GE Vernova Plunges 10% Despite Upgrade — Is the “Wind Ghost” Haunting the Rally?

Implied Podcast
18/12/2025 2 min Temporada 1 Episodio 74
GE Vernova Plunges 10% Despite Upgrade — Is the “Wind Ghost” Haunting the Rally?

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Episode Synopsis

GE Vernova just baffled Wall Street with a massive 10% crash on the exact same day it received a "Strong Buy" upgrade from Evercore ISI. Why did good news trigger a liquidation event? The answer lies in a ticking clock: the critical December 31st deadline for the trouble-plagued Vineyard Wind project. In this episode, we break down why investors are fleeing the offshore wind risk, whether the market is ignoring the massive backlog in Data Center Power, and if this selloff is a red flag or the ultimate contrarian buying opportunity.

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