ビットフィネックスのBTCロングポジションが20%急増──過去データが示す下落シグナル

暗号市場が緊張──ビットフィネックスでBTCロングポジションが20%急拡大

歴史が繰り返されるのか？過去のデータはこの動きが価格下落の前兆となることを示唆

機関投資家がポジションを積み上げる一方、零售投資家はFOMOに駆られる──いつものパターンだ

相場のプロたちは「スマートマネーは出口を探している」と警告

暗号市場の鉄則：大口が売りたいときほど、小口に買わせる広告が増える

The downfall

And then it all fell apart like a slow-motion car wreck due to too much diversification, failed business strategies, and a disastrous foray into financial services. Losses at GE's financial unit almost sank the company during the Great Recession.

But guess what? GE stock is back. And it just hit a new all-time high, its first in 25 years.

Of course, the GE ticker no longer represents the original conglomerate. Today, it belongs to(GE 1.60%). The original General Electric company split into three public companies beginning in 2021. The other two are(GEV 2.15%), which makes power equipment, and(GEHC 1.30%).

GE Aerospace has fared the best of the three over the past five years. It's up 766% over that time, more than twice the return of GE Vernova and over 20 times the return of GE HealthCare.

And GE Aerospace is definitely worth a look for investors. The stock's run-up has continued into 2025 -- it's up 76% so far this year. The company makes jet and turboprop engines, and it's thriving due to the fact that the aircraft manufacturing industry is riddled with bottlenecks and supply problems.

Image source: Getty Images.

Mismatched supply and demand

There is a severe shortage of aircraft and components due to a production halt during the pandemic, a lack of talent, and an aging global fleet of planes in need of repairs or outright retirements and replacements.

Aircraft engine maintenance and repair has become a "choke point" for commercial aviation, according to consulting firm Bain & Co., with shop turnaround times up 35% for legacy engines and 150% for new engines. Bain says these problems won't even peak until mid-2026 and should last through the end of this decade.

This year has already seen major manufacturing delays at major plane makers including, maintenance problems at engine makers Pratt & Whitey and, and a spare parts shortage across the industry.

Robust results

That unmet demand for aircraft engines and parts is showing up in GE Aerospace's financial results. The company posted revenue of $11 billion in the second quarter, a 21% increase over a year ago. New orders during the quarter climbed 28% to $11.7 billion. And services ROSE 28% as well. Earnings per share climbed 38% to $1.66. Both earnings and revenue blew past Wall Street's expectations for the quarter.

Management also raised its outlook for revenue growth this year, from low double-digit growth to growth in the high teens.

Wall Street agrees with that. It expects revenue to rise 16% this year and another 11% in 2026. Earnings should climb 28% this year and another 18% next year.

Clearly, this is a company in the right sector at the right moment.

It's been a long time since investors were excited about GE stock. But with a tight focus on supplying engines to the air travel industry, one that is experiencing rising travel demand, GE Aerospace seems to have ignited something. The sky is the limit here.