William David(@WDChokepoint):GE Vernova has 122 gigawatts of gas turbines under contract. 58 of them are reservations, not orders. A turbine ordered today commissions around 2032. The election may slow who orders next. It doesn’t move that date.

William David

@WDChokepoint

Physical reality constrains digital ambition. That gap is the investment thesis. Critical minerals. Semiconductors. Energy. The constraint always moves.

参加 May 2026

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William David@WDChokepoint

2026.11.08 08:49

GE Vernova has 122 gigawatts of gas turbines under contract. 58 of them are reservations, not orders. A turbine ordered today commissions around 2032. The election may slow who orders next. It doesn’t move that date.