Tuesday, March 10, 2026

General Electric (GE): Hydrogen Turbines, Small Nuclear Reactors Can Spruce Up This Stock

Fox Photos/Hulton Archive via Getty Images Investment thesis: There is no denying the deep troubles that General Electric Company (NYSE:GE) has been facing. The once-great, iconic industrial giant saw its stock price peak in the year 2000 and it is now trading at only 1/5 of those levels. A combination of consumer market shifts, stiff competition, and a non-focused business strategy, where at times GE tried to do everything, can all be blamed for the company’s hardships. Many seem to believe that there is no turning GE around anymore. But this is a decade of great upheaval and change, and when there is change there are always new potential opportunities. One of the emerging opportunities happens to be in the electricity-generation sector, where there is an emerging demand for small nuclear reactors, as well as for hydrogen-powered turbines and electrolysis equipment meant to be…

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