GE Vernova & Siemens Energy: the discount for "power for AI" begins
Downgrade Siemens Energy → GE Vernova replica: the "power for AI" thesis stops positively autocorrelating with the CapEx cycle.
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Broadcom: Strong AI momentum, but rising infrastructure risks justify downgrade
A Seeking Alpha analyst lowers the recommendation on Broadcom despite strong AI momentum - customer concentration, stretched valuation, and rising infrastructure risks amid tech sell-off.
Jun 23, 2026 at 22:12 11 4