Last week, I updated my view on GE Vernova ( GEV ), which is a key supplier and beneficiary of the increasing load demand stemming from AI/data centers as well as climate and electrification. PartExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend ...