Hey, it's Kramer, and this is my morning take on the market from today's CNBC Investing Club morning meeting.

Well, look, even though nothing's happening maybe at the index level, we really focus on individual companies.

Exactly, that's her.

A company we heard from last night and this morning, G.E. Vernova, biggest gainer in the S&P 500 today, soaring to a new record high, taking out this, that spike

from a couple quarters ago. Yeah. The $1,000 price target from JP Morgan seems really salient to me.

I think that's where it's headed. It's incredible. You also had two upgrades, RBC, Oppenheimer.

Why? Well, they gave guidance for 2026, but they also significantly

raised guidance for 2028. They increased the revenue forecast by $7 billion, adjusted EBITDA

margin, up six percentage points, free cash flow as well. And also, just in terms of the backlog,

they booked more orders in the fourth quarter than what anyone anticipated. 18 gigawatts of gas turbine contract signed

quarter to date. They're sold out of capacity through 2028, only 10 gigawatts remaining in

2029. And even as pricing power remains strong, they're adding incremental

capacity too. I know you've long wanted them to add a little more capacity. Yeah, well, I've been pushing

them. I've been pushing them. Why? Because you and I both know this is something you went over.

It's impossible to take out this unless you come out and

say, look, we're going to expand production because you can only get so much, you can

only save so much within a factory.

Now, it turns out the factories obviously were very inefficient.

Scott's been addressing that, but you need a combination of orders and efficiency, and

that's what's driving this thing

up to 113%.

Yeah, volume and price as one analyst wrote, volume and price.

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