Bullish on BE driven by clean energy demand and political tailwinds

So BE's drop has been irrational. A sweep by the Democrats should be positive for BE. The "clean energy" concept combined with off-grid self-generation—though more expensive than traditional grid power—may end up being the only viable option. Turbine gas turbines are also in short supply; GEV's orders are booked through 2028, and there's no room on the waiting list.