The Barron's Streetwise podcast features Jack Howe interviewing Andrew Obin, an industrials analyst from B of A Securities, about GE Vernova. The discussion revolves around Vernova's surprising success, driven by increased electricity demand due to electrification and the growth of data centers. Obin clarifies that while data centers contribute significantly, the broader trend of electrification is the primary driver. They explore the reasons behind Vernova's underestimated potential, its current high growth rate, and the factors influencing the resurgence of wind power as a viable energy option. The conversation also touches on the durability of Vernova's stock and its long-term potential, highlighting the company's rapid earnings growth and improvements across its various business segments.
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