Only 20% of GE Vernova's Order Book Is Data Centers. Here's Why That's the Bull Case, Not the Risk.

Only 20% of GE Vernova's order book is data centers, but the company's bull case is driven by its exposure to AI and renewable energy.

The company's order book is diversified across various industries, including aviation, healthcare, and power generation.

GE Vernova's stock price has been volatile in recent months, but the company's long-term prospects remain strong.