The Hedge Fund Tracker's post notes that AI capex rotation has repriced industrials broadly, but GE Vernova — as a grid infrastructure and power generation pure-play — sits at the intersection of two converging macro tailwinds: the insatiable power demand from AI data centers and the diesel/energy shock redirecting capital toward electrification and grid buildout, making it a direct beneficiary of the exact capex cycle the market is debating. Scored on the close 7 days out. If GEV does not move 4.5% in my favour by then, this is a miss.

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