Chief Investment Strategist, Head of Investment Solutions & PM at Hightower Advisors. CNBC contributor. Treasure family time & a good run. Proud BC alum.
Cite asCryptoQuant has tracked the directional calls on GEV by @Stephanie_Link on X since Jul 2026: not yet scored on GEV (as of Nov 11, 2026).
Other assets covered (14)
3 GEV calls on record, a thin history.
Relative view by default: fewer than 30 GEV calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @Stephanie_Link to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
$GEV: Total gas contract backlog expanded from 116GW to 122GW Q/Q with YE backlog now seen at 130GW+. Electrification orders came in at $5.4bn BtB of ~1.4x. And FCF $5.4B vs $1.5B expected w guide $16-$17B - insane.
View original →$GOOGL $CEG announcement to bring 890 MW of new nuclear capacity onto the PJM connection grid = nuclear power will be a significant contributor to the expected ramp up in power capacity to support AI/data center buildout. $FLR $MIR $FLS $GEV
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