ms_ny @ms_ny_trader

ex hedge funder and ecm banker. business owner, mentor, and teacher. NY Joined December 2021

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Don Vandenbord @dvandenbord

8 months ago

Pls RT to get the attention of @Support re @TedHZhang It’s been almost three weeks now.

Connor Bates @ConnorJBates_

8 months ago

Pls RT to get the attention of @Support re @TedHZhang It’s been almost three weeks now.

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$GEV GE Vernova’s small modular reactor, BWRX-300, could play a role in developing more nuclear power over the next decade. The General Electric spinoff is targeting more than $2 billion in annual revenue from its small reactor business by the mid-2030s. cnbc.com/2024/11/30/ge-…

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ms_ny @ms_ny_trader

10 months ago

$GEV 3 weeks tight going into Dec 10th Investor Day. Analysts expecting a guide up in margins driven by "sold out" gas power turbines demand due to a rapid surge in data center growth. gevernova.com/investors/even…

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ms_ny @ms_ny_trader

11 months ago

$GEV ECP founder and senior partner Doug Kimmelman told the WSJ that one of the big "bottlenecks" in AI development is electricity availability, adding that natural gas will be "at the forefront" of energy generation breakingthenews.net/Article/KKR-EC…

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ms_ny @ms_ny_trader

11 months ago

$GEV some of the best earnings growth prospects for 2025 in the market. Theme - powering data centers using nat gas and a nuclear option. $80b market cap + $800mm average $ vol traded + 20% 5 year EPS CAGR is an institutional dream.

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ms_ny @ms_ny_trader

a year ago

TSLA over YTD vwap (white). ATH vwap (green) next stop. Deliveries strong but energy storage products upside is what is likely going into analysts' models next line item

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ms_ny @ms_ny_trader

a year ago

US Open Champ 2024!

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ms_ny @ms_ny_trader

a year ago

This right here…is the name of the game.

Alex Desjardins @PrimeTrading_

a year ago

This right here…is the name of the game.

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ms_ny @ms_ny_trader

a year ago

largest spike in intraday put/call ratio since jan 23. typically a contrarian indicator. protection being bought at the wrong time?

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ms_ny @ms_ny_trader

2 years ago

Top 10 Sectors sorted by RS >70. Home Improvement continues to be a theme as high refi/mortgage rates become an impediment to home turnover EXP,CRH,MLM,VMC,CX,ASPN,BLDR,AZEK,TREX,WMS,MAS In January this list identified Electrical Components (VRT) and the stock never looked back