Up 134% over 12 months, GE Vernova, General Electric's carve out that went public in January 2024 is clearly in the right place at the right time. Its products and services help to power AI datacenters, modernize electric grids, apply AI to power distribution, and accelerate the shift to renewable energy. Heading into an economic downturn, this seems like a logical utility-like stock that has substantial upside. But at these levels, is it providing opportunity to value investors? AI equity analysts Brian Maible and the very grumpy Eric Haight battle it out, debating GEV's prospects into Q2 2025 and beyond, informing value investors in the process.
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