7/22/25 :: VROCKSTAR :: 
GEV
Great backlog... valuation not 4 me
- literally demand for as long as the eye can see
- is that worth 2% fcf yield? probably
- 50x next year PE? probably
- i'd dip buy this. but honestly i think results/ comms are +ve and stock all else equal goes higher. i just don't care b/c that valuation in this toppy (ST) tape is just too much. if there's anything -ve you'd see this down 10-20%, up maybe is 5-10% max... so that's not good r/r
- i'd also point out here you can dip buy this w conviction, so i'd rather sideline and if/does dip, it will get bid and so that's a risk free look
- gl to the longs. amazing story/ spin
V
GEVGreat backlog... valuation not 4 me
- literally demand for as long as the eye can see
- is that worth 2% fcf yield? probably
- 50x next year PE? probably
- i'd dip buy this. but honestly i think results/ comms are +ve and stock all else equal goes higher. i just don't care b/c that valuation in this toppy (ST) tape is just too much. if there's anything -ve you'd see this down 10-20%, up maybe is 5-10% max... so that's not good r/r
- i'd also point out here you can dip buy this w conviction, so i'd rather sideline and if/does dip, it will get bid and so that's a risk free look
- gl to the longs. amazing story/ spin
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.