 Elon’s filing for the SpaceX IPO just hit the mainstream news… And everyone is wondering how I called it… almost to the exact day being reported. Well… I met Elon Musk face to face. At a private gathering of the world's financial elite, I was one of just two people selected to speak with him personally. That conversation — combined with three years studying patterns at CIA headquarters — is why my SpaceX prediction was dead on accurate. And while the mainstream media was playing catch-up... I had already helped nearly 15,000 Main Street Americans discover the "backdoor" way to stake a claim pre-IPO. Now the stakes are even higher. The filing just happened. 21 banks — including JPMorgan, Goldman Sachs, and Morgan Stanley — are preparing to underwrite what they're calling "Project Apex." The framework for the biggest IPO in Wall Street history. Everyone is now looking at June. So here’s what that means for you and your money… You just got a gift. A few more weeks to position yourself before the biggest gains are gobbled up by Wall Street insiders. Once the roadshow kicks off... once the media frenzy begins... once millions of investors scramble to get in... The window slams shut. But right now — today — you still have time. I'm giving away my top pre-IPO SpaceX pick completely free. No credit card. No email required. But I wouldn't wait. June is coming fast. Click here to get my FREE SpaceX pre-IPO recommendation now. Yours for peace, prosperity, and liberty, AEIOU, Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club P.S. I've already helped nearly 15,000 everyday investors get positioned before this historic IPO. Now it's your turn. But the window is closing fast. Get my free recommendation here… before it's too late.
Special Report
GE Vernova Beats Earnings by 790% as Data Center Demand ExplodesAuthored by Chris Markoch. Article Posted: 4/23/2026. 
Key Points
- GE Vernova delivered a massive earnings beat, with EPS of $17.44 far exceeding expectations and driving a sharp rally in the stock.
- Record free cash flow and raised guidance highlight accelerating demand, particularly from data center electrification projects.
- Strong technical momentum and a breakout from consolidation suggest further upside, despite elevated valuation concerns.
- Special Report: Nobody Understands Why Trump Is Invading Iran (here’s the answer)
No sense in hiding the ball. GE Vernova (NYSE: GEV) just delivered a blowout earnings report, sending shares up more than 13% in a single day. The company beat on both the top and bottom lines, but it was the bottom line that produced the most eye-popping result. Heading into the report, analysts had forecast adjusted earnings per share (EPS) of $1.95 — a 427% year-over-year (YOY) increase that appeared to be priced into the stock. GE Vernova didn’t just beat that number; it beat it by more than 790%, delivering adjusted EPS of $17.44.
But the real fuel for the bull case is the cash picture. Free cash flow (FCF) was roughly $4.8 billion in Q1 — more than GE Vernova's full-year 2025 FCF of $4.6 billion. Even more encouraging, that record number is accelerating off a base that was already growing in Q4 2025. Put another way, what was likely the company's strongest FCF quarter in 2025 now looks like it could be the floor for 2026. Management raised full-year FCF guidance to $6.5–$7.5 billion, implying the remaining three quarters would continue to generate strong cash. Crucially, the company finished Q1 with a $10.2 billion cash balance — even after closing a $5.3 billion acquisition and returning $1.4 billion to shareholders through buybacks and dividends. GE Vernova Solves the NIMBY ProblemOne obstacle to data center construction is paying for the increased energy demand. Early solutions often passed those costs on to consumers, and unsurprisingly, communities pushed back — petitioning against data centers in their neighborhoods even when the projects could bring economic benefits. The NIMBY (Not In My Back Yard) issue goes beyond higher electricity bills. Communities frequently object to the physical footprint of new transmission lines, substations and other power infrastructure required for large-scale data center development. The problem is about moving power, not just generating it. That's why President Trump urged hyperscalers to provide their own power in his 2026 Address to Congress. GE Vernova is uniquely positioned to support that approach. Its Electrification segment — which includes HVDC systems, substations, switchgear and transformers — essentially offers the full infrastructure stack a hyperscaler would need to build a self-sufficient power ecosystem. In Q1 alone, GE Vernova booked $2.4 billion in Electrification equipment orders specifically to support data centers — more than the company booked for all of 2025. For hyperscalers looking to sidestep the NIMBY problem by owning power infrastructure end-to-end, GE Vernova is one of the few firms that can deliver at that scale. GEV Has Momentum That Suggests Higher Highs Are ComingGEV traded at roughly 64X earnings in late April. Analysts had been forecasting earnings growth of about 55% before the report, so the “elevated” P/E didn't look like an outsized premium — especially after the company beat expectations by more than 790% and raised its full-year outlook. Momentum is clearly on GEV's side, which investors should weigh if they're considering chasing the post-earnings gap up. The stock has broken above the upper Bollinger Band at $1,078, which can signal overbought conditions and leaves a potential pullback to around $944 as a legitimate concern. That said, the MACD indicates strong bullish momentum. The signal line at 48.90 has crossed sharply above its trigger and is accelerating to levels that dwarf prior peaks over the past year, suggesting unusually strong technical momentum behind the move. Context matters: the stock spent nearly eight months consolidating between $700 and $900 before this breakout, giving the move the character of a resolved base rather than an exhaustion gap. Investors who wait for a pullback may get one, but earnings-driven momentum of this magnitude often extends beyond what valuation metrics alone would predict. A Split That Investors May Not Be ConsideringGEV now trades above $1,100 per share. For some retail investors, a four-figure stock price is psychologically significant, but neither momentum nor management commentary so far has suggested a conventional stock split is likely. The stock is up more than 240% over the past 12 months and over 70% in 2026. There is, however, another kind of "split" that could be consequential: a structural separation of the business. GE Vernova’s Wind segment has lagged, and there has been public chatter — including from CNBC’s Jim Cramer — that the company should consider spinning off its Wind operations. Separating the units would allow each to trade on its own fundamentals. That’s not a prediction; it’s simply a possibility. Still, a strategic divestiture or spin-off of the Wind business seems, to some observers, more likely than a traditional stock price split.
This ad is sent on behalf of The Oxford Club. 105 W Monument St, Baltimore, Maryland 21201. If you would like to optout from receiving offers from The Oxford Club please click here
|
0 التعليقات:
إرسال تعليق