 I’m not the only one sounding the alarm… Three Nobel Prize winners have connected the dots too. They know, as I do, this coming convergence could trigger a once-in-a-generation wealth shift. A transfer of wealth the likes of which we’ve not seen in our lifetime. That’s because, for the first time in 250 years, we’re seeing the simultaneous intersection of three immense forces again: A new political model. A new economic treatise. A new technological revolution. As these forces collide, we’re going to be thrust into an entirely new epoch… one in which the old rules of wealth building do not apply. And unless you know how to navigate it… you are almost certainly at risk of not just losing money but of losing out on what could be one of the greatest periods of wealth-building in decades. 
Which side you’re on could depend on what you do next. Because for those who understand what’s unfolding, this could be one of the greatest wealth-building phenomena of their lives… but for those who bury their head in the sand… they will be left behind. Here’s the full story for you. Do not miss it. Good investing,
Porter Stansberry
Additional Reading from MarketBeat.com GE Vernova Rallies on the AI Grid Supercycle: Turbines, Transformers, and Cash ReturnsAuthor: Jeffrey Neal Johnson. Originally Published: 2/11/2026. 
At a Glance- The Power segment is experiencing a surge in orders as data centers require reliable baseload electricity to operate continuously.
- The recent acquisition of Prolec GE strengthens the Electrification segment by securing a critical supply chain for high-demand transformers.
- Management has raised the dividend and authorized share buybacks following a record year of free cash flow generation and backlog growth.
While the stock market has spent the last two years focused on microchips and artificial intelligence (AI) software, a quieter revolution has unfolded in the physical world. The massive data centers required to run AI models have an insatiable appetite for electricity, and the aging global power grid is struggling to keep up. That disconnect between digital ambition and physical reality has helped fuel a rally for GE Vernova (NYSE: GEV). Following its spin-off from parent conglomerate General Electric in April 2024, GE Vernova has quickly established itself as a standalone industrial giant. As of mid-February, the stock was trading near $800, marking an all-time high. Over the last 12 months, shares have surged approximately 107%, significantly outperforming legacy industrial peers. While President Trump's official salary is $400,000 per year... his tax returns reveal he's been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn't touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies... Discover how to invest in the fund Trump uses to collect this income >> Investors are waking up to a simple reality: the AI revolution stops without the electricity to run it. By supplying the machinery to generate power and the hardware to transport it, GE Vernova has positioned itself as the utility belt for the global energy transition. The company is no longer just an industrial spin-off; it is a primary infrastructure play for the next decade of digital growth. The Cash Engine: Fueling the Data Center BoomThe primary force driving GE Vernova's valuation is its Power segment, specifically the gas turbine business. While the world transitions toward renewable energy, sources like wind and solar are intermittent — the sun does not always shine, and the wind does not always blow. Data centers operated by major technology firms require baseload power around the clock. To bridge this gap, utilities and independent power producers are turning to natural gas turbines. This urgent demand created a massive seller's market in late 2025. GE Vernova's recent financial results illustrate just how aggressive this buying spree has become: - Order Surge: In the fourth quarter of 2025, orders in the Power segment surged 77% organically.
- Backlog Growth: The backlog for gas turbines and manufacturing slot reservations jumped from 62 gigawatts (GW) to 83 GW in a single quarter. Management is targeting 100 GW by the end of 2026.
- Capacity Expansion: To meet demand, the company is ramping up manufacturing capacity to produce roughly 20 GW of turbines annually by mid-2026.
Utilities are not just buying for today; they are booking manufacturing slots years in advance. On Feb. 3, 2026, the company signed a Strategic Alliance Agreement with Xcel Energy (NASDAQ: XEL). This deal secures hardware capacity through the 2030s, effectively locking in revenue for the next decade. Similarly, a reservation agreement with Maxim Power (TSE: MXG) shows that power producers are willing to pay simply to reserve capacity. The company is also selling HE (High Efficiency) upgrades — like the recent completion at the Coryton Power Plant in the U.K. — which allow existing plants to generate more power with less fuel. Plugging In: The $5.3 Billion Bet on TransformersGenerating electricity is only half the battle; it must also be transported to where it is needed. The Electrification segment, which focuses on grid solutions, has become the company's fastest-growing unit. Revenue in this segment jumped 36% in the fourth quarter, driven by the urgent need to modernize aging electrical grids to handle the heavy loads from AI data centers and electric vehicles. A major catalyst for this segment materialized on Feb. 2, 2026, when GE Vernova closed its acquisition of the remaining 50% stake in Prolec GE. This $5.3 billion transaction is a game-changer for several reasons: - Supply Chain Control: It gives GE Vernova full control over a large manufacturing footprint for electrical transformers.
- Critical Shortages: Transformers are currently the single biggest bottleneck in the electrical supply chain, with lead times for new units stretching into years.
- Data Center Focus: Prolec GE offers a dedicated product line for data center power, aligning directly with the AI infrastructure narrative.
The company is also expanding margins by layering software on top of hardware. The recent launch of GridBeats, a software-defined automation suite, helps utilities manage substations more efficiently. That shift toward digital solutions helps explain why margins in the Electrification segment expanded to 17.1% in the most recent quarter. Profit Over Volume: Converting Headwinds into DividendsWhile the Power and Electrification segments are booming, the Wind segment remains a recovery story. The segment reported an EBITDA loss of roughly $600 million in 2025, driven largely by challenges in the offshore wind market, including regulatory delays at the Vineyard Wind project caused by a government stop-work order. Investors have largely looked past these losses because management is exercising strict financial discipline. Rather than chasing unprofitable growth to boost revenue, GE Vernova is deliberately shrinking its onshore wind backlog to focus only on profitable deals. That profit-over-volume strategy is showing green shoots: - Repowering Wins: In 2025, the company secured 1.1 GW of repowering orders for the U.S. onshore market.
- The Logic: Repowering upgrades existing turbines with newer, more efficient technology (new nacelles and drivetrains) while keeping original towers — a faster, more profitable approach than developing new farms from scratch.
Because the gas and grid businesses are generating so much cash, the struggles in wind have not weakened the company's financial position. GE Vernova generated $3.7 billion in free cash flow in 2025, more than double the previous year's output. That cash generation allowed the Board of Directors to take two major shareholder-friendly actions: - Dividend Hike:Doubled the quarterly dividend to $0.50 per share, annualized to $2.00.
- Buybacks: Increased the share repurchase authorization to $10 billion.
Those moves signal strong management confidence that the cash flow hose will remain open, despite short-term volatility in the wind sector. Pricing the Supercycle: Is the Premium Worth It?GE Vernova is trading at a premium valuation of roughly 45 times trailing earnings. While that is high for a traditional industrial company, the market appears to be pricing in the unprecedented visibility provided by a record $150 billion backlog. That backlog effectively locks in revenue growth for years, insulating the company from short-term economic swings. The AI trade has evolved. Phase one focused on semiconductors and chips (like NVIDIA (NASDAQ: NVDA)); phase two is about the infrastructure required to run them. With the integration of Prolec GE and its dominant position in gas power, GE Vernova has cemented its leadership in phase two. Risks remain around offshore wind execution, but accelerating demand for electricity suggests the company's momentum is grounded in fundamental necessity rather than speculative hype.
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