(https://www.marketwatch.com/story/shares-of-ge-vernova-fall-in-premarket-trading-despite-raised-revenue-outlook-6eec9263?mod=mw_rss_topstories) is everyone's confusion trade today. But here's what nobody's saying: earnings beats + stock crashes = duration repricing, not demand destruction. The energy infrastructure story is real. The problem is the *timing*.

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