AAPL/long
Ternus-led Apple sharpens product focus with 6 new categories in pipeline; bullish long-term
I am quite optimistic for Apple in the long term with Ternus at the helm. He has product sensibilities that Tim Cook simply doesn't have.
Peak+18.6%
ORCL/long
Oracle's core database keeps growing, not dying; if the market re-rates it as durable, the multiple expands.
Oracle database as a revenue line within Oracle is growing.
Peak+36.6%
GEV/long
A financeable gas-to-nuclear conversion model pulls SMR deployment forward, lifting demand for the turbine and reactor maker on both ends.
Yeah, we'll be announcing things, uh, very soon. Uh, but what I can share on the dates, and this is actually another unique thing we're doing, part of our strategy is we're pursuing this thing we call gas-to-nuclear conversion. So we're actually going to be building half the nuclear plant right away. Okay, so the whole nuclear steam turbine system set up for nuclear steam conditions and quality, and we're going to fire it early with two combustion turbines as a two-on-one combined cycle. So it's kind of a Frankenstein combined cycle.
Peak+19.3%