Core Insights - GE Vernova anticipates significant revenue growth in its electrification segment, projecting a 25% increase in 2025 and around 20% in 2026, driven by an electrification "supercycle" that will enhance electricity's share in final energy consumption [4][3]. Group 1: Revenue and Growth Projections - Expected revenue in 2028 is projected to be $52 billion, excluding the 50% Prolec GE acquisition [4]. - The electrification segment is expected to see a revenue growth of 25% in 2025 [3]. Group 2: Gas Turbine Orders and Production - GE Vernova's gas turbine backlog is expected to reach 80 GW by the end of 2025, with strong demand reflected in 18 GW of turbine orders booked in the current quarter [8][10]. - The company aims for an annualized turbine production of 20 GW by mid-2026, with potential to increase to 24 GW by mid-2028 [9]. Group 3: Market Demand and Acquisitions - The current quarter is anticipated to be the largest for electrical equipment orders directed to hyperscaler tech companies, with orders coming from Europe, North America, the Middle East, and Australia [5][6]. - The pending acquisition of Prolec GE for $5.3 billion is expected to enhance GE Vernova's market presence in lower-voltage electrical equipment across various geographies, with the deal on track to close in mid-2026 [7].

Core Insights - VistaShares celebrates the one-year anniversary of its first ETF, the VistaShares Artificial Intelligence Supercycle ETF (AIS), which aims to redefine thematic exposures and income strategies in the investment landscape [1][2]. Group 1: ETF Differentiation - AIS is designed to differentiate itself from other ETFs by focusing on Supercycles™, which are technology-driven trends causing disruption across various industries [2]. - The ETF employs an actively managed approach, guided by an Investment Committee with expertise in technology, AI, and asset management, to identify "hidden gems" in the AI sector rather than just mega-cap stocks [3]. Group 2: Performance and Growth - In its first year, AIS has attracted approximately $100 million in assets and has shown strong performance within the AI infrastructure and technology sector [4]. - AIS has been recognized as the top-performing fund in the AI Infrastructure sector, validating its investment strategy and approach [5]. Group 3: Expansion of Offerings - VistaShares has introduced a new ETF, the VistaShares Electrification Supercycle® ETF (POW), which aims to provide Pure Exposure™ to energy infrastructure benefiting from AI-driven investments [5][6]. - The VistaShares ETF lineup has grown to seven funds, collectively amassing over $800 million in assets under management (AUM) since the firm's entry into the ETF market [8].