S professionally, I continue to trade actively in my PA.
- I rarely discuss specific positions unless I see an opportunity that is exceptionally attractive and widely misunderstood – such as my previous notes on ROO LN in 2021, SE and OMI in 2022, and going long on SE in 2024.
- I believe a similarly compelling and yet highly misunderstood opportunity is currently emerging with both Siemens Energy and to some degree GE Vernova.
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- Siemens Energy (And GE Vernova): Debunking the Peak Gigawatt Bear Case25 Jul 2026
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