Significant Options Trading on Wednesday: TWLO, HNRG, GEV
Hallador Energy Co Options Trading: Hallador Energy Co (HNRG) experienced significant options trading with 4,961 contracts, equating to about 496,100 underlying shares, primarily driven by the $19 strike put option expiring on December 19, 2025.
GE Vernova Inc Options Trading: GE Vernova Inc (GEV) saw a high options trading volume of 33,202 contracts, representing approximately 3.3 million underlying shares, with notable activity in the $520 strike put option expiring on January 30, 2026.
Comparison of Trading Volumes: The options trading volumes for both HNRG and GEV accounted for approximately 95.9% and 90.5% of their respective average daily trading volumes over the past month.
Additional Resources: For more information on available options expirations for TWLO, HNRG, or GEV, users can visit StockOptionsChannel.com.
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- Performance Rebound: GE Vernova's stock has surged 12.9% in 2026 and over 100% in the past year, indicating a robust performance in the clean energy transition and reflecting market confidence in its future growth.
- Order Surge: Gas turbine orders increased from 33 GW in 2024 to 40 GW in 2025, with customers willing to pay upfront for future production slots, demonstrating strong demand for gas turbine equipment.
- Optimistic Outlook: CEO Scott Strazik stated during the earnings call that they expect to reach approximately 100 GW under contract in 2026, showcasing confidence in future performance, particularly in high-margin service revenue growth.
- Diversified Growth: In addition to gas turbines, GE Vernova shows strong growth potential in electrification and wind power segments, with EBITDA expected to double from $5.3 billion in 2026 to $11.2 billion by 2028, further solidifying its market position.
- Dow Jones Milestone: The Dow Jones Industrial Average has surpassed 50,000 for the first time, indicating a significant boost in market confidence that could attract more investors and drive overall economic recovery.
- Key Stock Performance: Stocks like JPMorgan, Apple, and Boeing are now in buy zones, reflecting their strong fundamentals and market demand, which may further propel their stock prices and enhance investor confidence.
- Nasdaq Divergence: While the Nasdaq remains below key support levels, certain AI stocks are reviving, suggesting a renewed interest in tech stocks that could lay the groundwork for future growth.
- Improved Market Sentiment: The Dow's breakthrough not only reflects optimistic expectations for economic recovery but may also encourage other indices to follow suit, further enhancing overall market vitality and liquidity.
- Emerging Investment Theme: Nuclear energy is recognized as a key power source for AI, with the Range Nuclear Renaissance Index ETF (NUKZ) amassing over $808 million in assets under management within just two years, reflecting strong market demand and investor confidence.
- Sector Allocation Advantage: The ETF's allocation to energy stocks stands at 13.20%, significantly higher than the category average of 2.14%, while its nearly 55% weight in industrial stocks enhances its performance during market fluctuations, increasing potential returns for investors.
- Global Investment Strategy: More than one-third of NUKZ's 45 holdings are from companies outside the U.S., providing investors with diversified revenue opportunities while maintaining exposure to the domestic market.
- Defensive Positioning: With an allocation of nearly 28% to the utilities sector, which is double that of competing funds, this ETF offers investors some protection in the event of a technology sell-off, demonstrating its robustness in uncertain market conditions.
- Nuclear ETF Market Growth: There are nearly 10 dedicated nuclear or uranium ETFs currently available, with the Range Nuclear Renaissance Index ETF (NUKZ) managing over $808 million in assets within just two years, reflecting strong investor confidence and demand in the nuclear sector.
- Outperforming Competitors: NUKZ has outperformed many more well-known rivals, primarily due to its significant overweight in energy stocks (13.20%) and nearly 55% allocation to industrial stocks, which has generated unexpected gains in its portfolio.
- Global Investment Portfolio: More than a third of the ETF's 45 holdings are from companies outside the U.S., providing geographic diversification that appeals to investors looking to maintain domestic exposure while capitalizing on growth from international markets.
- Defensive Positioning Advantage: With an allocation of nearly 28% to the utilities sector, which is more than double that of competing funds, NUKZ's defensive posture may offer protection for investors amid recent technology sell-offs, enhancing its attractiveness.
Leadership Change: Scott Strazik took over as head of General Electric’s energy business, GE Vernova, in 2021.
Business Transformation: The electricity business has undergone significant changes since Strazik's appointment, reflecting a different operational landscape.
- Capital Spending Commitments: Amazon and Alphabet's recent capital spending commitments total $385 billion, significantly surpassing the $222 billion for 2025, indicating strong confidence in future growth despite negative stock reactions.
- AI Infrastructure Demand: GE Vernova's stock rose over 5% in after-hours trading due to surging demand for power to support data centers, highlighting a shift towards increased orders for its gas turbines and electrification equipment from hyperscalers.
- Oracle and OpenAI Relationship: Despite Oracle's $300 billion deal to build infrastructure for OpenAI, market skepticism persists regarding Oracle's exposure, especially given OpenAI's projected cash burn of up to $115 billion by 2030.
- GE Vernova's Growth Outlook: Management anticipates mid-teens revenue growth from 2025 to 2028, with earnings expected to more than double during this period, bolstered by investor confidence stemming from Amazon and Alphabet's spending commitments.











